Meridian Wealth Management, LLC
829 holdingsFiling period: 2026-06-30Current AUM: $3.41Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 730.0K | $146.4M | $159.5M | 4.68% | -57,575 | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 170.0K | $125.2M | $122.6M | 3.60% | +3.0K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 424.4K | $122.8M | $147.3M | 4.32% | +1.9K | 2026-06-30 |
| 4 | XOM | Exxon Mobil Corp | 645.6K | $88.3M | $116.2M | 3.41% | -38,913 | 2026-06-30 |
| 5 | XOM | Exxon Mobil Corp | 645.6K | $88.3M | $116.2M | 3.41% | -38,913 | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 352.5K | $84.0M | $89.2M | 2.62% | -14,200 | 2026-06-30 |
| 7 | SPY | State Str Spdr S&P 500 ETF T | 104.2K | $77.3M | $79.7M | 2.34% | -13,457 | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc | 194.2K | $69.4M | $62.3M | 1.83% | -6,313 | 2026-06-30 |
| 9 | JPM | JPMorgan Chase & Co | 195.6K | $64.0M | $65.7M | 1.93% | +2.5K | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 166.5K | $62.1M | $88.5M | 2.59% | -2,807 | 2026-06-30 |
| 11 | MU | Micron Technology Inc | 46.5K | $53.7M | $43.2M | 1.27% | -1,500 | 2026-06-30 |
| 12 | AVGO | Broadcom Inc | 136.8K | $51.8M | $47.0M | 1.38% | +4.0K | 2026-06-30 |
| 13 | AMD | Advanced Micro Devices Inc | 77.5K | $45.0M | $43.4M | 1.27% | -2,268 | 2026-06-30 |
| 14 | TSM | Taiwan Semiconductor Manufac | 87.0K | $41.6M | $38.0M | 1.12% | +5.4K | 2026-06-30 |
| 15 | BRK-B | Berkshire Hathaway Inc Del | 74.5K | $37.3M | $37.3M | 1.09% | -1,708 | 2026-06-30 |
| 16 | CAT | Caterpillar Inc | 33.1K | $35.3M | $23.6M | 0.69% | +363 | 2026-06-30 |
| 17 | VUG | Vanguard Index Fds | 399.3K | $35.2M | $36.1M | 1.06% | +334.0K | 2026-06-30 |
| 18 | SPMO | Invesco Exch Traded FD TR II | 213.7K | $34.5M | $30.5M | 0.89% | -33,268 | 2026-06-30 |
| 19 | GOOG | Alphabet Inc | 96.8K | $34.2M | $30.7M | 0.90% | +286 | 2026-06-30 |
| 20 | IVV | iShares TR | 45.1K | $33.7M | $34.8M | 1.02% | -788 | 2026-06-30 |
| 21 | META | Meta Platforms Inc | 57.5K | $32.4M | $35.6M | 1.05% | -8,185 | 2026-06-30 |
| 22 | VTV | Vanguard Index Fds | 140.7K | $30.6M | $31.8M | 0.93% | +8.1K | 2026-06-30 |
| 23 | TSLA | Tesla Inc | 71.7K | $30.1M | $29.2M | 0.86% | +483 | 2026-06-30 |
| 24 | SCHG | Schwab Strategic TR | 889.4K | $30.1M | $31.6M | 0.93% | +13.1K | 2026-06-30 |
| 25 | — | Aercap Holdings NV | 183.6K | $26.8M | $26.8M | 0.78% | +45.3K | 2026-06-30 |
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