Meridian Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Meridian Wealth Advisors, LLC

Investment Activity

Meridian Wealth Advisors, LLC has $880.02 million in total holdings as of June 30, 2026.
Meridian Wealth Advisors, LLC owns shares of 211 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 12.18% of the portfolio was purchased this quarter.
About 2.79% of the portfolio was sold this quarter.
This quarter, Meridian Wealth Advisors, LLC has purchased 202 new stocks and bought additional shares in 110 stocks.
Meridian Wealth Advisors, LLC sold shares of 37 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $94,652,895
iShares Gold Trust: $48,431,585
ExxonMobil: $44,081,361
Vanguard Mid-Cap ETF: $28,195,259
Apple: $27,201,336

Largest New Holdings this Quarter

369604301 - GE Aerospace: $3,798,623 Holding
040413205 - ARISTA NETWORKS INC: $3,322,174 Holding
231021106 - Cummins: $3,266,502 Holding
00971T101 - Akamai Technologies: $1,866,418 Holding
125523100 - Cigna Group: $1,194,443 Holding

Largest Purchases this Quarter

Capital Group Dividend Value ETF: 468,133 shares (about $23.07M)
Vanguard Mid-Cap ETF: 271,395 shares (about $21.87M)
iShares Russell 1000 Growth ETF: 56,874 shares (about $7.06M)
iShares Gold Trust: 56,347 shares (about $4.25M)
Thermo Fisher Scientific: 8,055 shares (about $4.04M)

