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

About Meridian Wealth Advisors, LLC

Investment Activity

Meridian Wealth Advisors, LLC has $756.37 million in total holdings as of March 31, 2026.
Meridian Wealth Advisors, LLC owns shares of 202 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 8.91% of the portfolio was purchased this quarter.
About 4.23% of the portfolio was sold this quarter.
This quarter, Meridian Wealth Advisors, LLC has purchased 185 new stocks and bought additional shares in 77 stocks.
Meridian Wealth Advisors, LLC sold shares of 63 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $79,811,239
ExxonMobil: $54,659,753
iShares Gold Trust: $51,577,693
Apple: $23,724,126
Vanguard Mid-Cap ETF: $22,558,597

Largest New Holdings this Quarter

64110L106 - Netflix: $3,411,979 Holding
90353T100 - Uber Technologies: $2,426,487 Holding
G5960L103 - Medtronic: $2,361,039 Holding
260003108 - Dover: $2,113,502 Holding
78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF: $1,142,236 Holding

Largest Purchases this Quarter

Third Coast Bancshares: 171,910 shares (about $6.50M)
Vanguard Mid-Cap ETF: 16,959 shares (about $4.87M)
iShares MSCI USA Min Vol Factor ETF: 39,141 shares (about $3.63M)
Netflix: 35,486 shares (about $3.41M)
Honeywell International: 13,215 shares (about $2.99M)

Largest Sales this Quarter

Merck & Co., Inc.: 28,455 shares (about $3.42M)
3M: 23,445 shares (about $3.40M)
Union Pacific: 13,726 shares (about $3.33M)
Salesforce: 15,036 shares (about $2.81M)
Vanguard S&P 500 ETF: 3,187 shares (about $1.90M)

