Meridian Wealth Management, LLC has disclosed its latest 13F-HR filing, revealing that it manages a total of $3.35 billion in assets as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and portfolio composition, which can influence market perceptions and competitive dynamics in the financial services sector.

Founded in Kentucky, Meridian Wealth Management operates under the Central Index Key (CIK) 0001697300. The firm specializes in providing investment management services, and its recent filings indicate a commitment to transparency and regulatory compliance. The latest filing, submitted on November 5, 2026, follows a series of 13F-HR submissions, with the previous one filed on August 5, 2026.

What the Filing Says

The filing indicates that Meridian Wealth Management holds a total of 785 positions in various securities, with a reported total value of $3,354,446,367. Notably, the firm has made significant investments in well-known companies such as NVIDIA Corporation, Apple Inc., and Amazon.com Inc. This diversified portfolio suggests a strategy focused on both growth and stability.

Impact

The disclosure of such a substantial asset base and diverse holdings may affect various stakeholders, including clients, investors, and competitors. Clients may feel reassured about the firm's management capabilities, while competitors may need to reassess their strategies in light of Meridian's growing influence in the wealth management sector.

What's Next

The filing does not specify what happens next for Meridian Wealth Management. However, it is likely that the firm will continue to monitor its investments closely and adjust its portfolio in response to market conditions.