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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) |
|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | FIDELITY MAGELAN | 316092329 | — | 6,800 shares | $245,834 |
| FIRST TR EXCHANGE-TRADED FD | INDLS PROD DUR | 33734X150 | — | 2,992 shares | $243,728 |
| NATIONAL HEALTHCARE CORP | COM | 635906100 | — | 1,109 shares | $243,437 |
| ISHARES TR | FUTU AI TECH ETF | 46435U556 | — | 3,100 shares | $242,797 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 46138E537 | — | 11,250 shares | $240,638 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 4,362 shares | $239,274 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | — | 2,249 shares | $239,181 |
| ISHARES TR | IBONDS DEC 2030 | 46438G687 | — | 9,559 shares | $238,975 |
| TOYOTA MOTOR CORP | ADS | 892331307 | — | 1,305 shares | $238,946 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 615 shares | $238,945 |
| T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | 87283Q867 | — | 5,621 shares | $237,600 |
| VANECK BITCOIN ETF | SH BEN INT | 92189K105 | — | 10,030 shares | $236,909 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 | — | 3,036 shares | $236,899 |
| ISHARES TR | IBONDS DEC 2029 | 46436E163 | — | 9,532 shares | $235,726 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 1,362 shares | $234,715 |
| LAMB WESTON HLDGS INC | COM | 513272104 | — | 5,622 shares | $234,379 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 | — | 3,563 shares | $232,145 |
| SLB LIMITED | COM STK | 806857108 | — | 4,744 shares | $231,151 |
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | — | 4,980 shares | $230,624 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | — | 10,392 shares | $229,034 |
| COEUR MNG INC | COM NEW | 192108504 | — | 12,963 shares | $228,149 |
| VANECK ETF TRUST | LONG MUNI ETF | 92189F536 | — | 13,969 shares | $228,046 |
| LULULEMON ATHLETICA INC | COM | 550021109 | — | 2,357 shares | $226,691 |
| ALLSTATE CORP | COM | 020002101 | — | 1,020 shares | $226,302 |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 00215W100 | — | 5,076 shares | $225,679 |
| SPDR SERIES TRUST | ST STR AGGRE ETF | 78464A649 | — | 9,235 shares | $224,958 |
| WP CAREY INC | COM | 92936U109 | — | 3,458 shares | $223,471 |
| DBX ETF TR | XTRACK USD HIGH | 233051432 | — | 6,307 shares | $222,133 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 1,057 shares | $221,849 |
| FIRST TR EXCHANGE-TRADED FD | INDXX AEROSPACE | 33733E831 | — | 5,307 shares | $220,783 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | — | 1,701 shares | $220,205 |
| DOW HLDGS INC | COM | 260557103 | — | 7,963 shares | $219,300 |
| SPDR SERIES TRUST | ST TERM HIGH ETF | 78468R408 | — | 8,980 shares | $218,339 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 1,269 shares | $216,644 |
| NEOS ETF TRUST | NASDAQ 100 HDGD | 78433H576 | — | 3,879 shares | $215,435 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | — | 3,271 shares | $215,428 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT CSMR | 46137V886 | — | 2,022 shares | $215,064 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 3,069 shares | $214,825 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F680 | — | 4,395 shares | $214,784 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 2,758 shares | $214,490 |
| DOMINOS PIZZA INC | COM | 25754A201 | — | 713 shares | $213,652 |
