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Meridian Wealth Management, LLC
Period ended Sep 30, 2026 · Latest filing Nov 5, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $3,354,446,367
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $171,466,792
- APPLE INC · COM · 037833100 · shares: $137,768,884
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $123,864,631
- EXXONMOBIL HOLDINGS CORP · COM SHS · 30233Q108 · shares: $99,390,218
- AMAZON COM INC · COM · 023135106 · shares: $86,807,049
- MICROSOFT CORP · COM · 594918104 · shares: $85,650,918
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $76,536,061
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $74,411,214
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $57,834,866
- BROADCOM INC · COM · 11135F101 · shares: $50,290,835
Reported holdings
785 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 750,796 shares | $171,466,792 |
| APPLE INC | COM | 037833100 | — | 413,696 shares | $137,768,884 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 167,437 shares | $123,864,631 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 610,693 shares | $99,390,218 |
| AMAZON COM INC | COM | 023135106 | — | 348,413 shares | $86,807,049 |
| MICROSOFT CORP | COM | 594918104 | — | 166,993 shares | $85,650,918 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 100,358 shares | $76,536,061 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 216,261 shares | $74,411,214 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 174,817 shares | $57,834,866 |
| BROADCOM INC | COM | 11135F101 | — | 143,201 shares | $50,290,835 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 46,937 shares | $49,993,286 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 76,179 shares | $46,603,386 |
| META PLATFORMS INC | CL A | 30303M102 | — | 61,458 shares | $44,568,216 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 87,296 shares | $39,823,370 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 113,933 shares | $38,821,621 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 403,112 shares | $37,099,969 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 45,400 shares | $34,704,205 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 220,572 shares | $33,434,357 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 885,603 shares | $31,819,701 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 63,111 shares | $31,426,149 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 142,266 shares | $30,684,603 |
| CATERPILLAR INC | COM | 149123101 | — | 33,427 shares | $27,102,393 |
| AERCAP HOLDINGS NV | SHS | N00985106 | — | 183,574 shares | $26,346,540 |
| TESLA INC | COM | 88160R101 | — | 72,571 shares | $25,748,894 |
| ALPS ETF TR | SMITH CORE PLUS | 00162Q346 | — | 993,088 shares | $24,370,374 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 32,782 shares | $22,975,305 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 57,938 shares | $21,682,785 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 304,688 shares | $21,373,886 |
| GE VERNOVA INC | COM | 36828A101 | — | 22,097 shares | $21,002,907 |
| ABBVIE INC | COM | 00287Y109 | — | 80,071 shares | $20,945,670 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 80,586 shares | $18,617,669 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 48,852 shares | $18,604,609 |
| ELI LILLY & CO | COM | 532457108 | — | 15,680 shares | $18,143,442 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 182,801 shares | $17,709,768 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 602,897 shares | $16,561,587 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 182,424 shares | $16,374,347 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 86,640 shares | $16,205,975 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 17,796 shares | $16,200,456 |
| WALMART INC | COM | 931142103 | — | 155,212 shares | $16,132,950 |
| CHEVRON CORPORATION | COM | 166764100 | — | 74,834 shares | $15,281,942 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | 33740F755 | — | 407,060 shares | $15,252,522 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 248,133 shares | $15,168,348 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 208,094 shares | $14,970,957 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 197,148 shares | $14,862,980 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 25,608 shares | $14,561,876 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 51,680 shares | $14,314,442 |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | 46138E222 | — | 229,240 shares | $13,992,787 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 52,339 shares | $13,856,793 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 470,460 shares | $13,789,176 |
| SANDISK CORP | COM | 80004C200 | — | 7,908 shares | $13,759,050 |
| GLOBAL X FDS | ADAPTIVE US | 37954Y574 | — | 261,634 shares | $12,744,188 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 56,048 shares | $12,344,894 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 46,532 shares | $12,305,473 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 30,436 shares | $12,092,380 |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 46137V498 | — | 147,539 shares | $12,036,256 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 111,179 shares | $11,863,861 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 6,533 shares | $11,834,866 |
| HOME DEPOT INC | COM | 437076102 | — | 39,093 shares | $11,121,697 |
| STOCK YDS BANCORP INC | COM | 861025104 | — | 143,804 shares | $11,085,850 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 201,827 shares | $11,001,590 |
| VISA INC | COM CL A | 92826C839 | — | 30,231 shares | $10,862,910 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | — | 138,579 shares | $10,849,364 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 123,218 shares | $10,818,540 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 305,936 shares | $10,407,933 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 84,283 shares | $10,373,581 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 38,610 shares | $10,201,111 |
| MERCK & CO INC | COM | 58933Y105 | — | 70,170 shares | $10,196,464 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 60,399 shares | $10,163,231 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 | — | 58,420 shares | $9,875,317 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | — | 193,602 shares | $9,809,802 |
| BONDBLOXX ETF TRUST | BLOOMBERG FVE YR | 09789C838 | — | 204,829 shares | $9,557,321 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 290,622 shares | $9,482,981 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 45,303 shares | $9,223,259 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 22,285 shares | $9,061,831 |
| RTX CORPORATION | COM | 75513E101 | — | 48,792 shares | $9,039,494 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 97,901 shares | $8,971,624 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | — | 29,515 shares | $8,856,354 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 14,534 shares | $8,851,154 |
| DEERE & CO | COM | 244199105 | — | 12,333 shares | $8,282,198 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 54,644 shares | $8,243,552 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 21,531 shares | $8,226,526 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 56,388 shares | $8,192,080 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | — | 55,711 shares | $8,175,600 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 104,021 shares | $8,145,923 |
| UNION PAC CORP | COM | 907818108 | — | 29,513 shares | $8,031,273 |
| STATE STR SPDR S&P 500 ETF T | PUT | 78462F953 | PUT | 17,800 shares | $8,031,182 |
| JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | — | 185,557 shares | $7,841,639 |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | 808524714 | — | 322,082 shares | $7,762,174 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 32,447 shares | $7,653,598 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 55,530 shares | $7,547,759 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 104,812 shares | $7,346,784 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 21,652 shares | $7,112,868 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 25,518 shares | $7,091,065 |
| INVESCO EXCHANGE TRADED FD T | LARG CAP GRO ETF | 46137V746 | — | 43,623 shares | $7,073,418 |
| BNY MELLON ETF TRUST | GLOBAL INFRASCTR | 09661T826 | — | 166,542 shares | $6,983,106 |
| PEPSICO INC | COM | 713448108 | — | 54,759 shares | $6,939,022 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 12,887 shares | $6,932,820 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | — | 137,888 shares | $6,821,325 |
| GE AEROSPACE | COM NEW | 369604301 | — | 21,611 shares | $6,748,778 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 87,278 shares | $6,742,250 |