Meridian Wealth Advisors
Latest statistics and disclosures from Meridian Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IAU, XOM, MSFT, AAPL, and represent 30.09% of Meridian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVDE (+$11M), VOO (+$8.9M), USMV (+$5.4M), VO, MS, SBUX, XLK, IVV, VEA, ANET.
- Started 12 new stock positions in ANET, COR, SBUX, EXE, MS, HEFA, SNOW, SLV, AVDE, XOP. NAKA, IRM.
- Reduced shares in these 10 stocks: AESI (-$14M), FI, O, GOOGL, ADBE, CMG, JPM, SPY, MSFT, APD.
- Sold out of its positions in CMG, CMCSA, FI, GD, SPHD, BSJP, KMB, MPWR, PRK, PSX. XYZ, UBER, MDT.
- Meridian Wealth Advisors was a net buyer of stock by $5.8M.
- Meridian Wealth Advisors has $722M in assets under management (AUM), dropping by 2.53%.
- Central Index Key (CIK): 0001768095
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Portfolio Holdings for Meridian Wealth Advisors
Meridian Wealth Advisors holds 185 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.2 | $81M | +3% | 118k | 684.94 |
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| Ishares Gold Tr Ishares New (IAU) | 6.4 | $46M | 571k | 81.17 |
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| Exxon Mobil Corporation (XOM) | 5.2 | $38M | 314k | 120.34 |
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| Microsoft Corporation (MSFT) | 3.7 | $27M | -4% | 55k | 483.62 |
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| Apple (AAPL) | 3.6 | $26M | -4% | 95k | 271.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $21M | -5% | 31k | 681.92 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.6 | $19M | +89% | 30k | 627.13 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 2.6 | $19M | +40% | 198k | 94.16 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.5 | $18M | +38% | 62k | 290.22 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $18M | -7% | 55k | 322.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $17M | -15% | 53k | 313.00 |
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| Ishares Tr S&p 100 Etf (OEF) | 2.2 | $16M | 47k | 342.97 |
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| NVIDIA Corporation (NVDA) | 2.1 | $15M | -3% | 81k | 186.50 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.9 | $14M | 63k | 219.78 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $12M | +23% | 186k | 62.47 |
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| Amazon (AMZN) | 1.6 | $11M | -8% | 49k | 230.82 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.6 | $11M | 204k | 55.58 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.5 | $11M | NEW | 131k | 82.32 |
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| Atlas Energy Solutions Com New (AESI) | 1.3 | $9.3M | -59% | 991k | 9.42 |
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| Costco Wholesale Corporation (COST) | 1.3 | $9.3M | -6% | 11k | 862.33 |
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| Visa Com Cl A (V) | 1.3 | $9.1M | -5% | 26k | 350.71 |
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| Eaton Corp SHS (ETN) | 1.1 | $8.3M | -4% | 26k | 318.51 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $7.4M | 16k | 473.31 |
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| Wal-Mart Stores (WMT) | 1.0 | $7.3M | 66k | 111.41 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.0 | $7.1M | -7% | 12k | 603.30 |
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| Spdr Series Trust State Street Spd (SDY) | 1.0 | $7.0M | +5% | 50k | 139.16 |
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| Eli Lilly & Co. (LLY) | 0.9 | $6.8M | 6.4k | 1074.67 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $6.8M | -7% | 13k | 502.65 |
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| Broadcom (AVGO) | 0.9 | $6.5M | -6% | 19k | 346.10 |
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| Meta Platforms Cl A (META) | 0.9 | $6.4M | -6% | 9.7k | 660.08 |
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| Advanced Micro Devices (AMD) | 0.9 | $6.3M | -13% | 29k | 214.16 |
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| S&p Global (SPGI) | 0.8 | $6.1M | -3% | 12k | 522.61 |
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| O'reilly Automotive (ORLY) | 0.8 | $6.1M | -7% | 67k | 91.21 |
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| McKesson Corporation (MCK) | 0.8 | $5.9M | 7.2k | 820.30 |
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| Union Pacific Corporation (UNP) | 0.8 | $5.8M | 25k | 231.32 |
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| Home Depot (HD) | 0.8 | $5.7M | -4% | 17k | 344.09 |
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| Merck & Co (MRK) | 0.8 | $5.7M | 54k | 105.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $5.6M | -4% | 18k | 313.80 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $5.6M | +98% | 39k | 143.97 |
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| Allstate Corporation (ALL) | 0.8 | $5.6M | -4% | 27k | 208.15 |
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| salesforce (CRM) | 0.7 | $5.4M | -3% | 20k | 264.92 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $5.2M | 42k | 123.26 |
