Q2 2026 13F · SEC CIK 1768095

Meridian Wealth Advisors, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $880.0M
Reported positions: 211
Top holdings a year, 3 yrs: +16.6%
Assets under management: $1.7B

Meridian Wealth Advisors, LLC is a wealth manager that reported 211 positions worth $880.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Ishares Tr (IVV, 10.8%), Ishares Gold Tr (IAU, 5.5%), Exxon Mobil Corp (XOM, 5.0%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Meridian Wealth Advisors, LLC holdings largest 50 of 211 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meridian Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	10.8%	10.6%	126,391	+3.4%	$94.7M
IAUIshares Gold Tr	5.5%	6.8%	641,393	+9.6%	$48.4M
XOMExxon Mobil Corp	5.0%	7.2%	322,421	+0.1%	$44.1M
VOVanguard Index Fds	3.2%	3.0%	349,947	+345.5%	$28.2M
AAPLApple Inc	3.1%	3.1%	94,005	+0.6%	$27.2M
USMVIshares Tr	2.8%	2.9%	255,013	+7.7%	$24.6M
SPYState Str Spdr S&p 500 ETF T	2.7%	2.7%	31,988	+2.0%	$23.9M
CGDVCapital Group Dividend Value	2.7%	—	476,503	—	$23.5M
MSFTMicrosoft Corp	2.5%	2.8%	58,941	+3.2%	$22.0M
GOOGLAlphabet Inc	2.1%	2.0%	52,129	-0.2%	$18.6M
VEAVanguard Ftse Developed Markets Index Fu	2.1%	1.8%	259,612	+19.2%	$18.5M
VOOVanguard Index Fds	2.0%	2.1%	25,910	-3.2%	$17.8M
JPMJpmorgan Chase & Co	2.0%	2.0%	53,780	+3.3%	$17.6M
NVDANvidia Corporation	2.0%	1.9%	87,444	+3.6%	$17.5M
OEFIshares Tr	1.9%	2.0%	44,676	-4.1%	$16.3M
AVDEAvantis International Equity ETF	1.8%	1.8%	182,184	+11.9%	$16.3M
AMDAdvanced Micro Devices Inc	1.8%	0.7%	26,968	+1.9%	$15.7M
VIGVanguard Specialized Funds	1.7%	1.7%	62,517	+1.6%	$14.8M
AMZNAmazon Com Inc	1.6%	1.5%	58,413	+5.4%	$13.9M
AESIAtlas Energy Solutions Inc	1.5%	1.7%	789,299	-17.3%	$13.1M
PTLCPacer Fds Tr	1.4%	1.4%	203,946	+0.0%	$11.9M
ETNEaton Corp PLC	1.2%	1.2%	25,589	+2.0%	$10.9M
COSTCostco Wholesale Corporation	1.1%	1.4%	10,586	+2.2%	$9.9M
IWFIshares Tr	1.1%	1.1%	75,845	+299.8%	$9.4M
SDYSpdr Ser Tr	1.1%	1.1%	60,695	+4.4%	$9.2M
AVGOBroadcom Inc	1.0%	0.8%	22,347	+8.1%	$8.4M
MDYState Str Spdr S&p Midcap 40	0.9%	1.0%	11,736	-1.4%	$8.3M
WMTWalmart Inc	0.9%	1.0%	67,302	+6.8%	$7.6M
LLYEli Lilly & Co	0.9%	0.8%	6,304	+1.2%	$7.6M
VVisa Inc	0.8%	0.8%	21,355	+2.4%	$7.3M
TCBXThird Coast Bancshares Inc	0.8%	1.0%	180,469	-5.4%	$7.3M
PANWPalo Alto Networks Inc	0.8%	0.4%	21,059	+2.9%	$7.2M
XLKSelect Sector Spdr Tr	0.8%	0.6%	35,542	+2.7%	$6.8M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.8%	13,261	+0.2%	$6.6M
HDHome Depot Inc	0.7%	0.8%	18,244	+3.6%	$6.4M
GOOGAlphabet Inc	0.7%	0.7%	18,091	+1.6%	$6.4M
MPCMarathon Petroleum	0.7%	0.8%	24,892	+1.9%	$6.4M
ALLAllstate Corp	0.7%	0.7%	25,996	+2.8%	$6.2M
ORLYOreilly Automotive Inc	0.7%	0.8%	63,615	+2.5%	$5.9M
AMATApplied Matls Inc	0.7%	—	8,073	—	$5.8M
IVWIshares Tr	0.7%	0.6%	41,945	+0.1%	$5.8M
SPGIS&p Global Inc	0.6%	0.8%	13,984	+2.4%	$5.7M
DIVOAmplify ETF Tr	0.6%	0.6%	122,878	+16.6%	$5.6M
METAMeta Platforms Inc	0.6%	0.7%	9,433	+5.9%	$5.3M
MCKMckesson Corp	0.6%	0.7%	6,692	+4.6%	$5.1M
CSCOCisco Sys Inc	0.5%	—	40,849	—	$4.8M
TMOThermo Fisher Scientific Inc	0.5%	—	9,351	—	$4.7M
MSMorgan Stanley	0.5%	0.5%	22,420	+3.1%	$4.7M
NXPINxp Semiconductors N V	0.5%	—	16,471	—	$4.6M
TTTrane Technologies PLC	0.5%	0.5%	8,690	+0.1%	$4.3M

What Meridian Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.1% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: +11.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$880.0M	211
Q1 2026	$756.4M	202
Q4 2025	$722.2M	185
Q3 2025	$704.4M	186
Q2 2025	$632.5M	180
Q1 2025	$589.0M	170
Q4 2024	$606.3M	175
Q3 2024	$598.0M	176
Q2 2024	$560.7M	175
Q1 2024	$532.4M	176
Q4 2023	$456.7M	177
Q3 2023	$400.2M	178

Questions about Meridian Wealth Advisors, LLC's portfolio

What stocks does Meridian Wealth Advisors, LLC own?

Meridian Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 211 positions worth $880.0M. The largest are Ishares Tr (IVV) at 10.8%, Ishares Gold Tr (IAU) at 5.5%, Exxon Mobil Corp (XOM) at 5.0%, Vanguard Index Fds (VO) at 3.2% and Apple Inc (AAPL) at 3.1%.

What did Meridian Wealth Advisors, LLC buy last quarter?

In Q2 2026, Meridian Wealth Advisors, LLC added Vanguard Index Fds (VO) (+345.5% shares), Ishares Tr (IWF) (+299.8% shares) and Vanguard Ftse Developed Markets Index Fu (VEA) (+19.2% shares), compared with its Q1 2026 filing.

What did Meridian Wealth Advisors, LLC sell last quarter?

In Q2 2026, Meridian Wealth Advisors, LLC cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Iqvia Hldgs Inc (IQV), cut from its top 50 Coca Cola Co (KO), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Air Products and Chemicals I (APD), Atlas Energy Solutions Inc (AESI) (-17.3% shares) and Third Coast Bancshares Inc (TCBX) (-5.4% shares), compared with its Q1 2026 filing.

How has Meridian Wealth Advisors, LLC's portfolio performed?

A portfolio copying Meridian Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.1% against +20.1%. Over 5 years: +11.6% a year against +11.6%.

When is Meridian Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meridian Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meridian Wealth Advisors, LLC manage?

Meridian Wealth Advisors, LLC reported $1.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $880.0M.