Meridian Wealth Advisors

Meridian Wealth Advisors as of June 30, 2026

Portfolio Holdings for Meridian Wealth Advisors

Meridian Wealth Advisors holds 211 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.8 $95M 126k 748.89
Ishares Gold Tr Ishares New (IAU) 5.5 $48M 641k 75.51
Exxon Mobil Corporation (XOM) 5.0 $44M 322k 136.72
Vanguard Index Fds Mid Cap Etf (VO) 3.2 $28M 350k 80.57
Apple (AAPL) 3.1 $27M 94k 289.36
Ishares Tr Msci Usa Min Etf (USMV) 2.8 $25M 255k 96.46
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.7 $24M 32k 746.76
Capital Group Dividend Value Shs Creat Unit (CGDV) 2.7 $24M 477k 49.28
Microsoft Corporation (MSFT) 2.5 $22M 59k 373.02
Alphabet Cap Stk Cl A (GOOGL) 2.1 $19M 52k 357.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $19M 260k 71.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $18M 26k 686.82
JPMorgan Chase & Co. (JPM) 2.0 $18M 54k 327.33
NVIDIA Corporation (NVDA) 2.0 $18M 87k 200.09
Ishares Tr S&p 100 Etf (OEF) 1.9 $16M 45k 365.87
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.8 $16M 182k 89.20
Advanced Micro Devices (AMD) 1.8 $16M 27k 580.91
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $15M 63k 236.62
Amazon (AMZN) 1.6 $14M 58k 238.34
Atlas Energy Solutions Com New (AESI) 1.5 $13M 789k 16.61
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.4 $12M 204k 58.26
Eaton Corp SHS (ETN) 1.2 $11M 26k 426.12
Costco Wholesale Corporation (COST) 1.1 $9.9M 11k 935.43
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $9.4M 76k 124.17
Spdr Series Trust St Str Sp Div (SDY) 1.0 $9.2M 61k 152.18
Broadcom (AVGO) 1.0 $8.4M 22k 377.74
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.9 $8.3M 12k 703.31
Wal-Mart Stores (WMT) 0.9 $7.6M 67k 113.26
Eli Lilly & Co. (LLY) 0.9 $7.6M 6.3k 1199.45
Visa Com Cl A (V) 0.8 $7.3M 21k 343.09
Third Coast Bancshares (TCBX) 0.8 $7.3M 181k 40.40
Palo Alto Networks (PANW) 0.8 $7.2M 21k 341.02
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.8 $6.8M 36k 190.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $6.6M 13k 500.39
Home Depot (HD) 0.7 $6.4M 18k 352.69
Alphabet Cap Stk Cl C (GOOG) 0.7 $6.4M 18k 353.33
Marathon Petroleum Corp (MPC) 0.7 $6.4M 25k 255.67
Allstate Corporation (ALL) 0.7 $6.2M 26k 237.94
O'reilly Automotive (ORLY) 0.7 $5.9M 64k 92.09
Applied Materials (AMAT) 0.7 $5.8M 8.1k 722.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $5.8M 42k 137.53
S&p Global (SPGI) 0.6 $5.7M 14k 407.27
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.6 $5.6M 123k 45.70
Meta Platforms Cl A (META) 0.6 $5.3M 9.4k 563.27
McKesson Corporation (MCK) 0.6 $5.1M 6.7k 755.55
Cisco Systems (CSCO) 0.5 $4.8M 41k 117.46
Thermo Fisher Scientific (TMO) 0.5 $4.7M 9.4k 501.36
Morgan Stanley Com New (MS) 0.5 $4.7M 22k 209.04
Nxp Semiconductors N V (NXPI) 0.5 $4.6M 17k 281.03
Trane Technologies SHS (TT) 0.5 $4.3M 8.7k 491.17
Coca-Cola Company (KO) 0.4 $3.9M 48k 81.27
Ge Aerospace Com New (GE) 0.4 $3.8M 10k 373.73
International Business Machines (IBM) 0.4 $3.7M 13k 281.21
Starbucks Corporation (SBUX) 0.4 $3.6M 35k 102.19
Air Products & Chemicals (APD) 0.4 $3.5M 12k 293.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $3.4M 45k 77.11
Analog Devices (ADI) 0.4 $3.4M 8.5k 397.16
Iron Mountain (IRM) 0.4 $3.4M 27k 126.31
Arista Networks Com Shs (ANET) 0.4 $3.3M 20k 169.88
Merck & Co (MRK) 0.4 $3.3M 26k 128.50
Cummins (CMI) 0.4 $3.3M 4.6k 713.21
Union Pacific Corporation (UNP) 0.4 $3.1M 12k 271.99
Amgen (AMGN) 0.3 $3.0M 8.4k 362.12
Johnson & Johnson (JNJ) 0.3 $2.8M 11k 253.98
Netflix (NFLX) 0.3 $2.7M 38k 71.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.7M 3.6k 736.44
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $2.7M 13k 212.77
Uber Technologies (UBER) 0.3 $2.6M 36k 72.16
UnitedHealth (UNH) 0.2 $2.2M 5.3k 415.63
Ishares Tr U.s. Tech Etf (IYW) 0.2 $2.0M 8.1k 252.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.0M 5.5k 370.02
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $2.0M 17k 121.42
Spdr Gold Tr Gold Shs (GLD) 0.2 $2.0M 5.4k 368.38
Akamai Technologies (AKAM) 0.2 $1.9M 16k 118.21
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.2 $1.8M 86k 20.56
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.7M 5.7k 300.46
Kla Corp Com New (KLAC) 0.2 $1.6M 5.3k 301.71
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $1.5M 3.2k 477.52
Chevron Corporation (CVX) 0.2 $1.5M 9.2k 165.76
Listed Fds Tr Hori Ki Infl Etf (INFL) 0.2 $1.5M 30k 49.88
Lowe's Companies (LOW) 0.2 $1.5M 6.9k 220.50
Mastercard Incorporated Cl A (MA) 0.2 $1.5M 2.9k 513.62
Enterprise Products Partners (EPD) 0.2 $1.5M 40k 36.76
Raymond James Financial (RJF) 0.2 $1.4M 9.4k 152.03
Vanguard World Health Car Etf (VHT) 0.2 $1.4M 4.8k 299.00
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.3M 69k 19.12
Spdr Series Trust St Str P400mid (SPMD) 0.1 $1.3M 19k 67.56
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.3M 3.2k 409.50
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.1 $1.3M 31k 41.83
Caterpillar (CAT) 0.1 $1.2M 1.2k 1064.74
Micron Technology (MU) 0.1 $1.2M 1.0k 1154.32
Cigna Corp (CI) 0.1 $1.2M 4.3k 275.66
McDonald's Corporation (MCD) 0.1 $1.1M 4.2k 270.29
Pepsi (PEP) 0.1 $1.1M 8.1k 135.40
Vanguard World Inf Tech Etf (VGT) 0.1 $1.1M 9.0k 119.53
Chubb (CB) 0.1 $1.1M 3.1k 340.78
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.0M 12k 86.14
Raytheon Technologies Corp (RTX) 0.1 $1.0M 5.5k 189.73
Goldman Sachs (GS) 0.1 $1.0M 1.0k 1011.70
Pfizer (PFE) 0.1 $1.0M 43k 24.08
Lockheed Martin Corporation (LMT) 0.1 $1.0M 2.0k 509.53
Qualcomm (QCOM) 0.1 $995k 5.4k 184.79
Blackrock (BLK) 0.1 $949k 987.00 961.70
Vanguard Index Fds Large Cap Etf (VV) 0.1 $946k 2.8k 343.91
Rollins (ROL) 0.1 $927k 22k 41.74
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $902k 12k 75.45
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $890k 4.8k 185.23
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $873k 5.9k 148.30
TJX Companies (TJX) 0.1 $869k 5.7k 151.51
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $865k 5.4k 158.66
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $855k 18k 46.92
Texas Instruments Incorporated (TXN) 0.1 $807k 2.7k 298.09
Inhibrx Biosciences (INBX) 0.1 $805k 8.5k 94.75
Blackstone Group Inc Com Cl A (BX) 0.1 $805k 6.8k 117.67
Realty Income (O) 0.1 $803k 13k 61.96
American Express Company (AXP) 0.1 $791k 2.3k 338.27
salesforce (CRM) 0.1 $785k 5.0k 156.67
Procter & Gamble Company (PG) 0.1 $773k 5.3k 146.65
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $752k 4.0k 188.09
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $749k 14k 53.61
3M Company (MMM) 0.1 $743k 4.6k 161.89
Vanguard World Industrial Etf (VIS) 0.1 $727k 2.0k 360.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $724k 23k 31.71
Tesla Motors (TSLA) 0.1 $719k 1.7k 420.60
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $709k 16k 43.50
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $708k 24k 30.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $693k 2.9k 242.43
Motorola Solutions Com New (MSI) 0.1 $689k 1.7k 415.33
Abbott Laboratories (ABT) 0.1 $686k 7.6k 90.74
At&t (T) 0.1 $683k 33k 20.70
Vanguard World Mega Cap Index (MGC) 0.1 $681k 2.5k 273.63
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $645k 2.1k 306.28
Honeywell International (HON) 0.1 $641k 2.9k 223.86
Honeywell Aerospace (HONA) 0.1 $632k 2.9k 221.08
Sprott Etf Trust Gold Miners Etf (SGDM) 0.1 $629k 10k 62.87
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $621k 5.3k 117.28
Vanguard Index Fds Value Etf (VTV) 0.1 $619k 2.8k 217.90
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $587k 12k 51.05
