Meridian Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Lexington, KY
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
781
Total value ($000)
$3,354,446
Net value change ($000)
+108,872 (3.4%)
New positions
32
Sold out positions
74
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 99,390 NEW
NVDA 25,647 17.6%
MSFT 23,553 37.9%
AAPL 14,966 12.2%
GEV 12,266 140.4%
META 12,202 37.7%
SNDK 12,180 771.4%
TFLO 5,442 124.6%
BE 5,014 53.9%
GOOGL 5,008 7.2%
Top Reduces (Value $000, Stocks/ETFs)
XOM -88,271 -100.0%
CAT -8,188 -23.2%
JPM -6,196 -9.7%
BRK-B -5,860 -15.7%
INTC -4,953 -57.6%
TSLA -4,399 -14.6%
MU -3,690 -6.9%
GLD -3,675 -16.5%
QQQM -3,295 -53.2%
KLAC -3,189 -34.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 15,879 (0.5% 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