Meridian Wealth Management, LLC
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,841,177
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 752 | 2,841,177 | 13F-HR | Meridian Wealth Management, LLC |
| Q3 2025 | 11/4/2025 | 707 | 2,609,101 | 13F-HR | Meridian Wealth Management, LLC |
| Q2 2025 | 8/8/2025 | 670 | 2,342,085 | 13F-HR | Meridian Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.397 M | 84.6% | 213.6 K | 0 | 213.6 K |
| ETFs | 422.8 K | 14.9% | 13.07 K | 0 | 13.07 K |
| Debt | 12.85 K | 0.5% | 1.885 K | 0 | 1.885 K |
| Other | 586 | 0.0% | 0 | 42 | -42 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
2,841,177
Holdings
752
QoQ value change ($000)
232,076
(8.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.