Meridian Wealth Management, LLC holds a diversified book of 506 stocks worth $2.8B as of Q1 2026 (disclosed May 6, 2026, a ~45-day 13F lag). This quarter they opened ADVISORS INNER CIRCLE FD III and trimmed NVIDIA CORPORATION. Their largest long position is ISHR IBX USD INVGD CB ETF-UI at 5% of the equity book. They also disclosed $27.8M in put options (a bearish bet) and $1.3M in call options (bullish), shown separately below and excluded from the equity book.
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Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $137.2M | 786.9K | 4.9% | ▼−1.9% Reduced · −15K sh | |
| 2 | Exxon Mobil Corp COM | $116.1M | 684.5K | 4.1% | ▲+1.2% Added · +8K sh | |
| 3 | Apple Inc COM | $107.2M | 422.5K | 3.8% | ▼−1.4% Reduced · −6K sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $96.4M | 167.1K | 3.4% | ▲+2.8% Added · +5K sh | |
| 5 | Amazon Com Inc COM | $76.4M | 366.7K | 2.7% | ▼−4.5% Reduced · −17K sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $65.6M | 100.8K | 2.3% | ▲+5.9% Added · +6K sh | |
| 7 | Microsoft Corp COM | $62.7M | 169.3K | 2.2% | ▼−1.0% Reduced · −2K sh | |
| 8 | Alphabet Inc CAP STK CL A | $57.7M | 200.5K | 2.0% | ▼−5.2% Reduced · −11K sh | |
| 9 | JPMorgan Chase & Co COM | $56.8M | 193.1K | 2.0% | ▼−1.9% Reduced · −4K sh | |
| 10 | Broadcom Inc COM | $41.1M | 132.8K | 1.5% | ▲+0.1% Added · +208 sh | |
| 11 | Meta Platforms Inc CL A | $37.6M | 65.6K | 1.3% | ▲+4.6% Added · +3K sh | |
| 12 | SPDR Gold TR GOLD SHS | $36.7M | 85.4K | 1.3% | ▲+17% Added · +13K sh | |
| 13 | Berkshire Hathaway Inc Del CL B NEW | $36.5M | 76.2K | 1.3% | ▲+6.2% Added · +4K sh | |
| 14 | Ishares TR CORE S&P500 ETF | $29.7M | 45.5K | 1.1% | ▼−0.4% Reduced · −175 sh | |
| 15 | Vanguard Index FDS GROWTH ETF | $28.6M | 65.3K | 1.0% | ▼−1.7% Reduced · −1K sh | |
| 16 | Alphabet Inc CAP STK CL C | $27.7M | 96.5K | 1.0% | ▼−4.0% Reduced · −4K sh | |
| 17 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $27.7M | 247.0K | 1.0% | ▲+0.1% Added · +313 sh | |
| 18 | Taiwan Semiconductor Manufac SPONSORED ADS | $27.6M | 81.6K | 1.0% | ▲+24% Added · +16K sh | |
| 19 | Tesla Inc COM | $26.5M | 71.2K | 0.9% | ▼−1.1% Reduced · −820 sh | |
| 20 | Vanguard Index FDS VALUE ETF | $26.0M | 132.5K | 0.9% | ▲+2.4% Added · +3K sh | |
| 21 | Schwab Strategic TR US LCAP GR ETF | $25.5M | 876.3K | 0.9% | ▲+2.6% Added · +22K sh | |
| 22 | Caterpillar Inc COM | $23.2M | 32.8K | 0.8% | ▼−9.7% Reduced · −4K sh | |
| 23 | ALPS ETF TR SMITH CORE PLUS | $22.0M | 855.3K | 0.8% | ▲+2.8% Added · +23K sh | |
| 24 | Walmart Inc COM | $21.6M | 174.0K | 0.8% | ▲+5.4% Added · +9K sh | |
| 25 | Vanguard BD Index FDS TOTAL BND MRKT | $20.4M | 277.7K | 0.7% | ▲+2.1% Added · +6K sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $19.6M | 32.8K | 0.7% | ▲+10.0% Added · +3K sh | |
| 27 | Palantir Technologies Inc CL A | $19.1M | 130.6K | 0.7% | ▼−2.8% Reduced · −4K sh | |
| 28 | Aercap Holdings NV SHS | $19.0M | 138.3K | 0.7% | ▲+7.0% Added · +9K sh | |
| 29 | Costco Wholesale Corporation COM | $18.0M | 18.1K | 0.6% | ▼−1.9% Reduced · −347 sh | |
| 30 | Vanguard Index FDS TOTAL STK MKT | $17.7M | 55.0K | 0.6% | ▲+0.9% Added · +484 sh | |
| 31 | Abbvie Inc COM | $16.6M | 76.4K | 0.6% | ▲+1.6% Added · +1K sh | |
| 32 | Vanguard Index FDS SM CP VAL ETF | $16.5M | 76.0K | 0.6% | ▲+2.9% Added · +2K sh | |
| 33 | Advanced Micro Devices Inc COM | $16.2M | 79.8K | 0.6% | ▲+27% Added · +17K sh | |
| 34 | Micron Technology Inc COM | $16.2M | 48.0K | 0.6% | ▲+606% Added · +41K sh | |
| 35 | Chevron Corporation COM | $16.1M | 77.7K | 0.6% | ▼~0% Reduced · −7 sh | |
| 36 | Intuitive Surgical Inc COM NEW | $15.6M | 33.9K | 0.6% | ▼−0.4% Reduced · −143 sh | |
