Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 211
- +9 vs. Q1 2026
- Portfolio value
- $880.0M
- +$123.7M (+16.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 126,391 | $94.7M | 10.8% | +4,208+3.4% | Added | – |
| IAUiShares Gold Trust | ETF | 641,393 | $48.4M | 5.5% | +56,347+9.6% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 322,421 | $44.1M | 5.0% | +249+0.1% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 349,947 | $28.2M | 3.2% | +35,739+11.4% | AddedConverted for a 4-for-1 split | – |
| AAPLApple Inc. | Stock | 94,005 | $27.2M | 3.1% | +526+0.6% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 255,013 | $24.6M | 2.8% | +18,238+7.7% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,988 | $23.9M | 2.7% | +628+2.0% | Added | History |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 476,503 | $23.5M | 2.7% | +468,133+5,593.0% | Added | – |
| MSFTMicrosoft Corp | Stock | 58,941 | $22.0M | 2.5% | +1,806+3.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 52,129 | $18.6M | 2.1% | −82−0.2% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 259,612 | $18.5M | 2.1% | +41,906+19.2% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 25,910 | $17.8M | 2.0% | −862−3.2% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 53,780 | $17.6M | 2.0% | +1,701+3.3% | Added | History |
| NVDANVIDIA Corp | Stock | 87,444 | $17.5M | 2.0% | +3,058+3.6% | Added | History |
| iShares S&P 100 ETF464287101 | ETF | 44,676 | $16.3M | 1.9% | −1,900−4.1% | Reduced | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 182,184 | $16.3M | 1.8% | +19,373+11.9% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 26,968 | $15.7M | 1.8% | +495+1.9% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,517 | $14.8M | 1.7% | +997+1.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 58,413 | $13.9M | 1.6% | +3,011+5.4% | Added | History |
| AESIAtlas Energy Solutions Inc. | COM NEW | 789,299 | $13.1M | 1.5% | −164,659−17.3% | Reduced | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 203,946 | $11.9M | 1.4% | 00.0% | Unchanged | – |
| ETNEaton Corp plc | Stock | 25,589 | $10.9M | 1.2% | +509+2.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 10,586 | $9.90M | 1.1% | +225+2.2% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 75,845 | $9.42M | 1.1% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 60,695 | $9.24M | 1.0% | +2,537+4.4% | Added | – |
| AVGOBroadcom Inc. | Stock | 22,347 | $8.44M | 1.0% | +1,679+8.1% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,736 | $8.25M | 0.9% | −170−1.4% | Reduced | History |
| WMTWalmart Inc. | Stock | 67,302 | $7.62M | 0.9% | +4,258+6.8% | Added | History |
| LLYEli Lilly & Co | Stock | 6,304 | $7.56M | 0.9% | +75+1.2% | Added | History |
| VVisa Inc. | Stock | 21,355 | $7.33M | 0.8% | +502+2.4% | Added | History |
| TCBXThird Coast Bancshares, Inc. | COM | 180,469 | $7.29M | 0.8% | −10,323−5.4% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 21,059 | $7.18M | 0.8% | +603+2.9% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 35,542 | $6.77M | 0.8% | +941+2.7% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 13,261 | $6.64M | 0.8% | +28+0.2% | Added | History |
| HDHome Depot, Inc. | Stock | 18,244 | $6.43M | 0.7% | +632+3.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 18,091 | $6.39M | 0.7% | +288+1.6% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 24,892 | $6.36M | 0.7% | +462+1.9% | Added | History |
| ALLAllstate Corp | Stock | 25,996 | $6.19M | 0.7% | +708+2.8% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 63,615 | $5.86M | 0.7% | +1,541+2.5% | Added | History |
| AMATApplied Materials Inc | Stock | 8,073 | $5.84M | 0.7% | +262+3.4% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 41,945 | $5.77M | 0.7% | +21+0.1% | Added | – |
| SPGIS&P Global Inc. | Stock | 13,984 | $5.70M | 0.6% | +329+2.4% | Added | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 122,878 | $5.62M | 0.6% | +17,456+16.6% | Added | – |
| METAMeta Platforms, Inc. | Stock | 9,433 | $5.31M | 0.6% | +527+5.9% | Added | History |
| MCKMcKesson Corp | Stock | 6,692 | $5.06M | 0.6% | +292+4.6% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 40,849 | $4.80M | 0.5% | +1,477+3.8% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 9,351 | $4.69M | 0.5% | +8,055+621.5% | Added | History |
| MSMorgan Stanley | Stock | 22,420 | $4.69M | 0.5% | +675+3.1% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 16,471 | $4.63M | 0.5% | +446+2.8% | Added | History |
| TTTrane Technologies plc | SHS | 8,690 | $4.27M | 0.5% | +9+0.1% | Added | History |
| KOCoca Cola Co | Stock | 47,469 | $3.86M | 0.4% | +305+0.6% | Added | History |
| GEGeneral Electric Co | Stock | 10,164 | $3.80M | 0.4% | +10,164 | New | History |
| IBMInternational Business Machines Corp | Stock | 13,156 | $3.70M | 0.4% | −181−1.4% | Reduced | History |
| SBUXStarbucks Corp | Stock | 34,788 | $3.55M | 0.4% | +1,317+3.9% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 11,985 | $3.51M | 0.4% | +656+5.8% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 44,528 | $3.43M | 0.4% | +2,053+4.8% | Added | – |
