Meridian Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Lexington, KY
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
752
Total value ($000)
$2,841,177
Net value change ($000)
+232,076 (8.9%)
New positions
82
Sold out positions
39
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 27,869 72.7%
SMTH 21,696 NEW
META 18,326 79.3%
AMZN 15,591 21.4%
AAPL 14,266 13.9%
XFIV 9,247 NEW
AMD 8,894 195.2%
NVDA 7,883 5.6%
CDX 7,109 NEW
GOOGL 6,533 26.1%
Top Reduces (Value $000, Stocks/ETFs)
BND -15,976 -44.2%
HOOD -9,690 -29.1%
GOVT -9,221 -82.4%
AMSC -5,411 -100.0%
CIBR -4,732 -95.6%
SPHY -4,700 -88.5%
RDDT -4,619 -33.8%
SCHD -3,514 -50.4%
Unilever PLC -2,942 -100.0%
SCHJ -2,538 -25.7%
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