Meridian Wealth Advisors, LLC 13F Holdings · Q2 2026
Meridian Wealth Advisors, LLC reported 211 securities worth $880.02M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (10.76%), IAU (5.50%), XOM (5.01%). Among its top 25 positions this quarter: 20 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $94.7M | 10.76% | 126,391 | Added |
| 2 | IAU | ISHARES GOLD TR | $48.4M | 5.50% | 641,393 | Added |
| 3 | XOM | EXXON MOBIL CORP | $44.1M | 5.01% | 322,421 | Added |
| 4 | VO | VANGUARD INDEX FDS | $28.2M | 3.20% | 349,947 | Added |
| 5 | AAPL | APPLE INC | $27.2M | 3.09% | 94,005 | Added |
| 6 | USMV | ISHARES TR | $24.6M | 2.80% | 255,013 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $23.9M | 2.71% | 31,988 | Added |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $23.5M | 2.67% | 476,503 | Added |
| 9 | MSFT | MICROSOFT CORP | $22.0M | 2.50% | 58,941 | Added |
| 10 | GOOGL | ALPHABET INC | $18.6M | 2.12% | 52,129 | Trimmed |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $18.5M | 2.10% | 259,612 | Added |
| 12 | VOO | VANGUARD INDEX FDS | $17.8M | 2.02% | 25,910 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $17.6M | 2.00% | 53,780 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $17.5M | 1.99% | 87,444 | Added |
| 15 | OEF | ISHARES TR | $16.3M | 1.86% | 44,676 | Trimmed |
| 16 | AVDE | AMERICAN CENTY ETF TR | $16.3M | 1.85% | 182,184 | Added |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $15.7M | 1.78% | 26,968 | Added |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $14.8M | 1.68% | 62,517 | Added |
| 19 | AMZN | AMAZON COM INC | $13.9M | 1.58% | 58,413 | Added |
| 20 | AESI | ATLAS ENERGY SOLUTIONS INC | $13.1M | 1.49% | 789,299 | Trimmed |
| 21 | PTLC | PACER FDS TR | $11.9M | 1.35% | 203,946 | Hold |
| 22 | ETN | EATON CORP PLC | $10.9M | 1.24% | 25,589 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $9.9M | 1.13% | 10,586 | Added |
| 24 | IWF | ISHARES TR | $9.4M | 1.07% | 75,845 | Added |
| 25 | SDY | SPDR SERIES TRUST | $9.2M | 1.05% | 60,695 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR