Meridian Wealth Management, LLC holds a diversified book of 762 reported positions worth $2.8B as of Q1 2026 (disclosed May 6, 2026, a ~36-day 13F lag). This quarter Infleqtion Inc first appears in 13F filings, a listing rather than a purchase; they opened Strategas Macro Them Opps and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 5% of the reported non-option 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 non-option book.
Meridian Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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.
57% mapped to company sectors
+5 sectors below the cut, 4% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Meridian Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| BlueSpruce Investments, LP | 11 / 80 | $642.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Prospect Hill Management, LLC | 11 / 80 | $250.2M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 36 / 80 | $1.0B |
| Ketron Financial | 30 / 80 | $300.5M |
| Uhlmann Price Securities, LLC | 39 / 80 | $2.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Meridian Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | STATE STR SPDR S&P 500 ETF T | $14.2M | 32K |
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $7.6M | 17K |
| PUT · bearish | SPDR GOLD TR | $1.5M | 4K |
| CALL · bullish | NVIDIA CORPORATION | $970K | 2K |
| 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 |
| CALL · bullish | NVIDIA CORPNVDA | $291K | 600 |
| PUT · bearish | ISHARES CORE S&P 500 ETFIVV | $261K | 400 |
| PUT · bearish | ALPHABET INC | $244K | 2K |
| PUT · bearish | EDWARDS LIFESCIENCES CORPEW | $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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 36d | 782 | $2.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 35d | 771 | $2.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 707 | $2.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 39d | 670 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 620 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 37d | 625 | $2.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 627 | $2.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 39d | 290 | $836.6M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 25, 2024 | 25d | 199 | $600.7M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 8, 2024 | 39d | 592 | $1.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 17, 2023 | 17d | 540 | $1.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 2, 2023 | 33d | 545 | $1.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 545 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 526 | $1.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 491 | $929.5M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 5, 2022 | 36d | 556 | $1.2B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 42d | 397 | $915.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 27, 2022 | 27d | 437 | $936.5M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 15, 2021 | 15d | 422 | $810.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 22, 2021 | 22d | 378 | $784.6M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 7, 2021 | 37d | 362 | $687.0M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 19, 2021 | 19d | 336 | $630.2M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 9, 2020 | 9d | 254 | $407.9M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 15, 2020 | 15d | 223 | $298.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.