Titelia

Holdings of Meridian Wealth Management, LLC

672 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 30.4 % of the equity sleeve

Sector breakdown

  • Technology 19.6 %
  • Financials 5.9 %
  • Funds 5.6 %
  • Consumer discretionary 5.4 %
  • Communication 5.1 %
  • Energy 5.0 %
  • Industrials 4.1 %
  • Health care 4.0 %
  • Consumer staples 2.6 %
  • Utilities 0.8 %
  • Real estate 0.2 %
  • Materials 0.2 %
  • Unattributed 41.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.3 %
  • TW 1.0 %
  • NL 0.5 %
  • GB 0.1 %
  • DE 0.0 %
  • KY 0.0 %
  • DK 0.0 %
  • FR 0.0 %
  • IL 0.0 %
  • JP 0.0 %
  • AU 0.0 %
  • ZA 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US6552.6B $98.28 %
2TW127.6M $1.03 %
3NL312.3M $0.46 %
4GB53.5M $0.13 %
5DE1576.1K $0.02 %
6KY1533.1K $0.02 %
7DK1483.1K $0.02 %
8FR1329.5K $0.01 %
9IL1325.8K $0.01 %
10JP1239.7K $0.01 %
11AU1157.8K $0.01 %
12ZA1154.4K $0.01 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 786,947137.2M $
2Exxon Mobil Corp 684,549116.1M $
3Apple Inc 422,545107.2M $
4Invesco QQQ Trust Series 1 167,05896.4M $
5Amazon.com Inc 366,67276.4M $
6State Street SPDR S&P 500 ETF Trust 100,80365.6M $
7Microsoft Corp 169,28062.7M $
8Alphabet Inc 200,51957.7M $
9JPMorgan Chase & Co 193,08856.8M $
10Broadcom Inc 132,83841.1M $
11Meta Platforms Inc 65,64537.6M $
12SPDR Gold Shares 85,38936.7M $
13Berkshire Hathaway Inc 76,22236.5M $
14iShares Core S&P 500 ETF 45,45129.7M $
15Vanguard Growth ETF 65,28928.6M $
16Alphabet Inc 96,54427.7M $
17Invesco S&P 500 Momentum ETF 246,97827.7M $
18Taiwan Semiconductor Manufacturing Co Ltd 81,62027.6M $
19Tesla Inc 71,19526.5M $
20Vanguard Value ETF 132,53326M $
21Schwab Strategic Trust 876,27325.5M $
22Caterpillar Inc 32,77623.2M $
23ALPS/SMITH Core Plus Bond ETF 855,27022M $
24Walmart Inc 173,98521.6M $
25Vanguard Total Bond Market ETF 277,70020.4M $
26Vanguard S&P 500 ETF 32,76419.6M $
27Palantir Technologies Inc 130,55919.1M $
28Costco Wholesale Corp 18,06318M $
29Vanguard Total Stock Market ETF 55,04717.7M $
30AbbVie Inc 76,40416.6M $
31Vanguard Index Funds 75,95316.5M $
32Advanced Micro Devices Inc 79,80316.2M $
33Micron Technology Inc 48,00816.2M $
34Chevron Corp 77,69116.1M $
35Intuitive Surgical Inc 33,87015.6M $
36Schwab International Equity ETF 587,92314.6M $
37SPDR Series Trust 255,32414.4M $
38iShares Core S&P Mid-Cap ETF 212,78014.4M $
39iShares Silver Trust 205,24814M $
40KLA Corp 9,45613.9M $
41SPDR Series Trust 180,15813.8M $
42Johnson & Johnson 56,35013.8M $
43iShares Core Dividend Growth ETF 193,07813.6M $
44iShares Core MSCI EAFE ETF 148,23713.4M $
45FT Vest Laddered Buffer ETF 392,73813.3M $
46International Business Machines Corp. 53,78513.1M $
47Eli Lilly & Co 13,83612.7M $
48VanEck Gold Miners ETF/USA 132,05512.1M $
49Global X Funds 250,49412.1M $
50Schwab US Broad Market ETF 470,83511.8M $
51Home Depot Inc/The 34,98111.5M $
52Invesco Exchange-Traded Fund Trust 147,33511.2M $
53RTX Corp 54,67410.5M $
54iShares Trust 105,63410.3M $
55iShares 0-1 Year Treasury Bond ETF 90,48710M $
56Stock Yards Bancorp Inc 150,0049.9M $
57BondBloxx ETF Trust 195,8699.6M $
58iShares Trust 28,7339.4M $
59SPDR Series Trust 102,3079.4M $
60Visa Inc 29,9379M $
61First Trust Rising Dividend Achievers ETF 131,3659M $
62Invesco S&P International Deve 162,4588.9M $
63PepsiCo Inc 55,9748.7M $
64iShares Trust 170,6708.6M $
65Merck & Co Inc 71,6548.6M $
66Mastercard Inc 16,8088.4M $
67Procter & Gamble Co/The 57,4168.3M $
68ASML Holding NV 6,2278.2M $
69Oracle Corp 55,2978.1M $
70SPDR Series Trust 82,6768.1M $
71State Street Health Care Select Sector SPDR ETF 54,5418M $
72Vanguard Intermediate-Term Corporate Bond ETF 96,3128M $
73Netflix Inc 79,4417.6M $
74iShares Expanded Tech Sector ETF 64,1357.6M $
75Union Pacific Corp 31,0467.5M $
76Deere & Co 13,0107.3M $
77Schwab 1-5 Year Corporate Bond ETF 293,6357.3M $
78iShares Core S&P Small-Cap ETF 58,3527.3M $
79Kinder Morgan, Inc. 208,1077M $
80Janus Henderson Mortgage-Backed Securities ETF 153,8026.9M $
81General Electric Co 24,3846.9M $
82Schwab U.S. Small-Cap ETF 233,3276.8M $
83VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 31,4196.8M $
84Vanguard FTSE Developed Markets ETF 105,1256.7M $
85iShares MSCI International Quality Factor ETF 142,9746.6M $
86iShares Russell 2000 ETF 25,6576.4M $
87VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 79,8576.3M $
88GE Vernova Inc 7,0946.2M $
89Palo Alto Networks Inc 38,5976.2M $
90Invesco Variable Rate Preferred ETF 256,4346.1M $
91Arista Networks Inc 49,1186M $
92Kayne Anderson Energy Infrastr 409,2805.8M $
93iShares MSCI EAFE ETF 59,9475.8M $
94State Street Spdr Dow Jones Industrial Average Etf Trust 12,5625.8M $
95Gilead Sciences Inc 41,7155.8M $
96First Trust WCM International Equity ETF 338,9855.7M $
97Northrop Grumman Corp 8,1275.5M $
98Vanguard Small-Cap ETF 21,7745.5M $
99iShares Trust 104,7305.5M $
100Main Street Capital Corp. 101,1975.4M $