Meridian Wealth Management, LLC reported 373 positions worth $1.90B for the quarter ended Sep 30, 2026, up 4.2% on the prior quarter. It opened 12 new positions, added to 152, trimmed 197 and exited 46. Its largest holding is Nvidia Corp at 9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GEV GE Vernova Inc. | +14.7K | +197.1% | $13.93M | 1.11% |
| SNDK Sandisk Corp | +7,214 | +1,039.5% | $12.55M | 0.724% |
| GOOGL Alphabet Inc. | +22.1K | +11.4% | $7.59M | 3.92% |
| GOOG Alphabet Inc. | +17.1K | +17.7% | $5.83M | 2.04% |
| BE Bloom Energy Corp | +21.0K | +68.2% | $5.80M | 0.754% |
| NVDA Nvidia Corp | +22.0K | +3.0% | $5.03M | 9.03% |
| SPCX Space Exploration Technologies Corp | +27.2K | +98.9% | $4.10M | 0.434% |
| TLN Talen Energy Corp | +12.9K | – | $4.02M | 0.212% |
| CEG Constellation Energy Corp | +14.2K | +994.6% | $3.61M | 0.209% |
| META Meta Platforms, Inc. | +3,998 | +7.0% | $2.90M | 2.35% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JPM Jpmorgan Chase & Co | -20.8K | -10.6% | $6.88M | 3.04% |
| XOM ExxonMobil Holdings Corp | -34.9K | -5.4% | $5.69M | 5.23% |
| BRK-B Berkshire Hathaway Inc | -11.4K | -15.3% | $5.68M | 1.65% |
| GLD Spdr Gold Trust | -11.6K | -19.2% | $4.43M | 0.979% |
| INTC Intel Corp | -31.3K | -50.3% | $3.70M | 0.192% |
| AAPL Apple Inc. | -10.7K | -2.5% | $3.56M | 7.25% |
| PANW Palo Alto Networks Inc | -6,843 | -18.4% | $2.72M | 0.637% |
| JNJ Johnson & Johnson | -7,055 | -13.2% | $1.87M | 0.648% |
| PLTR Palantir Technologies Inc. | -9,621 | -10.0% | $1.80M | 0.853% |
| DHI Horton D R Inc | -12.2K | -37.5% | $1.66M | 0.146% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TLN Talen Energy Corp | +12.9K | $4.02M | 0.212% |
| KKR KKR & Co. Inc. | +20.3K | $1.85M | 0.097% |
| ROST Ross Stores, Inc. | +4,430 | $1.03M | 0.054% |
| AAAU Goldman Sachs Physical Gold ETF | +23.0K | $941.34K | 0.05% |
| CW Curtiss Wright Corp | +1,044 | $567.75K | 0.03% |
| MLI Mueller Industries Inc | +7,224 | $437.83K | 0.023% |
| RY Royal Bank Of Canada | +1,911 | $375.68K | 0.02% |
| FNV FRANCO NEVADA Corp | +1,364 | $324.79K | 0.017% |
| HPE Hewlett Packard Enterprise Co | +4,955 | $316.58K | 0.017% |
| EL Estee Lauder Companies Inc | +2,169 | $201.22K | 0.011% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PPG Ppg Industries Inc | -6,976 | $846.08K | 0.046% |
| COHR Coherent Corp. | -1,668 | $657.98K | 0.036% |
| XNDU Xanadu Quantum Technologies Ltd | -51.0K | $617.61K | 0.034% |
| AEHR Aehr Test Systems | -5,149 | $494.61K | 0.027% |
| ALGM Allegro Microsystems, Inc. | -6,950 | $483.86K | 0.027% |
| KALU Kaiser Aluminum Corp | -2,218 | $433.91K | 0.024% |
| VICR Vicor Corp | -1,060 | $402.57K | 0.022% |
| LQDA Liquidia Corp | -5,000 | $398.65K | 0.022% |
| MTD Mettler Toledo International Inc/ | -300 | $383.25K | 0.021% |
| WDFC Wd 40 Co | -1,561 | $380.32K | 0.021% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 750.8K | $171.47M | 9.03% | +22.0K | +3.0% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 413.7K | $137.77M | 7.25% | -10.7K | -2.5% | Reduced | 0% |
| 3 | XOM ExxonMobil Holdings Corp | Energy | 610.7K | $99.39M | 5.23% | -34.9K | -5.4% | Reduced | 0.01% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 348.4K | $86.81M | 4.57% | -4,059 | -1.2% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 167.0K | $85.65M | 4.51% | +520 | +0.3% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 216.3K | $74.41M | 3.92% | +22.1K | +11.4% | Added | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 174.8K | $57.83M | 3.04% | -20.8K | -10.6% | Reduced | 0.01% |
| 8 | AVGO Broadcom Inc. | Technology | 143.2K | $50.29M | 2.65% | +6,692 | +4.9% | Added | 0% |
| 9 | MU Micron Technology Inc | Technology | 46.9K | $49.99M | 2.63% | +429 | +0.9% | Added | 0% |
| 10 | AMD Advanced Micro Devices Inc | Technology | 76.2K | $46.60M | 2.45% | -1,356 | -1.7% | Reduced | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 61.5K | $44.57M | 2.35% | +3,998 | +7.0% | Added | 0% |
| 12 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 87.3K | $39.82M | 2.1% | +282 | +0.3% | Added | 0% |
| 13 | GOOG Alphabet Inc. | Technology | 113.9K | $38.82M | 2.04% | +17.1K | +17.7% | Added | 0% |
| 14 | BRK-B Berkshire Hathaway Inc | Financial Services | 63.1K | $31.43M | 1.65% | -11.4K | -15.3% | Reduced | 0% |
| 15 | CAT Caterpillar Inc | Industrials | 33.4K | $27.10M | 1.43% | +288 | +0.9% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Meridian Wealth Management.
As of its Q3 2026 13F filing, Meridian Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 9.0%, Apple Inc. (AAPL) at 7.3%, ExxonMobil Holdings Corp (XOM) at 5.2%, Amazon Com Inc (AMZN) at 4.6%, Microsoft Corp (MSFT) at 4.5% of the reported portfolio.
Meridian Wealth Management, LLC reported a 13F portfolio worth $1.90B across 373 positions for Q3 2026. That is up 4.2% from the previous quarter.
Its largest purchases by value were GE Vernova Inc. ($13.93M), Sandisk Corp ($12.55M), Alphabet Inc. ($7.59M). It opened 12 new positions.
Its largest sales by value were Jpmorgan Chase & Co ($6.88M), ExxonMobil Holdings Corp ($5.69M), Berkshire Hathaway Inc ($5.68M). It exited 46 positions entirely.
From the Form 13F-HR reports Meridian Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.