Latest Meridian Wealth Management, LLC Stock Portfolio

Meridian Wealth Management, LLC Performance:

2025 Q4: -0.4%YTD: 11.74%2024: -3.62%

Performance for 2025 Q4 is -0.4%, and YTD is 11.74%, and 2024 is -3.62%.

About Meridian Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Meridian Wealth Management, LLC is a hedge fund based in Lexington, KY. On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meridian Wealth Management, LLC reported an equity portfolio of $2.8 Billions as of 31 Dec, 2025.

The top stock holdings of Meridian Wealth Management, LLC are NVDA, AAPL, QQQ. The fund has invested 5.3% of it's portfolio in NVIDIA CORPORATION and 4.1% of portfolio in APPLE INC.

The fund managers got completely rid off AMERICAN SUPERCONDUCTOR CORP (AMSC), UNILEVER PLC and BLUE OWL CAPITAL INC (OWL) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE TRADED FD (CARZ), GLOBAL X FDS (AGNG) and SPDR SERIES TRUST (BIL). Meridian Wealth Management, LLC opened new stock positions in ALPS ETF TR (ACES), BONDBLOXX ETF TRUST (XHYC) and SIMPLIFY EXCHANGE TRADED FUN (AGGH). The fund showed a lot of confidence in some stocks as they added substantially to FISERV INC, NETFLIX INC (NFLX) and AMPHENOL CORP NEW (APH).

Meridian Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Meridian Wealth Management, LLC made a return of -0.4% in the last quarter. In trailing 12 months, it's portfolio return was 11.74%.

Performance
S&P 500

New Buys

Ticker	$ Bought
alps etf tr	21,695,900
bondbloxx etf trust	9,247,240
simplify exchange traded fun	7,108,720
janus detroit str tr	6,222,520
profesionally managed portfo	3,859,990
darden restaurants inc	2,403,670
etf ser solutions	2,344,100
citizens finl group inc	2,111,360

New stocks bought by Meridian Wealth Management, LLC

Additions

Ticker	% Inc.
fiserv inc	2,632
netflix inc	1,036
amphenol corp new	773
etf ser solutions	496
ishares tr	370
vanguard whitehall fds	290
servicenow inc	287
novo-nordisk a s	265

Additions to existing portfolio by Meridian Wealth Management, LLC

Reductions

Ticker	% Reduced
spdr series trust	-88.38
ishares tr	-82.31
rbb fd inc	-66.05
goldman sachs bdc inc	-60.47
adobe inc	-53.74
ishares tr	-52.68
schwab strategic tr	-50.67
vanguard bd index fds	-44.00

Meridian Wealth Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Meridian Wealth Management, LLC

Sector Distribution

Meridian Wealth Management, LLC has about 47.3% of it's holdings in Others sector.

Sector	%
Others	47.3
Technology	20.3
Consumer Cyclical	6.1
Financial Services	5.6
Communication Services	5.5
Healthcare	4.1
Energy	3.8
Industrials	3.5
Consumer Defensive	2.2

Market Cap. Distribution

Meridian Wealth Management, LLC has about 50.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	47.3
MEGA-CAP	35.3
LARGE-CAP	15.4

Stocks belong to which Index?

About 48.7% of the stocks held by Meridian Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	51.3
S&P 500	47.4
RUSSELL 2000	1.3

Top 5 Winners (%)		%
VLD	velo3d inc	347.6 %
NUVB	nuvation bio inc	136.0 %
	immutep ltd	59.7 %
SLV	ishares silver tr	50.8 %
MU	micron technology inc	50.0 %

Top 5 Winners ($)		$
GOOG	alphabet inc	12.9 M
AAPL	apple inc	7.2 M
GOOG	alphabet inc	7.1 M
XOM	exxon mobil corp	5.2 M
SLV	ishares silver tr	4.1 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.5 %
	cleancore solutions inc	-79.3 %
NOW	servicenow inc	-75.9 %
BLNK	blink charging co	-52.0 %
EET	proshares tr	-45.3 %

Top 5 Losers ($)		$
NFLX	netflix inc	-52.3 M
NOW	servicenow inc	-8.3 M
HOOD	robinhood mkts inc	-6.6 M
MSFT	microsoft corp	-5.8 M
ORCL	oracle corp	-4.8 M

Meridian Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Meridian Wealth Management, LLC

Meridian Wealth Management, LLC has 747 stocks in it's portfolio. About 30.2% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Meridian Wealth Management, LLC last quarter.

Last Reported on: 04 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.10	428,805	116,575,000	added	6.72

AAXJ	ishares tr	0.34	86,347	9,511,120	reduced	-0.3

AAXJ	ishares tr	0.20	106,744	5,644,620	reduced	-28.74

AAXJ	ishares tr	0.10	36,507	2,943,570	added	13.59

AAXJ	ishares tr	0.07	19,839	2,116,820	added	24.23

AAXJ	ishares tr	0.06	18,564	1,787,720	reduced	-0.04

AAXJ	ishares tr	0.06	16,493	1,766,540	added	23.53

AAXJ	ishares tr	0.04	9,688	1,103,660	reduced	-0.85

AAXJ	ishares tr	0.04	32,888	1,018,220	added	15.84

AAXJ	ishares tr	0.03	6,194	797,973	unchanged	0.00

AAXJ	ishares tr	0.02	10,514	566,515	reduced	-52.68

AAXJ	ishares tr	0.02	8,346	560,267	added	5.63

AAXJ	ishares tr	0.02	2,461	528,246	added	2.84

ABBV	abbvie inc	0.60	75,198	17,182,000	reduced	-0.59

ABC	cencora inc	0.02	1,627	549,607	added	0.68

ABT	abbott labs	0.06	14,335	1,796,000	reduced	-21.71

ACES	alps etf tr	0.76	832,218	21,695,900	new

ACES	alps etf tr	0.10	48,122	2,909,960	added	1.27

ACIO	etf ser solutions	0.08	53,641	2,344,100	new

ACIO	etf ser solutions	0.04	42,702	1,215,730	added	496