Meridian Wealth Advisors, LLC
Sector Allocation
- Other43.0%$378.4M
- Technology19.4%$171.2M
- Financials13.8%$121.3M
- Energy8.0%$70.0M
- Consumer Discretionary4.0%$34.8M
- Healthcare3.5%$31.1M
- Industrials3.5%$30.5M
- Consumer Staples3.3%$28.9M
- Real Estate0.6%$4.8M
- Materials0.5%$4.4M
AUM History
13fpro.ai/research/fund/meridian-wealth-advisors-llc-1768095
Conviction and streaks
Diversifying · top 10 = 40.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$94.7M
IAU
$48.4MXOM.R34088
$44.1M- VANGUARD$28.2M
AAPL
$27.2M- ISHARES$24.6M
SPY
$23.9M- CAPITAL$23.5M
MSFT
$22.0MGOOGL
$18.6M- VANGUARD$18.5M
- VANGUARD$17.8M
JPM
$17.6MNVDA
$17.5M- ISHARES$16.3M
- AMERICAN$16.3M
AMD
$15.7M- VANGUARD$14.8M
AMZN
$13.9MAESI
$13.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/meridian-wealth-advisors-llc-1768095
Meridian Wealth Advisors, LLC 13F holdings — Q2 2026
$880.0M portfolio (+16.4% QoQ) · 211 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$94.7M
10.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $48.4M
5.5% of stocks
+10%This quarter-8.3%Since filed10+ qtrsHeld$44.1M
5.0% of stocks
+0.1%This quarter—Since filed10+ qtrsHeld- 4
VANGUARD INDEX FDS - MID CAP ETF
$28.2M
3.2% of stocks
+345%This quarter—Since filed—HeldAIQuality—Est. buy— $27.2M
3.1% of stocks
+0.6%This quarter+12.4%Since filed10+ qtrsHeld- 6
ISHARES TR - MSCI USA MIN ETF
$24.6M
2.8% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $23.9M
2.7% of stocks
+2%This quarter-1.4%Since filed10+ qtrsHeld- 8
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$23.5M
2.7% of stocks
+5593%This quarter—Since filed—HeldAIQuality—Est. buy— $22.0M
2.5% of stocks
+3%This quarter+7.5%Since filed10+ qtrsHeld$18.6M
2.1% of stocks
-0.2%This quarter-8.5%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $94.7M | 10.8% | +3% | — | — | — | — | |
| 2 | $48.4M | 5.5% | +10% | -8.3% | 10+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $44.1M | 5.0% | +0.1% | — | 10+ qtrs | 57.8#1,062 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | VANGUARD INDEX FDS - MID CAP ETF | $28.2M | 3.2% | +345% | — | — | — | — | |
| 5 | $27.2M | 3.1% | +0.6% | +12.4% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - MSCI USA MIN ETF | $24.6M | 2.8% | +8% | — | — | — | — | |
| 7 | $23.9M | 2.7% | +2% | -1.4% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $23.5M | 2.7% | +5593% | — | — | — | — | |
| 9 | $22.0M | 2.5% | +3% | +7.5% | 10+ qtrsAdded 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $18.6M | 2.1% | -0.2% | -8.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Meridian Wealth Advisors, LLC (Q2 2026)
211 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $18.5M | 2.1% | 260K | +19% | — | — | 13F |
| 12 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $17.8M | 2.0% | 26K | -3% | — | — | 13F |
| 13 | JPMORGAN CHASE & CO | Financials | $17.6M | 2.0% | 54K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NVIDIA CORP | Technology | $17.5M | 2.0% | 87K | +4% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - S&P 100 ETFetf/fund | — | $16.3M | 1.9% | 45K | -4% | — | — | 13F |
| 16 | — | AMERICAN CENTY ETF TR - INTL EQT ETFetf/fund | — | $16.3M | 1.9% | 182K | +12% | — | — | 13F |
| 17 | ADVANCED MICRO DEVICES INC | Technology | $15.7M | 1.8% | 27K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $14.8M | 1.7% | 63K | +2% | — | — | 13F |
