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Stock research / United States / Funds / Meridian Wealth Advisors, LLC

Meridian Wealth Advisors, LLC

CIK 1768095 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Meridian Wealth Advisors, LLC reported 211 US-listed holdings worth $880.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: iShares Core S&P 500 ETF (10.8%), iShares Gold Trust (5.5%) and ExxonMobil Holdings Corp. (5.0%). Against the quarter before, it opened 26 positions, added to 101, trimmed 35 and sold out of 17.

Reported holdings$880.0M+16.3% on Q1 2026
Positions211+9 on Q1 2026
The largest ten40.4%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
IVV10.8%IAU5.5%XOM5.0%VO3.2%AAPL3.1%USMV2.8%SPY2.7%CGDV2.7%MSFT2.5%GOOGL2.1%VEA2.1%VOO2.0%JPM2.0%197 more51.5%

The 14 largest of its 211 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $598.0 million in 176 positions$598MQ3 24Q4 2024: $606.3 million in 175 positions$606MQ4 24Q1 2025: $589.0 million in 170 positions$589MQ1 25Q2 2025: $632.5 million in 180 positions$632MQ2 25Q3 2025: $704.4 million in 186 positions$704MQ3 25Q4 2025: $722.2 million in 185 positions$722MQ4 25Q1 2026: $756.4 million in 202 positions$756MQ1 26Q2 2026: $880.0 million in 211 positions$880MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +18.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +18.6%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 26Added 101Held 49Trimmed 35Sold out 17
Opened: 26Added: 101Held: 49Trimmed: 35Sold out: 17

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 26

  1. General Electric Co. GE$3.8 million
  2. Arista Networks, Inc. ANET$3.3 million
  3. Cummins Inc. CMI$3.3 million
  4. Akamai Technologies Inc. AKAM$1.9 million
  5. Cigna Group CI$1.2 million
  6. Honeywell International Inc. HON$641,362
  7. Honeywell Aerospace Inc. HONA$632,068
  8. Capital Group Core Equity Et CGUS$484,387

and 18 more in the table below

Added to 101

  1. Capital Group Dividend Value CGDV+468,133 shares · +5593%
  2. iShares Gold Trust IAU+56,347 shares · +10%
  3. Thermo Fisher Scientific Inc. TMO+8,055 shares · +622%
  4. iShares Core S&P 500 ETF IVV+4,208 shares · +3%
  5. Vanguard Ftse Developed Markets VEA+41,906 shares · +19%
  6. Vanguard Mid Cap Index ETF VO+35,739 shares · +11%
  7. iShares Edge MSCI Min Vol USA ETF USMV+18,238 shares · +8%
  8. American Century ETF Trust AVDE+19,373 shares · +12%

and 93 more in the table below

Trimmed 35

  1. IQVIA Holdings Inc. IQV-22,182 shares · -92%
  2. Atlas Energy Solutions Inc. AESI-164,659 shares · -17%
  3. iShares Trust OEF-1,900 shares · -4%
  4. Vanguard S&P 500 VOO-862 shares · -3%
  5. Third Coast Bancshares Inc. TCBX-10,323 shares · -5%
  6. Invesco QQQ Trust QQQ-259 shares · -7%
  7. Inhibrx Biosciences Inc. INBX-2,000 shares · -19%
  8. Micron Technology Inc. MU-137 shares · -12%