Largest Sales this Quarter

IQVIA: 22,182 shares (about $4.29M)
ATLAS ENERGY SOLUTIONS INC: 164,659 shares (about $2.73M)
iShares S&P 100 ETF: 1,900 shares (about $695.15K)
Vanguard S&P 500 ETF: 862 shares (about $592.04K)
Third Coast Bancshares: 10,323 shares (about $417.05K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$94,652,895	$3,151,327 â–²	3.4%	126,391	10.8%	ETF
IAU iShares Gold Trust	$48,431,585	$4,254,762 â–²	9.6%	641,393	5.5%	ETF
XOM ExxonMobil	$44,081,361	$34,043 â–²	0.1%	322,421	5.0%	Energy
VO Vanguard Mid-Cap ETF	$28,195,259	$21,866,318 â–²	345.5%	349,947	3.2%	ETF
AAPL Apple	$27,201,336	$152,204 â–²	0.6%	94,005	3.1%	Technology
USMV iShares MSCI USA Min Vol Factor ETF	$24,598,592	$1,759,240 â–²	7.7%	255,013	2.8%	ETF
SPY SPDR S&P 500 ETF Trust	$23,887,367	$468,965 â–²	2.0%	31,988	2.7%	ETF
CGDV Capital Group Dividend Value ETF	$23,482,068	$23,069,594 â–²	5,593.0%	476,503	2.7%	ETF
MSFT Microsoft	$21,986,180	$673,674 â–²	3.2%	58,941	2.5%	Technology
GOOGL Alphabet	$18,629,503	$29,305 â–¼	-0.2%	52,129	2.1%	Communication Services
VEA Vanguard FTSE Developed Markets ETF	$18,497,335	$2,985,799 â–²	19.2%	259,612	2.1%	ETF
VOO Vanguard S&P 500 ETF	$17,795,588	$592,042 â–¼	-3.2%	25,910	2.0%	ETF
JPM JPMorgan Chase & Co.	$17,603,933	$556,792 â–²	3.3%	53,780	2.0%	Finance
NVDA NVIDIA	$17,496,619	$611,873 â–²	3.6%	87,444	2.0%	Technology
OEF iShares S&P 100 ETF	$16,345,444	$695,146 â–¼	-4.1%	44,676	1.9%	ETF
AVDE Avantis International Equity ETF	$16,250,822	$1,728,073 â–²	11.9%	182,184	1.8%	ETF
AMD Advanced Micro Devices	$15,665,983	$287,550 â–²	1.9%	26,968	1.8%	Technology
VIG Vanguard Dividend Appreciation ETF	$14,792,670	$235,909 â–²	1.6%	62,517	1.7%	ETF
AMZN Amazon.com	$13,922,155	$717,642 â–²	5.4%	58,413	1.6%	Consumer Discretionary
ATLAS ENERGY SOLUTIONS INC	$13,110,256	$2,734,986 â–¼	-17.3%	789,299	1.5%	COM NEW
PTLC Pacer Trendpilot US Large Cap ETF	$11,881,895		0.0%	203,946	1.4%	ETF
ETN Eaton	$10,904,000	$216,895 â–²	2.0%	25,589	1.2%	Industrials
COST Costco Wholesale	$9,902,444	$210,471 â–²	2.2%	10,586	1.1%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$9,417,664	$7,062,037 â–²	299.8%	75,845	1.1%	ETF
SDY SPDR S&P Dividend ETF	$9,236,531	$386,079 â–²	4.4%	60,695	1.0%	ETF
AVGO Broadcom	$8,441,431	$634,231 â–²	8.1%	22,347	1.0%	Technology
MDY SPDR S&P MidCap 400 ETF Trust	$8,254,091	$119,563 â–¼	-1.4%	11,736	0.9%	ETF
WALMART INC	$7,622,656	$482,263 â–²	6.8%	67,302	0.9%	COM
LLY Eli Lilly and Company	$7,561,335	$89,959 â–²	1.2%	6,304	0.9%	Healthcare
V Visa	$7,326,687	$172,231 â–²	2.4%	21,355	0.8%	Finance
TCBX Third Coast Bancshares	$7,290,948	$417,049 â–¼	-5.4%	180,469	0.8%	Finance
PANW Palo Alto Networks	$7,181,541	$205,635 â–²	2.9%	21,059	0.8%	Technology
XLK Technology Select Sector SPDR Fund	$6,771,500	$179,280 â–²	2.7%	35,542	0.8%	ETF
BRK.B Berkshire Hathaway	$6,635,672	$14,011 â–²	0.2%	13,261	0.8%	Finance
HD Home Depot	$6,434,397	$222,897 â–²	3.6%	18,244	0.7%	Consumer Discretionary
GOOG Alphabet	$6,392,127	$101,760 â–²	1.6%	18,091	0.7%	Communication Services
MPC Marathon Petroleum	$6,364,180	$118,120 â–²	1.9%	24,892	0.7%	Energy
ALL Allstate	$6,185,406	$168,459 â–²	2.8%	25,996	0.7%	Finance
ORLY O'Reilly Automotive	$5,858,306	$141,911 â–²	2.5%	63,615	0.7%	Consumer Discretionary
AMAT Applied Materials	$5,836,681	$189,423 â–²	3.4%	8,073	0.7%	Technology
IVW iShares S&P 500 Growth ETF	$5,768,684	$2,888 â–²	0.1%	41,945	0.7%	ETF
SPGI S&P Global	$5,695,249	$133,991 â–²	2.4%	13,984	0.6%	Finance
DIVO Amplify CWP Enhanced Dividend Income ETF	$5,615,547	$797,742 â–²	16.6%	122,878	0.6%	ETF
META Meta Platforms	$5,313,357	$296,845 â–²	5.9%	9,433	0.6%	Communication Services
MCK McKesson	$5,056,128	$220,620 â–²	4.6%	6,692	0.6%	Healthcare
CSCO Cisco Systems	$4,798,164	$173,490 â–²	3.8%	40,849	0.5%	Technology
TMO Thermo Fisher Scientific	$4,688,221	$4,038,458 â–²	621.5%	9,351	0.5%	Healthcare
MS Morgan Stanley	$4,686,683	$141,102 â–²	3.1%	22,420	0.5%	Finance
NXPI NXP Semiconductors	$4,628,868	$125,340 â–²	2.8%	16,471	0.5%	Technology
TT Trane Technologies	$4,268,295	$4,421 â–²	0.1%	8,690	0.5%	Industrials
