Meridian Wealth Management, LLC

CIK 0001697300 · Q2 2026

13F Equity AUM

$3.2B

+14.0% QoQ

Positions

825

+53 QoQ

AUM Rank

#1,849

Top 15%

Skill Alpha (FF)

+0.2%/yr^ns

No Clear Edge

Rank #2,545 · Top 31%

vs S&P +0.7%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 17.5%Top 10: 27.5%Top 20: 39.3%

NVDA4.5%

NDQ3.9%

AAPL3.8%

XOM2.7%

AMZN2.6%

SPY2.4%

GOOGL2.1%

JPM2.0%

MSFT1.9%

MU1.6%

Others (815)72.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services49.8%

Technology22.0%

Industrials5.1%

Consumer Cyclical5.1%

Communication Services5.0%

Energy3.8%

Healthcare3.7%

Other5.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 825Median: 0.03%Avg: 0.12%

0–0.5%

788(49.4%)

0.5–1%

18(12.4%)

1–3%

16(26.1%)

3–5%

3(12.2%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 825vs 20 funds

0%Low

825

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New102Increased351Decreased319Exited49

New Positions

XMMO0.3%

+53K

BKGI0.2%

+168K

YNDX0.2%

+26K

ROUNDHILL ETF TRUST0.1%

+66K

SPACE EXPLORATION TE…0.1%

+27K

BHP0.1%

+31K

FIG0.1%

+127K

HGRO0.1%

+64K

RIO0.1%

+20K

SNDK0.1%

+694

Increased

VUG1.1%

+334K(+512%)

CTM0.0%

+77K(+10%)

SMTH0.7%

+68K(+8%)

IDMO0.4%

+58K(+36%)

EOSE0.0%

+51K(+58%)

INTC0.3%

+48K(+326%)

SAMT0.2%

+46K(+75%)

AER0.8%

+45K(+33%)

D0.1%

+40K(+198%)

IBDT0.0%

+40K(+373%)

Decreased

SHOP0.1%

-85,063(-69%)

TFLO0.1%

-84,402(-49%)

NVDA4.5%

-57,575(-7%)

SHV0.1%

-56,934(-63%)

EQH0.0%

-56,664(-89%)

XOM2.7%

-38,913(-6%)

KYN0.2%

-35,918(-9%)

PLTR0.3%

-34,298(-26%)

SPMO1.1%

-33,268(-13%)

GQ90.7%

-24,909(-29%)

Exited

-6,484

-61,796

-45,699

-10,523

-6,442

-19,414

-16,534

-9,332

-4,934

-15,157

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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