| ADIAnalog Devices Inc | Stock | 8,476 | $3.37M | 0.4% | +3,663+76.1% | Added | History |
| IRMIron Mountain Inc | COM | 26,615 | $3.36M | 0.4% | +1,216+4.8% | Added | History |
| ANETArista Networks, Inc. | Stock | 19,556 | $3.32M | 0.4% | +19,556 | New | History |
| MRKMerck & Co., Inc. | Stock | 25,697 | $3.30M | 0.4% | −20.0% | Reduced | History |
| CMICummins Inc | Stock | 4,580 | $3.27M | 0.4% | +4,580 | New | History |
| UNPUnion Pacific Corp | Stock | 11,469 | $3.12M | 0.4% | −34−0.3% | Reduced | History |
| AMGNAmgen Inc | Stock | 8,375 | $3.03M | 0.3% | +11+0.1% | Added | History |
| JNJJohnson & Johnson | Stock | 11,076 | $2.81M | 0.3% | +46+0.4% | Added | History |
| NFLXNetflix Inc | Stock | 38,418 | $2.74M | 0.3% | +2,932+8.3% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,627 | $2.67M | 0.3% | −259−6.7% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 12,486 | $2.66M | 0.3% | 00.0% | Unchanged | – |
| UBERUber Technologies, Inc | Stock | 35,800 | $2.58M | 0.3% | +2,066+6.1% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 5,269 | $2.19M | 0.2% | +178+3.5% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 8,051 | $2.03M | 0.2% | −25−0.3% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,484 | $2.03M | 0.2% | +41+0.8% | Added | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,613 | $2.02M | 0.2% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 5,391 | $1.99M | 0.2% | −255−4.5% | Reduced | History |
| AKAMAkamai Technologies Inc | COM | 15,789 | $1.87M | 0.2% | +15,789 | New | History |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 85,722 | $1.76M | 0.2% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 5,731 | $1.72M | 0.2% | +1,062+22.7% | Added | – |
| KLACKLA Corp | COM NEW | 5,260 | $1.59M | 0.2% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,232 | $1.54M | 0.2% | +66+2.1% | Added | History |
| CVXChevron Corp | Stock | 9,199 | $1.52M | 0.2% | +39+0.4% | Added | History |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 30,414 | $1.52M | 0.2% | +4,516+17.4% | Added | – |
| LOWLowes Companies Inc | Stock | 6,868 | $1.51M | 0.2% | +107+1.6% | Added | History |
| MAMastercard Inc | Stock | 2,897 | $1.49M | 0.2% | +58+2.0% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 40,448 | $1.49M | 0.2% | 00.0% | Unchanged | History |
| RJFRaymond James Financial Inc | COM | 9,383 | $1.43M | 0.2% | −196−2.0% | Reduced | History |
| Vanguard Health Care ETF92204A504 | ETF | 4,752 | $1.42M | 0.2% | −249−5.0% | Reduced | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 68,879 | $1.32M | 0.1% | +514+0.8% | Added | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 19,350 | $1.31M | 0.1% | +62+0.3% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,190 | $1.31M | 0.1% | 00.0% | Unchanged | – |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $1.30M | 0.1% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 1,157 | $1.23M | 0.1% | +75+6.9% | Added | History |
| MUMicron Technology Inc | Stock | 1,040 | $1.20M | 0.1% | −137−11.6% | Reduced | History |
| CICigna Group | Stock | 4,333 | $1.19M | 0.1% | +4,333 | New | History |
| MCDMcDonalds Corp | Stock | 4,208 | $1.14M | 0.1% | +46+1.1% | Added | History |
| PEPPepsiCo Inc | Stock | 8,063 | $1.09M | 0.1% | +101+1.3% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 9,043 | $1.08M | 0.1% | +6,275+226.7% | AddedConverted for a 8-for-1 split | – |
| CBChubb Ltd | Stock | 3,098 | $1.06M | 0.1% | −18−0.6% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,096 | $1.04M | 0.1% | 00.0% | UnchangedConverted for a 6-for-1 split | – |
| RTXRTX Corp | Stock | 5,464 | $1.04M | 0.1% | +131+2.5% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 1,014 | $1.03M | 0.1% | −17−1.6% | Reduced | History |
| PFEPfizer Inc | Stock | 42,564 | $1.02M | 0.1% | −2,079−4.7% | Reduced | History |
Sold out since Q1 2026 (17)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 19,766 | $4.47M | 0.6% | History |
| MDTMedtronic plc | Stock | 27,248 | $2.36M | 0.3% | History |
| SNOWSnowflake Inc. | Stock | 14,656 | $2.21M | 0.3% | History |
| DOVDOVER Corp | COM | 10,139 | $2.11M | 0.3% | History |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 5,931 | $313.5K | <0.1% | – |
| EXEExpand Energy Corp | COM | 2,850 | $312.9K | <0.1% | History |
| ZTSZoetis Inc. | Stock | 2,326 | $275.0K | <0.1% | History |
| SNDASonida Senior Living, Inc. | COM | 8,501 | $274.2K | <0.1% | History |
| NKENIKE, Inc. | Stock | 4,849 | $256.1K | <0.1% | History |
| ACNAccenture plc | Stock | 1,277 | $253.1K | <0.1% | History |
| SLViShares Silver Trust | ETF | 3,300 | $224.9K | <0.1% | History |
| VZVerizon Communications Inc | Stock | 4,375 | $219.6K | <0.1% | History |
| CEGConstellation Energy Corp | Stock | 764 | $213.4K | <0.1% | History |
| ADBEAdobe Inc. | Stock | 875 | $212.7K | <0.1% | History |
| IBITiShares Bitcoin Trust ETF | ETF | 5,534 | $212.6K | <0.1% | History |
| CORCencora, Inc. | Stock | 674 | $211.9K | <0.1% | History |
| NOCNorthrop Grumman Corp | Stock | 296 | $201.9K | <0.1% | History |