Meridian Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1768095
Institutional-grade research for retail investors
13F Reported Value
ⓘ$756.4M
Holdings
202
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Meridian Wealth Advisors, LLC disclosed 202 positions worth $756.4M in its Form 13F-HR for Q1 2026, followed by $XOM and $IAU. During the quarter the fund opened 22 new positions and exited 8 — including a new stake in $NFLX and a full exit from $ANET. The portfolio is most concentrated in Other (39.8% of disclosed assets). All figures are sourced directly from Meridian Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1768095.
AI Fund Analysis
StableISHARES TR
10.6% weight
Held 9 quarters
$XOM7.2% weight
Held 9 quarters
$IAU6.8% weight
Held 9 quarters
$AAPL3.1% weight
Held 9 quarters
VANGUARD INDEX FDS
3.0% weight
Held 9 quarters
VANGUARD INDEX FDS
8 quarters accumulating
ISHARES TR
8 quarters accumulating
$QQQ8 quarters accumulating
SPDR SERIES TRUST
7 quarters accumulating
VANGUARD TAX-MANAGED FDS
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsEnergyConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$79.8M122,183 sh- 61.8#782
Quality
$54.7M322,172 sh - —
Quality
$51.6M585,046 sh - 76.1
Quality
$23.7M93,479 sh VANGUARD INDEX FDS
—Quality
$22.6M78,552 shISHARES TR
—Quality
$22.0M236,775 sh- 83.7
Quality
$21.1M57,135 sh - —
Quality
$20.4M31,360 sh VANGUARD INDEX FDS
—Quality
$16.0M26,772 sh- 35.6
Quality
$15.3M52,079 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $79.8M | 122,183 |
| EXXON MOBIL CORP$XOM | 61.8#782 | $54.7M | 322,172 |
| ISHARES GOLD TRUST$IAU | — | $51.6M | 585,046 |
| Apple Inc.$AAPL | 76.1 | $23.7M | 93,479 |
| VANGUARD INDEX FDS | — | $22.6M | 78,552 |
| ISHARES TR | — | $22.0M | 236,775 |
 MICROSOFT CORP$MSFT | 83.7 | $21.1M | 57,135 |
 SPDR S&P 500 ETF TRUST$SPY | — | $20.4M | 31,360 |
| VANGUARD INDEX FDS | — | $16.0M | 26,772 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $15.3M | 52,079 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Meridian Wealth Advisors, LLC's 202 positions.
Showing top 10 of 202 holdings.
Sector Allocation
Other
$300.8M
Technology
$126.3M
Financials
$118.7M
Energy
$79.8M
Consumer Discretionary
$49.1M
Healthcare
$28.1M
Industrials
$27.8M
Consumer Staples
$11.6M
Full Holdings — Meridian Wealth Advisors, LLC (Q1 2026)
All 202 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $79.8M | 10.6% | +4% | — |
| 2 | $XOM | EXXON MOBIL CORP | $54.7M | 7.2% | +3% | 61.8 |
| 3 | $IAU | ISHARES GOLD TRUST | $51.6M | 6.8% | +3% | — |
| 4 | $AAPL | Apple Inc. | $23.7M | 3.1% | -2% | 76.1 |
| 5 | — | VANGUARD INDEX FDS | $22.6M | 3.0% | +28% | — |
| 6 | — | ISHARES TR | $22.0M | 2.9% | +20% | — |
| 7 | $MSFT | MICROSOFT CORP | $21.1M | 2.8% | +4% | 83.7 |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $20.4M | 2.7% | +1% | — |
| 9 | — | VANGUARD INDEX FDS | $16.0M | 2.1% | -11% | — |
| 10 | $JPM | JPMORGAN CHASE & CO | $15.3M | 2.0% | -6% | 35.6 |
| 11 |  $GOOG | Alphabet Inc. | $15.0M | 2.0% | -1% | 80.2 |
| 12 | — | ISHARES TR | $14.8M | 2.0% | +0% | — |
| 13 |  $NVDA | NVIDIA CORP | $14.7M | 1.9% | +5% | 90.2 |
| 14 | — | VANGUARD TAX-MANAGED FDS | $14.0M | 1.8% | +17% | — |
| 15 | — | AMERICAN CENTY ETF TR | $13.8M | 1.8% | +25% | — |
| 16 | — | VANGUARD SPECIALIZED FUNDS | $13.2M | 1.8% | -2% | — |
| 17 |  $AESI | Atlas Energy Solutions Inc. | $12.5M | 1.6% | -4% | 29.9 |
| 18 |  $AMZN | AMAZON COM INC | $11.5M | 1.5% | +13% | 74.6 |
| 19 | — | PACER FDS TR | $10.7M | 1.4% | +0% | — |
| 20 |  $COST | COSTCO WHOLESALE CORP /NEW | $10.3M | 1.4% | -4% | 67 |
| 21 |  $ETN | Eaton Corp plc | $9.0M | 1.2% | -3% | — |
| 22 | — | SPDR SERIES TRUST | $8.5M | 1.1% | +16% | — |
| 23 | — | ISHARES TR | $8.1M | 1.1% | +22% | — |
| 24 |  $WMT | Walmart Inc. | $7.8M | 1.0% | -4% | 63.2 |
| 25 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $7.3M | 1.0% | +1% | — |
| 26 |  $TCBX | Third Coast Bancshares, Inc. | $7.2M | 0.9% | +910% | — |
| 27 |  $AVGO | Broadcom Inc. | $6.4M | 0.8% | +10% | 86.4 |
| 28 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.3M | 0.8% | -2% | 64.5 |
| 29 |  $V | VISA INC. | $6.3M | 0.8% | -20% | 83.5 |
| 30 |  $MPC | Marathon Petroleum Corp | $6.0M | 0.8% | -1% | 50.7 |
| 31 |  $SPGI | S&P Global Inc. | $5.8M | 0.8% | +17% | 79.4 |
| 32 |  $HD | HOME DEPOT, INC. | $5.8M | 0.8% | +6% | 69.2 |
| 33 |  $ORLY | O REILLY AUTOMOTIVE INC | $5.7M | 0.8% | -7% | 72.7 |
| 34 |  $LLY | ELI LILLY & Co | $5.7M | 0.8% | -2% | 89.3 |
| 35 |  $MCK | MCKESSON CORP | $5.5M | 0.7% | -11% | 63.7 |
| 36 |  $AMD | ADVANCED MICRO DEVICES INC | $5.4M | 0.7% | -10% | 78.8 |
| 37 |  $ALL | ALLSTATE CORP | $5.2M | 0.7% | -6% | 76.6 |
| 38 |  $GOOGL | Alphabet Inc. | $5.1M | 0.7% | -1% | 80.2 |
| 39 |  $META | Meta Platforms, Inc. | $5.1M | 0.7% | -8% | 80.9 |
| 40 | — | ISHARES TR | $4.7M | 0.6% | +0% | — |
| 41 | — | AMPLIFY ETF TR | $4.7M | 0.6% | +16% | — |
| 42 | — | SELECT SECTOR SPDR TR | $4.6M | 0.6% | -12% | — |
| 43 |  $HON | HONEYWELL INTERNATIONAL INC | $4.5M | 0.6% | +202% | 65.7 |
| 44 |  $IQV | IQVIA HOLDINGS INC. | $4.1M | 0.5% | +32% | 59.7 |
| 45 |  $TT | Trane Technologies plc | $3.6M | 0.5% | -9% | — |
| 46 |  $KO | COCA COLA CO | $3.6M | 0.5% | +14% | 74 |
| 47 |  $MS | MORGAN STANLEY | $3.6M | 0.5% | -13% | — |
| 48 |  $NFLX | NETFLIX INC | $3.4M | 0.5% | NEW | 86.7 |
| 49 |  $APD | Air Products & Chemicals, Inc. | $3.3M | 0.4% | +26% | 41.2 |
| 50 |  $PANW | Palo Alto Networks Inc | $3.3M | 0.4% | +75% | 66.5 |
| 51 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.2M | 0.4% | +7% | 66.7 |
| 52 |  $NXPI | NXP Semiconductors N.V. | $3.2M | 0.4% | -26% | — |
| 53 |  $MRK | Merck & Co., Inc. | $3.1M | 0.4% | -53% | 70.9 |
| 54 |  $CSCO | CISCO SYSTEMS, INC. | $3.1M | 0.4% | +242% | 72.3 |
| 55 |  $SBUX | STARBUCKS CORP | $3.0M | 0.4% | -3% | 54.6 |
| 56 |  $AMGN | AMGEN INC | $2.9M | 0.4% | +2% | 79.5 |
| 57 | — | ISHARES TR | $2.9M | 0.4% | +72% | — |
| 58 |  $UNP | UNION PACIFIC CORP | $2.8M | 0.4% | -54% | 74 |
| 59 |  $JNJ | JOHNSON & JOHNSON | $2.7M | 0.4% | +0% | 72.8 |
| 60 |  $AMAT | APPLIED MATERIALS INC /DE | $2.7M | 0.3% | +506% | 74.8 |
| 61 |  $IRM | IRON MOUNTAIN INC | $2.6M | 0.3% | +25% | 50.7 |
| 62 |  $GLD | SPDR GOLD TRUST | $2.4M | 0.3% | +1% | — |
| 63 |  $UBER | Uber Technologies, Inc | $2.4M | 0.3% | NEW | 79.3 |
| 64 |  $IVZ | Invesco Ltd. | $2.4M | 0.3% | +0% | — |
| 65 |  $MDT | Medtronic plc | $2.4M | 0.3% | NEW | — |
| 66 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.2M | 0.3% | +8% | — |
| 67 |  $SNOW | Snowflake Inc. | $2.2M | 0.3% | +129% | 49.6 |
| 68 |  $DOV | DOVER Corp | $2.1M | 0.3% | NEW | 63.1 |
| 69 |  $CVX | CHEVRON CORP | $1.9M | 0.3% | +10% | 54.7 |
| 70 | — | VANGUARD INDEX FDS | $1.7M | 0.2% | +9% | — |
| 71 | — | VANGUARD SCOTTSDALE FDS | $1.7M | 0.2% | +0% | — |
| 72 |  $LOW | LOWES COMPANIES INC | $1.6M | 0.2% | +0% | 63.5 |
| 73 |  $ADI | ANALOG DEVICES INC | $1.5M | 0.2% | +0% | 76.2 |
| 74 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.5M | 0.2% | +0% | 66.4 |
| 75 |  $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | $1.5M | 0.2% | -12% | — |
| 76 | — | ISHARES TR | $1.5M | 0.2% | +0% | — |
| 77 |  $MA | Mastercard Inc | $1.4M | 0.2% | +2% | 81.7 |
| 78 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1.4M | 0.2% | +0% | 63.8 |
| 79 |  $UNH | UNITEDHEALTH GROUP INC | $1.4M | 0.2% | -55% | 66.8 |
| 80 | — | VANGUARD WORLD FD | $1.4M | 0.2% | +0% | — |
| 81 | — | LISTED FDS TR | $1.3M | 0.2% | +0% | — |
| 82 |  $ET | Energy Transfer LP | $1.3M | 0.2% | -0% | 64.5 |
| 83 |  $MCD | MCDONALDS CORP | $1.3M | 0.2% | -2% | 73.9 |
| 84 |  $PFE | PFIZER INC | $1.3M | 0.2% | +2% | 69 |
| 85 |  $PEP | PEPSICO INC | $1.2M | 0.2% | +1% | 62.7 |
| 86 |  $LMT | LOCKHEED MARTIN CORP | $1.2M | 0.2% | -7% | 65 |
| 87 | — | ISHARES TR | $1.2M | 0.1% | -4% | — |
| 88 | — | SPDR SERIES TRUST | $1.1M | 0.1% | -61% | — |
| 89 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 90 | — | PACER FDS TR | $1.1M | 0.1% | +0% | — |
| 91 | — | VANECK ETF TRUST | $1.1M | 0.1% | +0% | — |
