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Livermore
Livermore
ZHEN

Meridian Wealth Management, LLC

SEC CIK
0001697300
Latest filing
Aug 5, 2026

The latest 13F from Meridian Wealth Management, LLC covers Q2 2026 (filed Aug 5, 2026): 809 long positions worth $3.23B. The top 10 holdings make up 27.6% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 4.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
96
Est. +$69.3M
Added
345
Est. +$115.0M
Reduced
318
Est. −$151.8M
Sold out
49
Est. −$25.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    4.5%$145.8MHistory
  2. Invesco QQQ Trust Series I46090E103
    3.9%$125.2M
  3. AAPLApple Inc.
    3.8%$122.8MHistory
  4. XOMExxonMobil Holdings Corp
    2.7%$88.3MHistory
  5. AMZNAmazon Com Inc
    2.6%$84.0MHistory

Share of portfolio

Top 5 holdings and the other 804 positions, by share of portfolio value

  1. NVDA4.5%
  2. Invesco QQQ Trust Series I3.9%
  3. AAPL3.8%
  4. XOM2.7%
  5. AMZN2.6%
  6. Other 804 positions82.5%

Biggest buys

New and added positions, by estimated amount bought

  1. Invesco Exchange Traded FD T46137V464
    +$9.02MNew
  2. BNY Mellon ETF Trust09661T826
    +$7.57MNew
  3. NBISNebius Group N.V.
    +$7.07MNewHistory
  4. AERAerCap Holdings N.V.
    +$6.60MAddedHistory
  5. INTCIntel Corp
    +$6.58MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Invesco QQQ Trust Series I46090E103
    +0.46 pp3.4% → 3.9%
  2. TSMTaiwan Semiconductor Manufacturing Co Ltd
    +0.31 pp1.0% → 1.3%History
  3. Invesco Exchange Traded FD T46137V464
    +0.28 pp0.0% → 0.3%
  4. CATCaterpillar Inc
    +0.27 pp0.8% → 1.1%History
  5. MRVLMarvell Technology, Inc.
    +0.25 pp0.1% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. KLACKLA Corp
    −$19.2MReducedConverted for a 10-for-1 splitHistory
  2. NVDANVIDIA Corp
    −$11.6MReducedHistory
  3. SHOPShopify Inc.
    −$9.71MReducedHistory
  4. GLDSPDR Gold Trust
    −$9.18MReducedHistory
  5. iShares Trust iShares 0-1 Year Treasury Bond ETF464288679
    −$6.28MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −1.38 pp4.1% → 2.7%History
  2. GLDSPDR Gold Trust
    −0.61 pp1.3% → 0.7%History
  3. SHOPShopify Inc.
    −0.38 pp0.5% → 0.1%History
  4. NVDANVIDIA Corp
    −0.35 pp4.9% → 4.5%History
  5. PLTRPalantir Technologies Inc.
    −0.33 pp0.7% → 0.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$3.23B
+$406.8M (+14.4%) vs. prior quarter
Positions
809
+47 vs. prior quarter
Top 10 concentration
27.6%
Top 10 as share of value
Turnover
5.9%
Q2 2026, one quarter
Average holding period
7.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $3.23B (Q2 2026)

Q1 2021: $687.0MQ2 2021: $784.6MQ3 2021: $810.7MQ4 2021: $936.5MQ1 2022: $915.0MQ2 2022: $1.22BQ3 2022: $929.5MQ4 2022: $1.02BQ1 2023: $1.15BQ2 2023: $1.19BQ3 2023: $1.63BQ4 2023: $1.57BQ1 2024: $600.7MQ2 2024: $836.6MQ3 2024: $2.03BQ4 2024: $2.11BQ1 2025: $2.07BQ2 2025: $2.34BQ3 2025: $2.61BQ4 2025: $2.84BQ1 2026: $2.82BQ2 2026: $3.23B
Q1 2021Q2 2026
13F filings of Meridian Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 5, 2026809$3.23BNVDAInvesco QQQ Trust Series IAAPLvs. Q1 2026SEC
Q1 2026May 6, 2026762$2.82BNVDAXOMAAPLvs. Q4 2025SEC
Q4 2025Feb 4, 2026752$2.84BNVDAAAPLInvesco QQQ Trust Series Ivs. Q3 2025SEC
Q3 2025Nov 4, 2025707$2.61BNVDAAAPLInvesco QQQ Trust Series Ivs. Q2 2025SEC
Q2 2025Aug 8, 2025670$2.34BNVDAInvesco QQQ Trust Series IAAPLvs. Q1 2025SEC
Q1 2025May 12, 2025620$2.07BNVDAAAPLXOMvs. Q4 2024SEC
Q4 2024Feb 6, 2025625$2.11BNVDAAAPLInvesco QQQ Trust Series Ivs. Q3 2024SEC
Q3 2024Nov 12, 2024627$2.03BNVDAAAPLXOMvs. Q2 2024SEC
Q2 2024Aug 8, 2024290$836.6MNVDAXOMSPYvs. Q1 2024SEC
Q1 2024Apr 25, 2024199$600.7MMSFTAAPLAMZNvs. Q4 2023SEC
Q4 2023Feb 8, 2024592$1.57BAAPLInvesco QQQ Trust Series IMSFTvs. Q3 2023SEC
Q3 2023Oct 17, 2023540$1.63BAAPLMSFTXOMvs. Q2 2023SEC
Q2 2023Aug 2, 2023545$1.19BXOMAAPLMSFTvs. Q1 2023SEC
Q1 2023May 15, 2023545$1.15BXOMAAPLInvesco QQQ Trust Series Ivs. Q4 2022SEC
Q4 2022Feb 14, 2023526$1.02BXOMAAPLInvesco QQQ Trust Series Ivs. Q3 2022SEC
Q3 2022Nov 14, 2022491$929.5MXOMAAPLInvesco QQQ Trust Series Ivs. Q2 2022SEC
Q2 2022Aug 5, 2022556$1.22BXOMAAPLMSFTvs. Q1 2022SEC
Q1 2022May 12, 2022397$915.0MXOMAAPLInvesco QQQ Trust Series Ivs. Q4 2021SEC
Q4 2021Jan 27, 2022401$936.5MXOMInvesco QQQ Trust Series IAAPLvs. Q3 2021SEC
Q3 2021Oct 15, 2021389$810.7MXOMInvesco QQQ Trust Series IAAPLvs. Q2 2021SEC
Q2 2021Jul 22, 2021378$784.6MXOMInvesco QQQ Trust Series IAAPLvs. Q1 2021SEC
Q1 2021May 7, 2021362$687.0MXOMInvesco QQQ Trust Series IAAPL–SEC