Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 11, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 202
- +17 vs. Q4 2025
- Portfolio value
- $756.4M
- +$34.2M (+4.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 122,183 | $79.8M | 10.6% | +4,315+3.7% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 322,172 | $54.7M | 7.2% | +8,312+2.6% | Added | History |
| IAUiShares Gold Trust | ETF | 585,046 | $51.6M | 6.8% | +14,301+2.5% | Added | History |
| AAPLApple Inc. | Stock | 93,479 | $23.7M | 3.1% | −1,570−1.7% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 78,552 | $22.6M | 3.0% | +16,959+27.5% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 236,775 | $22.0M | 2.9% | +39,141+19.8% | Added | – |
| MSFTMicrosoft Corp | Stock | 57,135 | $21.1M | 2.8% | +2,083+3.8% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,360 | $20.4M | 2.7% | +284+0.9% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 26,772 | $16.0M | 2.1% | −3,187−10.6% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 52,079 | $15.3M | 2.0% | −3,063−5.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 52,211 | $15.0M | 2.0% | −619−1.2% | Reduced | History |
| iShares S&P 100 ETF464287101 | ETF | 46,576 | $14.8M | 2.0% | +53+0.1% | Added | – |
| NVDANVIDIA Corp | Stock | 84,386 | $14.7M | 1.9% | +3,820+4.7% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 217,706 | $14.0M | 1.8% | +31,638+17.0% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 162,811 | $13.8M | 1.8% | +32,277+24.7% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 61,520 | $13.2M | 1.7% | −1,286−2.0% | Reduced | – |
| AESIAtlas Energy Solutions Inc. | COM NEW | 953,958 | $12.5M | 1.7% | −37,000−3.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 55,402 | $11.5M | 1.5% | +6,195+12.6% | Added | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 203,946 | $10.7M | 1.4% | +459+0.2% | Added | – |
| COSTCostco Wholesale Corp | Stock | 10,361 | $10.3M | 1.4% | −381−3.5% | Reduced | History |
| ETNEaton Corp plc | Stock | 25,080 | $8.97M | 1.2% | −883−3.4% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 58,158 | $8.49M | 1.1% | +8,208+16.4% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 18,971 | $8.09M | 1.1% | +3,396+21.8% | Added | – |
| WMTWalmart Inc. | Stock | 63,044 | $7.84M | 1.0% | −2,500−3.8% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,906 | $7.34M | 1.0% | +153+1.3% | Added | History |
| TCBXThird Coast Bancshares, Inc. | COM | 190,792 | $7.22M | 1.0% | +171,910+910.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 20,668 | $6.40M | 0.8% | +1,932+10.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 13,233 | $6.34M | 0.8% | −206−1.5% | Reduced | History |
| VVisa Inc. | Stock | 20,853 | $6.30M | 0.8% | −5,193−19.9% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 24,430 | $5.97M | 0.8% | −358−1.4% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 13,655 | $5.81M | 0.8% | +1,943+16.6% | Added | History |
| HDHome Depot, Inc. | Stock | 17,612 | $5.79M | 0.8% | +1,040+6.3% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 62,074 | $5.73M | 0.8% | −4,833−7.2% | Reduced | History |
| LLYEli Lilly & Co | Stock | 6,229 | $5.73M | 0.8% | −145−2.3% | Reduced | History |
| MCKMcKesson Corp | Stock | 6,400 | $5.54M | 0.7% | −803−11.1% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 26,473 | $5.39M | 0.7% | −2,822−9.6% | Reduced | History |
| ALLAllstate Corp | Stock | 25,288 | $5.24M | 0.7% | −1,571−5.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 17,803 | $5.11M | 0.7% | −165−0.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 8,906 | $5.10M | 0.7% | −809−8.3% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 41,924 | $4.74M | 0.6% | +120+0.3% | Added | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 105,422 | $4.73M | 0.6% | +14,897+16.5% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 34,601 | $4.60M | 0.6% | −4,549−11.6% | Reduced | – |
| HONHoneywell International Inc | COM | 19,766 | $4.47M | 0.6% | +13,215+201.7% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 24,093 | $4.11M | 0.5% | +5,849+32.1% | Added | History |
| TTTrane Technologies plc | SHS | 8,681 | $3.62M | 0.5% | −876−9.2% | Reduced | History |
| KOCoca Cola Co | Stock | 47,164 | $3.59M | 0.5% | +5,897+14.3% | Added | History |
| MSMorgan Stanley | Stock | 21,745 | $3.58M | 0.5% | −3,214−12.9% | Reduced | History |
| NFLXNetflix Inc | Stock | 35,486 | $3.41M | 0.5% | +35,486 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 11,329 | $3.29M | 0.4% | +2,332+25.9% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 20,456 | $3.28M | 0.4% | +8,742+74.6% | Added | History |