| 92 |  $ROL | ROLLINS INC | $1.1M | 0.1% | NEW | 73.2 |
| 93 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.1% | +0% | — |
| 94 |  $RTX | RTX Corp | $1.0M | 0.1% | -1% | 70 |
| 95 |  $CB | Chubb Ltd | $1.0M | 0.1% | -2% | — |
| 96 |  $CRM | Salesforce, Inc. | $986,531 | 0.1% | -74% | 75.2 |
| 97 |  $T | AT&T INC. | $954,960 | 0.1% | -3% | 71.9 |
| 98 |  $BLK | BlackRock, Inc. | $949,212 | 0.1% | -5% | 70.3 |
| 99 |  $TJX | TJX COMPANIES INC /DE/ | $916,088 | 0.1% | +0% | 70.7 |
| 100 | — | VANGUARD INDEX FDS | $880,569 | 0.1% | +0% | — |
| 101 |  $GS | GOLDMAN SACHS GROUP INC | $872,090 | 0.1% | -1% | — |
| 102 |  $PHYS | Sprott Physical Gold Trust | $831,741 | 0.1% | +0% | — |
| 103 | — | VANGUARD INDEX FDS | $821,838 | 0.1% | +0% | — |
| 104 |  $O | REALTY INCOME CORP | $801,776 | 0.1% | -2% | 74.6 |
| 105 |  $BX | Blackstone Inc. | $786,417 | 0.1% | -6% | 68 |
| 106 |  $ABT | ABBOTT LABORATORIES | $784,707 | 0.1% | +4% | 67 |
| 107 |  $PG | PROCTER & GAMBLE Co | $779,160 | 0.1% | +6% | 72.9 |
| 108 | — | SELECT SECTOR SPDR TR | $777,113 | 0.1% | +0% | — |
| 109 |  $KLAC | KLA CORP | $773,015 | 0.1% | -0% | 84.4 |
| 110 |  $CAT | CATERPILLAR INC | $766,231 | 0.1% | +1% | 67.8 |
| 111 |  $SII | SPROTT INC. | $754,900 | 0.1% | +0% | — |
| 112 | — | ISHARES TR | $731,806 | 0.1% | +14% | — |
| 113 | — | ISHARES TR | $730,618 | 0.1% | +0% | — |
| 114 |  $MSI | Motorola Solutions, Inc. | $720,281 | 0.1% | -6% | 73.8 |
| 115 | — | FIRST TR EXCHANGE-TRADED FD | $706,999 | 0.1% | NEW | — |
| 116 |  $INBX | Inhibrx Biosciences, Inc. | $705,915 | 0.1% | +0% | 3.1 |
| 117 | — | SCHWAB STRATEGIC TR | $700,056 | 0.1% | +0% | — |
| 118 |  $AXP | AMERICAN EXPRESS CO | $696,007 | 0.1% | -2% | 73.2 |
| 119 |  $QCOM | QUALCOMM INC/DE | $692,905 | 0.1% | -1% | 81.9 |
| 120 | — | SPDR SERIES TRUST | $690,954 | 0.1% | +100% | — |
| 121 |  $MMM | 3M CO | $669,158 | 0.1% | -84% | 60.7 |
| 122 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $637,023 | 0.1% | -3% | 63.7 |
| 123 | — | SELECT SECTOR SPDR TR | $634,088 | 0.1% | -5% | — |
| 124 | — | SELECT SECTOR SPDR TR | $621,173 | 0.1% | +0% | — |
| 125 | — | ISHARES TR | $620,440 | 0.1% | +0% | — |
| 126 | — | ISHARES TR | $610,669 | 0.1% | +0% | — |
| 127 |  $TSLA | Tesla, Inc. | $601,120 | 0.1% | +30% | 50.1 |
| 128 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $590,300 | 0.1% | +0% | — |
| 129 | — | VANGUARD WORLD FD | $588,039 | 0.1% | +0% | — |
| 130 |  $TXN | TEXAS INSTRUMENTS INC | $583,003 | 0.1% | +22% | 70.4 |
| 131 |  $RSG | REPUBLIC SERVICES, INC. | $569,014 | 0.1% | +7% | 72 |
| 132 |  $DHR | DANAHER CORP /DE/ | $558,751 | 0.1% | +1% | 63.9 |
| 133 | — | VANGUARD INDEX FDS | $557,513 | 0.1% | +0% | — |
| 134 | — | SELECT SECTOR SPDR TR | $551,439 | 0.1% | -3% | — |
| 135 |  $ITW | ILLINOIS TOOL WORKS INC | $548,171 | 0.1% | +1% | 71.2 |
| 136 |  $CME | CME GROUP INC. | $540,222 | 0.1% | -7% | 74.5 |
| 137 |  $NOTV | Inotiv, Inc. | $533,600 | 0.1% | +0% | 29.3 |
| 138 | — | VANGUARD WORLD FD | $533,126 | 0.1% | +0% | — |
| 139 |  $PPG | PPG INDUSTRIES INC | $513,558 | 0.1% | NEW | 57.1 |
| 140 |  $ORCL | ORACLE CORP | $503,856 | 0.1% | +15% | 67.2 |
| 141 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $487,139 | 0.1% | +2% | 70.9 |
| 142 | — | VANGUARD INDEX FDS | $430,647 | 0.1% | -10% | — |
| 143 |  $EQIX | EQUINIX INC | $420,072 | 0.1% | +1% | 61.4 |
| 144 | — | ISHARES TR | $412,199 | 0.1% | -17% | — |
| 145 |  $ADP | AUTOMATIC DATA PROCESSING INC | $411,846 | 0.1% | -6% | 77.9 |
| 146 |  $WM | WASTE MANAGEMENT INC | $408,423 | 0.1% | +1% | 70.7 |
| 147 |  $MELI | MERCADOLIBRE INC | $401,133 | 0.1% | +0% | 77.5 |
| 148 |  $MU | MICRON TECHNOLOGY INC | $397,638 | 0.1% | NEW | 88.4 |
| 149 |  $NVS | NOVARTIS AG | $397,303 | 0.1% | +0% | — |
| 150 |  $BAC | BANK OF AMERICA CORP /DE/ | $382,529 | 0.1% | +3% | 68.4 |
| 151 |  $WMB | WILLIAMS COMPANIES, INC. | $369,538 | 0.1% | +2% | 72.8 |
| 152 | — | ISHARES TR | $366,879 | 0.1% | -1% | — |
| 153 | — | CAPITAL GROUP DIVIDEND VALUE | $356,060 | 0.1% | NEW | — |
| 154 | — | SPDR SERIES TRUST | $345,344 | 0.1% | +18% | — |
| 155 |  $CCJ | CAMECO CORP | $340,671 | 0.1% | NEW | — |
| 156 |  $COP | CONOCOPHILLIPS | $340,296 | 0.0% | -2% | 74.8 |
| 157 |  $ABBV | AbbVie Inc. | $323,638 | 0.0% | +11% | 59.3 |
| 158 |  $AZO | AUTOZONE INC | $320,889 | 0.0% | +0% | 66.5 |
| 159 | — | PROFESIONALLY MANAGED PORTFO | $313,453 | 0.0% | NEW | — |
| 160 |  $EXE | EXPAND ENERGY Corp | $312,873 | 0.0% | +0% | 83.9 |
| 161 |  $UPS | UNITED PARCEL SERVICE INC | $311,373 | 0.0% | NEW | 58.2 |
| 162 | — | VANGUARD INTL EQUITY INDEX F | $304,896 | 0.0% | NEW | — |
| 163 | — | FIRST TR EXCHANGE-TRADED ALP | $304,432 | 0.0% | +0% | — |
| 164 |  $GILD | GILEAD SCIENCES, INC. | $294,631 | 0.0% | +3% | 77.8 |
| 165 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $293,929 | 0.0% | +2% | 71.5 |
| 166 | — | AMERICAN CENTY ETF TR | $293,662 | 0.0% | -97% | — |
| 167 | — | SELECT SECTOR SPDR TR | $293,488 | 0.0% | +0% | — |
| 168 |  $C | CITIGROUP INC | $290,081 | 0.0% | +1% | 54.8 |
| 169 |  $ZTS | Zoetis Inc. | $274,956 | 0.0% | +2% | 72.6 |
| 170 |  $OKE | ONEOK INC /NEW/ | $274,334 | 0.0% | -4% | 72 |
| 171 |  $SNDA | SONIDA SENIOR LIVING, INC. | $274,157 | 0.0% | NEW | 34.6 |
| 172 | — | ISHARES TR | $271,668 | 0.0% | +0% | — |
| 173 |  $ICE | Intercontinental Exchange, Inc. | $269,871 | 0.0% | +31% | 73.8 |
| 174 | — | ISHARES TR | $256,671 | 0.0% | -70% | — |
| 175 |  $NKE | NIKE, Inc. | $256,145 | 0.0% | +9% | 53.4 |
| 176 |  $MDLZ | Mondelez International, Inc. | $253,443 | 0.0% | -14% | 53.9 |
| 177 |  $ACN | Accenture plc | $253,133 | 0.0% | -5% | — |
| 178 | $IVZ | Invesco Ltd. | $250,420 | 0.0% | +0% | — |
| 179 | — | VANGUARD WORLD FD | $241,709 | 0.0% | +0% | — |
| 180 | — | ISHARES TR | $236,648 | 0.0% | +0% | — |
| 181 |  $NEE | NEXTERA ENERGY INC | $234,243 | 0.0% | -15% | 71.7 |
| 182 |  $FANG | Diamondback Energy, Inc. | $231,271 | 0.0% | NEW | 81.4 |
| 183 |  $PSX | Phillips 66 | $231,186 | 0.0% | NEW | 47.6 |
| 184 |  $IBRX | ImmunityBio, Inc. | $229,793 | 0.0% | NEW | 30 |
| 185 |  $SLV | iShares Silver Trust | $224,862 | 0.0% | +0% | — |
| 186 |  $VZ | VERIZON COMMUNICATIONS INC | $219,634 | 0.0% | -26% | 71.6 |
| 187 | — | VANGUARD INDEX FDS | $216,088 | 0.0% | +0% | — |
| 188 |  $GD | GENERAL DYNAMICS CORP | $216,033 | 0.0% | NEW | 73 |
| 189 |  $PRK | PARK NATIONAL CORP /OH/ | $214,120 | 0.0% | NEW | 39.6 |
| 190 |  $CEG | Constellation Energy Corp | $213,358 | 0.0% | +4% | 62.5 |
| 191 |  $ADBE | ADOBE INC. | $212,695 | 0.0% | -53% | 80.4 |
| 192 |  $IBIT | iShares Bitcoin Trust ETF | $212,616 | 0.0% | -9% | — |
| 193 |  $COR | Cencora, Inc. | $211,860 | 0.0% | +6% | 59.6 |
| 194 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $201,943 | 0.0% | NEW | 60.5 |
| 195 |  $DE | DEERE & CO | $201,661 | 0.0% | NEW | 57.4 |
| 196 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $193,725 | 0.0% | -19% | 54.6 |
| 197 |  $KRP | Kimbell Royalty Partners, LP | $186,663 | 0.0% | -32% | 68.1 |
| 198 | — | FIRST TR EXCH TRADED FD III | $186,574 | 0.0% | +1% | — |
| 199 | — | EATON VANCE TAX-MANAGED GLOB | $155,326 | 0.0% | +0% | — |
| 200 |  $RSVR | Reservoir Media, Inc. | $97,900 | 0.0% | +0% | 54.6 |
| 201 |  $PTON | PELOTON INTERACTIVE, INC. | $51,566 | 0.0% | NEW | 41.6 |
| 202 |  $RNTX | Rein Therapeutics, Inc. | $37,032 | 0.0% | +0% | — |
New Positions (22)
$NFLX NETFLIX INC$3.4M$UBER Uber Technologies, Inc$2.4M$MDT Medtronic plc$2.4M$DOV DOVER Corp$2.1M$ROL ROLLINS INC$1.1M FIRST TR EXCHANGE-TRADED FD$706,999
$PPG PPG INDUSTRIES INC$513,558$MU MICRON TECHNOLOGY INC$397,638 CAPITAL GROUP DIVIDEND VALUE$356,060
$CCJ CAMECO CORP$340,671 PROFESIONALLY MANAGED PORTFO$313,453
$UPS UNITED PARCEL SERVICE INC$311,373 VANGUARD INTL EQUITY INDEX F$304,896
$SNDA SONIDA SENIOR LIVING, INC.$274,157$FANG Diamondback Energy, Inc.$231,271
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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 a 32-signal AI quality ranking (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.