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Meridian Wealth Management, LLC
Period ended Sep 30, 2026 · Latest filing Nov 5, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $3,354,446,367
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $171,466,792
- APPLE INC · COM · 037833100 · shares: $137,768,884
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $123,864,631
- EXXONMOBIL HOLDINGS CORP · COM SHS · 30233Q108 · shares: $99,390,218
- AMAZON COM INC · COM · 023135106 · shares: $86,807,049
- MICROSOFT CORP · COM · 594918104 · shares: $85,650,918
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $76,536,061
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $74,411,214
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $57,834,866
- BROADCOM INC · COM · 11135F101 · shares: $50,290,835
Reported holdings
785 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 28,493 shares | $6,640,871 |
| NETFLIX INC. | COM | 64110L106 | — | 94,838 shares | $6,598,829 |
| FIRST TR EXCHANGE-TRADED FD | WCM INTL EQUITY | 33733E732 | — | 343,437 shares | $6,552,780 |
| SIMPLIFY EXCHANGE TRADED FUN | HIGH YIELD ETF | 82889N830 | — | 322,207 shares | $6,498,915 |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | 38149W622 | — | 114,721 shares | $6,404,883 |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 46138G870 | — | 266,255 shares | $6,312,902 |
| GOLDMAN SACHS ETF TR | NASDA 100 ETF | 38149W630 | — | 107,797 shares | $6,250,064 |
| AMGEN INC | COM | 031162100 | — | 14,828 shares | $6,249,981 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 205,570 shares | $6,197,949 |
| MAIN STR CAP CORP | COM | 56035L104 | — | 112,163 shares | $6,174,579 |
| KLA CORP | COM NEW | 482480100 | — | 31,606 shares | $6,160,873 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 41,002 shares | $6,111,345 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 58,643 shares | $6,092,426 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 22,214 shares | $6,082,865 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 39,052 shares | $6,060,242 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 179,994 shares | $5,995,591 |
| SALESFORCE INC | COM | 79466L302 | — | 25,978 shares | $5,963,859 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 30,431 shares | $5,956,783 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 11,502 shares | $5,849,166 |
| ORACLE CORP | COM | 68389X105 | — | 42,236 shares | $5,798,966 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | — | 137,857 shares | $5,749,996 |
| APPLIED MATLS INC | COM | 038222105 | — | 11,137 shares | $5,695,372 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 38,188 shares | $5,663,280 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 169,311 shares | $5,507,698 |
| INVESCO EXCH TRADED FD TR II | INVESCO PHLX SM | 46138G615 | — | 55,173 shares | $5,484,172 |
| KAYNE ANDERSON ENERGY INFRST | COM | 486606106 | — | 400,127 shares | $5,441,725 |
| REDDIT INC | CL A | 75734B100 | — | 38,086 shares | $5,424,970 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 20,462 shares | $5,420,324 |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 82889N764 | — | 154,086 shares | $5,288,224 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 102,558 shares | $5,254,057 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | — | 45,213 shares | $5,236,118 |
| EMERSON ELEC CO | COM | 291011104 | — | 33,658 shares | $5,220,338 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 14,733 shares | $5,116,476 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 266,026 shares | $5,081,092 |
| SPDR SERIES TRUST | ST STR SP METAL | 78464A755 | — | 48,311 shares | $5,003,079 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 94,874 shares | $4,980,909 |
| ING GROEP N.V. | SPONSORED ADR | 456837103 | — | 140,208 shares | $4,977,390 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 81,067 shares | $4,971,503 |
| FIRSTENERGY CORP | COM | 337932107 | — | 113,163 shares | $4,903,333 |
| ADVISORS INNER CIRCLE FD III | STRATEGAS MACRO | 00775Y645 | — | 117,508 shares | $4,897,733 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 54,671 shares | $4,883,741 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 13,145 shares | $4,825,208 |
| LAMAR ADVERTISING CO | CL A | 512816109 | — | 32,658 shares | $4,706,412 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 | — | 115,522 shares | $4,687,886 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 155,038 shares | $4,651,153 |
