Meridian Wealth Management, LLC
Annual return '25
+18.2%
SPY '25
+17.7%
Alpha
+0.5ptsvs SPY
Invested
$2.8B
Holdings
761
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 18 shares)
4.9%
02
$XOM
EXXON MOBIL CORP
Q1 2026: Exited (was 676.5k shares)
4.1%
03
$AAPL
APPLE INC
Q1 2026: Exited (was 428.8k shares)
3.8%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 162.5k shares)
3.4%
05
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 40 shares)
2.7%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 10 shares)
2.6%
07
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 170.9k shares)
2.2%
08
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 211.4k shares)
2.0%
09
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 196.9k shares)
2.0%
10
$AVGO
BROADCOM INC
Q1 2026: Exited (was 132.6k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:52 UTC.