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| Nxp Semiconductors N V (NXPI) | 0.7 | $4.7M | +4% | 22k | 217.06 |
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| 3M Company (MMM) | 0.6 | $4.5M | 28k | 160.10 |
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| Morgan Stanley Com New (MS) | 0.6 | $4.4M | NEW | 25k | 177.53 |
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| Iqvia Holdings (IQV) | 0.6 | $4.1M | +2% | 18k | 225.41 |
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| Marathon Petroleum Corp (MPC) | 0.6 | $4.0M | -4% | 25k | 162.63 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.6 | $4.0M | +44% | 91k | 44.50 |
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| UnitedHealth (UNH) | 0.5 | $3.8M | -10% | 11k | 330.10 |
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| Trane Technologies SHS (TT) | 0.5 | $3.7M | -14% | 9.6k | 389.19 |
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| International Business Machines (IBM) | 0.5 | $3.7M | +3% | 12k | 296.20 |
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| Starbucks Corporation (SBUX) | 0.4 | $2.9M | NEW | 35k | 84.21 |
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| Coca-Cola Company (KO) | 0.4 | $2.9M | +4% | 41k | 69.91 |
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| Amgen (AMGN) | 0.4 | $2.7M | 8.2k | 327.32 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $2.4M | 13k | 191.56 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.3M | +6% | 11k | 206.94 |
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| Air Products & Chemicals (APD) | 0.3 | $2.2M | -34% | 9.0k | 247.03 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.2M | 5.6k | 396.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.2M | +4% | 3.6k | 614.31 |
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| Palo Alto Networks (PANW) | 0.3 | $2.2M | +169% | 12k | 184.20 |
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| Arista Networks Com Shs (ANET) | 0.3 | $2.0M | NEW | 15k | 131.03 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.3 | $1.9M | 98k | 19.20 |
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| Iron Mountain (IRM) | 0.2 | $1.7M | NEW | 20k | 82.95 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.7M | +4% | 5.0k | 335.27 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $1.7M | 17k | 99.52 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.6M | +196% | 25k | 66.00 |
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| Lowe's Companies (LOW) | 0.2 | $1.6M | 6.7k | 241.14 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.6M | -7% | 8.1k | 199.68 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | 2.8k | 570.88 |
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| Raymond James Financial (RJF) | 0.2 | $1.5M | -6% | 9.6k | 160.59 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.4M | 5.0k | 287.84 |
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| Snowflake Com Shs (SNOW) | 0.2 | $1.4M | NEW | 6.4k | 219.36 |
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| Analog Devices (ADI) | 0.2 | $1.3M | -3% | 4.8k | 271.20 |
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| Enterprise Products Partners (EPD) | 0.2 | $1.3M | 40k | 32.06 |
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| McDonald's Corporation (MCD) | 0.2 | $1.3M | -3% | 4.2k | 305.63 |
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| Honeywell International (HON) | 0.2 | $1.3M | -7% | 6.6k | 195.10 |
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| Chevron Corporation (CVX) | 0.2 | $1.3M | -9% | 8.3k | 152.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.2M | 4.8k | 246.14 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.2M | 3.2k | 373.44 |
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| Listed Fds Tr Horizon Kinetics (INFL) | 0.2 | $1.2M | +27% | 26k | 44.46 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $1.1M | 68k | 16.49 |
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| Pepsi (PEP) | 0.2 | $1.1M | -5% | 7.9k | 143.52 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.1M | -12% | 7.3k | 154.14 |
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| Blackrock (BLK) | 0.2 | $1.1M | -5% | 1.0k | 1070.38 |
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| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $1.1M | 31k | 35.67 |
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| Pfizer (PFE) | 0.2 | $1.1M | +15% | 44k | 24.90 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $1.0M | 12k | 85.77 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.0M | -5% | 2.1k | 483.65 |
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| Chubb (CB) | 0.1 | $993k | -3% | 3.2k | 312.09 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $990k | +2% | 5.4k | 183.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $984k | 2.0k | 487.86 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $962k | 3.2k | 303.85 |
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| Qualcomm (QCOM) | 0.1 | $930k | 5.4k | 171.05 |
