Meridian Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Lexington, KY
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
707
Total value ($000)
$2,609,101
Net value change ($000)
+267,016 (11.4%)
New positions
64
Sold out positions
27
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPMO 24,636 508.6%
AAPL 21,907 27.2%
NVDA 20,053 16.5%
PLTR 11,794 111.7%
HOOD 11,559 53.3%
GOOGL 11,302 41.8%
AVGO 10,530 34.1%
QQQ 9,021 10.1%
TSM 8,279 135.2%
GLD 8,250 57.3%
Top Reduces (Value $000, Stocks/ETFs)
CRWV -11,324 -96.4%
HEFA -9,872 -92.5%
AMD -8,191 -64.3%
COWZ -7,233 -82.6%
XMHQ -5,698 -100.0%
MRVL -5,369 -69.6%
NOW -3,881 -48.7%
EOG -3,650 -94.7%
NEE -3,548 -100.0%
HACK -3,538 -84.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type