and 27 more in the table below

Sold out of 17

  1. Honeywell International Inc. HON$4.5 million last quarter
  2. Medtronic plc MDT$2.4 million last quarter
  3. Snowflake Inc. SNOW$2.2 million last quarter
  4. Dover Corp. DOV$2.1 million last quarter
  5. Akre Focus ETF AKRE$313,453 last quarter
  6. Expand Energy Corp. EXE$312,873 last quarter
  7. Zoetis Inc. ZTS$274,956 last quarter
  8. Sonida Senior Living, Inc. SNDA$274,157 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
iShares Core S&P 500 ETF IVV126.4K$94.7 million10.76%+4.2K
iShares Gold Trust IAU641.4K$48.4 million5.50%+56.3K
ExxonMobil Holdings Corp. XOM322.4K$44.1 million5.01%+249
Vanguard Mid Cap Index ETF VO349.9K$28.2 million3.20%+35.7K
Apple Inc. AAPL94.0K$27.2 million3.09%+526
iShares Edge MSCI Min Vol USA ETF USMV255.0K$24.6 million2.80%+18.2K
SPDR S&P 500 SPY32.0K$23.9 million2.71%+628
Capital Group Dividend Value CGDV476.5K$23.5 million2.67%+468.1K
Microsoft Corp. MSFT58.9K$22.0 million2.50%+1.8K
Alphabet Inc. GOOGL52.1K$18.6 million2.12%-82
Vanguard Ftse Developed Markets VEA259.6K$18.5 million2.10%+41.9K
Vanguard S&P 500 VOO25.9K$17.8 million2.02%-862
JPMorgan Chase & Co. JPM53.8K$17.6 million2.00%+1.7K
NVIDIA Corp. NVDA87.4K$17.5 million1.99%+3.1K
iShares Trust OEF44.7K$16.3 million1.86%-1.9K
American Century ETF Trust AVDE182.2K$16.3 million1.85%+19.4K
Advanced Micro Devices Inc. AMD27.0K$15.7 million1.78%+495
Vanguard Specialized Funds VIG62.5K$14.8 million1.68%+997
Amazon.com Inc. AMZN58.4K$13.9 million1.58%+3.0K
Atlas Energy Solutions Inc. AESI789.3K$13.1 million1.49%-164.7K
Pacer FDS Trust PTLC203.9K$11.9 million1.35%no change
Eaton Corp. plc ETN25.6K$10.9 million1.24%+509
Costco Wholesale Corp. COST10.6K$9.9 million1.13%+225
iShares Trust IWF75.8K$9.4 million1.07%-39
SPDR S&P Dividend ETF SDY60.7K$9.2 million1.05%+2.5K
Broadcom Inc. AVGO22.3K$8.4 million0.96%+1.7K
SPDR S&P MidCap 400 ETF MDY11.7K$8.3 million0.94%-170
Walmart Inc. WMT67.3K$7.6 million0.87%+4.3K
Eli Lilly & Co. LLY6.3K$7.6 million0.86%+75
Visa Inc. V21.4K$7.3 million0.83%+502
Third Coast Bancshares Inc. TCBX180.5K$7.3 million0.83%-10.3K
Palo Alto Networks Inc. PANW21.1K$7.2 million0.82%+603
Technology Select Sector SPDR ETF XLK35.5K$6.8 million0.77%+941
Berkshire Hathaway Inc. Class B BRKB13.3K$6.6 million0.75%+28
Home Depot, Inc. HD18.2K$6.4 million0.73%+632
Alphabet Inc. GOOG18.1K$6.4 million0.73%+288
Marathon Petroleum Corp. MPC24.9K$6.4 million0.72%+462
Allstate Corp. ALL26.0K$6.2 million0.70%+708
O'Reilly Automotive, Inc. ORLY63.6K$5.9 million0.67%+1.5K
Applied Materials Inc. AMAT8.1K$5.8 million0.66%+262
iShares S&P Growth Index FD IVW41.9K$5.8 million0.66%+21
S&P Global Inc. SPGI14.0K$5.7 million0.65%+329
Amplify ETF Trust DIVO122.9K$5.6 million0.64%+17.5K
