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Meridian Wealth Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$756.4M

Reporting period: 2026-03-31 · Number of holdings: 202

Meridian Wealth Advisors, LLC disclosed 202 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $756.4M and a quarterly turnover rate of 19.8%.

Personality snowflake

Concentration
12.48
Portfolio Stability
19.8
Momentum/Contrarian
100
Sector conviction
45.45
Diversification
100
Sizing Uniformity
76.91

Recent moves

  • Add XOM

    +2.6%　$16.9M

  • Trim MSFT

    +3.8%　-$5.5M

  • Add TCBX

    +910.4%　$6.5M

  • Trim IVV

    +3.7%　-$921.2K

  • Trim CRM

    -74.0%　-$4.4M

  • Trim MMM

    -83.6%　-$3.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth10.55%-0.63%+3.66%
2XOMExxon Mobil CORPStock-Energy7.23%+2.00%+2.65%
3IAUIshares Gold TrustETF-Commodities6.82%+0.40%+2.51%
4AAPLApple INCStock-Tech3.14%-0.44%-1.65%
5VOVanguard Mid-cap ETFETF-Other2.98%+0.50%+27.53%
6USMVIshares Msci USA Min Vol FacETF-Other2.90%+0.32%+19.80%
7MSFTMicrosoft CORPStock-Tech2.80%-0.89%+3.78%
8SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.70%-0.23%+0.91%
9VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.12%-0.48%-10.64%
10JPMJpmorgan Chase & CoStock-Financials2.03%-0.43%-5.55%
11GOOGLAlphabet Inc-cl AStock-Comm Services1.98%-0.31%-1.17%
12OEFIshares S&p 100 ETFETF-Other1.96%-0.25%+0.11%
13NVDANvidia CORPStock-Tech1.95%—+4.74%
14VEAVanguard Ftse Developed ETFETF-Other1.84%+0.23%+17.00%
15AVDEAvantis International EquityETF-Other1.83%+0.34%+24.73%
16VIGVanguard Dividend Apprec ETFETF-Other1.75%—-2.05%
17AESIAtlas Energy Solutions INCStock-Other1.65%+0.36%-3.73%
18AMZNAmazon.com INCStock-Consumer Disc1.53%—+12.59%
19PTLCPacer Trendpilot US Large CaETF-Other1.41%—+0.23%
20COSTCostco Wholesale CORPStock-Consumer Staples1.37%+0.08%-3.55%
21ETNEaton Corporation plcStock-Industrials1.19%+0.04%-3.40%
22SDYSs Spdr S&p Dividend ETFETF-Other1.12%+0.16%+16.43%
23IWFIshares Russell 1000 GrowthETF-Other1.07%+0.05%+21.80%
24WMTWalmart INCStock-Consumer Staples1.04%—-3.81%
25MDYState Street Spdr S&p MidcapETF-Other0.97%—+1.30%
26TCBXThird Coast Bancshares INCStock-Other0.95%+0.85%+910.44%
27AVGOBroadcom INCStock-Tech0.85%—+10.31%
28BRK-BBerkshire Hathaway Inc-cl BStock-Other0.84%—-1.53%
29VVisa Inc-class A SharesStock-Financials0.83%-0.43%-19.94%
30MPCMarathon Petroleum CORPStock-Energy0.79%+0.23%-1.44%
31SPGIS&p Global INCStock-Financials0.77%—+16.59%
32HDHome Depot INCStock-Consumer Disc0.77%—+6.28%
33ORLYO'reilly Automotive INCStock-Consumer Disc0.76%—-7.22%
34LLYEli Lilly & CoStock-Healthcare0.76%-0.19%-2.27%
35MCKMckesson CORPStock-Healthcare0.73%—-11.15%
36AMDAdvanced Micro DevicesStock-Tech0.71%-0.16%-9.63%
37ALLAllstate CORPStock-Financials0.69%—-5.85%
38GOOGAlphabet Inc-cl CStock-Comm Services0.68%—-0.92%
39METAMeta Platforms Inc-class AStock-Comm Services0.67%-0.22%-8.33%
40IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.63%—+0.29%
41DIVOAmplify Cwp Enhan Divid ETFETF-Other0.63%—+16.46%
42XLKSs Technology Select SectorETF-Tech0.61%-0.17%-11.62%
43HONHoneywell International INCStock-Industrials0.59%+0.41%+201.72%
44IQVIqvia Holdings INCStock-Healthcare0.54%—+32.06%
45TTTrane Technologies plcStock-Industrials0.48%—-9.17%
46KOCoca-cola Co/theStock-Consumer Staples0.47%+0.07%+14.29%
47MSMorgan StanleyStock-Financials0.47%-0.14%-12.88%
48NFLXNetflix INCStock-Comm Services0.45%+0.45%NEW
49APDAir Products & Chemicals INCStock-Materials0.44%+0.13%+25.92%
50PANWPalo Alto Networks INCStock-Tech0.43%+0.13%+74.63%
1–50 of 202

Holding changes this quarter

Meridian Wealth Advisors, LLC's most significant position changes for 2026-03-31: New buy: Netflix INC (NFLX); New buy: Uber Technologies INC (UBER); New buy: Medtronic plc (MDT); New buy: Dover CORP (DOV); Sold out: Arista Networks INC (ANET).

