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Livermore
Livermore
ZHEN

Meridian Wealth Advisors, LLC

SEC CIK
0001768095
Latest filing
Aug 14, 2026

The latest 13F from Meridian Wealth Advisors, LLC covers Q2 2026 (filed Aug 14, 2026): 211 long positions worth $880.0M. The top 10 holdings make up 40.4% of the portfolio, and the largest is iShares Core S&P 500 ETF at 10.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
26
Est. +$20.3M
Added
107
Est. +$58.3M
Reduced
37
Est. −$10.2M
Sold out
17
Est. −$14.3M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    10.8%$94.7M
  2. IAUiShares Gold Trust
    5.5%$48.4MHistory
  3. XOMExxonMobil Holdings Corp
    5.0%$44.1MHistory
  4. Vanguard Morningstar Mid-Cap ETF922908629
    3.2%$28.2M
  5. AAPLApple Inc.
    3.1%$27.2MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. Capital Group Dividend Value14020W106
    +$23.1MAdded
  2. IAUiShares Gold Trust
    +$4.25MAddedHistory
  3. TMOThermo Fisher Scientific Inc.
    +$4.04MAddedHistory
  4. GEGeneral Electric Co
    +$3.80MNewHistory
  5. ANETArista Networks, Inc.
    +$3.32MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Capital Group Dividend Value14020W106
    +2.62 pp<0.1% → 2.7%
  2. AMDAdvanced Micro Devices Inc
    +1.07 pp0.7% → 1.8%History
  3. TMOThermo Fisher Scientific Inc.
    +0.45 pp0.1% → 0.5%History
  4. GEGeneral Electric Co
    +0.43 pp0.0% → 0.4%History
  5. PANWPalo Alto Networks Inc
    +0.38 pp0.4% → 0.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$4.47MSold outHistory
  2. IQVIQVIA Holdings Inc.
    −$4.29MReducedHistory
  3. AESIAtlas Energy Solutions Inc.
    −$2.73MReducedHistory
  4. MDTMedtronic plc
    −$2.36MSold outHistory
  5. SNOWSnowflake Inc.
    −$2.21MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HONHoneywell International Inc
    −0.59 pp0.6% → 0.0%History
  2. IQVIQVIA Holdings Inc.
    −0.50 pp0.5% → <0.1%History
  3. MDTMedtronic plc
    −0.31 pp0.3% → 0.0%History
  4. SNOWSnowflake Inc.
    −0.29 pp0.3% → 0.0%History
  5. DOVDOVER Corp
    −0.28 pp0.3% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$880.0M
+$123.7M (+16.3%) vs. prior quarter
Positions
211
+9 vs. prior quarter
Top 10 concentration
40.4%
Top 10 as share of value
Turnover
3.0%
Q2 2026, one quarter
Average holding period
18.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $880.0M (Q2 2026)

Q1 2021: $301.1MQ2 2021: $353.2MQ3 2021: $359.0MQ4 2021: $411.5MQ1 2022: $431.3MQ2 2022: $376.1MQ3 2022: $355.0MQ4 2022: $388.0MQ1 2023: $399.5MQ2 2023: $413.3MQ3 2023: $400.2MQ4 2023: $456.7MQ1 2024: $532.4MQ2 2024: $560.7MQ3 2024: $598.0MQ4 2024: $606.3MQ1 2025: $589.0MQ2 2025: $632.5MQ3 2025: $704.4MQ4 2025: $722.2MQ1 2026: $756.4MQ2 2026: $880.0M
Q1 2021Q2 2026
13F filings of Meridian Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026211$880.0MiShares Core S&P 500 ETFIAUXOMvs. Q1 2026SEC
Q1 2026May 11, 2026202$756.4MiShares Core S&P 500 ETFXOMIAUvs. Q4 2025SEC
Q4 2025Feb 17, 2026185$722.2MiShares Core S&P 500 ETFIAUXOMvs. Q3 2025SEC
Q3 2025Nov 12, 2025186$704.4MiShares Core S&P 500 ETFIAUXOMvs. Q2 2025SEC
Q2 2025Aug 12, 2025180$632.5MiShares Core S&P 500 ETFIAUXOMvs. Q1 2025SEC
Q1 2025May 5, 2025170$589.0MiShares Core S&P 500 ETFAESIXOMvs. Q4 2024SEC
Q4 2024Feb 11, 2025175$606.3MiShares Core S&P 500 ETFAESIXOMvs. Q3 2024SEC
Q3 2024Oct 24, 2024176$598.0MAESIiShares Core S&P 500 ETFXOMvs. Q2 2024SEC
Q2 2024Aug 2, 2024175$560.7MAESIiShares Core S&P 500 ETFXOMvs. Q1 2024SEC
Q1 2024May 10, 2024176$532.4MiShares Core S&P 500 ETFAESIXOMvs. Q4 2023SEC
Q4 2023Feb 6, 2024177$456.7MiShares Core S&P 500 ETFXOMAESIvs. Q3 2023SEC
Q3 2023Nov 13, 2023178$400.2MiShares Core S&P 500 ETFXOMAAPLvs. Q2 2023SEC
Q2 2023Aug 2, 2023183$413.3MiShares Core S&P 500 ETFXOMAAPLvs. Q1 2023SEC
Q1 2023May 2, 2023188$399.5MiShares Core S&P 500 ETFXOMAAPLvs. Q4 2022SEC
Q4 2022Jan 23, 2023191$388.0MiShares Core S&P 500 ETFXOMAAPLvs. Q3 2022SEC
Q3 2022Oct 19, 2022186$355.0MiShares Core S&P 500 ETFXOMSPDR Series Trustvs. Q2 2022SEC
Q2 2022Jul 26, 2022195$376.1MiShares Core S&P 500 ETFXOMAAPLvs. Q1 2022SEC
Q1 2022May 12, 2022211$431.3MiShares Core S&P 500 ETFXOMAAPLvs. Q4 2021SEC
Q4 2021Feb 2, 2022203$411.5MiShares Core S&P 500 ETFAAPLXOMvs. Q3 2021SEC
Q3 2021Nov 12, 2021196$359.0MiShares Core S&P 500 ETFXOMAAPLvs. Q2 2021SEC
Q2 2021Aug 10, 2021194$353.2MiShares Core S&P 500 ETFXOMAAPLvs. Q1 2021SEC
Q1 2021May 7, 2021184$301.1MiShares Core S&P 500 ETFXOMAAPL–SEC