| 19 | AMAZON COM INC | Consumer Discretionary | $13.9M | 1.6% | 58K | +5% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Atlas Energy Solutions Inc. | Energy | $13.1M | 1.5% | 789K | -17% | 10+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | PACER FDS TR - TRENDP US LAR CP | — | $11.9M | 1.4% | 204K | — | — | — | 13F |
| 22 | Eaton Corp plc | Industrials | $10.9M | 1.2% | 26K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $9.9M | 1.1% | 11K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $9.4M | 1.1% | 76K | +300% | — | — | 13F |
| 25 | — | SPDR SERIES TRUST - ST STR SP DIVetf/fund | — | $9.2M | 1.1% | 61K | +4% | — | — | 13F |
| 26 | $AVGO | Broadcom Inc. | Technology | $8.4M | 1.0% | 22K | +8% | |||
| 27 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $8.3M | 0.9% | 12K | -1% | |||
| 28 | $WMT | Walmart Inc. | Consumer Staples | $7.6M | 0.9% | 67K | +7% | |||
| 29 | $LLY | ELI LILLY & Co | Healthcare | $7.6M | 0.9% | 6,304 | +1% | |||
| 30 | $V | VISA INC. | Financials | $7.3M | 0.8% | 21K | +2% | |||
| 31 | $TCBX | Third Coast Bancshares, Inc. | Financials | $7.3M | 0.8% | 180K | -5% | |||
| 32 | $PANW | Palo Alto Networks Inc | Technology | $7.2M | 0.8% | 21K | +3% | |||
| 33 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $6.8M | 0.8% | 36K | +3% | |||
| 34 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.6M | 0.8% | 13K | +0.2% | |||
| 35 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $6.4M | 0.7% | 18K | +4% | |||
| 36 | $GOOG | Alphabet Inc. | Technology | $6.4M | 0.7% | 18K | +2% | |||
| 37 | $MPC | Marathon Petroleum Corp | Energy | $6.4M | 0.7% | 25K | +2% | |||
| 38 | $ALL | ALLSTATE CORP | Financials | $6.2M | 0.7% | 26K | +3% | |||
| 39 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $5.9M | 0.7% | 64K | +2% | |||
| 40 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $5.8M | 0.7% | 8,073 | +3% | |||
| 41 | — | ISHARES TR - S&P 500 GRWT ETF | — | $5.8M | 0.7% | 42K | +0.1% | |||
| 42 | $SPGI | S&P Global Inc. | Financials | $5.7M | 0.7% | 14K | +2% | |||
| 43 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $5.6M | 0.6% | 123K | +17% | |||
| 44 | $META | Meta Platforms, Inc. | Technology | $5.3M | 0.6% | 9,433 | +6% | |||
| 45 | $MCK | MCKESSON CORP | Consumer Staples | $5.1M | 0.6% | 6,692 | +5% | |||
| 46 | $CSCO | CISCO SYSTEMS, INC. | Technology | $4.8M | 0.6% | 41K | +4% | |||
| 47 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $4.7M | 0.5% | 9,351 | +622% | |||
| 48 | $MS | MORGAN STANLEY | Financials | $4.7M | 0.5% | 22K | +3% | |||
| 49 | $NXPI | NXP Semiconductors N.V. | Technology | $4.6M | 0.5% | 16K | +3% | |||
| 50 | $TT | Trane Technologies plc | Technology | $4.3M | 0.5% | 8,690 | +0.1% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $3.9M | 0.4% | 47K | +0.6% | |||
| 52 | $GE | GENERAL ELECTRIC CO | Industrials | $3.8M | 0.4% | 10K | New | |||
| 53 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $3.7M | 0.4% | 13K | -1% | |||
| 54 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $3.6M | 0.4% | 35K | +4% | |||
| 55 | $APD | Air Products & Chemicals, Inc. | Materials | $3.5M | 0.4% | 12K | +6% | |||
| 56 | — | ISHARES TR - CORE S&P MCP ETF | — | $3.4M | 0.4% | 45K | +5% | |||
| 57 | $ADI | ANALOG DEVICES INC | Technology | $3.4M | 0.4% | 8,476 | +76% | |||
| 58 | $IRM | IRON MOUNTAIN INC | Real Estate | $3.4M | 0.4% | 27K | +5% | |||
