Meridian Wealth Advisors, LLC
CIK 1768095 · View on SEC EDGAR ↗
- Portfolio value
- $880.0M
- Positions
- 211
- As of
- June 30, 2026
#2,657 of 9,443 by 13F value · top 28.1%
Portfolio value QoQ: +16.3% 13F does not disclose cash
- Top 10 holdings weight
- 40.36%
- Top 25 holdings weight
- 64.54%
- Positions above 1%
- 25
- Effective number of positions
- 35.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.0% Est. buys $107,219,641 · sells $24,516,739
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 84.1% still held
- New positions
- 26
- Increased
- 110
- Decreased
- 37
- Closed
- 17
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
14.3%
Energy
8.0%
Retail
5.3%
Industrials
4.2%
Healthcare
4.0%
Financials
3.9%
Communication Services
3.8%
Financial Services
2.8%
Communications
1.0%
Consumer Staples
0.6%
Consumer Discretionary
0.6%
Materials
0.5%
Real Estate
0.5%
N/A
0.2%
Consumer products
0.1%
Telecommunication
0.1%
Logistics & Transportation
0.0%
Utilities
0.0%
Other/Unmapped
50.1%
Full portfolio 211 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $94,652,895 | 10.76% | 126,391 | $14,841,656 | Up ×4 | ||
| IAU | $48,431,585 | 5.50% | 641,393 | $-3,146,108 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $44,081,361 | 5.01% | 322,421 | $-10,578,392 | Up ×5 | ||
| VO | $28,195,259 | 3.20% | 349,947 | $5,636,662 | Up ×6 | ||
| AAPL Apple Inc. - Common Stock | $27,201,336 | 3.09% | 94,005 | $3,477,210 | Up ×1 | ||
| USMV | $24,598,592 | 2.80% | 255,013 | $2,640,074 | Up ×6 | ||
| SPY SPY | $23,887,367 | 2.71% | 31,988 | $3,492,921 | Up ×2 | ||
| CGDV | $23,482,068 | 2.67% | 476,503 | $23,126,008 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $21,986,180 | 2.50% | 58,941 | $836,615 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $18,629,503 | 2.12% | 52,129 | $3,615,828 | Down ×3 | ||
| VEA | $18,497,335 | 2.10% | 259,612 | $4,546,758 | Up ×6 | ||
| VOO | $17,795,588 | 2.02% | 25,910 | $1,797,966 | Down ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $17,603,933 | 2.00% | 53,780 | $2,284,246 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $17,496,619 | 1.99% | 87,444 | $2,779,675 | Up ×2 | ||
| OEF | $16,345,444 | 1.86% | 44,676 | $1,531,112 | Down ×1 | ||
| AVDE | $16,250,822 | 1.85% | 182,184 | $2,437,966 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $15,665,983 | 1.78% | 26,968 | $10,280,580 | Up ×1 | ||
| VIG | $14,792,670 | 1.68% | 62,517 | $1,562,142 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $13,922,155 | 1.58% | 58,413 | $2,383,580 | Up ×2 | ||
| AESI Atlas Energy Solutions Inc. Common Stock | $13,110,256 | 1.49% | 789,299 | $594,329 | Down ×6 | ||
| PTLC | $11,881,895 | 1.35% | 203,946 | $1,182,887 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $10,904,000 | 1.24% | 25,589 | $1,933,538 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $9,902,444 | 1.13% | 10,586 | $-421,950 | Up ×1 | ||
| IWF | $9,417,664 | 1.07% | 75,845 | $1,328,571 | Up ×4 | ||
| SDY | $9,236,531 | 1.05% | 60,695 | $748,908 | Up ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $8,441,431 | 0.96% | 22,347 | $2,044,623 | Up ×2 | ||
| MDY | $8,254,091 | 0.94% | 11,736 | $910,657 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $7,622,656 | 0.87% | 67,302 | $-212,479 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $7,561,335 | 0.86% | 6,304 | $1,832,523 | Up ×1 | ||
| V Visa Inc. | $7,326,687 | 0.83% | 21,355 | $1,024,045 | Up ×1 | ||
