Institutional Fund
Meridian Wealth Management, LLC
Lexington, KYCIK 16973005 filings on record
Portfolio Value
$2.82B
Q1 2026
Holdings
762
Reported positions
New Buys
67
Opened this quarter
QoQ Change
-0.8%
from $2.84B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation4.9%
- Exxon Mobil Corp4.1%
- Apple Inc3.8%
- Invesco Qqq Tr3.4%
- Amazon Com Inc2.7%
- Spdr S&P 500 ETF Tr2.3%
- Other78.8%
Portfolio Holdings
762 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 786.9K | $137.24M | 4.9% | −15.1K | Reduced |
| 2 | Exxon Mobil Corp | 684.5K | $116.14M | 4.1% | +8.0K | Added |
| 3 | Apple Inc | 422.5K | $107.24M | 3.8% | −6.3K | Reduced |
| 4 | Invesco Qqq Tr | 167.1K | $96.42M | 3.4% | +4.6K | Added |
| 5 | Amazon Com Inc | 366.7K | $76.37M | 2.7% | −17.1K | Reduced |
| 6 | Spdr S&P 500 ETF Tr | 100.8K | $65.56M | 2.3% | +5.6K | Added |
| 7 | Microsoft Corp | 169.3K | $62.66M | 2.2% | −1.7K | Reduced |
| 8 | Alphabet Inc | 200.5K | $57.66M | 2.0% | −10.9K | Reduced |
| 9 | Jpmorgan Chase & Co. | 193.1K | $56.80M | 2.0% | −3.9K | Reduced |
| 10 | Broadcom Inc | 132.8K | $41.11M | 1.5% | +208 | Added |
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