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Meridian Wealth Management, LLC
Meridian Wealth Management, LLC is an SEC-registered investment adviser headquartered in Lexington, Kentucky. Founded in 2009, it serves primarily individual investors (including high net worth individuals) as well as charitable organizations and pension plans. As of 2025, the firm reports 64 employees, the majority of whom are investment professionals, and manages nearly $3.9 billion in assets.
Investment Strategy
Meridian Wealth Management, LLC focuses on providing comprehensive wealth management and investment advisory services tailored to individual client needs. Its strategy centers on diversified portfolio construction, predominantly for individuals and high net worth clients, with an emphasis on long-term capital appreciation through equity and fixed income investments. The firm acts primarily on a discretionary basis, leveraging in-depth research and a disciplined risk management process.
Latest 13F Filing Activity
Meridian Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 667 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Meridian Wealth Management, LLC reduced exposure to Vaneck Etf Trust, Unitedhealth Group Inc., Ishares TR among others.
Top Holdings
Equity Positions (667)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.20% | $121.7M | 770,140 | $124.32 | $157.99 | +$33.6M |
Q QQQ | INVESCO QQQ TR | 3.82% | $89.4M | 162,073 | $489.66 | $551.64 | +$15.2M |
A AAPL | APPLE INC | 3.43% | $80.4M | 391,878 | $232.05 | $205.17 | -$6.6M |
M MSFT | MICROSOFT CORP | 3.42% | $80.2M | 161,184 | $430.16 | $497.41 | +$19.6M |
X XOM | EXXON MOBIL CORP | 3.30% | $77.4M | 717,940 | $114.89 | $107.80 | -$7.9M |
Industry Allocation
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