| ETF SER SOLUTIONS | APTUS COLLRD INV | 26922A222 | — | 98,501 shares | $4,621,654 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 24,486 shares | $4,605,297 |
| SPDR SERIES TRUST | ST STR GLB DOW | 78464A706 | — | 24,705 shares | $4,586,652 |
| SOUTHERN CO | COM | 842587107 | — | 55,176 shares | $4,573,533 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 8,218 shares | $4,531,742 |
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | — | 64,739 shares | $4,529,170 |
| NEXTERA ENERGY INC | UNIT 06/01/2027 | 65339F663 | — | 91,384 shares | $4,474,161 |
| FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 | — | 60,956 shares | $4,473,866 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 40,553 shares | $4,419,781 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 64,715 shares | $4,322,342 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 101,261 shares | $4,195,238 |
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | — | 22,636 shares | $4,173,852 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | — | 76,253 shares | $4,113,839 |
| SPDR INDEX SHS FDS | ST STR EU 50 ETF | 78463X202 | — | 60,678 shares | $4,084,254 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 91,830 shares | $4,081,847 |
| BONDBLOXX ETF TRUST | BLOOMBERG SEVEN | 09789C820 | — | 90,664 shares | $4,047,241 |
| TALEN ENERGY CORP | COM | 87422Q109 | — | 12,869 shares | $4,024,008 |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | 14020G101 | — | 84,820 shares | $4,022,997 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 19,175 shares | $3,988,766 |
| BONDBLOXX ETF TRUST | BLOOMBERG THREE | 09789C846 | — | 83,037 shares | $3,977,469 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 15,642 shares | $3,973,426 |
| CITIGROUP INC | COM NEW | 172967424 | — | 30,685 shares | $3,973,076 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 39,830 shares | $3,946,314 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 34,764 shares | $3,910,952 |
| COCA COLA CO | COM | 191216100 | — | 45,389 shares | $3,907,093 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 49,626 shares | $3,891,685 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 47,602 shares | $3,836,692 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | — | 69,350 shares | $3,835,765 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 79,800 shares | $3,779,305 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 29,793 shares | $3,761,736 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 | — | 90,969 shares | $3,718,813 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 60,916 shares | $3,686,607 |
| HARBOR ETF TRUST | COMM ALL WEA ETF | 41151J505 | — | 103,680 shares | $3,655,750 |
| INTEL CORP | COM | 458140100 | — | 30,890 shares | $3,648,837 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 31,326 shares | $3,639,174 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 32,920 shares | $3,631,734 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 46,752 shares | $3,609,743 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 7,435 shares | $3,594,756 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 20,423 shares | $3,584,834 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 41,453 shares | $3,540,539 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 34,738 shares | $3,497,398 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 33,709 shares | $3,407,994 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | 14020W106 | — | 69,388 shares | $3,389,604 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 56,573 shares | $3,343,085 |
| TJX COS INC NEW | COM | 872540109 | — | 25,255 shares | $3,341,436 |
| VICTORY PORTFOLIOS II | SHS FR CA FL ETF | 92647X830 | — | 64,975 shares | $3,326,077 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | — | 27,852 shares | $3,297,398 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 104,678 shares | $3,294,219 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 39,286 shares | $3,259,594 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 52,214 shares | $3,254,297 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 42,436 shares | $3,243,261 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 25,795 shares | $3,241,718 |
| CISCO SYS INC | COM | 17275R102 | — | 30,284 shares | $3,230,928 |
| ALPS ETF TR | SECTR DIV DOGS | 00162Q858 | — | 46,567 shares | $3,176,359 |
| QXO INC | COM NEW | 82846H405 | — | 270,269 shares | $3,159,445 |