| TCBX Third Coast Bancshares, Inc. - Common Stock | $7,290,948 | 0.83% | 180,469 | $73,287 | Down ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $7,181,541 | 0.82% | 21,059 | $3,902,035 | Up ×4 | ||
| XLK XLK | $6,771,500 | 0.77% | 35,542 | $2,172,970 | Up ×1 | ||
| BRKB | $6,635,672 | 0.75% | 13,261 | $294,418 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $6,434,397 | 0.73% | 18,244 | $642,131 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $6,392,127 | 0.73% | 18,091 | $1,285,286 | Up ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $6,364,180 | 0.72% | 24,892 | $398,973 | Up ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $6,185,406 | 0.70% | 25,996 | $942,129 | Up ×1 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $5,858,306 | 0.67% | 63,615 | $128,255 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $5,836,681 | 0.66% | 8,073 | $3,166,959 | Up ×2 | ||
| IVW | $5,768,684 | 0.66% | 41,945 | $1,026,664 | Up ×6 | ||
| SPGI S&P Global Inc. Common Stock | $5,695,249 | 0.65% | 13,984 | $-112,791 | Up ×2 | ||
| DIVO | $5,615,547 | 0.64% | 122,878 | $887,386 | Up ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5,313,357 | 0.60% | 9,433 | $218,225 | Up ×1 | ||
| MCK McKesson Corporation Common Stock | $5,056,128 | 0.57% | 6,692 | $-482,472 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $4,798,164 | 0.55% | 40,849 | $1,743,310 | Up ×2 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $4,688,221 | 0.53% | 9,351 | $4,051,198 | Up ×1 | ||
| MS Morgan Stanley Common Stock | $4,686,683 | 0.53% | 22,420 | $1,108,053 | Up ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $4,628,868 | 0.53% | 16,471 | $1,474,255 | Up ×1 | ||
| TT Trane Technologies plc | $4,268,295 | 0.49% | 8,690 | $650,739 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $3,857,833 | 0.44% | 47,469 | $271,024 | Up ×4 | ||
| GE GE Aerospace Common Stock | $3,798,623 | 0.43% | 10,164 | Up ×1 | |||
| IBM International Business Machines Corporation Common Stock | $3,699,550 | 0.42% | 13,156 | $466,888 | Down ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $3,554,981 | 0.40% | 34,788 | $556,312 | Up ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $3,513,665 | 0.40% | 11,985 | $222,648 | Up ×2 | ||
| IJH | $3,433,525 | 0.39% | 44,528 | $565,203 | Up ×3 | ||
| ADI Analog Devices, Inc. - Common Stock | $3,366,305 | 0.38% | 8,476 | $1,835,122 | Up ×2 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $3,361,706 | 0.38% | 26,615 | $767,454 | Up ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $3,322,174 | 0.38% | 19,556 | ||||
| MRK Merck & Company, Inc. Common Stock (new) | $3,302,112 | 0.38% | 25,697 | $210,795 | Down ×3 | ||
| CMI Cummins Inc. Common Stock | $3,266,502 | 0.37% | 4,580 | Up ×1 | |||
| UNP Union Pacific Corporation Common Stock | $3,119,490 | 0.35% | 11,469 | $328,513 | Down ×3 | ||
| AMGN Amgen Inc. - Common Stock | $3,032,730 | 0.34% | 8,375 | $89,902 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $2,813,046 | 0.32% | 11,076 | $116,779 | Up ×4 | ||
| NFLX Netflix, Inc. - Common Stock | $2,743,045 | 0.31% | 38,418 | $-668,934 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,671,074 | 0.30% | 3,627 | $428,034 | Down ×1 | ||
| RSP | $2,656,646 | 0.30% | 12,486 | $260,333 | |||
| UBER Uber Technologies, Inc. Common Stock | $2,583,328 | 0.29% | 35,800 | $156,841 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $2,189,937 | 0.25% | 5,269 | $812,233 | Up ×1 | ||
| IYW | $2,030,704 | 0.23% | 8,051 | $565,556 | Down ×1 | ||
| VTI | $2,029,196 | 0.23% | 5,484 | $283,033 | Up ×4 | ||
