Meridian Wealth Advisors, LLC
CIK: 0001768095Latest portfolio: $722.2M · Q4 2025
Holdings
185
Total Value
$722.2M
New Positions
12
Closed Positions
13
Top Holdings
View All 185 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 117,868 | $80.7M | 11.18% | +4K | |
| 2 | IAU*ISHARES GOLD TR | 570,745 | $46.3M | 6.41% | -10,126 | |
| 3 | XOMEXXON MOBIL CORP | 313,860 | $37.8M | 5.23% | +2K | |
| 4 | MSFTMICROSOFT CORP | 55,052 | $26.6M | 3.69% | -2,522 | |
| 5 | AAPLAPPLE INC | 95,049 | $25.8M | 3.58% | -4,313 | |
| 6 | SPYSPDR S&P 500 ETF TR | 31,076 | $21.2M | 2.93% | -1,845 | |
| 7 | VOOVANGUARD INDEX FDS | 29,959 | $18.8M | 2.60% | +14K | |
| 8 | USMVISHARES TR | 197,634 | $18.6M | 2.58% | +57K | |
| 9 | VOVANGUARD INDEX FDS | 61,593 | $17.9M | 2.48% | +17K | |
| 10 | JPMJPMORGAN CHASE & CO. | 55,142 | $17.8M | 2.46% | -4,545 | |
| 11 | GOOGLALPHABET INC | 52,830 | $16.5M | 2.29% | -9,536 | |
| 12 | OEFISHARES TR | 46,523 | $16.0M | 2.21% | -864 | |
| 13 | NVDANVIDIA CORPORATION | 80,566 | $15.0M | 2.08% | -2,506 | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 62,806 | $13.8M | 1.91% | +506 | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 186,068 | $11.6M | 1.61% | +35K | |
| 16 | AMZNAMAZON COM INC | 49,207 | $11.4M | 1.57% | -4,802 | |
| 17 | PTLCPACER FDS TR | 203,487 | $11.3M | 1.57% | -885 | |
| 18 | AVDEAMERICAN CENTY ETF TR | 130,534 | $10.7M | 1.49% | NEW | |
| 19 | AESIATLAS ENERGY SOLUTIONS INC | 990,958 | $9.3M | 1.29% | -1,458,193 | |
| 20 | COSTCOSTCO WHSL CORP NEW | 10,742 | $9.3M | 1.28% | -708 | |
| 21 | VVISA INC | 26,046 | $9.1M | 1.26% | -1,468 | |
| 22 | ETNEATON CORP PLC | 25,963 | $8.3M | 1.15% | -1,233 | |
| 23 | IWFISHARES TR | 15,575 | $7.4M | 1.02% | +55 | |
| 24 | WMTWALMART INC | 65,544 | $7.3M | 1.01% | -694 | |
| 25 | MDYSPDR S&P MIDCAP 400 ETF TR | 11,753 | $7.1M | 0.98% | -948 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($8.073221191187882e+258T)
Technology0.0% ($2.6624258391502563e+80T)
Healthcare0.0% ($6.849590857004113e+46T)
Energy0.0% ($3.7769933440311295e+38T)
Unknown0.0% ($4.632767555590443e+36T)
Industrials0.0% ($8.269583544913719e+32T)
Consumer Cyclical0.0% ($1.1357610257022915e+30T)
Consumer Defensive0.0% ($9263730228841.1T)
Communication Services0.0% ($165356412563.9T)
Real Estate0.0% ($1685.8T)
Utilities0.0% ($258.2M)
Basic Materials0.0% ($2.2M)
Filing History
Fund Information
Meridian Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $722.2M across 185 holdings. The largest position is ISHARES TR (IVV), representing 11.2% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 13 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.