Meridian Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 1768095 · latest 13F-HR filed 2026-05-11
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$756.4M
Long-equity book
Holdings
202
Distinct positions
Period
2026-03-31
Filed 2026-05-11
Q/Q Activity
+25 / −8 / ↑68 / ↓65
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$16.9M +44.7%
- THIRD COAST BANCSHARES INC$6.5M +905.7%
- ISHARES GOLD TR$5.3M +11.3%
- VANGUARD INDEX FDS$4.7M +26.2%
- ISHARES TR$3.3M +18.0%
Top Trims
- MICROSOFT CORP-$5.5M -20.6%
- SALESFORCE INC-$4.4M -81.7%
- 3M CO-$3.8M -85.1%
- UNION PAC CORP-$3.0M -52.2%
- VISA INC-$2.8M -31.0%
New Positions
- NETFLIX INC.$3.4M
- UBER TECHNOLOGIES INC$2.4M
- MEDTRONIC PLC$2.4M
- DOVER CORP$2.1M
- SPDR SERIES TRUST$1.1M
Exited Positions
- ARISTA NETWORKS INC$2.0M
- VIPER ENERGY INC$357.6K
- SERVICENOW INC$341.6K
- DISNEY WALT CO$298.8K
- LIBERTY ENERGY INC$273.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $79.8M | 10.55% | 122,183 | SH |
| 2 | EXXON MOBIL CORP | XOM | 30231G102 | $54.7M | 7.23% | 322,172 | SH |
| 3 | ISHARES GOLD TR | IAU | 464285204 | $51.6M | 6.82% | 585,046 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $23.7M | 3.14% | 93,479 | SH |
| 5 | VANGUARD INDEX FDS | VO | 922908629 | $22.6M | 2.98% | 78,552 | SH |
| 6 | ISHARES TR | USMV | 46429B697 | $22.0M | 2.90% | 236,775 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $21.1M | 2.80% | 57,135 | SH |
| 8 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $20.4M | 2.70% | 31,360 | SH |
| 9 | VANGUARD INDEX FDS | VOO | 922908363 | $16.0M | 2.12% | 26,772 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $15.3M | 2.03% | 52,079 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $15.0M | 1.98% | 52,211 | SH |
| 12 | ISHARES TR | OEF | 464287101 | $14.8M | 1.96% | 46,576 | SH |
| 13 | NVIDIA CORPORATION | NVDA | 67066G104 | $14.7M | 1.95% | 84,386 | SH |
| 14 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $14.0M | 1.84% | 217,706 | SH |
| 15 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $13.8M | 1.83% | 162,811 | SH |
| 16 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $13.2M | 1.75% | 61,520 | SH |
| 17 | ATLAS ENERGY SOLUTIONS INC | AESI | 642045108 | $12.5M | 1.65% | 953,958 | SH |
| 18 | AMAZON COM INC | AMZN | 023135106 | $11.5M | 1.53% | 55,402 | SH |
| 19 | PACER FDS TR | PTLC | 69374H105 | $10.7M | 1.41% | 203,946 | SH |
| 20 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $10.3M | 1.37% | 10,361 | SH |
| 21 | EATON CORP PLC | ETN | G29183103 | $9.0M | 1.19% | 25,080 | SH |
| 22 | SPDR SERIES TRUST | SDY | 78464A763 | $8.5M | 1.12% | 58,158 | SH |
| 23 | ISHARES TR | IWF | 464287614 | $8.1M | 1.07% | 18,971 | SH |
| 24 | WALMART INC | WMT | 931142103 | $7.8M | 1.04% | 63,044 | SH |
| 25 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $7.3M | 0.97% | 11,906 | SH |
| 26 | THIRD COAST BANCSHARES INC | TCBX | 88422P109 | $7.2M | 0.95% | 190,792 | SH |
| 27 | BROADCOM INC | AVGO | 11135F101 | $6.4M | 0.85% | 20,668 | SH |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $6.3M | 0.84% | 13,233 | SH |
| 29 | VISA INC | V | 92826C839 | $6.3M | 0.83% | 20,853 | SH |
| 30 | MARATHON PETE CORP | MPC | 56585A102 | $6.0M | 0.79% | 24,430 | SH |
| 31 | S&P GLOBAL INC | SPGI | 78409V104 | $5.8M | 0.77% | 13,655 | SH |
| 32 | HOME DEPOT INC | HD | 437076102 | $5.8M | 0.77% | 17,612 | SH |
| 33 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $5.7M | 0.76% | 62,074 | SH |
| 34 | ELI LILLY & CO | LLY | 532457108 | $5.7M | 0.76% | 6,229 | SH |
| 35 | MCKESSON CORP | MCK | 58155Q103 | $5.5M | 0.73% | 6,400 | SH |
| 36 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $5.4M | 0.71% | 26,473 | SH |
| 37 | ALLSTATE CORP | ALL | 020002101 | $5.2M | 0.69% | 25,288 | SH |
| 38 | ALPHABET INC | GOOG | 02079K107 | $5.1M | 0.68% | 17,803 | SH |
| 39 | META PLATFORMS INC | META | 30303M102 | $5.1M | 0.67% | 8,906 | SH |
| 40 | ISHARES TR | IVW | 464287309 | $4.7M | 0.63% | 41,924 | SH |
| 41 | AMPLIFY ETF TR | DIVO | 032108409 | $4.7M | 0.63% | 105,422 | SH |
| 42 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $4.6M | 0.61% | 34,601 | SH |
| 43 | HONEYWELL INTL INC | HON | 438516106 | $4.5M | 0.59% | 19,766 | SH |
| 44 | IQVIA HLDGS INC | IQV | 46266C105 | $4.1M | 0.54% | 24,093 | SH |
| 45 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $3.6M | 0.48% | 8,681 | SH |
| 46 | COCA COLA CO | KO | 191216100 | $3.6M | 0.47% | 47,164 | SH |
| 47 | MORGAN STANLEY | MS | 617446448 | $3.6M | 0.47% | 21,745 | SH |
| 48 | NETFLIX INC. | NFLX | 64110L106 | $3.4M | 0.45% | 35,486 | SH |
| 49 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $3.3M | 0.44% | 11,329 | SH |
| 50 | PALO ALTO NETWORKS INC | PANW | 697435105 | $3.3M | 0.43% | 20,456 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-11 | $756.4M | 202 | 0001951757-26-000818 |
| 2025-12-31 | 2026-02-17 | $722.2M | 185 | 0001951757-26-000470 |
| 2025-09-30 | 2025-11-12 | $704.4M | 186 | 0001951757-25-001394 |