| VTWO Vanguard Russell 2000 ETF | $2,017,196 | 0.23% | 16,613 | $353,034 | |||
| GLD | $1,985,937 | 0.23% | 5,391 | $-443,480 | Down ×1 | ||
| AKAM Akamai Technologies, Inc. - Common Stock | $1,866,418 | 0.21% | 15,789 | Up ×1 | |||
| CSQ Calamos Strategic Total Return Fund - Closed End Fund | $1,762,444 | 0.20% | 85,722 | $294,883 | |||
| IWM | $1,721,953 | 0.20% | 5,731 | $564,127 | Up ×1 | ||
| KLAC KLA Corporation - Common Stock | $1,587,010 | 0.18% | 5,260 | $813,995 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,543,357 | 0.18% | 3,232 | $473,537 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $1,524,843 | 0.17% | 9,199 | $-370,280 | Up ×2 | ||
| INFL | $1,517,031 | 0.17% | 30,414 | $168,781 | Up ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $1,514,373 | 0.17% | 6,868 | $-83,043 | Up ×3 | ||
| MA Mastercard Incorporated Common Stock | $1,487,968 | 0.17% | 2,897 | $69,433 | Up ×2 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $1,486,868 | 0.17% | 40,448 | $-43,684 | |||
| RJF Raymond James Financial, Inc. Common Stock | $1,426,497 | 0.16% | 9,383 | $39,554 | Down ×1 | ||
| VHT | $1,420,826 | 0.16% | 4,752 | $58,942 | Down ×1 | ||
| ET Energy Transfer LP Common Units | $1,316,961 | 0.15% | 68,879 | $-2,481 | Up ×1 | ||
| SPMD | $1,307,278 | 0.15% | 19,350 | $165,042 | Up ×1 | ||
| IWB | $1,306,305 | 0.15% | 3,190 | $168,879 | |||
| PTMC | $1,298,278 | 0.15% | 31,037 | $163,255 | |||
| CAT Caterpillar, Inc. Common Stock | $1,231,904 | 0.14% | 1,157 | $465,673 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $1,200,490 | 0.14% | 1,040 | $802,852 | Down ×1 | ||
| CI The Cigna Group Common Stock | $1,194,443 | 0.14% | 4,333 | Up ×1 | |||
| MCD McDonald's Corporation Common Stock | $1,137,374 | 0.13% | 4,208 | $-156,274 | Up ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1,091,696 | 0.12% | 8,063 | $-144,693 | Up ×2 | ||
| VGT | $1,080,869 | 0.12% | 9,043 | $839,160 | Up ×1 | ||
| CB Chubb Limited Common Stock | $1,055,731 | 0.12% | 3,098 | $40,118 | Down ×6 | ||
| VUG | $1,041,949 | 0.12% | 12,096 | $161,380 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $1,036,703 | 0.12% | 5,464 | $8,021 | Up ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,025,860 | 0.12% | 1,014 | $153,770 | Down ×3 | ||
| PFE Pfizer, Inc. Common Stock | $1,024,949 | 0.12% | 42,564 | $-228,626 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IVV | $94,652,895 | 10.76% | up ×4 |
| XOM | $44,081,361 | 5.01% | up ×5 |
| VO | $28,195,259 | 3.20% | up ×6 |
| USMV | $24,598,592 | 2.80% | up ×6 |
| VEA | $18,497,335 | 2.10% | up ×6 |
| IWF | $9,417,664 | 1.07% | up ×4 |
| SDY | $9,236,531 | 1.05% | up ×5 |
| PANW | $7,181,541 | 0.82% | up ×4 |
| IVW | $5,768,684 | 0.66% | up ×6 |
| DIVO | $5,615,547 | 0.64% | up ×3 |
| KO | $3,857,833 | 0.44% | up ×4 |
| IJH | $3,433,525 | 0.39% | up ×3 |
| JNJ | $2,813,046 | 0.32% | up ×4 |
| VTI | $2,029,196 | 0.23% | up ×4 |
| LOW | $1,514,373 | 0.17% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| GE | $3,798,623 | 10,164 | 0.43% |
| ANET | $3,322,174 | 19,556 | 0.38% |
| CMI | $3,266,502 | 4,580 | 0.37% |
| AKAM | $1,866,418 | 15,789 | 0.21% |
| CI | $1,194,443 | 4,333 | 0.14% |
| Unknown issuer (CUSIP: 438516205) | $641,362 | 2,865 | 0.07% |
| Unknown issuer (CUSIP: 43849R105) | $632,068 | 2,859 | 0.07% |
| CGUS | $484,387 | 10,890 | 0.06% |
| INFQ | $461,844 | 34,673 | 0.05% |
| VNOM | $328,430 | 7,746 | 0.04% |
| PM | $327,335 | 1,809 | 0.04% |
| INTC | $326,315 | 2,337 | 0.04% |
