Holdings of Meridian Wealth Management, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 672 in 12 countries
- Top ten
- 30.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
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 2.5 %
- Utilities 0.8 %
- Real estate 0.2 %
- Materials 0.2 %
- Unattributed 41.6 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 98.3 %
- Taiwan 1.0 %
- Netherlands 0.5 %
- United Kingdom 0.1 %
- Germany 0.0 %
- Cayman Islands 0.0 %
- Denmark 0.0 %
- France 0.0 %
- Israel 0.0 %
- Japan 0.0 %
- Australia 0.0 %
- South Africa 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 655 | 2.6B $ | 98.28 % |
| 2 | Taiwan | 1 | 27.6M $ | 1.03 % |
| 3 | Netherlands | 3 | 12.3M $ | 0.46 % |
| 4 | United Kingdom | 5 | 3.5M $ | 0.13 % |
| 5 | Germany | 1 | 576.1K $ | 0.02 % |
| 6 | Cayman Islands | 1 | 533.1K $ | 0.02 % |
| 7 | Denmark | 1 | 483.1K $ | 0.02 % |
| 8 | France | 1 | 329.5K $ | 0.01 % |
| 9 | Israel | 1 | 325.8K $ | 0.01 % |
| 10 | Japan | 1 | 239.7K $ | 0.01 % |
| 11 | Australia | 1 | 157.8K $ | 0.01 % |
| 12 | South Africa | 1 | 154.4K $ | 0.01 % |
Cite this page
Titelia. "Holdings of Meridian Wealth Management, LLC". https://titelia.com/en/funds/US13F1697300