Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 185
- −1 vs. Q3 2025
- Portfolio value
- $722.2M
- +$17.8M (+2.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 117,868 | $80.7M | 11.2% | +4,045+3.6% | Added | – |
| IAUiShares Gold Trust | ETF | 570,745 | $46.3M | 6.4% | −10,126−1.7% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 313,860 | $37.8M | 5.2% | +1,591+0.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 55,052 | $26.6M | 3.7% | −2,522−4.4% | Reduced | History |
| AAPLApple Inc. | Stock | 95,049 | $25.8M | 3.6% | −4,313−4.3% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,076 | $21.2M | 2.9% | −1,845−5.6% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 29,959 | $18.8M | 2.6% | +14,153+89.5% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 197,634 | $18.6M | 2.6% | +56,912+40.4% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 61,593 | $17.9M | 2.5% | +16,964+38.0% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 55,142 | $17.8M | 2.5% | −4,545−7.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 52,830 | $16.5M | 2.3% | −9,536−15.3% | Reduced | History |
| iShares S&P 100 ETF464287101 | ETF | 46,523 | $16.0M | 2.2% | −864−1.8% | Reduced | – |
| NVDANVIDIA Corp | Stock | 80,566 | $15.0M | 2.1% | −2,506−3.0% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,806 | $13.8M | 1.9% | +506+0.8% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 186,068 | $11.6M | 1.6% | +35,103+23.3% | Added | – |
| AMZNAmazon Com Inc | Stock | 49,207 | $11.4M | 1.6% | −4,802−8.9% | Reduced | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 203,487 | $11.3M | 1.6% | −885−0.4% | Reduced | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 130,534 | $10.7M | 1.5% | +130,534 | New | – |
| AESIAtlas Energy Solutions Inc. | COM NEW | 990,958 | $9.33M | 1.3% | −1,458,193−59.5% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 10,742 | $9.26M | 1.3% | −708−6.2% | Reduced | History |
| VVisa Inc. | Stock | 26,046 | $9.13M | 1.3% | −1,468−5.3% | Reduced | History |
| ETNEaton Corp plc | Stock | 25,963 | $8.27M | 1.1% | −1,233−4.5% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 15,575 | $7.37M | 1.0% | +55+0.4% | Added | – |
| WMTWalmart Inc. | Stock | 65,544 | $7.30M | 1.0% | −694−1.0% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,753 | $7.09M | 1.0% | −948−7.5% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 49,950 | $6.95M | 1.0% | +2,788+5.9% | Added | – |
| LLYEli Lilly & Co | Stock | 6,374 | $6.85M | 0.9% | −74−1.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 13,439 | $6.76M | 0.9% | −1,084−7.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 18,736 | $6.48M | 0.9% | −1,338−6.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 9,715 | $6.41M | 0.9% | −717−6.9% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 29,295 | $6.27M | 0.9% | −4,673−13.8% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 11,712 | $6.12M | 0.8% | −397−3.3% | Reduced | History |
| ORLYO Reilly Automotive Inc | Stock | 66,907 | $6.10M | 0.8% | −5,584−7.7% | Reduced | History |
| MCKMcKesson Corp | Stock | 7,203 | $5.91M | 0.8% | −82−1.1% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 25,229 | $5.84M | 0.8% | −69−0.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 16,572 | $5.70M | 0.8% | −733−4.2% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 54,154 | $5.70M | 0.8% | −310−0.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 17,968 | $5.64M | 0.8% | −893−4.7% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 39,150 | $5.64M | 0.8% | −208−0.5% | ReducedConverted for a 2-for-1 split | – |
| ALLAllstate Corp | Stock | 26,859 | $5.59M | 0.8% | −1,145−4.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 20,321 | $5.38M | 0.7% | −827−3.9% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 41,804 | $5.15M | 0.7% | +57+0.1% | Added | – |
| NXPINXP Semiconductors N.V. | COM | 21,745 | $4.72M | 0.7% | +840+4.0% | Added | History |
| MMM3M Co | Stock | 28,053 | $4.49M | 0.6% | +473+1.7% | Added | History |
| MSMorgan Stanley | Stock | 24,959 | $4.43M | 0.6% | +24,959 | New | History |
| IQVIQVIA Holdings Inc. | Stock | 18,244 | $4.11M | 0.6% | +395+2.2% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 24,788 | $4.03M | 0.6% | −1,176−4.5% | Reduced | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 90,525 | $4.03M | 0.6% | +27,985+44.7% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 11,379 | $3.76M | 0.5% | −1,365−10.7% | Reduced | History |
| TTTrane Technologies plc | SHS | 9,557 | $3.72M | 0.5% | −1,593−14.3% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 12,424 | $3.68M | 0.5% | +433+3.6% | Added | History |
| SBUXStarbucks Corp | Stock | 34,617 | $2.92M | 0.4% | +34,617 | New | History |
| KOCoca Cola Co | Stock | 41,267 | $2.88M | 0.4% | +1,666+4.2% | Added | History |