| 37 | Shopify Inc CL A SUB VTG SHS | $14.7M | 123.8K | 0.5% | ▼−9.7% Reduced · −13K sh | |
| 38 | Schwab Strategic TR INTL EQTY ETF | $14.6M | 587.9K | 0.5% | ▲+1.9% Added · +11K sh | |
| 39 | SPDR Series Trust STATE STREET SPD | $14.4M | 255.3K | 0.5% | ▲+0.8% Added · +2K sh | |
| 40 | Ishares TR CORE S&P MCP ETF | $14.4M | 212.8K | 0.5% | ▲+0.5% Added · +1K sh | |
| 41 | Ishares Silver TR ISHARES | $14.0M | 205.2K | 0.5% | ▲+13% Added · +24K sh | |
| 42 | Kla Corp COM NEW | $13.9M | 9.5K | 0.5% | ▼−1.3% Reduced · −122 sh | |
| 43 | SPDR Series Trust STATE STREET SPD | $13.8M | 180.2K | 0.5% | ▼−3.7% Reduced · −7K sh | |
| 44 | Johnson & Johnson COM | $13.8M | 56.4K | 0.5% | ▲+6.5% Added · +3K sh | |
| 45 | Ishares TR CORE DIV GRWTH | $13.6M | 193.1K | 0.5% | ▲+2.3% Added · +4K sh | |
| 46 | Ishares TR CORE MSCI EAFE | $13.4M | 148.2K | 0.5% | ▲+9.1% Added · +12K sh | |
| 47 | First TR Exchng Traded FD VI FT VEST LADDERED | $13.3M | 392.7K | 0.5% | ▲+2.2% Added · +9K sh | |
| 48 | International Business Machs COM | $13.1M | 53.8K | 0.5% | ▲+2.2% Added · +1K sh | |
| 49 | Eli Lilly & Co COM | $12.7M | 13.8K | 0.5% | ▲+0.1% Added · +18 sh | |
| 50 | Vaneck ETF Trust GOLD MINERS ETF | $12.1M | 132.1K | 0.4% | ▼−0.5% Reduced · −668 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $21.8M | 48K |
| PUT · bearish | SPDR GOLD TR | $1.5M | 4K |
| CALL · bullish | NVIDIA CORPORATION | $1.3M | 3K |
| PUT · bearish | ISHARES SILVER TR | $846K | 42K |
| PUT · bearish | UNITEDHEALTH GROUP INCUNH | $762K | 2K |
| PUT · bearish | BRISTOL-MYERS SQUIBB CO | $527K | 9K |
| PUT · bearish | VANECK ETF TRUST | $396K | 3K |
| PUT · bearish | AMPLIFY ETF TR | $395K | 43K |
| PUT · bearish | APPLE INC | $379K | 2K |
| PUT · bearish | MICROSOFT CORP | $329K | 1K |
| PUT · bearish | ISHARES TR | $261K | 400 |
| PUT · bearish | ALPHABET INC | $244K | 2K |
| PUT · bearish | EDWARDS LIFESCIENCES CORP | $232K | 3K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 782 | $2.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 771 | $2.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 707 | $2.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 670 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 620 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 625 | $2.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 627 | $2.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 290 | $836.6M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 25, 2024 | 199 | $600.7M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 8, 2024 | 592 | $1.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 17, 2023 | 540 | $1.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 2, 2023 | 545 | $1.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 545 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 526 | $1.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 491 | $929.5M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 5, 2022 | 556 | $1.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 397 | $915.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 27, 2022 | 437 | $936.5M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 15, 2021 | 422 | $810.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 22, 2021 | 378 | $784.6M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 7, 2021 | 362 | $687.0M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 19, 2021 | 336 | $630.2M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 9, 2020 | 254 | $407.9M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 15, 2020 | 223 | $298.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.