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| Abbott Laboratories (ABT) | 0.1 | $923k | -4% | 7.4k | 125.29 |
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| Goldman Sachs (GS) | 0.1 | $912k | 1.0k | 879.27 |
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| Cisco Systems (CSCO) | 0.1 | $887k | -9% | 12k | 77.03 |
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| TJX Companies (TJX) | 0.1 | $878k | -3% | 5.7k | 153.60 |
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| American Express Company (AXP) | 0.1 | $867k | -4% | 2.3k | 369.95 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $866k | 2.8k | 314.80 |
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| At&t (T) | 0.1 | $841k | 34k | 24.84 |
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| Inhibrx Biosciences (INBX) | 0.1 | $830k | -58% | 11k | 79.00 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $775k | 24k | 33.02 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $774k | 1.3k | 579.45 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $762k | +15% | 10k | 76.23 |
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| Realty Income (O) | 0.1 | $751k | -82% | 13k | 56.37 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $745k | 4.8k | 155.12 |
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| Procter & Gamble Company (PG) | 0.1 | $727k | 5.1k | 143.31 |
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| Third Coast Bancshares (TCBX) | 0.1 | $718k | +63% | 19k | 38.01 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $707k | 4.6k | 154.80 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $706k | 5.9k | 120.18 |
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| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.1 | $696k | 10k | 69.63 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $689k | 13k | 54.77 |
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| Motorola Solutions Com New (MSI) | 0.1 | $679k | -22% | 1.8k | 383.22 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $672k | 4.0k | 167.94 |
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| Danaher Corporation (DHR) | 0.1 | $670k | 2.9k | 228.92 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $651k | -81% | 1.9k | 349.99 |
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| Kla Corp Com New (KLAC) | 0.1 | $640k | 527.00 | 1215.08 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $626k | +32% | 23k | 27.43 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $626k | NEW | 15k | 41.36 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $625k | 2.5k | 251.17 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $621k | +100% | 5.2k | 119.41 |
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| Caterpillar (CAT) | 0.1 | $612k | -55% | 1.1k | 573.03 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $601k | 2.9k | 210.34 |
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| Oracle Corporation (ORCL) | 0.1 | $581k | 3.0k | 194.90 |
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| Tesla Motors (TSLA) | 0.1 | $558k | -8% | 1.2k | 449.72 |
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| Automatic Data Processing (ADP) | 0.1 | $552k | -16% | 2.1k | 257.23 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $548k | 29k | 18.91 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $543k | 2.8k | 190.96 |
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| Cme (CME) | 0.1 | $538k | -7% | 2.0k | 273.01 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $518k | 1.9k | 279.08 |
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| Republic Services (RSG) | 0.1 | $513k | -9% | 2.4k | 211.93 |
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| Illinois Tool Works (ITW) | 0.1 | $511k | 2.1k | 246.30 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $510k | 1.7k | 298.30 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $502k | +13% | 5.8k | 87.16 |
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| PNC Financial Services (PNC) | 0.1 | $478k | 2.3k | 208.73 |
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| MercadoLibre (MELI) | 0.1 | $467k | 232.00 | 2014.26 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $428k | -17% | 2.5k | 173.49 |
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| Bank of America Corporation (BAC) | 0.1 | $418k | 7.6k | 55.00 |
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| Waste Management (WM) | 0.1 | $387k | 1.8k | 219.75 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $362k | -8% | 1.4k | 268.36 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $359k | 2.6k | 137.87 |
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| Viper Energy Cl A (VNOM) | 0.0 | $358k | -5% | 9.3k | 38.63 |
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| Servicenow (NOW) | 0.0 | $342k | +303% | 2.2k | 153.19 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $335k | +13% | 20k | 16.43 |
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| Applied Materials (AMAT) | 0.0 | $332k | -12% | 1.3k | 256.99 |
