Meridian Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Lexington, KY
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
830
Total value ($000)
$3,245,574
Net value change ($000)
+397,630 (14.0%)
New positions
96
Sold out positions
49
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 37,464 231.0%
AMD 28,807 177.4%
QQQ 28,778 29.8%
AAPL 15,565 14.5%
TSM 13,972 50.7%
CAT 12,069 52.0%
GOOGL 11,742 20.4%
SPY 10,873 16.6%
AVGO 10,451 25.4%
XMMO 9,016 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -27,870 -24.0%
GLD -14,462 -39.4%
SHOP -10,263 -69.9%
PLTR -7,867 -41.2%
SHV -6,286 -62.9%
ISRG -6,024 -38.6%
META -5,192 -13.8%
KLAC -4,574 -32.8%
TFLO -4,273 -49.5%
WMT -3,751 -17.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 19,817 (0.6% 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