| COHR | $317,548 | 805 | 0.04% |
| DIA | $310,822 | 595 | 0.04% |
| IEMG | $308,981 | 3,730 | 0.04% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +4K | +$14.8M |
| XOM | Bought more | +249 | -$10.6M |
| AMD | Bought more | +495 | +$10.3M |
| VO | Bought more | +271K | +$5.6M |
| VEA | Bought more | +42K | +$4.5M |
| PANW | Bought more | +603 | +$3.9M |
| GOOGL | Trimmed | -82 | +$3.6M |
| SPY | Bought more | +628 | +$3.5M |
| AAPL | Bought more | +526 | +$3.5M |
| AMAT | Bought more | +262 | +$3.2M |
3 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| HON | June 30, 2026 | 19,766 | $4,467,737 | -1.9% |
| FISV | Dec. 31, 2025 | 27,864 | $3,592,506 | -23.3% |
| STE | March 31, 2025 | 13,611 | $2,797,818 | 4.3% |
| MDT | June 30, 2026 | 27,248 | $2,361,039 | 17.7% |
| CMG | Dec. 31, 2025 | 56,718 | $2,222,778 | -3.0% |
| SNOW | June 30, 2026 | 14,656 | $2,210,418 | 24.1% |
| DOV | June 30, 2026 | 10,139 | $2,113,502 | -10.1% |
| ANET | March 31, 2026 | 14,919 | $1,954,837 | 53.4% |
| VNOM | March 31, 2026 | 9,258 | $357,637 | -4.3% |
| NOW | March 31, 2026 | 2,230 | $341,614 | 24.0% |
| DVN | June 30, 2025 | 9,118 | $341,026 | 54.4% |
| AKRE | June 30, 2026 | 5,931 | $313,453 | No longer tracked |
| EXE | June 30, 2026 | 2,850 | $312,873 | 4.5% |
| STR | Sept. 30, 2025 | 17,011 | $312,662 | No longer tracked |
| DIS | March 31, 2026 | 2,626 | $298,760 | 11.2% |
| ARCC | Sept. 30, 2025 | 13,500 | $296,460 | -2.9% |
| PEG | March 31, 2025 | 3,345 | $282,619 | -9.8% |
| ZTS | June 30, 2026 | 2,326 | $274,956 | 6.6% |
| BSJP | Dec. 31, 2025 | 11,902 | $274,460 | No longer tracked |
| SNDA | June 30, 2026 | 8,501 | $274,157 | -4.0% |
| LBRT | March 31, 2026 | 14,800 | $273,208 | -33.1% |
| PSX | Dec. 31, 2025 | 1,957 | $266,214 | 88.4% |
| SPHD | Dec. 31, 2025 | 5,250 | $259,612 | No longer tracked |
| NKE | June 30, 2026 | 4,849 | $256,145 | -1.2% |
| UPS | March 31, 2025 | 2,029 | $255,857 | -6.1% |
| ACN | June 30, 2026 | 1,277 | $253,133 | 46.7% |
| UBER | Dec. 31, 2025 | 2,550 | $249,824 | -4.3% |
| XYZ | March 31, 2025 | 2,864 | $243,411 | 47.4% |
| VGT | March 31, 2025 | 378 | $235,306 | No longer tracked |
| FIS | March 31, 2025 | 2,871 | $231,877 | -45.4% |
| GD | Dec. 31, 2025 | 672 | $229,292 | 15.3% |
| SLV | June 30, 2026 | 3,300 | $224,862 | No longer tracked |
| PRK | March 31, 2025 | 1,310 | $224,573 | No longer tracked |
| EMR | March 31, 2025 | 1,798 | $222,783 | 42.3% |
| MDT | Dec. 31, 2025 | 2,330 | $221,909 | -4.1% |
| VZ | June 30, 2026 | 4,375 | $219,634 | 16.8% |
| CMCSA | Dec. 31, 2025 | 6,979 | $219,280 | -5.5% |
| MPWR | Dec. 31, 2025 | 233 | $214,509 | 45.2% |
| FANG | June 30, 2025 | 1,337 | $213,760 | 54.0% |
| CEG | June 30, 2026 | 764 | $213,358 | 9.8% |
| PRK | Dec. 31, 2025 | 1,310 | $212,914 | No longer tracked |
| ADBE | June 30, 2026 | 875 | $212,695 | 33.1% |
| IBIT | June 30, 2026 | 5,534 | $212,616 | |
| COR | June 30, 2026 | 674 | $211,860 | 12.0% |
| CRWD | March 31, 2026 | 448 | $210,004 | -52.0% |
| AMAT | March 31, 2025 | 1,290 | $209,793 | 240.5% |
| VNOMXXXX | March 31, 2025 | 4,260 | $209,056 | No longer tracked |
| XYZ | Dec. 31, 2025 | 2,864 | $206,981 | 23.0% |
| KMB | Dec. 31, 2025 | 1,643 | $204,291 | 7.5% |
| NOC | June 30, 2026 | 296 | $201,943 | 9.8% |
| EOG | June 30, 2025 | 1,562 | $200,312 | 27.7% |
| AMT | Sept. 30, 2025 | 906 | $200,260 | -8.1% |
| IVZ | March 31, 2025 | 10,798 | $188,749 | 112.2% |
| PUMP | March 31, 2026 | 10,000 | $95,100 | -21.2% |
| NAKA | March 31, 2026 | 11,000 | $3,862 | 3184.6% |