Meridian Wealth Management, LLC ETF holdings
Lexington, KY
Reported $1.4B in 393 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.4B
ETFs held
393
Change from prior quarter
+14.9%
With price moves
ETFs as a share of its 13F
44.2%
of $3.2B
Top 10 of 393 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $125.2M | 170,017 | +2,959 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $76.4M | 102,346 | +1,543 shares |
| VUG | Vanguard Morningstar Growth ETF | $35.2M | 399,284 | +333,995 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $34.5M | 213,710 | −33,268 shares |
| IVV | iShares Core S&P 500 ETF | $33.7M | 45,063 | −388 shares |
| VTV | Vanguard Morningstar Value ETF | $30.6M | 140,666 | +8,133 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $30.1M | 889,403 | +13,130 shares |
| SMTH | ALPS Smith Core Plus Bond ETF | $23.8M | 923,625 | +68,355 shares |
| GLD | SPDR Gold Shares | $22.3M | 60,480 | −24,909 shares |
| VOO | Vanguard S&P 500 ETF | $22.2M | 32,325 | −439 shares |
383 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001697300. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Meridian Wealth Management, LLC own?
Meridian Wealth Management, LLC reported 393 ETF positions worth $1.4B in its Form 13F for June 30, 2026. The largest was QQQ, at $125.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.