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
201Innovator Equity Man 62,8692.2M $
202Citizens Financial Group Inc 37,0342.2M $
203Wells Fargo & Co 27,7922.2M $
204McDonald's Corp. 7,1022.2M $
205AT&T Inc 75,7292.2M $
206Vanguard Information Technology ETF 3,1052.2M $
207iShares iBonds Dec 2029 Term C 92,0102.1M $
208Cisco Systems, Inc. 27,3602.1M $
209Fidelity National Financial Inc 45,6992.1M $
210iShares Short-Term National Muni Bond ETF 19,7942.1M $
211Dimensional ETF Trust 53,5322.1M $
212iShares iBonds Dec 2030 Term C 95,0512.1M $
213iShares Russell Mid-Cap Value 14,1982.1M $
214Vanguard Mid-Cap Growth ETF 7,9262M $
215American Express Co 6,7602M $
216iShares Preferred and Income S 67,2912M $
217Capital Group Global Growth Equity ETF 58,4972M $
218Fastenal Co 41,7471.9M $
219iShares Core U.S. Aggregate Bond ETF 19,3181.9M $
220ISHARES TRUST 28,1741.9M $
221Waste Management Inc 8,2231.9M $
222First Trust Exchange-Traded Fund IV 91,0701.9M $
223Cadence Design Systems Inc 6,5381.8M $
224iShares S&P Mid-Cap 400 Growth ETF 18,0391.8M $
225ISHARES TRUST 19,9601.8M $
226iShares Trust 23,9011.8M $
227Select Sector Spdr Trust 21,9561.8M $
228Advanced Drainage Systems Inc 13,1091.8M $
229ProShares Ultra S&P500 34,5511.8M $
230McKesson Corp 2,0501.8M $
231BlackRock ETF Trust II 34,0361.8M $
232VANGUARD ENERGY ETF VANGUARD ENERGY ETF 10,1431.8M $
233iShares National Muni Bond ETF 16,4681.7M $
234iShares Russell Top 200 Growth 6,9891.7M $
235iShares iBonds Dec 2031 Term C 82,7921.7M $
236ProShares Ultra QQQ 28,2431.7M $
237CAPITAL GROUP CONSERVATIVE EQUITY ETF 57,5691.7M $
238Ishares Inc 21,7821.7M $
239Goldman Sachs ETF Trust 33,9271.7M $
240Bank of New York Mellon Corp/The 14,2651.7M $
241Vanguard Total International S 21,9411.7M $
242iShares Trust 4,6601.7M $
243Booking Holdings Inc 3871.6M $
244Delta Air Lines Inc 24,3751.6M $
245iShares Select Dividend ETF 10,5601.6M $
246Kroger Co/The 21,9261.6M $
247iShares Russell 2000 Growth ETF 5,0371.6M $
248Pacer Funds Trust 25,1931.6M $
249State Street SPDR Portfolio Developed World ex-US ETF 34,2051.6M $
250Vanguard Mega Cap Growth ETF 4,1991.5M $
251Abbott Laboratories 14,9921.5M $
252Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 12,1521.5M $
253J P Morgan Exchange Traded Fund Trust 26,6431.5M $
254Marriott International Inc/MD 4,5671.5M $
255Freedom 100 Emerging Markets E 27,2651.5M $
256iShares Russell 2000 Value ETF 7,8461.5M $
257Goldman Sachs Nasdaq-100 Premium Income ETF 29,9211.5M $
258Honeywell International Inc 6,4421.5M $
259PNC Financial Services Group Inc/The 6,9831.5M $
260iShares Core MSCI Emerging Markets ETF 20,8021.5M $
261Truist Financial Corp 31,5281.4M $
262Walt Disney Co/The 14,9651.4M $
263Capital Group Core Plus Income ETF 64,5191.4M $
264Starbucks Corp 16,0551.4M $
265QUALCOMM Inc 10,9601.4M $
266ProShares Trust 13,4861.4M $
267American Century ETF Trust 12,8111.4M $
268AppLovin Corp 3,5311.4M $
269Fidelity Covington Trust 28,0001.4M $
270VanEck Uranium and Nuclear ETF 10,5231.4M $
271iShares Trust 13,8811.4M $
272Energy Transfer LP 71,8591.4M $
273Avantis US Large Cap Value ETF 17,1341.4M $
274Fifth Third Bancorp 29,7081.4M $
275Vanguard Index Funds 4,5361.4M $
276Schwab Municipal Bond ETF 53,8011.4M $
277NextEra Energy Inc 14,7001.4M $
278Novartis AG 8,9291.4M $
279American Electric Power Co Inc 10,3901.4M $
280Xtrackers MSCI EAFE Hedged Equ 27,5451.4M $
281Vanguard Large-Cap ETF 4,5501.4M $
282Select Sector Spdr Trust 8,3861.4M $
283State Street SPDR Portfolio S& 29,5711.3M $
284Vanguard Scottsdale Funds 22,5561.3M $
285Public Storage 4,8541.3M $
286Eaton Vance T/M Bu 96,0231.3M $
287SPDR Series Trust 26,6831.3M $
288General Dynamics Corp 3,7551.3M $
289Amplify ETF Trust 43,1501.3M $
290Franklin Templeton ETF Trust 32,1321.3M $
291BP PLC 27,0801.3M $
292Dominion Energy Inc 20,3921.3M $
293Global X Funds 17,7751.3M $
294iShares Trust 5,8931.3M $
295FIDELITY COVINGTON TRUST 17,6151.2M $
296SPDR Gold MiniShares Trust 13,1691.2M $
297Progressive Corp/The 6,1451.2M $
298Grayscale Bitcoin Trust ETF 22,4701.2M $
299FIDELITY COVINGTON TRUST 12,6221.2M $
300Franklin Templeton ETF Trust 47,4471.2M $