| IBMInternational Business Machines Corp | Stock | 13,337 | $3.23M | 0.4% | +913+7.3% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 16,025 | $3.15M | 0.4% | −5,720−26.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 25,699 | $3.09M | 0.4% | −28,455−52.5% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 39,372 | $3.05M | 0.4% | +27,862+242.1% | Added | History |
| SBUXStarbucks Corp | Stock | 33,471 | $3.00M | 0.4% | −1,146−3.3% | Reduced | History |
| AMGNAmgen Inc | Stock | 8,364 | $2.94M | 0.4% | +132+1.6% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 42,475 | $2.87M | 0.4% | +17,763+71.9% | Added | – |
| UNPUnion Pacific Corp | Stock | 11,503 | $2.79M | 0.4% | −13,726−54.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 11,030 | $2.70M | 0.4% | +8+0.1% | Added | History |
| AMATApplied Materials Inc | Stock | 7,811 | $2.67M | 0.4% | +6,521+505.5% | Added | History |
| IRMIron Mountain Inc | COM | 25,399 | $2.59M | 0.3% | +5,085+25.0% | Added | History |
| GLDSPDR Gold Trust | ETF | 5,646 | $2.43M | 0.3% | +42+0.7% | Added | History |
| UBERUber Technologies, Inc | Stock | 33,734 | $2.43M | 0.3% | +33,734 | New | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 12,486 | $2.40M | 0.3% | 00.0% | Unchanged | – |
| MDTMedtronic plc | Stock | 27,248 | $2.36M | 0.3% | +27,248 | New | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,886 | $2.24M | 0.3% | +287+8.0% | Added | – |
| SNOWSnowflake Inc. | Stock | 14,656 | $2.21M | 0.3% | +8,269+129.5% | Added | History |
| DOVDOVER Corp | COM | 10,139 | $2.11M | 0.3% | +10,139 | New | History |
| CVXChevron Corp | Stock | 9,160 | $1.90M | 0.3% | +824+9.9% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,443 | $1.75M | 0.2% | +431+8.6% | Added | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,613 | $1.66M | 0.2% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 6,761 | $1.60M | 0.2% | +18+0.3% | Added | History |
| ADIAnalog Devices Inc | Stock | 4,813 | $1.53M | 0.2% | +23+0.5% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 40,448 | $1.53M | 0.2% | 00.0% | Unchanged | History |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 85,722 | $1.47M | 0.2% | −12,000−12.3% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 8,076 | $1.47M | 0.2% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 2,839 | $1.42M | 0.2% | +52+1.9% | Added | History |
| RJFRaymond James Financial Inc | COM | 9,579 | $1.39M | 0.2% | +10+0.1% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 5,091 | $1.38M | 0.2% | −6,288−55.3% | Reduced | History |
| Vanguard Health Care ETF92204A504 | ETF | 5,001 | $1.36M | 0.2% | +10.0% | Added | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 25,898 | $1.35M | 0.2% | 00.0% | Unchanged | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 68,365 | $1.32M | 0.2% | −63−0.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 4,162 | $1.29M | 0.2% | −78−1.8% | Reduced | History |
| PFEPfizer Inc | Stock | 44,643 | $1.25M | 0.2% | +692+1.6% | Added | History |
| PEPPepsiCo Inc | Stock | 7,962 | $1.24M | 0.2% | +108+1.4% | Added | History |
| LMTLockheed Martin Corp | Stock | 1,948 | $1.18M | 0.2% | −143−6.8% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 4,669 | $1.16M | 0.2% | −178−3.7% | Reduced | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 19,288 | $1.14M | 0.2% | +19,288 | New | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,190 | $1.14M | 0.2% | +5+0.2% | Added | – |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $1.14M | 0.2% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 11,955 | $1.10M | 0.1% | 00.0% | Unchanged | – |
| ROLRollins Inc | COM | 20,316 | $1.09M | 0.1% | +20,316 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,166 | $1.07M | 0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 5,333 | $1.03M | 0.1% | −64−1.2% | Reduced | History |
| CBChubb Ltd | Stock | 3,116 | $1.02M | 0.1% | −66−2.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 5,285 | $986.5K | 0.1% | −15,036−74.0% | Reduced | History |
| TAT&T Inc. | Stock | 32,941 | $955.0K | 0.1% | −921−2.7% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 987 | $949.2K | 0.1% | −51−4.9% | Reduced | History |
| TJXTJX Companies Inc | Stock | 5,736 | $916.1K | 0.1% | +20+0.3% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,016 | $880.6K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2025 (8)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| ANETArista Networks, Inc. | Stock | 14,919 | $1.95M | 0.3% | History |
| VNOMViper Energy, Inc. | CL A | 9,258 | $357.6K | <0.1% | History |
| NOWServiceNow, Inc. | Stock | 2,230 | $341.6K | <0.1% | History |
| DISWalt Disney Co | Stock | 2,626 | $298.8K | <0.1% | History |
| LBRTLiberty Energy Inc. | COM CL A | 14,800 | $273.2K | <0.1% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 448 | $210.0K | <0.1% | History |
| PUMPProPetro Holding Corp. | COM | 10,000 | $95.1K | <0.1% | History |
| NAKANakamoto Inc. | COM | 11,000 | $3.86K | <0.1% | History |