| 59 | $ANET | Arista Networks, Inc. | Technology | $3.3M | 0.4% | 20K | New | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $3.3M | 0.4% | 26K | -0.0% | |||
| 61 | $CMI | CUMMINS INC | Industrials | $3.3M | 0.4% | 4,580 | New | |||
| 62 | $UNP | UNION PACIFIC CORP | Industrials | $3.1M | 0.3% | 11K | -0.3% | |||
| 63 | $AMGN | AMGEN INC | Healthcare | $3.0M | 0.3% | 8,375 | +0.1% | |||
| 64 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.8M | 0.3% | 11K | +0.4% | |||
| 65 | $NFLX | NETFLIX INC | Communication Services | $2.7M | 0.3% | 38K | +8% | |||
| 66 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.7M | 0.3% | 3,627 | -7% | |||
| 67 | $IVZ | Invesco Ltd. | Financials | $2.7M | 0.3% | 12K | — | |||
| 68 | $UBER | Uber Technologies, Inc | Technology | $2.6M | 0.3% | 36K | +6% | |||
| 69 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.2M | 0.3% | 5,269 | +3% | |||
| 70 | — | ISHARES TR - U.S. TECH ETF | — | $2.0M | 0.2% | 8,051 | -0.3% | |||
| 71 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $2.0M | 0.2% | 5,484 | +0.8% | |||
| 72 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $2.0M | 0.2% | 17K | — | |||
| 73 | $GLD | SPDR GOLD TRUST | Financials | $2.0M | 0.2% | 5,391 | -5% | |||
| 74 | $AKAM | AKAMAI TECHNOLOGIES INC | Industrials | $1.9M | 0.2% | 16K | New | |||
| 75 | $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | Other | $1.8M | 0.2% | 86K | — | |||
| 76 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.7M | 0.2% | 5,731 | +23% | |||
| 77 | $KLAC | KLA CORP | Technology | $1.6M | 0.2% | 5,260 | +902% | |||
| 78 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.5M | 0.2% | 3,232 | +2% | |||
| 79 | $CVX | CHEVRON CORP | Energy | $1.5M | 0.2% | 9,199 | +0.4% | |||
| 80 | — | LISTED FDS TR - HORI KI INFL ETF | — | $1.5M | 0.2% | 30K | +17% | |||
| 81 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.5M | 0.2% | 6,868 | +2% | |||
| 82 | $MA | Mastercard Inc | Financials | $1.5M | 0.2% | 2,897 | +2% | |||
| 83 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $1.5M | 0.2% | 40K | — | |||
| 84 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $1.4M | 0.2% | 9,383 | -2% | |||
| 85 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.4M | 0.2% | 4,752 | -5% | |||
| 86 | $ET | Energy Transfer LP | Energy | $1.3M | 0.1% | 69K | +0.8% | |||
| 87 | — | SPDR SERIES TRUST - ST STR P400MID | — | $1.3M | 0.1% | 19K | +0.3% | |||
| 88 | — | ISHARES TR - RUS 1000 ETF | — | $1.3M | 0.1% | 3,190 | — | |||
| 89 | — | PACER FDS TR - TRENDP US MID CP | — | $1.3M | 0.1% | 31K | — | |||
| 90 | $CAT | CATERPILLAR INC | Industrials | $1.2M | 0.1% | 1,157 | +7% | |||
| 91 | $MU | MICRON TECHNOLOGY INC | Technology | $1.2M | 0.1% | 1,040 | -12% | |||
| 92 | $CI | Cigna Group | Healthcare | $1.2M | 0.1% | 4,333 | New | |||
| 93 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.1M | 0.1% | 4,208 | +1% | |||
| 94 | $PEP | PEPSICO INC | Consumer Staples | $1.1M | 0.1% | 8,063 | +1% | |||
| 95 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.1M | 0.1% | 9,043 | +2514% | |||
| 96 | $CB | Chubb Ltd | Financials | $1.1M | 0.1% | 3,098 | -0.6% | |||
| 97 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.0M | 0.1% | 12K | +500% | |||
| 98 | $RTX | RTX Corp | Industrials | $1.0M | 0.1% | 5,464 | +2% | |||
| 99 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.0M | 0.1% | 1,014 | -2% | |||
