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CIK: 0001768095
Total reported value
$880.0M
$880.0M
180 檔
22.3%
At the close of Q2 2025, Meridian Wealth Advisors, LLC disclosed equity holdings valued at approximately $880.0M, spread across 180 reported holdings.
During Q2 2025, Meridian Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.68% | +0.21% | -2.61% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 5.38% | -1.32% | +7.02% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 5.24% | -2.22% | +0.34% | |
| 4 | AESI | Atlas Energy Solutions Inc | Stock-Other | 5.24% | -0.16% | -6.37% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.44% | -0.30% | +1.01% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.22% | +0.01% | -1.88% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.15% | -0.05% | +1.30% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.65% | -0.03% | +1.00% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.28% | -0.10% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.05% | +0.04% | -6.93% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.03% | -0.07% | +1.20% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.03% | -0.10% | +11.94% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | +0.05% | +1.24% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.80% | +0.22% | +10.80% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.14% | +4.56% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.71% | -0.23% | +1.24% | |
| 17 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.64% | -0.06% | -0.90% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.52% | +0.05% | -0.96% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.52% | — | +1.78% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | +0.26% | +24.40% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.13% | -0.03% | -0.93% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.07% | -2.82% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.09% | -1.75% | |
| 24 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.04% | -0.09% | +1430.52% | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 1.00% | -0.12% | +2.59% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -0.04% | +0.87% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.17% | -15.97% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | +0.11% | +62.15% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.90% | -0.02% | -0.17% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.90% | -0.04% | +5.07% | |
| 31 | ALL | Allstate CORP | Stock-Financials | 0.89% | +0.01% | -17.87% | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 0.82% | -0.16% | +4.21% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.79% | +0.16% | -1.17% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.10% | -0.37% | |
| 35 | TT | Trane Technologies plc | Stock-Industrials | 0.77% | — | -50.23% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.74% | +1.07% | -4.11% | |
| 37 | FISV | Fiserv Inc | Stock-Other | 0.74% | — | +1.13% | |
| 38 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.67% | -0.07% | +6.33% | |
| 39 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.66% | +0.11% | -7.40% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.03% | -1.46% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.07% | +3.35% | |
| 42 | O | Realty Income CORP | Stock-Real Estate | 0.66% | -0.02% | -4.00% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.65% | -0.07% | +3.13% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.62% | -0.03% | EXIT | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.61% | -0.01% | +1561.37% | |
| 46 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.58% | -0.04% | -2.31% | |
| 47 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.55% | — | -9.60% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.05% | -5.93% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | — | -4.46% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.03% | -0.48% |
According to official SEC Form 13F filings, Meridian Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $880.0M across 180 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IAU, XOM) accounted for 22.3% of total reported equity market value during Q2 2025.
During Q2 2025, Meridian Wealth Advisors, LLC's top holdings by market value included IVV (10.7%)、IAU (5.4%)、XOM (5.2%). The largest single position, IVV, represented 10.7% of total portfolio value.
In Q2 2025, Meridian Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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