Meridian Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Lexington, KY
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
777
Total value ($000)
$2,847,944
Net value change ($000)
+6,767 (0.2%)
New positions
67
Sold out positions
55
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 34,728 42.7%
MU 14,279 736.0%
RDVY 8,546 2015.6%
GLD 7,926 27.5%
IWR 7,709 300.9%
TSM 7,534 37.6%
CVX 4,232 35.7%
XLV 3,577 80.8%
BE 3,275 509.3%
WMT 3,228 17.6%
Top Reduces (Value $000, Stocks/ETFs)
HOOD -22,811 -96.8%
MSFT -20,012 -24.2%
NVDA -12,366 -8.3%
AMZN -12,226 -13.8%
AAPL -9,337 -8.0%
GOOGL -8,519 -12.9%
SHOP -7,377 -33.4%
JPM -6,658 -10.5%
TSLA -5,920 -18.3%
AVGO -4,788 -10.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 29,018 (1.0% of total reported value)
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