CIK 1697300
Meridian Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
752
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 752
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BAC | BANK AMERICA CORP | 65K | $1M+ | SH |
| TLT | ISHARES TR | 41K | $1M+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 132K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 126K | $1M+ | SH |
| TRI | THOMSON REUTERS CORP | 26K | $1M+ | SH |
| DGT | SPDR SERIES TRUST | 20K | $1M+ | SH |
| C | CITIGROUP INC | 29K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC | 21K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 7K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 24K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| WAT | WATERS CORP | 9K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 120K | $1M+ | SH |
| XTRE | BONDBLOXX ETF TRUST | 64K | $1M+ | SH |
| GRNY | TIDAL TRUST I | 128K | $1M+ | SH |
| XSVN | BONDBLOXX ETF TRUST | 66K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 43K | $1M+ | SH |
| KO | COCA COLA CO | 45K | $1M+ | SH |
| EQH | EQUITABLE HLDGS INC | 64K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 64K | $1M+ | SH |
| HYG | ISHARES TR | 37K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 545 | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 36K | $1M+ | SH |
| SDOG | ALPS ETF TR | 48K | $1M+ | SH |
| PAYX | PAYCHEX INC | 26K | $1M+ | SH |
| LOW | LOWES COS INC | 12K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 5K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 11K | $1M+ | SH |
| XME | SPDR SERIES TRUST | 28K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 52K | $1M+ | SH |
| EDV | VANGUARD WORLD FD | 42K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 16K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 63K | $1M+ | SH |
| QXO | QXO INC | 139K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 31K | $1M+ | SH |
| NOW | SERVICENOW INC | 17K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 99K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 22K | $1M+ | SH |
| TJX | TJX COS INC NEW | 17K | $1M+ | SH |
| IOO | ISHARES TR | 20K | $1M+ | SH |
| IWR | ISHARES TR | 27K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 13K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 48K | $1M+ | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 46K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 61K | $1M+ | SH |
| SGOV | ISHARES TR | 24K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 17K | $1M+ | SH |
| AGG | ISHARES TR | 24K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 45K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 15K | $1M+ | SH |