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| Equinix (EQIX) | 0.0 | $326k | 426.00 | 765.80 |
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| AutoZone (AZO) | 0.0 | $322k | 95.00 | 3391.49 |
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| First Tr Exchange-traded A Com Shs (FTC) | 0.0 | $316k | 2.0k | 159.88 |
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| Chesapeake Energy Corp (EXE) | 0.0 | $315k | NEW | 2.9k | 110.36 |
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| Marsh & McLennan Companies | 0.0 | $308k | 1.7k | 185.55 |
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| Abbvie (ABBV) | 0.0 | $307k | -25% | 1.3k | 228.58 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $306k | 3.8k | 80.23 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $301k | +53% | 6.1k | 49.65 |
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| Williams Companies (WMB) | 0.0 | $301k | -13% | 5.0k | 60.11 |
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| Walt Disney Company (DIS) | 0.0 | $299k | -19% | 2.6k | 113.77 |
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| Citigroup Com New (C) | 0.0 | $294k | 2.5k | 116.68 |
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| Zoetis Cl A (ZTS) | 0.0 | $288k | 2.3k | 125.82 |
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| Nike CL B (NKE) | 0.0 | $284k | -7% | 4.5k | 63.71 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $278k | 3.6k | 77.68 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $275k | -14% | 5.1k | 53.83 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $275k | +7% | 3.1k | 89.56 |
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| Liberty Energy Com Cl A (LBRT) | 0.0 | $273k | 15k | 18.46 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $261k | 346.00 | 754.71 |
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| Constellation Energy (CEG) | 0.0 | $259k | 732.00 | 353.27 |
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| Gilead Sciences (GILD) | 0.0 | $253k | -2% | 2.1k | 122.76 |
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| Starwood Property Trust (STWD) | 0.0 | $251k | 14k | 18.01 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $250k | -48% | 5.4k | 46.67 |
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| ConocoPhillips (COP) | 0.0 | $247k | -14% | 2.6k | 93.61 |
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| Verizon Communications (VZ) | 0.0 | $242k | -14% | 5.9k | 40.73 |
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| Spdr Series Trust State Street Spd (XOP) | 0.0 | $240k | NEW | 1.9k | 126.26 |
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| Nextera Energy (NEE) | 0.0 | $239k | -15% | 3.0k | 80.28 |
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| Oneok (OKE) | 0.0 | $233k | -12% | 3.2k | 73.50 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $223k | 2.6k | 86.25 |
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| Kimbell Rty Partners Unit (KRP) | 0.0 | $222k | 19k | 11.76 |
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| AmerisourceBergen (COR) | 0.0 | $216k | NEW | 638.00 | 337.79 |
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| Intercontinental Exchange (ICE) | 0.0 | $213k | -4% | 1.3k | 161.94 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $213k | NEW | 3.3k | 64.42 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $211k | 995.00 | 211.70 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $210k | -4% | 448.00 | 468.76 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $189k | 10k | 18.22 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $171k | 18k | 9.53 |
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| Propetro Hldg (PUMP) | 0.0 | $95k | 10k | 9.51 |
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| Reservoir Media (RSVR) | 0.0 | $76k | 10k | 7.57 |
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| Rein Therapeutics Com New (RNTX) | 0.0 | $33k | 29k | 1.16 |
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| Kindly Md (NAKA) | 0.0 | $3.9k | NEW | 11k | 0.35 |
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Past Filings by Meridian Wealth Advisors
SEC 13F filings are viewable for Meridian Wealth Advisors going back to 2018
- Meridian Wealth Advisors 2025 Q4 filed Feb. 17, 2026
- Meridian Wealth Advisors 2025 Q3 filed Nov. 12, 2025
- Meridian Wealth Advisors 2025 Q2 filed Aug. 12, 2025
- Meridian Wealth Advisors 2025 Q1 filed May 5, 2025
- Meridian Wealth Advisors 2024 Q4 filed Feb. 11, 2025
- Meridian Wealth Advisors 2024 Q3 filed Oct. 24, 2024
- Meridian Wealth Advisors 2024 Q2 filed Aug. 2, 2024
- Meridian Wealth Advisors 2024 Q1 filed May 10, 2024
- Meridian Wealth Advisors 2023 Q4 filed Feb. 6, 2024
- Meridian Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- Meridian Wealth Advisors 2023 Q2 filed Aug. 2, 2023
- Meridian Wealth Advisors 2023 Q1 filed May 2, 2023
- Meridian Wealth Advisors 2022 Q4 filed Jan. 23, 2023
- Meridian Wealth Advisors 2022 Q3 filed Oct. 19, 2022
- Meridian Wealth Advisors 2022 Q2 filed July 26, 2022
- Meridian Wealth Advisors 2022 Q1 filed May 12, 2022