AiSiWhale

AI & tech investing

Meridian Wealth Management, LLC

CIK 1697300

13F filing for Q2 2026・No. 1,224

Holdings
US$3.25B
Quarter change
+US$425.14M
Entries
837
Net bought (estimate)
+US$32.13M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 96
  • Sold out 49
  • Cut 315
  • Added 349
  • Corporate actions 4
  • Unchanged 49

Largest holdings

809 stocks worth US$3.23B, options and bonds left out.

StockThis quarterValueWeight
NVDANvidiaCOMCutUS$145.82M4.52%
QQQInvesco QQQUNIT SER 1AddedUS$125.2M3.88%
AAPLAppleCOMAddedUS$122.8M3.81%
9666655DEXXON MOBIL CORPCOMCutUS$88.27M2.74%
AMZNAmazonCOMCutUS$84.01M2.60%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITAddedUS$76.43M2.37%
GOOGLAlphabetCAP STK CL ACutUS$69.4M2.15%
JPMJPMORGAN CHASE & COCOMAddedUS$64.03M1.98%
MSFTMicrosoftCOMCutUS$62.1M1.93%
MUMicronCOMCutUS$53.68M1.66%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.