Spdr Series Trust Sp O&g Expl Pro (XOP) 0.1 $586k 3.8k 154.26
PPG Industries (PPG) 0.1 $583k 4.8k 121.29
Bank of America Corporation (BAC) 0.1 $577k 10k 56.98
PNC Financial Services (PNC) 0.1 $577k 2.3k 246.26
Illinois Tool Works (ITW) 0.1 $570k 2.1k 270.49
Danaher Corporation (DHR) 0.1 $569k 3.0k 190.48
Republic Services (RSG) 0.1 $549k 2.6k 213.08
Global X Fds Us Pfd Etf (PFFD) 0.1 $542k 29k 18.69
Capital Group Core Equity Et Shs Creat Unit (CGUS) 0.1 $484k 11k 44.48
Infleqtion Com Shs (INFQ) 0.1 $462k 35k 13.32
Equinix (EQIX) 0.1 $448k 430.00 1042.90
Automatic Data Processing (ADP) 0.0 $439k 2.0k 223.95
Oracle Corporation (ORCL) 0.0 $423k 2.9k 146.57
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $421k 4.6k 91.21
Novartis Sponsored Adr (NVS) 0.0 $408k 2.6k 156.72
MercadoLibre (MELI) 0.0 $402k 237.00 1697.39
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $401k 20k 20.49
Cme (CME) 0.0 $400k 1.8k 220.79
Citigroup Com New (C) 0.0 $398k 2.8k 139.96
Spdr Series Trust St Str P500etf (SPYM) 0.0 $397k 4.5k 87.88
Waste Management (WM) 0.0 $397k 1.8k 222.82
First Tr Exchange-traded A Com Shs (FTC) 0.0 $383k 2.0k 193.77
Abbvie (ABBV) 0.0 $378k 1.5k 251.63
Williams Companies (WMB) 0.0 $378k 5.1k 74.34
Iqvia Holdings (IQV) 0.0 $369k 1.9k 193.22
United Parcel Svcs CL B (UPS) 0.0 $352k 3.3k 107.50
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $346k 4.0k 86.42
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $342k 5.4k 63.85
Viper Energy Cl A (VNOM) 0.0 $328k 7.7k 42.40
Philip Morris International (PM) 0.0 $327k 1.8k 180.95
Intel Corporation (INTC) 0.0 $326k 2.3k 139.63
Cameco Corporation (CCJ) 0.0 $320k 3.1k 101.85
Coherent Corp (COHR) 0.0 $318k 805.00 394.47
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $311k 595.00 522.39
AutoZone (AZO) 0.0 $310k 97.00 3195.94
Ishares Core Msci Emkt (IEMG) 0.0 $309k 3.7k 82.84
Crowdstrike Hldgs Cl A (CRWD) 0.0 $307k 402.00 763.14
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.0 $297k 3.6k 83.07
Ishares Tr Core 80 20 Etf (AOA) 0.0 $290k 3.0k 97.59
Marsh & McLennan Companies (MRSH) 0.0 $283k 1.7k 166.71
ConocoPhillips (COP) 0.0 $275k 2.6k 103.98
Cullen/Frost Bankers (CFR) 0.0 $274k 1.8k 154.55
First Tr Exchange-traded Cloud Computing (SKYY) 0.0 $268k 2.0k 134.56
Gilead Sciences (GILD) 0.0 $266k 2.1k 126.35
Oneok (OKE) 0.0 $264k 3.0k 86.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $264k 4.4k 59.69
Immunitybio (IBRX) 0.0 $262k 30k 8.76
Ishares Tr National Mun Etf (MUB) 0.0 $260k 2.4k 107.62
Mondelez Intl Cl A (MDLZ) 0.0 $255k 4.4k 57.84
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $248k 2.0k 124.74
Parker-Hannifin Corporation (PH) 0.0 $248k 253.00 978.13
Flex Ord (FLEX) 0.0 $243k 1.5k 162.07
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $242k 995.00 242.92
Park National Corporation (PRK) 0.0 $240k 1.3k 182.99
Phillips 66 (PSX) 0.0 $230k 1.4k 169.04
Deere & Company (DE) 0.0 $228k 360.00 634.43
Monolithic Power Systems (MPWR) 0.0 $228k 165.00 1382.36
Archrock (AROC) 0.0 $228k 5.6k 40.71
Intercontinental Exchange (ICE) 0.0 $228k 1.8k 123.14
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $227k 2.6k 87.71
Nextera Energy (NEE) 0.0 $224k 2.5k 87.76
General Dynamics Corporation (GD) 0.0 $223k 630.00 354.30
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $216k 434.00 496.73
Ge Vernova (GEV) 0.0 $213k 181.00 1174.90
Diamondback Energy (FANG) 0.0 $206k 1.2k 175.71
Canadian Natl Ry (CNI) 0.0 $203k 1.7k 119.24
Kimbell Rty Partners Unit (KRP) 0.0 $202k 14k 14.53
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $191k 11k 17.88
Starwood Property Trust (STWD) 0.0 $184k 11k 16.38
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $176k 18k 9.81
Reservoir Media (RSVR) 0.0 $99k 10k 9.89
Peloton Interactive Cl A Com (PTON) 0.0 $71k 12k 5.91
Rein Therapeutics Com New (RNTX) 0.0 $30k 29k 1.04