Position changes disclosed by Meridian Wealth Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+2%+2.65%Add
2TCBXThird Coast Bancshares INC+0.9%+910.44%Add
3VOVanguard Mid-cap ETF+0.5%+27.53%Add
4HONHoneywell International INC+0.4%+201.72%Add
5IAUIshares Gold Trust+0.4%+2.51%Add
6AESIAtlas Energy Solutions INC+0.4%-3.73%Trim
7AVDEAvantis International Equity+0.3%+24.73%Add
8USMVIshares Msci USA Min Vol Fac+0.3%+19.80%Add
9AMATApplied Materials INC+0.3%+505.50%Add
10CSCOCisco Systems INC+0.3%+242.07%Add
11VEAVanguard Ftse Developed ETF+0.2%+17.00%Add
12MPCMarathon Petroleum CORP+0.2%-1.44%Trim
13SDYSs Spdr S&p Dividend ETF+0.2%+16.43%Add
14IJHIshares Core S&p Midcap ETF+0.2%+71.88%Add
15PANWPalo Alto Networks INC+0.1%+74.63%Add
16APDAir Products & Chemicals INC+0.1%+25.92%Add
17IRMIron Mountain INC+0.1%+25.03%Add
18SNOWSnowflake INC+0.1%+129.47%Add
19COSTCostco Wholesale CORP+0.1%-3.55%Trim
20KOCoca-cola Co/the+0.1%+14.29%Add
21IWFIshares Russell 1000 Growth+0.1%+21.80%Add
22ETNEaton Corporation plc0%-3.40%Trim
23MSMorgan Stanley-0.1%-12.88%Trim
24AMDAdvanced Micro Devices-0.2%-9.63%Trim
25XLKSs Technology Select Sector-0.2%-11.62%Trim
26LLYEli Lilly & Co-0.2%-2.27%Trim
27METAMeta Platforms Inc-class A-0.2%-8.33%Trim
28NXPINXP Semiconductors N.V.-0.2%-26.30%Trim
29SPYSs Spdr S&p 500 ETF Trust-us-0.2%+0.91%Add
30OEFIshares S&p 100 ETF-0.3%+0.11%Add
31GOOGLAlphabet Inc-cl A-0.3%-1.17%Trim
32UNHUnitedhealth Group INC-0.3%-55.26%Trim
33MRKMerck & Co. INC.-0.4%-52.54%Trim
34VVisa Inc-class A Shares-0.4%-19.94%Trim
35JPMJpmorgan Chase & Co-0.4%-5.55%Trim
36UNPUnion Pacific CORP-0.4%-54.41%Trim
37AAPLApple INC-0.4%-1.65%Trim
38VOOVanguard S&p 500 ETF-0.5%-10.64%Trim
39MMM3m Co-0.5%-83.57%Trim
40CRMSalesforce INC-0.6%-73.99%Trim
41IVVIshares Core S&p 500 ETF-0.6%+3.66%Add
42MSFTMicrosoft CORP-0.9%+3.78%Add
43NFLXNetflix INC—NEWNew buy
44UBERUber Technologies INC—NEWNew buy
45MDTMedtronic plc—NEWNew buy
46DOVDover CORP—NEWNew buy
47ANETArista Networks INC—EXITSold out
48SPMDSs Spdr P S&p 400 Midcap ETF—NEWNew buy
49ROLRollins INC—NEWNew buy
50EMLPFirst Trust North American E—NEWNew buy

FAQ

What is Meridian Wealth Advisors, LLC and what type of investor is it?
Meridian Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $756.4M, spread across 202 disclosed positions.
What are Meridian Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Meridian Wealth Advisors, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $79.8M (10.6%) 2. Exxon Mobil CORP (XOM) — $54.7M (7.2%) 3. Ishares Gold Trust (IAU) — $51.6M (6.8%) 4. Apple INC (AAPL) — $23.7M (3.1%) 5. Vanguard Mid-cap ETF (VO) — $22.6M (3.0%)
What changes did Meridian Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Meridian Wealth Advisors, LLC made 50 notable position adjustments: 7 new positions were initiated, 22 existing holdings were added to, 20 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Netflix INC (NFLX); New buy: Uber Technologies INC (UBER); New buy: Medtronic plc (MDT); New buy: Dover CORP (DOV); Sold out: Arista Networks INC (ANET)
What sectors does Meridian Wealth Advisors, LLC focus on?
Meridian Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 25.9% • Energy: 18.0% • Financials: 13.9% • Health Care: 8.8% • Consumer Discretionary: 8.7% • Industrials: 8.1%