Meta Platforms, Inc. META9.4K$5.3 million0.60%+527
McKesson Corp. MCK6.7K$5.1 million0.57%+292
Cisco Systems, Inc. CSCO40.8K$4.8 million0.55%+1.5K
Thermo Fisher Scientific Inc. TMO9.4K$4.7 million0.53%+8.1K
Morgan Stanley MS22.4K$4.7 million0.53%+675
NXP Semiconductors N.V. NXPI16.5K$4.6 million0.53%+446
Trane Technologies plc TT8.7K$4.3 million0.49%+9
Coca-Cola Co. KO47.5K$3.9 million0.44%+305
General Electric Co. GE10.2K$3.8 million0.43%new
International Business Machines Corp. IBM13.2K$3.7 million0.42%-181
Starbucks Corp. SBUX34.8K$3.6 million0.40%+1.3K
Air Products & Chemicals, Inc. APD12.0K$3.5 million0.40%+656
iShares Core S&P Mid-Cap ETF IJH44.5K$3.4 million0.39%+2.1K
Analog Devices Inc. ADI8.5K$3.4 million0.38%+3.7K
Iron Mountain Inc. IRM26.6K$3.4 million0.38%+1.2K
Arista Networks, Inc. ANET19.6K$3.3 million0.38%new
Merck & Co., Inc. MRK25.7K$3.3 million0.38%-2
Cummins Inc. CMI4.6K$3.3 million0.37%new
Union Pacific Corp. UNP11.5K$3.1 million0.35%-34
Amgen Inc. AMGN8.4K$3.0 million0.34%+11
Johnson & Johnson JNJ11.1K$2.8 million0.32%+46
Netflix Inc. NFLX38.4K$2.7 million0.31%+2.9K
Invesco QQQ Trust QQQ3.6K$2.7 million0.30%-259
Invesco Exchange Traded FD T RSP12.5K$2.7 million0.30%no change
Uber Technologies, Inc. UBER35.8K$2.6 million0.29%+2.1K
UnitedHealth Group Inc. UNH5.3K$2.2 million0.25%+178
iShares Trust IYW8.1K$2.0 million0.23%-25
VG Totl STK Vprs VTI5.5K$2.0 million0.23%+41
Vanguard Scottsdale FDS VTWO16.6K$2.0 million0.23%no change
SPDR Gold Trust GLD5.4K$2.0 million0.23%-255
Akamai Technologies Inc. AKAM15.8K$1.9 million0.21%new
Calamos Strategic Total Retu CSQ85.7K$1.8 million0.20%no change
iShares Russell 2000 ETF IWM5.7K$1.7 million0.20%+1.1K
KLA Corp. KLAC5.3K$1.6 million0.18%+10
Taiwan Semiconductor Manufacturing Company Limited TSM3.2K$1.5 million0.18%+66
Chevron Corp. CVX9.2K$1.5 million0.17%+39
Listed FD Trust INFL30.4K$1.5 million0.17%+4.5K
Lowe's Companies Inc. LOW6.9K$1.5 million0.17%+107
Mastercard Inc. MA2.9K$1.5 million0.17%+58
Enterprise Products Partners L.P. EPD40.4K$1.5 million0.17%no change
Raymond James Financial Inc. RJF9.4K$1.4 million0.16%-196
Vanguard World FD VHT4.8K$1.4 million0.16%-249
Energy Transfer LP ET68.9K$1.3 million0.15%+514
SPDR Ser Trust SPMD19.4K$1.3 million0.15%+62
iShares Trust IWB3.2K$1.3 million0.15%no change
Pacer FDS Trust PTMC31.0K$1.3 million0.15%no change
Caterpillar Inc. CAT1.2K$1.2 million0.14%+75
Micron Technology Inc. MU1.0K$1.2 million0.14%-137
Cigna Group CI4.3K$1.2 million0.14%new
McDonald's Corp. MCD4.2K$1.1 million0.13%+46
PepsiCo Inc. PEP8.1K$1.1 million0.12%+101
Vanguard World FD VGT9.0K$1.1 million0.12%+6.3K
Chubb Ltd. CB3.1K$1.1 million0.12%-18
Vanguard Growth ETF VUG12.1K$1.0 million0.12%no change
RTX Corp. RTX5.5K$1.0 million0.12%+131
Goldman Sachs Group Inc. GS1.0K$1.0 million0.12%-17
Pfizer Inc. PFE42.6K$1.0 million0.12%-2.1K
Lockheed Martin Corp. LMT2.0K$1.0 million0.12%+56
Qualcomm Inc. QCOM5.4K$995,2600.11%+5
BlackRock, Inc. BLK987$949,1940.11%no change
Vanguard Large Cap ETF VV2.8K$945,7530.11%no change
Rollins Inc. ROL22.2K$926,9690.11%+1.9K
Vaneck ETF Trust GDX12.0K$901,9970.10%no change
Select Sector SPDR Trust XLI4.8K$890,0300.10%no change
iShares Core S&P Small-Cap ETF IJR5.9K$872,8970.10%+9
TJX Companies Inc. TJX5.7K$868,7710.10%-2
Select Sector SPDR Trust XLV5.4K$864,5380.10%+1.1K
iShares Trust HEFA18.2K$854,8330.10%+996
Texas Instruments Inc. TXN2.7K$807,2230.09%-295
Inhibrx Biosciences Inc. INBX8.5K$805,3750.09%-2.0K
Blackstone Inc. BX6.8K$804,8750.09%+1
Realty Income Corp. O13.0K$802,8500.09%-147
American Express Co. AXP2.3K$790,5410.09%+36
Salesforce, Inc. CRM5.0K$785,2090.09%-273
Procter & Gamble Co. PG5.3K$772,5490.09%-126
iShares Trust IUSG4.0K$752,3600.09%no change
Financial Select Sector SPDR ETF XLF14.0K$748,9850.09%+1.4K
3M Co. MMM4.6K$742,6020.08%-21
Vanguard World FD VIS2.0K$727,4390.08%+311
Schwab Strategic Trust SCHD22.8K$723,5590.08%no change
Tesla, Inc. TSLA1.7K$719,2260.08%+93
First Trust Exchange-Traded FD EMLP16.3K$709,4240.08%+116
Sprott Asset Management LP PHYS23.5K$708,0600.08%no change
iShares Russell 1000 Value Inde IWD2.9K$692,8650.08%no change
Motorola Solutions, Inc. MSI1.7K$688,6130.08%-2
Abbott Laboratories ABT7.6K$686,0570.08%-82
AT&T Inc. T33.0K$683,1760.08%+63
Vanguard World FD MGC2.5K$680,7910.08%no change
Vanguard Index FDS VOT2.1K$645,0320.07%+433
Honeywell International Inc. HON2.9K$641,3620.07%new
Honeywell Aerospace Inc. HONA2.9K$632,0680.07%new
Sprott Gold Miners ETF SGDM10.0K$628,7000.07%no change
Select Sector SPDR Trust XLY5.3K$621,1150.07%+236
Vanguard Value ETF VTV2.8K$619,2680.07%no change
Fidelity Wise Origin Bitcoin FBTC11.5K$587,0750.07%+1.5K
SPDR Ser Trust XOP3.8K$586,1880.07%no change
PPG Industries Inc. PPG4.8K$582,7980.07%no change
Bank of America Corp. BAC10.1K$577,1200.07%+2.3K
PNC Financial Services Group, Inc. PNC2.3K$576,4870.07%no change
Illinois Tool Works Inc. ITW2.1K$569,6590.06%no change
Danaher Corp. DHR3.0K$568,9710.06%+40
Republic Services, Inc. RSG2.6K$549,3200.06%-20
Global X FDS PFFD29.0K$542,0100.06%no change
Capital Group Core Equity Et CGUS10.9K$484,3870.06%new
Infleqtion, Inc. INFQ34.7K$461,8440.05%new
Equinix Inc. EQIX430$448,4480.05%+1
Automatic Data Processing Inc. ADP2.0K$439,1740.05%-66
Oracle Corp. ORCL2.9K$423,1620.05%-538
American Centy ETF Trust AVLV4.6K$420,4780.05%+967
Novartis AG NVS2.6K$407,6290.05%no change
MercadoLibre, Inc. MELI237$402,2810.05%+5
iShares Trust ICLN19.6K$400,7230.05%-502