KO CocaCola	$3,857,833	$24,788 â–²	0.6%	47,469	0.4%	Consumer Staples
GE GE Aerospace	$3,798,623	$3,798,623 â–²	New Holding	10,164	0.4%	Industrials
IBM International Business Machines	$3,699,550	$50,898 â–¼	-1.4%	13,156	0.4%	Technology
SBUX Starbucks	$3,554,981	$134,584 â–²	3.9%	34,788	0.4%	Consumer Discretionary
APD Air Products and Chemicals	$3,513,665	$192,321 â–²	5.8%	11,985	0.4%	Materials
IJH iShares Core S&P Mid-Cap ETF	$3,433,525	$158,305 â–²	4.8%	44,528	0.4%	ETF
ADI Analog Devices	$3,366,305	$1,454,787 â–²	76.1%	8,476	0.4%	Technology
IRM Iron Mountain	$3,361,706	$153,591 â–²	4.8%	26,615	0.4%	Real Estate
ARISTA NETWORKS INC	$3,322,174	$3,322,174 â–²	New Holding	19,556	0.4%	COM SHS
MRK Merck & Co., Inc.	$3,302,112	$257 â–¼	0.0%	25,697	0.4%	Healthcare
CMI Cummins	$3,266,502	$3,266,502 â–²	New Holding	4,580	0.4%	Industrials
UNP Union Pacific	$3,119,490	$9,248 â–¼	-0.3%	11,469	0.4%	Industrials
AMGN Amgen	$3,032,730	$3,983 â–²	0.1%	8,375	0.3%	Healthcare
JNJ Johnson & Johnson	$2,813,046	$11,683 â–²	0.4%	11,076	0.3%	Healthcare
NFLX Netflix	$2,743,045	$209,345 â–²	8.3%	38,418	0.3%	Communication Services
QQQ Invesco QQQ	$2,671,074	$190,738 â–¼	-6.7%	3,627	0.3%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$2,656,646		0.0%	12,486	0.3%	ETF
UBER Uber Technologies	$2,583,328	$149,083 â–²	6.1%	35,800	0.3%	Industrials
UNH UnitedHealth Group	$2,189,937	$73,982 â–²	3.5%	5,269	0.2%	Healthcare
IYW iShares U.S. Technology ETF	$2,030,704	$6,306 â–¼	-0.3%	8,051	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$2,029,196	$15,171 â–²	0.8%	5,484	0.2%	ETF
VTWO Vanguard Russell 2000 ETF	$2,017,196		0.0%	16,613	0.2%	ETF
GLD SPDR Gold Shares	$1,985,937	$93,937 â–¼	-4.5%	5,391	0.2%	ETF
AKAM Akamai Technologies	$1,866,418	$1,866,418 â–²	New Holding	15,789	0.2%	Technology
CSQ Calamos Strategic Total Return Fund	$1,762,444		0.0%	85,722	0.2%	Finance
IWM iShares Russell 2000 ETF	$1,721,953	$319,092 â–²	22.7%	5,731	0.2%	ETF
KLAC KLA	$1,587,010	$1,428,611 â–²	901.9%	5,260	0.2%	Technology
TSM Taiwan Semiconductor Manufacturing	$1,543,357	$31,517 â–²	2.1%	3,232	0.2%	Technology
CVX Chevron	$1,524,843	$6,465 â–²	0.4%	9,199	0.2%	Energy
INFL Horizon Kinetics Inflation Beneficiaries ETF	$1,517,031	$225,255 â–²	17.4%	30,414	0.2%	ETF
LOW Lowe's Companies	$1,514,373	$23,593 â–²	1.6%	6,868	0.2%	Consumer Discretionary
MA Mastercard	$1,487,968	$29,790 â–²	2.0%	2,897	0.2%	Finance
EPD Enterprise Products Partners	$1,486,868		0.0%	40,448	0.2%	Energy
RJF Raymond James Financial	$1,426,497	$29,798 â–¼	-2.0%	9,383	0.2%	Finance
VHT Vanguard Health Care ETF	$1,420,826	$74,450 â–¼	-5.0%	4,752	0.2%	ETF
ET Energy Transfer	$1,316,961	$9,828 â–²	0.8%	68,879	0.1%	Energy
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,307,278	$4,189 â–²	0.3%	19,350	0.1%	ETF
IWB iShares Russell 1000 ETF	$1,306,305		0.0%	3,190	0.1%	ETF
PTMC Pacer Trendpilot US Mid Cap ETF	$1,298,278		0.0%	31,037	0.1%	ETF
CAT Caterpillar	$1,231,904	$79,855 â–²	6.9%	1,157	0.1%	Industrials
MU Micron Technology	$1,200,490	$158,141 â–¼	-11.6%	1,040	0.1%	Technology
CI Cigna Group	$1,194,443	$1,194,443 â–²	New Holding	4,333	0.1%	Healthcare
MCD McDonald's	$1,137,374	$12,433 â–²	1.1%	4,208	0.1%	Consumer Discretionary
PEP PepsiCo	$1,091,696	$13,675 â–²	1.3%	8,063	0.1%	Consumer Staples
VGT Vanguard Information Technology ETF	$1,080,869	$1,039,513 â–²	2,513.6%	9,043	0.1%	ETF
CB Chubb	$1,055,731	$6,134 â–¼	-0.6%	3,098	0.1%	Finance
VUG Vanguard Growth ETF	$1,041,949	$868,291 â–²	500.0%	12,096	0.1%	ETF
RTX RTX	$1,036,703	$24,855 â–²	2.5%	5,464	0.1%	Industrials
GS The Goldman Sachs Group	$1,025,860	$17,199 â–¼	-1.6%	1,014	0.1%	Finance
PFE Pfizer	$1,024,949	$50,063 â–¼	-4.7%	42,564	0.1%	Healthcare

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Meridian Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Meridian Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Meridian Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Meridian Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeridian Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools