Managers / Q1 2026
Meridian Wealth Management, LLC
CIK 0001697300 · 100 W. MAIN STREET, SUITE 450, LEXINGTON, KY, 40507 · (859) 543-4516
Reported Value
$2.8B
Q1 2026
Positions
782
Filings on Record
31
2019–present window
Filed
May 6, 2026
original filing
Summary
Meridian Wealth Management, Llc reported $2.8B in U.S.-listed holdings across 782 positions for Q1 2026.
Its largest position, NVDA, represents 4.8% of the portfolio.
Compared with Q4 2025, the fund opened 75 new positions and exited 55.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.8B | 782 | May 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.8B | 771 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.6B | 707 | Nov 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.3B | 670 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.1B | 620 | May 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.1B | 625 | Feb 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.0B | 627 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $837M | 290 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $601M | 199 | Apr 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.6B | 592 | Feb 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.6B | 540 | Oct 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.2B | 545 | Aug 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.1B | 545 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.02T | 526 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $929M | 491 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.2B | 556 | Aug 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $915M | 397 | May 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $936M | 437 | Jan 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $811M | 422 | Oct 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $785M | 378 | Jul 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $687M | 362 | May 7, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $630M | 336 | Jan 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $408M | 254 | Oct 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $299M | 223 | Jul 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $226M | 201 | Apr 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $208M | 196 | Jan 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $212M | 200 | Nov 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $2.5B | 537 | Jul 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $2.4B | 501 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $170M | 157 | Feb 5, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.