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	$79,811,239	$2,818,604 â–²	3.7%	122,183	10.6%	ETF
XOM ExxonMobil	$54,659,753	$1,410,215 â–²	2.6%	322,172	7.2%	Energy
IAU iShares Gold Trust	$51,577,693	$1,260,777 â–²	2.5%	585,046	6.8%	Finance
AAPL Apple	$23,724,126	$398,452 â–¼	-1.7%	93,479	3.1%	Computer and Technology
VO Vanguard Mid-Cap ETF	$22,558,597	$4,870,293 â–²	27.5%	78,552	3.0%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$21,958,518	$3,629,937 â–²	19.8%	236,775	2.9%	ETF
MSFT Microsoft	$21,149,565	$771,061 â–²	3.8%	57,135	2.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$20,394,446	$184,695 â–²	0.9%	31,360	2.7%	Finance
VOO Vanguard S&P 500 ETF	$15,997,622	$1,904,393 â–¼	-10.6%	26,772	2.1%	ETF
JPM JPMorgan Chase & Co.	$15,319,687	$901,020 â–¼	-5.6%	52,079	2.0%	Finance
GOOGL Alphabet	$15,013,675	$177,998 â–¼	-1.2%	52,211	2.0%	Computer and Technology
OEF iShares S&P 100 ETF	$14,814,332	$16,858 â–²	0.1%	46,576	2.0%	ETF
NVDA NVIDIA	$14,716,944	$666,209 â–²	4.7%	84,386	1.9%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$13,950,577	$2,027,360 â–²	17.0%	217,706	1.8%	ETF
AVDE Avantis International Equity ETF	$13,812,856	$2,738,375 â–²	24.7%	162,811	1.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$13,230,528	$276,568 â–¼	-2.0%	61,520	1.7%	ETF
ATLAS ENERGY SOLUTIONS INC	$12,515,927	$485,440 â–¼	-3.7%	953,958	1.7%	COM NEW
AMZN Amazon.com	$11,538,575	$1,290,233 â–²	12.6%	55,402	1.5%	Retail/Wholesale
PTLC Pacer Trendpilot US Large Cap ETF	$10,699,008	$24,079 â–²	0.2%	203,946	1.4%	ETF
COST Costco Wholesale	$10,324,394	$379,654 â–¼	-3.5%	10,361	1.4%	Retail/Wholesale
ETN Eaton	$8,970,462	$315,826 â–¼	-3.4%	25,080	1.2%	Industrials
SDY SPDR S&P Dividend ETF	$8,487,623	$1,197,882 â–²	16.4%	58,158	1.1%	ETF
IWF iShares Russell 1000 Growth ETF	$8,089,093	$1,448,029 â–²	21.8%	18,971	1.1%	ETF
WALMART INC	$7,835,135	$310,701 â–¼	-3.8%	63,044	1.0%	COM
MDY SPDR S&P MidCap 400 ETF Trust	$7,343,434	$94,368 â–²	1.3%	11,906	1.0%	ETF
TCBX Third Coast Bancshares	$7,217,661	$6,503,355 â–²	910.4%	190,792	1.0%	Finance
AVGO Broadcom	$6,396,808	$597,960 â–²	10.3%	20,668	0.8%	Computer and Technology
BRK.B Berkshire Hathaway	$6,341,254	$98,715 â–¼	-1.5%	13,233	0.8%	Finance
V Visa	$6,302,642	$1,569,540 â–¼	-19.9%	20,853	0.8%	Business Services
MPC Marathon Petroleum	$5,965,207	$87,415 â–¼	-1.4%	24,430	0.8%	Energy
SPGI S&P Global	$5,808,040	$826,439 â–²	16.6%	13,655	0.8%	Finance
HD Home Depot	$5,792,266	$342,037 â–²	6.3%	17,612	0.8%	Retail/Wholesale
ORLY O'Reilly Automotive	$5,730,051	$446,134 â–¼	-7.2%	62,074	0.8%	Retail/Wholesale
LLY Eli Lilly and Company	$5,728,812	$133,357 â–¼	-2.3%	6,229	0.8%	Medical
MCK McKesson	$5,538,600	$694,921 â–¼	-11.1%	6,400	0.7%	Medical
AMD Advanced Micro Devices	$5,385,403	$574,080 â–¼	-9.6%	26,473	0.7%	Computer and Technology
ALL Allstate	$5,243,277	$325,735 â–¼	-5.8%	25,288	0.7%	Finance
GOOG Alphabet	$5,106,841	$47,331 â–¼	-0.9%	17,803	0.7%	Computer and Technology
META Meta Platforms	$5,095,132	$462,830 â–¼	-8.3%	8,906	0.7%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$4,742,020	$13,573 â–²	0.3%	41,924	0.6%	ETF
DIVO Amplify CWP Enhanced Dividend Income ETF	$4,728,161	$668,128 â–²	16.5%	105,422	0.6%	ETF
XLK Technology Select Sector SPDR Fund	$4,598,530	$604,570 â–¼	-11.6%	34,601	0.6%	ETF
HON Honeywell International	$4,467,737	$2,987,005 â–²	201.7%	19,766	0.6%	Multi-Sector Conglomerates
IQV IQVIA	$4,108,820	$997,488 â–²	32.1%	24,093	0.5%	Medical
TT Trane Technologies	$3,617,556	$365,048 â–¼	-9.2%	8,681	0.5%	Construction
KO CocaCola	$3,586,809	$448,465 â–²	14.3%	47,164	0.5%	Consumer Staples
MS Morgan Stanley	$3,578,630	$528,936 â–¼	-12.9%	21,745	0.5%	Finance
NFLX Netflix	$3,411,979	$3,411,979 â–²	New Holding	35,486	0.5%	Consumer Discretionary
APD Air Products and Chemicals	$3,291,017	$677,434 â–²	25.9%	11,329	0.4%	Basic Materials
PANW Palo Alto Networks	$3,279,506	$1,401,517 â–²	74.6%	20,456	0.4%	Computer and Technology