| 100 | $PFE | PFIZER INC | Healthcare | $1.0M | 0.1% | 43K | -5% | |||
| 101 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.0M | 0.1% | 2,004 | +3% | |||
| 102 | $QCOM | QUALCOMM INC/DE | Technology | $995K | 0.1% | 5,386 | +0.1% | |||
| 103 | $BLK | BlackRock, Inc. | Financials | $949K | 0.1% | 987 | — | |||
| 104 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $946K | 0.1% | 2,750 | — | |||
| 105 | $ROL | ROLLINS INC | Industrials | $927K | 0.1% | 22K | +9% | |||
| 106 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $902K | 0.1% | 12K | — | |||
| 107 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $890K | 0.1% | 4,805 | — | |||
| 108 | — | ISHARES TR - CORE S&P SCP ETF | — | $873K | 0.1% | 5,886 | +0.2% | |||
| 109 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $869K | 0.1% | 5,734 | -0.0% | |||
| 110 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $865K | 0.1% | 5,449 | +26% | |||
| 111 | — | ISHARES TR - HDG MSCI EAFE | — | $855K | 0.1% | 18K | +6% | |||
| 112 | $TXN | TEXAS INSTRUMENTS INC | Technology | $807K | 0.1% | 2,708 | -10% | |||
| 113 | $INBX | Inhibrx Biosciences, Inc. | Healthcare | $805K | 0.1% | 8,500 | -19% | |||
| 114 | $BX | Blackstone Inc. | Financials | $805K | 0.1% | 6,840 | +0.0% | |||
| 115 | $O | REALTY INCOME CORP | Real Estate | $803K | 0.1% | 13K | -1% | |||
| 116 | $AXP | AMERICAN EXPRESS CO | Financials | $791K | 0.1% | 2,337 | +2% | |||
| 117 | $CRM | Salesforce, Inc. | Technology | $785K | 0.1% | 5,012 | -5% | |||
| 118 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $773K | 0.1% | 5,268 | -2% | |||
| 119 | — | ISHARES TR - CORE S&P US GWT | — | $752K | 0.1% | 4,000 | — | |||
| 120 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $749K | 0.1% | 14K | +11% | |||
| 121 | $MMM | 3M CO | Healthcare | $743K | 0.1% | 4,587 | -0.5% | |||
| 122 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $727K | 0.1% | 2,019 | +18% | |||
| 123 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $724K | 0.1% | 23K | — | |||
| 124 | $TSLA | Tesla, Inc. | Consumer Discretionary | $719K | 0.1% | 1,710 | +6% | |||
| 125 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | — | $709K | 0.1% | 16K | +0.7% | |||
| 126 | $PHYS | Sprott Physical Gold Trust | Financials | $708K | 0.1% | 23K | — | |||
| 127 | — | ISHARES TR - RUS 1000 VAL ETF | — | $693K | 0.1% | 2,858 | — | |||
| 128 | $MSI | Motorola Solutions, Inc. | Technology | $689K | 0.1% | 1,658 | -0.1% | |||
| 129 | $ABT | ABBOTT LABORATORIES | Healthcare | $686K | 0.1% | 7,561 | -1% | |||
| 130 | $T | AT&T INC. | Communication Services | $683K | 0.1% | 33K | +0.2% | |||
| 131 | — | VANGUARD WORLD FD - MEGA CAP INDEX | — | $681K | 0.1% | 2,488 | — | |||
| 132 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $645K | 0.1% | 2,106 | +26% | |||
| 133 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $641K | 0.1% | 2,865 | -86% | |||
| 134 | $HONA | Honeywell Aerospace Inc. | Industrials | $632K | 0.1% | 2,859 | New | |||
| 135 | $SII | SPROTT INC. | Financials | $629K | 0.1% | 10K | — | |||
| 136 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $621K | 0.1% | 5,296 | +5% | |||
| 137 | — | VANGUARD INDEX FDS - VALUE ETF | — | $619K | 0.1% | 2,842 | — | |||
| 138 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $587K | 0.1% | 12K | +15% | |||
| 139 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | — | $586K | 0.1% | 3,800 | — | |||
| 140 | $PPG | PPG INDUSTRIES INC | Materials | $583K | 0.1% | 4,805 | — | |||
| 141 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $577K | 0.1% | 10K | +29% | |||
| 142 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $576K | 0.1% | 2,341 | — | |||
| 143 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $570K | 0.1% | 2,106 | — | |||
| 144 | $DHR | DANAHER CORP /DE/ | Healthcare | $569K | 0.1% | 2,987 | +1% | |||
| 145 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $549K | 0.1% | 2,578 | -0.8% | |||
| 146 | $NOTV | Inotiv, Inc. | Healthcare | $542K | 0.1% | 29K | — | |||
| 147 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | — | $484K | 0.1% | 11K | New | |||
| 148 | $INFQ | Infleqtion, Inc. | Technology | $462K | 0.1% | 35K | New | |||
| 149 | $EQIX | EQUINIX INC | Real Estate | $448K | 0.1% | 430 | +0.2% | |||
| 150 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $439K | 0.1% | 1,961 | -3% |
What changed in Q2 2026
Against the previous quarter's 13F: 25 new, 110 added to, 38 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
$GEGENERAL ELECTRIC CO$3.8M
first bought this quarter
$ANETArista Networks, Inc.$3.3M
first bought this quarter
$CMICUMMINS INC$3.3M
first bought this quarter
$AKAMAKAMAI TECHNOLOGIES INC$1.9M
first bought this quarter
$CICigna Group$1.2M
first bought this quarter
$HONAHoneywell Aerospace Inc.$632K
first bought this quarter
+19 more in the Excel export
Added to (110)
- CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT+5593%
now $23.5M
- VANGUARD INDEX FDS - MID CAP ETF+345%
now $28.2M
- ISHARES TR - RUS 1000 GRW ETF+300%
now $9.4M
now $48.4M · held 10+ qtrs, 2 adds in a row
$TMOTHERMO FISHER SCIENTIFIC INC.+622%
now $4.7M · held 10+ qtrs
- ISHARES TR - CORE S&P500 ETF+3%
now $94.7M
+104 more in the Excel export
Trimmed (38)
$IQVIQVIA HOLDINGS INC.-92%
now $369K · held 10+ qtrs
$HONHONEYWELL INTERNATIONAL INC-86%
now $641K · held 10+ qtrs
now $13.1M · held 10+ qtrs, 6 trims in a row
- ISHARES TR - S&P 100 ETF-4%
now $16.3M
- VANGUARD INDEX FDS - S&P 500 ETF SHS-3%
now $17.8M
$TCBXThird Coast Bancshares, Inc.-5%
now $7.3M · held 5 qtrs
+32 more in the Excel export
Holdings by quarter
Every 13F Meridian Wealth Advisors, LLC has filed, 30 earlier quarters. Pick one to see what it held then.
Is it too late to follow Meridian Wealth Advisors?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Meridian Wealth Advisors's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.6%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 15% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Meridian Wealth Advisors, LLC disclosed 211 positions worth $880.0M in its Form 13F-HR for Q2 2026, followed by $IAU and $XOM.R34088. During the quarter the fund opened 25 new positions and exited 16 — including a new stake in $GE and a full exit from $MDT. The portfolio is most concentrated in Other (43.0% of disclosed assets). All figures are sourced directly from Meridian Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1768095.
Funds like this
managers whose biggest positions overlap Meridian Wealth Advisors'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Meridian Wealth Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Meridian Wealth Advisors, LLC (SEC CIK: 1768095), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Meridian Wealth Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.