| QUANTA SVCS INC | COM | 74762E102 | — | 332 shares | $213,294 |
| METLIFE INC | COM | 59156R108 | — | 2,247 shares | $211,590 |
| DIREXION SHARES ETF TRUST | DAILY FINANCIAL | 25459Y694 | — | 1,505 shares | $211,468 |
| FIDELITY MERRIMACK STR TR | INVESTMENT GR SE | 316188705 | — | 5,021 shares | $209,678 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP400 VL | 46137V191 | — | 1,482 shares | $209,655 |
| CENTRUS ENERGY CORP | CL A | 15643U104 | — | 1,501 shares | $209,374 |
| CLOROX CO DEL | COM | 189054109 | — | 2,556 shares | $207,054 |
| WELLTOWER INC | COM | 95040Q104 | — | 895 shares | $205,962 |
| SPDR SERIES TRUST | ST STR SP600GRWO | 78464A201 | — | 1,922 shares | $205,605 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 | — | 3,014 shares | $205,133 |
| TEXTRON INC | COM | 883203101 | — | 2,675 shares | $203,857 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 3,966 shares | $202,464 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740F854 | — | 4,250 shares | $202,087 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 2,169 shares | $201,218 |
| ISHARES TR | IBOND DEC 2030 | 46436E593 | — | 10,580 shares | $200,914 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | — | 2,525 shares | $200,446 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 3,698 shares | $200,284 |
| VANECK ETF TRUST | VANECK SHRT MUNI | 92189F528 | — | 11,348 shares | $192,008 |
| ICAHN ENTERPRISES LP | DEPOSITARY UNIT | 451100101 | — | 26,998 shares | $182,237 |
| SOUNDHOUND AI INC | CLASS A COM | 836100107 | — | 26,959 shares | $162,293 |
| PROSHARES TR | BITCOIN ETF | 74347G440 | — | 13,672 shares | $153,131 |
| AMAZON COM INC | CALL | 023135906 | CALL | 600 shares | $149,490 |
| TRIPLEPOINT VENTURE GROWTH B | COM | 89677Y100 | — | 30,000 shares | $145,800 |
| BANCO SANTANDER SA | ADR | 05964H105 | — | 10,123 shares | $140,001 |
| TOYO CO LTD | ORD SH | G8976D107 | — | 29,988 shares | $130,448 |
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | — | 12,230 shares | $124,868 |
| MARA HOLDINGS INC | DBCV 8/0 | 565788AK2 | — | 11,000 shares | $124,630 |
| ONDAS INC | COM NEW | 68236H204 | — | 16,396 shares | $120,183 |
| BLACKROCK MUNIYILD QULT FD I | COM | 09254F100 | — | 11,955 shares | $118,713 |
| MASTERCARD INCORPORATED | CALL | 57636Q904 | CALL | 200 shares | $110,294 |
| ENOVIX CORPORATION | COM | 293594107 | — | 33,097 shares | $95,980 |
| ALIBABA GROUP HLDG LTD | CALL | 01609W902 | PUT | 1,000 shares | $95,010 |
| FRANKLIN MUN OPPORTUNITIES T | SH BEN INT | 746922103 | — | 10,108 shares | $92,387 |
| NORDIC AMERICAN TANKERS LIMI | COM | G65773106 | — | 10,908 shares | $86,173 |
| FRANKLIN MANAGED MUN INCOME | COM | 746823103 | — | 14,291 shares | $77,743 |
| ZONE FRONTIER INC | CLASS B COM SHS | 184492106 | — | 554,165 shares | $71,986 |
| TRX GOLD CORPORATION | COM | 87283P109 | — | 52,500 shares | $63,525 |
| LIBERTY ALL STAR EQUITY FD | SH BEN INT | 530158104 | — | 10,851 shares | $62,610 |
| NEUMORA THERAPEUTICS INC. | COM | 640979100 | — | 74,903 shares | $44,657 |
| AMERICAN BATTERY TECHNOLOGY | COM NEW | 02451V309 | — | 19,683 shares | $43,499 |
| BLINK CHARGING CO | COM | 09354A100 | — | 44,455 shares | $24,006 |
| NANO DIMENSION LTD | SPONSORD ADS NEW | 63008G203 | — | 12,591 shares | $19,768 |
| BLAIZE HLDGS INC | COM | 092915107 | — | 33,150 shares | $15,809 |
| BEYONDSPRING INC | SHS | G10830100 | — | 10,000 shares | $7,700 |