Meridian Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$756.4M
Q ending 2026-03-31
Prior quarter
$722.2M
Q ending 2025-12-31
Change
+4.7% QoQ · +28.4% YoY
Positions
202
reported holdings
Largest positions
Top 100 of 202 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $79.8M | 122K |
| Exxon Mobil Corp | XOM | Shares | $54.7M | 322K |
| Ishares Gold Tr | IAU | Shares | $51.6M | 585K |
| Apple Inc | AAPL | Shares | $23.7M | 93K |
| Vanguard Index Fds | VO | Shares | $22.6M | 79K |
| Ishares Tr | USMV | Shares | $22.0M | 237K |
| Microsoft Corp | MSFT | Shares | $21.1M | 57K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $20.4M | 31K |
| Vanguard Index Fds | VOO | Shares | $16.0M | 27K |
| Jpmorgan Chase & Co | JPM | Shares | $15.3M | 52K |
| Alphabet Inc | GOOGL | Shares | $15.0M | 52K |
| Ishares Tr | OEF | Shares | $14.8M | 47K |
| Nvidia Corporation | NVDA | Shares | $14.7M | 84K |
| Vanguard Tax-Managed Fds | VEA | Shares | $14.0M | 218K |
| American Centy Etf Tr | AVDE | Shares | $13.8M | 163K |
| Vanguard Specialized Funds | VIG | Shares | $13.2M | 62K |
| Atlas Energy Solutions Inc | AESI | Shares | $12.5M | 954K |
| Amazon Com Inc | AMZN | Shares | $11.5M | 55K |
| Pacer Fds Tr | PTLC | Shares | $10.7M | 204K |
| Costco Wholesale Corporation | COST | Shares | $10.3M | 10K |
| Eaton Corp Plc | Shares | $9.0M | 25K | |
| Spdr Series Trust | SDY | Shares | $8.5M | 58K |
| Ishares Tr | IWF | Shares | $8.1M | 19K |
| Walmart Inc | WMT | Shares | $7.8M | 63K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $7.3M | 12K |
| Third Coast Bancshares Inc | TCBX | Shares | $7.2M | 191K |
| Broadcom Inc | AVGO | Shares | $6.4M | 21K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $6.3M | 13K |
| Visa Inc | V | Shares | $6.3M | 21K |
| Marathon Pete Corp | MPC | Shares | $6.0M | 24K |
| S&P Global Inc | SPGI | Shares | $5.8M | 14K |
| Home Depot Inc | HD | Shares | $5.8M | 18K |
| Oreilly Automotive Inc | ORLY | Shares | $5.7M | 62K |
| Eli Lilly & Co | LLY | Shares | $5.7M | 6K |
| Mckesson Corp | MCK | Shares | $5.5M | 6K |
| Advanced Micro Devices Inc | AMD | Shares | $5.4M | 26K |
| Allstate Corp | ALL | Shares | $5.2M | 25K |
| Alphabet Inc | GOOG | Shares | $5.1M | 18K |
| Meta Platforms Inc | META | Shares | $5.1M | 9K |
| Ishares Tr | IVW | Shares | $4.7M | 42K |
| Amplify Etf Tr | DIVO | Shares | $4.7M | 105K |
| Select Sector Spdr Tr | XLK | Shares | $4.6M | 35K |
| Honeywell Intl Inc | HONGBP | Shares | $4.5M | 20K |
| Iqvia Hldgs Inc | IQV | Shares | $4.1M | 24K |
| Trane Technologies Plc | Shares | $3.6M | 9K | |
| Coca Cola Co | KO | Shares | $3.6M | 47K |
| Morgan Stanley | MS | Shares | $3.6M | 22K |
| Netflix Inc. | NFLX | Shares | $3.4M | 35K |
| Air Products And Chemicals I | APD | Shares | $3.3M | 11K |
| Palo Alto Networks Inc | PANW | Shares | $3.3M | 20K |
| International Business Machs | IBM | Shares | $3.2M | 13K |
| Nxp Semiconductors N V | Shares | $3.2M | 16K | |
| Merck & Co Inc | MRK | Shares | $3.1M | 26K |
| Cisco Sys Inc | CSCO | Shares | $3.1M | 39K |
| Starbucks Corp | SBUX | Shares | $3.0M | 33K |
| Amgen Inc | AMGN | Shares | $2.9M | 8K |
| Ishares Tr | IJH | Shares | $2.9M | 42K |
| Union Pac Corp | UNP | Shares | $2.8M | 12K |
| Johnson & Johnson | JNJ | Shares | $2.7M | 11K |
| Applied Matls Inc | AMAT | Shares | $2.7M | 8K |
| Iron Mtn Inc Del | IRM | Shares | $2.6M | 25K |
| Spdr Gold Tr | GLD | Shares | $2.4M | 6K |
| Uber Technologies Inc | UBER | Shares | $2.4M | 34K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.4M | 12K |
| Medtronic Plc | Shares | $2.4M | 27K | |
| Invesco Qqq Tr | QQQ | Shares | $2.2M | 4K |
| Snowflake Inc | SNOW | Shares | $2.2M | 15K |
| Dover Corp | DOV | Shares | $2.1M | 10K |
| Chevron Corporation | CVX | Shares | $1.9M | 9K |
| Vanguard Index Fds | VTI | Shares | $1.7M | 5K |
| Vanguard Scottsdale Fds | VTWO | Shares | $1.7M | 17K |
| Lowes Cos Inc | LOW | Shares | $1.6M | 7K |
| Analog Devices Inc | ADI | Shares | $1.5M | 5K |
| Enterprise Prods Partners L | EPD | Shares | $1.5M | 40K |
| Calamos Strategic Total Retu | CSQ | Shares | $1.5M | 86K |
| Ishares Tr | IYW | Shares | $1.5M | 8K |
| Mastercard Incorporated | MA | Shares | $1.4M | 3K |
| Raymond James Finl Inc | RJF | Shares | $1.4M | 10K |
| Unitedhealth Group Inc | UNH | Shares | $1.4M | 5K |
| Vanguard World Fd | VHT | Shares | $1.4M | 5K |
| Listed Fds Tr | INFL | Shares | $1.3M | 26K |
| Energy Transfer L P | ET | Shares | $1.3M | 68K |
| Mcdonalds Corp | MCD | Shares | $1.3M | 4K |
| Pfizer Inc | PFE | Shares | $1.3M | 45K |
| Pepsico Inc | PEP | Shares | $1.2M | 8K |
| Lockheed Martin Corp | LMT | Shares | $1.2M | 2K |
| Ishares Tr | IWM | Shares | $1.2M | 5K |
| Spdr Series Trust | SPMD | Shares | $1.1M | 19K |
| Ishares Tr | IWB | Shares | $1.1M | 3K |
| Pacer Fds Tr | PTMC | Shares | $1.1M | 31K |
| Vaneck Etf Trust | GDX | Shares | $1.1M | 12K |
| Rollins Inc | ROL | Shares | $1.1M | 20K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.1M | 3K |
| Rtx Corporation | RTX | Shares | $1.0M | 5K |
| Chubb Ltd Switz | Shares | $1.0M | 3K | |
| Salesforce Inc | CRM | Shares | $987K | 5K |
| At&T Inc | T | Shares | $955K | 33K |
| Blackrock Inc | BLK | Shares | $949K | 987 |
| Tjx Cos Inc New | TJX | Shares | $916K | 6K |
| Vanguard Index Fds | VUG | Shares | $881K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.