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 301–350 of 752
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHY | ISHARES TR | 15K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 13K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 25K | $1M+ | SH |
| IWD | ISHARES TR | 6K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 76K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 12K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 13K | $1M+ | SH |
| DBEF | DBX ETF TR | 26K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 15K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 4K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 5K | $1M+ | SH |
| TTD | THE TRADE DESK INC | 33K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP | 26K | $1M+ | SH |
| DRSK | ETF SER SOLUTIONS | 43K | $1M+ | SH |
| NVS | NOVARTIS AG | 9K | $1M+ | SH |
| GSBD | GOLDMAN SACHS BDC INC | 130K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 31K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 6K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 14K | $1M+ | SH |
| VTEC | VANGUARD CALIF TAX FREE FDS | 12K | $1M+ | SH |
| LULU | LULULEMON ATHLETICA INC | 6K | $1M+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 4K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 13K | $1M+ | SH |
| IEMG | ISHARES INC | 17K | $1M+ | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 45K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 24K | $1M+ | SH |
| TWLO | TWILIO INC | 8K | $1M+ | SH |
| ITOT | ISHARES TR | 7K | $1M+ | SH |
| LIN | LINDE PLC | 3K | $1M+ | SH |
| EFG | ISHARES TR | 10K | $1M+ | SH |
| ETB | EATON VANCE TAX MNGED BUY WR | 72K | $1M+ | SH |
| FDIS | FIDELITY COVINGTON TRUST | 11K | $1M+ | SH |
| FCOM | FIDELITY COVINGTON TRUST | 15K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| D | DOMINION ENERGY INC | 18K | $1M+ | SH |
| URI | UNITED RENTALS INC | 1K | $1M+ | SH |
| FIDU | FIDELITY COVINGTON TRUST | 13K | $1M+ | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 42K | $1M+ | SH |
| SSD | SIMPSON MFG INC | 6K | $1M+ | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 11K | $1M+ | SH |
| CB | CHUBB LIMITED | 3K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| MMM | 3M CO | 6K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 507 | $1M+ | SH |
| PFF | ISHARES TR | 33K | $1M+ | SH |
| NUVB | NUVATION BIO INC | 114K | $1M+ | SH |
| ENVX | ENOVIX CORPORATION | 139K | $1M+ | SH |
| YUM | YUM BRANDS INC | 7K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 11K | $1M+ | SH |
| SHLD | GLOBAL X FDS | 16K | $1M+ | SH |