IBM International Business Machines	$3,232,662	$221,296 â–²	7.3%	13,337	0.4%	Computer and Technology
NXPI NXP Semiconductors	$3,154,613	$1,126,015 â–¼	-26.3%	16,025	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$3,091,317	$3,422,835 â–¼	-52.5%	25,699	0.4%	Medical
CSCO Cisco Systems	$3,054,854	$2,161,799 â–²	242.1%	39,372	0.4%	Computer and Technology
SBUX Starbucks	$2,998,669	$102,670 â–¼	-3.3%	33,471	0.4%	Retail/Wholesale
AMGN Amgen	$2,942,828	$46,443 â–²	1.6%	8,364	0.4%	Medical
IJH iShares Core S&P Mid-Cap ETF	$2,868,322	$1,199,529 â–²	71.9%	42,475	0.4%	ETF
UNP Union Pacific	$2,790,977	$3,330,344 â–¼	-54.4%	11,503	0.4%	Transportation
JNJ Johnson & Johnson	$2,696,267	$1,956 â–²	0.1%	11,030	0.4%	Medical
AMAT Applied Materials	$2,669,722	$2,228,813 â–²	505.5%	7,811	0.4%	Computer and Technology
IRM Iron Mountain	$2,594,252	$519,382 â–²	25.0%	25,399	0.3%	Business Services
GLD SPDR Gold Shares	$2,429,417	$18,072 â–²	0.7%	5,646	0.3%	Finance
UBER Uber Technologies	$2,426,487	$2,426,487 â–²	New Holding	33,734	0.3%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$2,396,313		0.0%	12,486	0.3%	ETF
MDT Medtronic	$2,361,039	$2,361,039 â–²	New Holding	27,248	0.3%	Medical
QQQ Invesco QQQ	$2,243,040	$165,659 â–²	8.0%	3,886	0.3%	Finance
SNOW Snowflake	$2,210,418	$1,247,131 â–²	129.5%	14,656	0.3%	Computer and Technology
DOV Dover	$2,113,502	$2,113,502 â–²	New Holding	10,139	0.3%	Industrials
CVX Chevron	$1,895,123	$170,478 â–²	9.9%	9,160	0.3%	Energy
VTI Vanguard Total Stock Market ETF	$1,746,163	$138,269 â–²	8.6%	5,443	0.2%	ETF
VTWO Vanguard Russell 2000 ETF	$1,664,162		0.0%	16,613	0.2%	ETF
LOW Lowe's Companies	$1,597,416	$4,253 â–²	0.3%	6,761	0.2%	Retail/Wholesale
ADI Analog Devices	$1,531,183	$7,317 â–²	0.5%	4,813	0.2%	Computer and Technology
EPD Enterprise Products Partners	$1,530,552		0.0%	40,448	0.2%	Energy
CSQ Calamos Strategic Total Return Fund	$1,467,561	$205,440 â–¼	-12.3%	85,722	0.2%	Financial Services
IYW iShares U.S. Technology ETF	$1,465,148		0.0%	8,076	0.2%	Manufacturing
MA Mastercard	$1,418,535	$25,982 â–²	1.9%	2,839	0.2%	Business Services
RJF Raymond James Financial	$1,386,943	$1,448 â–²	0.1%	9,579	0.2%	Finance
UNH UnitedHealth Group	$1,377,704	$1,701,631 â–¼	-55.3%	5,091	0.2%	Medical
VHT Vanguard Health Care ETF	$1,361,884	$272 â–²	0.0%	5,001	0.2%	ETF
INFL Horizon Kinetics Inflation Beneficiaries ETF	$1,348,250		0.0%	25,898	0.2%	ETF
ET Energy Transfer	$1,319,442	$1,216 â–¼	-0.1%	68,365	0.2%	Energy
MCD McDonald's	$1,293,648	$24,244 â–¼	-1.8%	4,162	0.2%	Retail/Wholesale
PFE Pfizer	$1,253,575	$19,431 â–²	1.6%	44,643	0.2%	Medical
PEP PepsiCo	$1,236,389	$16,771 â–²	1.4%	7,962	0.2%	Consumer Staples
LMT Lockheed Martin	$1,177,389	$86,431 â–¼	-6.8%	1,948	0.2%	Aerospace
IWM iShares Russell 2000 ETF	$1,157,826	$44,141 â–¼	-3.7%	4,669	0.2%	Finance
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,142,236	$1,142,236 â–²	New Holding	19,288	0.2%	ETF
IWB iShares Russell 1000 ETF	$1,137,426	$1,783 â–²	0.2%	3,190	0.2%	ETF
PTMC Pacer Trendpilot US Mid Cap ETF	$1,135,023		0.0%	31,037	0.2%	ETF
GDX VanEck Gold Miners ETF	$1,097,100		0.0%	11,955	0.1%	ETF
ROL Rollins	$1,085,071	$1,085,071 â–²	New Holding	20,316	0.1%	Construction
TSM Taiwan Semiconductor Manufacturing	$1,069,820		0.0%	3,166	0.1%	Computer and Technology
RTX RTX	$1,028,682	$12,345 â–¼	-1.2%	5,333	0.1%	Aerospace
CB Chubb	$1,015,613	$21,512 â–¼	-2.1%	3,116	0.1%	Finance
CRM Salesforce	$986,531	$2,806,713 â–¼	-74.0%	5,285	0.1%	Computer and Technology
T AT&T	$954,960	$26,700 â–¼	-2.7%	32,941	0.1%	Computer and Technology
BLACKROCK INC	$949,212	$49,047 â–¼	-4.9%	987	0.1%	COM
TJX TJX Companies	$916,088	$3,194 â–²	0.3%	5,736	0.1%	Retail/Wholesale
VUG Vanguard Growth ETF	$880,569		0.0%	2,016	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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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

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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