Meridian Wealth Advisors, LLC
13F Reported Value
ⓘ$880.0M
Holdings
211
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Diversifying
$IAU
$XOM.R34088
$AAPLSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE S&P500 ETF
—Quality
$94.7M126,391 sh- —
Quality
$48.4M641,393 sh - 57.9#1,058
Quality
$44.1M322,421 sh VANGUARD INDEX FDS - MID CAP ETF
—Quality
$28.2M349,947 sh- 76.4
Quality
$27.2M94,005 sh ISHARES TR - MSCI USA MIN ETF
—Quality
$24.6M255,013 sh- —
Quality
$23.9M31,988 sh CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$23.5M476,503 sh- 79.8
Quality
$22.0M58,941 sh - 78.2
Quality
$18.6M52,129 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $94.7M | 126,391 |
| ISHARES GOLD TRUST$IAU | — | $48.4M | 641,393 |
| EXXON MOBIL CORP$XOM.R34088 | 57.9#1,058 | $44.1M | 322,421 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $28.2M | 349,947 |
| Apple Inc.$AAPL | 76.4 | $27.2M | 94,005 |
| ISHARES TR - MSCI USA MIN ETF | — | $24.6M | 255,013 |
 SPDR S&P 500 ETF TRUST$SPY | — | $23.9M | 31,988 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $23.5M | 476,503 |
 MICROSOFT CORP$MSFT | 79.8 | $22.0M | 58,941 |
 Alphabet Inc.$GOOG | 78.2 | $18.6M | 52,129 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Meridian Wealth Advisors, LLC's 211 positions.
Showing top 10 of 211 holdings.
Sector Allocation
Other
$378.4M
Technology
$176.7M
Financials
$121.3M
Energy
$70.0M
Consumer Discretionary
$51.6M
Industrials
$30.9M
Healthcare
$25.8M
Consumer Staples
$11.4M
Top Holdings — Meridian Wealth Advisors, LLC (Q2 2026)
Top 150 of 211 disclosed positions (by reported value) 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 - CORE S&P500 ETF | $94.7M | 10.8% | +3% | — |
| 2 | $IAU | ISHARES GOLD TRUST | $48.4M | 5.5% | +10% | — |
| 3 | $XOM.R34088 | EXXON MOBIL CORP | $44.1M | 5.0% | +0% | 57.9 |
| 4 | — | VANGUARD INDEX FDS - MID CAP ETF | $28.2M | 3.2% | +345% | — |
| 5 | $AAPL | Apple Inc. | $27.2M | 3.1% | +1% | 76.4 |
| 6 | — | ISHARES TR - MSCI USA MIN ETF | $24.6M | 2.8% | +8% | — |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $23.9M | 2.7% | +2% | — |
| 8 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $23.5M | 2.7% | +5593% | — |
| 9 | $MSFT | MICROSOFT CORP | $22.0M | 2.5% | +3% | 79.8 |
| 10 | $GOOG | Alphabet Inc. | $18.6M | 2.1% | -0% | 78.2 |
| 11 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $18.5M | 2.1% | +19% | — |
| 12 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $17.8M | 2.0% | -3% | — |
| 13 |  $JPM | JPMORGAN CHASE & CO | $17.6M | 2.0% | +3% | 70.7 |
| 14 |  $NVDA | NVIDIA CORP | $17.5M | 2.0% | +4% | 85.9 |
| 15 | — | ISHARES TR - S&P 100 ETF | $16.3M | 1.9% | -4% | — |
| 16 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $16.3M | 1.9% | +12% | — |
| 17 |  $AMD | ADVANCED MICRO DEVICES INC | $15.7M | 1.8% | +2% | 79.8 |
| 18 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $14.8M | 1.7% | +2% | — |
| 19 |  $AMZN | AMAZON COM INC | $13.9M | 1.6% | +5% | 68.7 |
| 20 |  $AESI | Atlas Energy Solutions Inc. | $13.1M | 1.5% | -17% | 37.5 |
| 21 | — | PACER FDS TR - TRENDP US LAR CP | $11.9M | 1.4% | +0% | — |
| 22 |  $ETN | Eaton Corp plc | $10.9M | 1.2% | +2% | — |
| 23 |  $COST | COSTCO WHOLESALE CORP /NEW | $9.9M | 1.1% | +2% | 66.2 |
| 24 | — | ISHARES TR - RUS 1000 GRW ETF | $9.4M | 1.1% | +300% | — |
| 25 | — | SPDR SERIES TRUST - ST STR SP DIV | $9.2M | 1.1% | +4% | — |
| 26 |  $AVGO | Broadcom Inc. | $8.4M | 1.0% | +8% | 84.5 |
| 27 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $8.3M | 0.9% | -1% | — |
| 28 |  $WMT | Walmart Inc. | $7.6M | 0.9% | +7% | 60.2 |
| 29 |  $LLY | ELI LILLY & Co | $7.6M | 0.9% | +1% | 87.5 |
| 30 |  $V | VISA INC. | $7.3M | 0.8% | +2% | 82.9 |
| 31 |  $TCBX | Third Coast Bancshares, Inc. | $7.3M | 0.8% | -5% | 65.9 |
| 32 |  $PANW | Palo Alto Networks Inc | $7.2M | 0.8% | +3% | 65.5 |
| 33 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $6.8M | 0.8% | +3% | — |
| 34 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.6M | 0.8% | +0% | 73.8 |
| 35 |  $HD | HOME DEPOT, INC. | $6.4M | 0.7% | +4% | 60.3 |
| 36 |  $GOOGL | Alphabet Inc. | $6.4M | 0.7% | +2% | 78.2 |
| 37 |  $MPC | Marathon Petroleum Corp | $6.4M | 0.7% | +2% | 61 |
| 38 |  $ALL | ALLSTATE CORP | $6.2M | 0.7% | +3% | 78.5 |
| 39 |  $ORLY | O REILLY AUTOMOTIVE INC | $5.9M | 0.7% | +2% | 67.4 |
| 40 |  $AMAT | APPLIED MATERIALS INC /DE | $5.8M | 0.7% | +3% | 72.3 |
| 41 | — | ISHARES TR - S&P 500 GRWT ETF | $5.8M | 0.7% | +0% | — |
| 42 |  $SPGI | S&P Global Inc. | $5.7M | 0.7% | +2% | 76.1 |
| 43 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $5.6M | 0.6% | +17% | — |
| 44 |  $META | Meta Platforms, Inc. | $5.3M | 0.6% | +6% | 79.6 |
| 45 |  $MCK | MCKESSON CORP | $5.1M | 0.6% | +5% | 63.4 |
| 46 |  $CSCO | CISCO SYSTEMS, INC. | $4.8M | 0.6% | +4% | 70.3 |
| 47 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.7M | 0.5% | +622% | 65.1 |
| 48 |  $MS | MORGAN STANLEY | $4.7M | 0.5% | +3% | 75.8 |
| 49 |  $NXPI | NXP Semiconductors N.V. | $4.6M | 0.5% | +3% | — |
| 50 |  $TT | Trane Technologies plc | $4.3M | 0.5% | +0% | — |
| 51 |  $KO | COCA COLA CO | $3.9M | 0.4% | +1% | 69.5 |
| 52 |  $GE | GENERAL ELECTRIC CO | $3.8M | 0.4% | NEW | 73.8 |
| 53 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.7M | 0.4% | -1% | 70 |
| 54 |  $SBUX | STARBUCKS CORP | $3.6M | 0.4% | +4% | 58.2 |
| 55 |  $APD | Air Products & Chemicals, Inc. | $3.5M | 0.4% | +6% | 46.4 |
| 56 | — | ISHARES TR - CORE S&P MCP ETF | $3.4M | 0.4% | +5% | — |
| 57 |  $ADI | ANALOG DEVICES INC | $3.4M | 0.4% | +76% | 79.2 |
| 58 |  $IRM | IRON MOUNTAIN INC | $3.4M | 0.4% | +5% | 62.9 |
| 59 |  $ANET | Arista Networks, Inc. | $3.3M | 0.4% | NEW | 81.9 |
| 60 |  $MRK | Merck & Co., Inc. | $3.3M | 0.4% | -0% | 59.9 |
| 61 |  $CMI | CUMMINS INC | $3.3M | 0.4% | NEW | 58.1 |
| 62 |  $UNP | UNION PACIFIC CORP | $3.1M | 0.3% | -0% | 69.7 |
| 63 |  $AMGN | AMGEN INC | $3.0M | 0.3% | +0% | 79.2 |
| 64 |  $JNJ | JOHNSON & JOHNSON | $2.8M | 0.3% | +0% | 69 |
| 65 |  $NFLX | NETFLIX INC | $2.7M | 0.3% | +8% | 78.8 |
| 66 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.7M | 0.3% | -7% | — |
| 67 |  $IVZ | Invesco Ltd. | $2.7M | 0.3% | +0% | — |
| 68 |  $UBER | Uber Technologies, Inc | $2.6M | 0.3% | +6% | 73.5 |
| 69 |  $UNH | UNITEDHEALTH GROUP INC | $2.2M | 0.3% | +3% | 62.7 |
| 70 | — | ISHARES TR - U.S. TECH ETF | $2.0M | 0.2% | -0% | — |
| 71 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.0M | 0.2% | +1% | — |
