# Meridian Wealth Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1768095. Source: https://holderbook.com/funds/1768095-meridian-wealth-advisors-llc/

- Reported value: $880.0M
- Positions: 211
- Weight of the ten largest: 40.4%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $94.7M | 126,391 | 10.8% | 28 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $48.4M | 641,393 | 5.5% | 21 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $44.1M | 322,421 | 5.0% | 31 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $28.2M | 349,947 | 3.2% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $27.2M | 94,005 | 3.1% | 31 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $24.6M | 255,013 | 2.8% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $23.9M | 31,988 | 2.7% | 31 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $23.5M | 476,503 | 2.7% | 2 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $22.0M | 58,941 | 2.5% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $18.6M | 52,129 | 2.1% | 31 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $18.5M | 259,612 | 2.1% | 15 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $17.8M | 25,910 | 2.0% | 25 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $17.6M | 53,780 | 2.0% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $17.5M | 87,444 | 2.0% | 27 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $16.3M | 44,676 | 1.9% | 5 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $16.3M | 182,184 | 1.8% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $15.7M | 26,968 | 1.8% | 27 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $14.8M | 62,517 | 1.7% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $13.9M | 58,413 | 1.6% | 31 |
| ATLAS ENERGY SOLUTIONS INC | [AESI](https://holderbook.com/stocks/AESI/) | $13.1M | 789,299 | 1.5% | 11 |
| PACER FDS TR | [PTLC](https://holderbook.com/stocks/PTLC/) | $11.9M | 203,946 | 1.4% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $10.9M | 25,589 | 1.2% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $9.9M | 10,586 | 1.1% | 29 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $9.4M | 75,845 | 1.1% | 31 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $9.2M | 60,695 | 1.0% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $8.4M | 22,347 | 1.0% | 31 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $8.3M | 11,736 | 0.9% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $7.6M | 67,302 | 0.9% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $7.6M | 6,304 | 0.9% | 28 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $7.3M | 21,355 | 0.8% | 31 |
| THIRD COAST BANCSHARES INC | [TCBX](https://holderbook.com/stocks/TCBX/) | $7.3M | 180,469 | 0.8% | 5 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $7.2M | 21,059 | 0.8% | 17 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $6.8M | 35,542 | 0.8% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $6.6M | 13,261 | 0.8% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $6.4M | 18,244 | 0.7% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $6.4M | 18,091 | 0.7% | 31 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $6.4M | 24,892 | 0.7% | 23 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $6.2M | 25,996 | 0.7% | 31 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $5.9M | 63,615 | 0.7% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $5.8M | 8,073 | 0.7% | 5 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $5.8M | 41,945 | 0.7% | 28 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $5.7M | 13,984 | 0.6% | 18 |
| AMPLIFY ETF TR | [DIVO](https://holderbook.com/stocks/DIVO/) | $5.6M | 122,878 | 0.6% | 21 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $5.3M | 9,433 | 0.6% | 14 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $5.1M | 6,692 | 0.6% | 6 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $4.8M | 40,849 | 0.5% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $4.7M | 9,351 | 0.5% | 28 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $4.7M | 22,420 | 0.5% | 3 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $4.6M | 16,471 | 0.5% | 15 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $4.3M | 8,690 | 0.5% | 26 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $3.9M | 47,469 | 0.4% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $3.8M | 10,164 | 0.4% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $3.7M | 13,156 | 0.4% | 31 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $3.6M | 34,788 | 0.4% | 3 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $3.5M | 11,985 | 0.4% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $3.4M | 44,528 | 0.4% | 4 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $3.4M | 8,476 | 0.4% | 18 |
| IRON MTN INC DEL | [IRM](https://holderbook.com/stocks/IRM/) | $3.4M | 26,615 | 0.4% | 3 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $3.3M | 19,556 | 0.4% | 1 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $3.3M | 25,697 | 0.4% | 31 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $3.3M | 4,580 | 0.4% | 1 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $3.1M | 11,469 | 0.4% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $3.0M | 8,375 | 0.3% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.8M | 11,076 | 0.3% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.7M | 38,418 | 0.3% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.7M | 3,627 | 0.3% | 26 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $2.7M | 12,486 | 0.3% | 23 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $2.6M | 35,800 | 0.3% | 2 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $2.2M | 5,269 | 0.2% | 31 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $2.0M | 8,051 | 0.2% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $2.0M | 5,484 | 0.2% | 27 |
| VANGUARD SCOTTSDALE FDS | [VTWO](https://holderbook.com/stocks/VTWO/) | $2.0M | 16,613 | 0.2% | 23 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.0M | 5,391 | 0.2% | 29 |
| AKAMAI TECHNOLOGIES INC | [AKAM](https://holderbook.com/stocks/AKAM/) | $1.9M | 15,789 | 0.2% | 1 |
| CALAMOS STRATEGIC TOTAL RETU | [CSQ](https://holderbook.com/stocks/CSQ/) | $1.8M | 85,722 | 0.2% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.7M | 5,731 | 0.2% | 5 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $1.6M | 5,260 | 0.2% | 15 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.5M | 3,232 | 0.2% | 18 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.5M | 9,199 | 0.2% | 31 |
| LISTED FDS TR | [INFL](https://holderbook.com/stocks/INFL/) | $1.5M | 30,414 | 0.2% | 8 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $1.5M | 6,868 | 0.2% | 28 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.5M | 2,897 | 0.2% | 24 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $1.5M | 40,448 | 0.2% | 31 |
| RAYMOND JAMES FINL INC | [RJF](https://holderbook.com/stocks/RJF/) | $1.4M | 9,383 | 0.2% | 31 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $1.4M | 4,752 | 0.2% | 31 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $1.3M | 68,879 | 0.1% | 26 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $1.3M | 19,350 | 0.1% | 2 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $1.3M | 3,190 | 0.1% | 31 |
| PACER FDS TR | [PTMC](https://holderbook.com/stocks/PTMC/) | $1.3M | 31,037 | 0.1% | 30 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.2M | 1,157 | 0.1% | 15 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.2M | 1,040 | 0.1% | 2 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $1.2M | 4,333 | 0.1% | 1 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.1M | 4,208 | 0.1% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.1M | 8,063 | 0.1% | 31 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $1.1M | 9,043 | 0.1% | 5 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $1.1M | 3,098 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $1.0M | 12,096 | 0.1% | 24 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.0M | 5,464 | 0.1% | 25 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.0M | 1,014 | 0.1% | 8 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $1.0M | 42,564 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.3% | +14.8% | -5.5% | 100% |
| Q1 2026 | -0.2% | -4.6% | +4.5% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.4% | 100% |
| Q3 2025 | +6.0% | +7.8% | -1.8% | 100% |
| Q2 2025 | +4.0% | +10.5% | -6.4% | 100% |
| Q1 2025 | -3.3% | -4.6% | +1.3% | 100% |
| Q4 2024 | -0.1% | +2.1% | -2.2% | 100% |
| Q3 2024 | +5.7% | +5.4% | +0.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $880.0M | 211 |
| Q1 2026 | $756.4M | 202 |
| Q4 2025 | $722.2M | 185 |
| Q3 2025 | $704.4M | 186 |
| Q2 2025 | $632.5M | 180 |
| Q1 2025 | $589.0M | 170 |
| Q4 2024 | $606.3M | 175 |
| Q3 2024 | $598.0M | 176 |
| Q2 2024 | $560.7M | 175 |
| Q1 2024 | $532.4M | 176 |
| Q4 2023 | $456.7M | 177 |
| Q3 2023 | $400.2M | 178 |