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Haley Sanchez

Meridian Wealth Management, Llc

Assets Managed
$2.848B
Holdings
772
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
0.24%(2Q avg: 4.57%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Meridian Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 772 positions.

Assets under management

The assets under management (AUM) of Meridian Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.848B in assets, with a quarterly growth rate of 0.24% and a 2-quarter average growth rate of 4.57%. The portfolio is managed by Haley Sanchez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.81%
4.83%
$137.535M
787,547 shares@ $174.64 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 1.19%
4.08%
$116.141M
684,549 shares@ $169.66 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.45%
3.77%
$107.238M
422,545 shares@ $253.8 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 2.84%
3.39%
$96.423M
167,058 shares@ $577.19 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.46%
2.69%
$76.367M
366,672 shares@ $208.27 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 23.66%
2.57%
$73.181M
117,703 shares@ $621.75 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.97%
2.21%
$62.662M
169,280 shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.16%
2.03%
$57.661M
200,519 shares@ $287.56 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.95%
2%
$56.799M
193,088 shares@ $294.17 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.16%
1.45%
$41.115M
132,838 shares@ $309.51 avg price

1-10 of 772