| 72 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $2.0M | 0.2% | +0% | — |
| 73 |  $GLD | SPDR GOLD TRUST | $2.0M | 0.2% | -5% | — |
| 74 |  $AKAM | AKAMAI TECHNOLOGIES INC | $1.9M | 0.2% | NEW | 59.5 |
| 75 |  $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | $1.8M | 0.2% | +0% | — |
| 76 | — | ISHARES TR - RUSSELL 2000 ETF | $1.7M | 0.2% | +23% | — |
| 77 |  $KLAC | KLA CORP | $1.6M | 0.2% | +902% | 78.6 |
| 78 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.5M | 0.2% | +2% | — |
| 79 |  $CVX | CHEVRON CORP | $1.5M | 0.2% | +0% | 62.8 |
| 80 | — | LISTED FDS TR - HORI KI INFL ETF | $1.5M | 0.2% | +17% | — |
| 81 |  $LOW | LOWES COMPANIES INC | $1.5M | 0.2% | +2% | 60.8 |
| 82 |  $MA | Mastercard Inc | $1.5M | 0.2% | +2% | 85.1 |
| 83 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.5M | 0.2% | +0% | 61.4 |
| 84 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1.4M | 0.2% | -2% | 66.3 |
| 85 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.4M | 0.2% | -5% | — |
| 86 |  $ET | Energy Transfer LP | $1.3M | 0.1% | +1% | 64.4 |
| 87 | — | SPDR SERIES TRUST - ST STR P400MID | $1.3M | 0.1% | +0% | — |
| 88 | — | ISHARES TR - RUS 1000 ETF | $1.3M | 0.1% | +0% | — |
| 89 | — | PACER FDS TR - TRENDP US MID CP | $1.3M | 0.1% | +0% | — |
| 90 |  $CAT | CATERPILLAR INC | $1.2M | 0.1% | +7% | 66.5 |
| 91 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.1% | -12% | 86.2 |
| 92 |  $CI | Cigna Group | $1.2M | 0.1% | NEW | 66.2 |
| 93 |  $MCD | MCDONALDS CORP | $1.1M | 0.1% | +1% | 69 |
| 94 |  $PEP | PEPSICO INC | $1.1M | 0.1% | +1% | 63.4 |
| 95 | — | VANGUARD WORLD FD - INF TECH ETF | $1.1M | 0.1% | +2514% | — |
| 96 |  $CB | Chubb Ltd | $1.1M | 0.1% | -1% | — |
| 97 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.0M | 0.1% | +500% | — |
| 98 |  $RTX | RTX Corp | $1.0M | 0.1% | +2% | 73.2 |
| 99 |  $GS | GOLDMAN SACHS GROUP INC | $1.0M | 0.1% | -2% | 73.5 |
| 100 |  $PFE | PFIZER INC | $1.0M | 0.1% | -5% | 62 |
| 101 |  $LMT | LOCKHEED MARTIN CORP | $1.0M | 0.1% | +3% | 65.6 |
| 102 |  $QCOM | QUALCOMM INC/DE | $995,260 | 0.1% | +0% | 70.5 |
| 103 |  $BLK | BlackRock, Inc. | $949,194 | 0.1% | +0% | 70 |
| 104 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $945,753 | 0.1% | +0% | — |
| 105 |  $ROL | ROLLINS INC | $926,969 | 0.1% | +9% | 65 |
| 106 | — | VANECK ETF TRUST - GOLD MINERS ETF | $901,997 | 0.1% | +0% | — |
| 107 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $890,030 | 0.1% | +0% | — |
| 108 | — | ISHARES TR - CORE S&P SCP ETF | $872,897 | 0.1% | +0% | — |
| 109 |  $TJX | TJX COMPANIES INC /DE/ | $868,771 | 0.1% | -0% | 68.7 |
| 110 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $864,538 | 0.1% | +26% | — |
| 111 | — | ISHARES TR - HDG MSCI EAFE | $854,833 | 0.1% | +6% | — |
| 112 |  $TXN | TEXAS INSTRUMENTS INC | $807,223 | 0.1% | -10% | 73.4 |
| 113 |  $INBX | Inhibrx Biosciences, Inc. | $805,375 | 0.1% | -19% | 30 |
| 114 |  $BX | Blackstone Inc. | $804,875 | 0.1% | +0% | 74.4 |
| 115 |  $O | REALTY INCOME CORP | $802,850 | 0.1% | -1% | 73.7 |
| 116 |  $AXP | AMERICAN EXPRESS CO | $790,541 | 0.1% | +2% | 69.4 |
| 117 |  $CRM | Salesforce, Inc. | $785,209 | 0.1% | -5% | 77 |
| 118 |  $PG | PROCTER & GAMBLE Co | $772,549 | 0.1% | -2% | 64.6 |
| 119 | — | ISHARES TR - CORE S&P US GWT | $752,360 | 0.1% | +0% | — |
| 120 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $748,985 | 0.1% | +11% | — |
| 121 |  $MMM | 3M CO | $742,602 | 0.1% | -0% | 64.9 |
| 122 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $727,439 | 0.1% | +18% | — |
| 123 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $723,559 | 0.1% | +0% | — |
| 124 |  $TSLA | Tesla, Inc. | $719,226 | 0.1% | +6% | 53.9 |
| 125 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $709,424 | 0.1% | +1% | — |
| 126 |  $PHYS | Sprott Physical Gold Trust | $708,060 | 0.1% | +0% | — |
| 127 | — | ISHARES TR - RUS 1000 VAL ETF | $692,865 | 0.1% | +0% | — |
| 128 |  $MSI | Motorola Solutions, Inc. | $688,613 | 0.1% | -0% | 71.8 |
| 129 |  $ABT | ABBOTT LABORATORIES | $686,057 | 0.1% | -1% | 65.5 |
| 130 |  $T | AT&T INC. | $683,176 | 0.1% | +0% | 65.7 |
| 131 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $680,791 | 0.1% | +0% | — |
| 132 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $645,032 | 0.1% | +26% | — |
| 133 |  $HON | HONEYWELL INTERNATIONAL INC | $641,362 | 0.1% | -86% | 65 |
| 134 |  $HONA | Honeywell Aerospace Inc. | $632,068 | 0.1% | NEW | — |
| 135 |  $SII | SPROTT INC. | $628,700 | 0.1% | +0% | — |
| 136 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $621,115 | 0.1% | +5% | — |
| 137 | — | VANGUARD INDEX FDS - VALUE ETF | $619,268 | 0.1% | +0% | — |
| 138 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $587,075 | 0.1% | +15% | — |
| 139 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | $586,188 | 0.1% | +0% | — |
| 140 |  $PPG | PPG INDUSTRIES INC | $582,798 | 0.1% | +0% | 59.1 |
| 141 |  $BAC | BANK OF AMERICA CORP /DE/ | $577,120 | 0.1% | +29% | 67.6 |
| 142 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $576,487 | 0.1% | +0% | 73.7 |
| 143 |  $ITW | ILLINOIS TOOL WORKS INC | $569,659 | 0.1% | +0% | 63.6 |
| 144 |  $DHR | DANAHER CORP /DE/ | $568,971 | 0.1% | +1% | 64.8 |
| 145 |  $RSG | REPUBLIC SERVICES, INC. | $549,320 | 0.1% | -1% | 62.3 |
| 146 |  $NOTV | Inotiv, Inc. | $542,010 | 0.1% | +0% | 27.2 |
| 147 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $484,387 | 0.1% | NEW | — |
| 148 |  $INFQ | Infleqtion, Inc. | $461,844 | 0.1% | NEW | 37.2 |
| 149 |  $EQIX | EQUINIX INC | $448,448 | 0.1% | +0% | 59 |
| 150 |  $ADP | AUTOMATIC DATA PROCESSING INC | $439,174 | 0.1% | -3% | 69.8 |
New Positions (25)
$GE GENERAL ELECTRIC CO$3.8M$ANET Arista Networks, Inc.$3.3M$CMI CUMMINS INC$3.3M$AKAM AKAMAI TECHNOLOGIES INC$1.9M$CI Cigna Group$1.2M$HONA Honeywell Aerospace Inc.$632,068$INFQ Infleqtion, Inc.$461,844
$VNOM Viper Energy, Inc.$328,430
$PM Philip Morris International Inc.$327,335
$INTC INTEL CORP$326,315
$COHR COHERENT CORP.$317,548
$CRWD CrowdStrike Holdings, Inc.$306,782Exited Positions (16)
$MDT Medtronic plc
$SNOW Snowflake Inc.
$DOV DOVER Corp
$EXE EXPAND ENERGY Corp
$ZTS Zoetis Inc.
$SNDA SONIDA SENIOR LIVING, INC.
$NKE NIKE, Inc.
$ACN Accenture plc
$SLV iShares Silver Trust
$VZ VERIZON COMMUNICATIONS INC
$CEG Constellation Energy Corp
$ADBE ADOBE INC.
$IBIT iShares Bitcoin Trust ETF
$COR Cencora, Inc.Browse Top Institutional Investors
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