| AMGNAmgen Inc | Stock | 8,232 | $2.69M | 0.4% | −67−0.8% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 12,486 | $2.39M | 0.3% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 11,022 | $2.28M | 0.3% | +662+6.4% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 8,997 | $2.22M | 0.3% | −4,768−34.6% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 5,604 | $2.22M | 0.3% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,599 | $2.21M | 0.3% | +142+4.1% | Added | – |
| PANWPalo Alto Networks Inc | Stock | 11,714 | $2.16M | 0.3% | +7,362+169.2% | Added | History |
| ANETArista Networks, Inc. | Stock | 14,919 | $1.95M | 0.3% | +14,919 | New | History |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 97,722 | $1.88M | 0.3% | 00.0% | Unchanged | History |
| IRMIron Mountain Inc | COM | 20,314 | $1.69M | 0.2% | +20,314 | New | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,012 | $1.68M | 0.2% | +201+4.2% | Added | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,613 | $1.65M | 0.2% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 24,712 | $1.63M | 0.2% | +16,364+196.0% | Added | – |
| LOWLowes Companies Inc | Stock | 6,743 | $1.63M | 0.2% | +20.0% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 8,076 | $1.61M | 0.2% | −630−7.2% | Reduced | – |
| MAMastercard Inc | Stock | 2,787 | $1.59M | 0.2% | −46−1.6% | Reduced | History |
| RJFRaymond James Financial Inc | COM | 9,569 | $1.54M | 0.2% | −647−6.3% | Reduced | History |
| Vanguard Health Care ETF92204A504 | ETF | 5,000 | $1.44M | 0.2% | +20.0% | Added | – |
| SNOWSnowflake Inc. | Stock | 6,387 | $1.40M | 0.2% | +6,387 | New | History |
| ADIAnalog Devices Inc | Stock | 4,790 | $1.30M | 0.2% | −158−3.2% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 40,448 | $1.30M | 0.2% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 4,240 | $1.30M | 0.2% | −159−3.6% | Reduced | History |
| HONHoneywell International Inc | COM | 6,551 | $1.28M | 0.2% | −524−7.4% | Reduced | History |
| CVXChevron Corp | Stock | 8,336 | $1.27M | 0.2% | −857−9.3% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 4,847 | $1.19M | 0.2% | −20.0% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,185 | $1.19M | 0.2% | 00.0% | Unchanged | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 25,898 | $1.15M | 0.2% | +5,520+27.1% | Added | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 68,428 | $1.13M | 0.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 7,854 | $1.13M | 0.2% | −436−5.3% | Reduced | History |
| BXBlackstone Inc. | COM | 7,280 | $1.12M | 0.2% | −1,000−12.1% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 1,038 | $1.11M | 0.2% | −55−5.0% | Reduced | History |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $1.11M | 0.2% | 00.0% | Unchanged | – |
| PFEPfizer Inc | Stock | 43,951 | $1.09M | 0.2% | +6,020+15.9% | Added | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 11,955 | $1.03M | 0.1% | +85+0.7% | Added | – |
| LMTLockheed Martin Corp | Stock | 2,091 | $1.01M | 0.1% | −120−5.4% | Reduced | History |
| CBChubb Ltd | Stock | 3,182 | $993.1K | 0.1% | −99−3.0% | Reduced | History |
| RTXRTX Corp | Stock | 5,397 | $989.8K | 0.1% | +132+2.5% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,016 | $983.5K | 0.1% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,166 | $962.0K | 0.1% | +10.0% | Added | History |
| QCOMQualcomm Inc | Stock | 5,435 | $929.7K | 0.1% | −100−1.8% | Reduced | History |
| ABTAbbott Laboratories | Stock | 7,365 | $922.8K | 0.1% | −359−4.6% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 1,037 | $911.8K | 0.1% | −20−1.9% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 11,510 | $886.7K | 0.1% | −1,213−9.5% | Reduced | History |
| TJXTJX Companies Inc | Stock | 5,716 | $878.0K | 0.1% | −232−3.9% | Reduced | History |
| AXPAmerican Express Co | Stock | 2,343 | $866.8K | 0.1% | −121−4.9% | Reduced | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,750 | $865.7K | 0.1% | 00.0% | Unchanged | – |
| TAT&T Inc. | Stock | 33,862 | $841.1K | 0.1% | −193−0.6% | Reduced | History |
Sold out since Q3 2025 (13)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 27,864 | $3.59M | 0.5% | History |
| CMGChipotle Mexican Grill Inc | COM | 56,718 | $2.22M | 0.3% | History |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 11,902 | $274.5K | <0.1% | – |
| PSXPhillips 66 | Stock | 1,957 | $266.2K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 5,250 | $259.6K | <0.1% | – |
| UBERUber Technologies, Inc | Stock | 2,550 | $249.8K | <0.1% | History |
| GDGeneral Dynamics Corp | Stock | 672 | $229.3K | <0.1% | History |
| MDTMedtronic plc | Stock | 2,330 | $221.9K | <0.1% | History |
| CMCSAComcast Corp | Stock | 6,979 | $219.3K | <0.1% | History |
| MPWRMonolithic Power Systems, Inc. | COM | 233 | $214.5K | <0.1% | History |
| PRKPark National Corp | COM | 1,310 | $212.9K | <0.1% | History |
| XYZBlock, Inc. | CL A | 2,864 | $207.0K | <0.1% | History |
| KMBKimberly Clark Corp | Stock | 1,643 | $204.3K | <0.1% | History |