CME Group Inc. CME1.8K$400,0700.05%-17
Citigroup Inc. C2.8K$397,4880.05%+282
SPDR Ser Trust SPYM4.5K$396,8470.05%+4
Waste Management Inc. WM1.8K$396,6250.05%+3
First Trust Lrgcp GWT Alphad FTC2.0K$382,6960.04%no change
AbbVie Inc. ABBV1.5K$377,9410.04%+14
Williams Companies, Inc. WMB5.1K$377,4930.04%+1
IQVIA Holdings Inc. IQV1.9K$369,2430.04%-22.2K
United Parcel Service Inc. UPS3.3K$351,5250.04%+105
iShares Trust TLT4.0K$345,4970.04%-757
Invesco Exchange Traded FD T RPG5.4K$342,2120.04%+2
Viper Energy, Inc. VNOM7.7K$328,4300.04%new
Philip Morris International Inc. PM1.8K$327,3350.04%new
Intel Corp. INTC2.3K$326,3150.04%new
Cameco Corp. CCJ3.1K$319,4980.04%no change
Coherent Corp. COHR805$317,5480.04%new
SPDR Dow Jones Indl Average DIA595$310,8220.04%new
Autozone Inc. AZO97$310,0060.04%+2
iShares Core MSCI Emerging Mark IEMG3.7K$308,9810.04%new
CrowdStrike Holdings, Inc. CRWD402$306,7820.03%new
Select Sector SPDR Trust XLP3.6K$297,3910.03%no change
iShares Trust AOA3.0K$289,4540.03%-104
Marsh & McLennan Companies, Inc. MRSH1.7K$283,2480.03%+4
ConocoPhillips COP2.6K$274,7040.03%+64
Cullen/Frost Bankers, Inc. CFR1.8K$274,3270.03%new
First Trust Exchange Traded FD SKYY2.0K$268,4470.03%new
Gilead Sciences, Inc. GILD2.1K$266,2290.03%-7
ONEOK Inc. OKE3.0K$263,8630.03%no change
Vanguard Ftse Emerging Markets VWO4.4K$263,7700.03%-1.2K
ImmunityBio, Inc. IBRX30.0K$262,3000.03%no change
iShares Trust MUB2.4K$260,2250.03%no change
Mondelez International, Inc. MDLZ4.4K$254,9500.03%+11
American Centy ETF Trust AVUV2.0K$247,6040.03%new
Parker-Hannifin Corp. PH253$247,4660.03%new
Flex Ltd. FLEX1.5K$243,1050.03%new
Vanguard Small Cap Value ETF VBR995$241,7010.03%no change
Park National Corp. PRK1.3K$239,7170.03%no change
Phillips 66 PSX1.4K$229,7270.03%+90
Deere & Co. DE360$228,3940.03%+2
Monolithic Power Systems, Inc. MPWR165$228,0890.03%new
Archrock, Inc. AROC5.6K$227,9760.03%new
Intercontinental Exchange, Inc. ICE1.8K$227,6870.03%+133
iShares Trust EFAV2.6K$227,1690.03%no change
NextEra Energy Inc. NEE2.5K$223,5190.03%+25
General Dynamics Corp. GD630$223,2110.03%+1
Vertex Pharmaceuticals Inc. VRTX434$215,5810.02%new
GE Vernova Inc. GEV181$212,6570.02%new
Diamondback Energy, Inc. FANG1.2K$206,2850.02%+5
Canadian Natl Ry Co. CNI1.7K$202,7080.02%new
Kimbell Rty Partners LP KRP13.9K$201,9670.02%+1.0K
First Trust Exch Traded FD III FPE10.7K$190,6820.02%+154
Starwood Property Trust, Inc. STWD11.2K$184,2750.02%no change
Eaton Vance Tax-Managed Glob EXG17.9K$175,9520.02%no change
Reservoir Media Inc. RSVR10.0K$98,9000.01%no change
Peloton Interactive, Inc. PTON12.0K$71,0380.01%no change
Aileron Therapeutics Inc. RNTX28.5K$29,6250.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 17 it sold out of are in the box above.