Meridian Wealth Advisors, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$722.2M
Holdings
185
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (185 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 117,868 | $80.7M | 11.18% | |
| 2 | IAU*ISHARES GOLD TR | 570,745 | $46.3M | 6.41% | |
| 3 | XOMEXXON MOBIL CORP | 313,860 | $37.8M | 5.23% | |
| 4 | MSFTMICROSOFT CORP | 55,052 | $26.6M | 3.69% | |
| 5 | AAPLAPPLE INC | 95,049 | $25.8M | 3.58% | |
| 6 | SPYSPDR S&P 500 ETF TR | 31,076 | $21.2M | 2.93% | |
| 7 | VOOVANGUARD INDEX FDS | 29,959 | $18.8M | 2.60% | |
| 8 | USMVISHARES TR | 197,634 | $18.6M | 2.58% | |
| 9 | VOVANGUARD INDEX FDS | 61,593 | $17.9M | 2.48% | |
| 10 | JPMJPMORGAN CHASE & CO. | 55,142 | $17.8M | 2.46% | |
| 11 | GOOGLALPHABET INC | 52,830 | $16.5M | 2.29% | |
| 12 | OEFISHARES TR | 46,523 | $16.0M | 2.21% | |
| 13 | NVDANVIDIA CORPORATION | 80,566 | $15.0M | 2.08% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 62,806 | $13.8M | 1.91% | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 186,068 | $11.6M | 1.61% | |
| 16 | AMZNAMAZON COM INC | 49,207 | $11.4M | 1.57% | |
| 17 | PTLCPACER FDS TR | 203,487 | $11.3M | 1.57% | |
| 18 | AVDEAMERICAN CENTY ETF TR | 130,534 | $10.7M | 1.49% | |
| 19 | AESIATLAS ENERGY SOLUTIONS INC | 990,958 | $9.3M | 1.29% | |
| 20 | COSTCOSTCO WHSL CORP NEW | 10,742 | $9.3M | 1.28% | |
| 21 | VVISA INC | 26,046 | $9.1M | 1.26% | |
| 22 | ETNEATON CORP PLC | 25,963 | $8.3M | 1.15% | |
| 23 | IWFISHARES TR | 15,575 | $7.4M | 1.02% | |
| 24 | WMTWALMART INC | 65,544 | $7.3M | 1.01% | |
| 25 | MDYSPDR S&P MIDCAP 400 ETF TR | 11,753 | $7.1M | 0.98% | |
| 26 | SDYSPDR SERIES TRUST | 49,950 | $7.0M | 0.96% | |
| 27 | LLYELI LILLY & CO | 6,374 | $6.8M | 0.95% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,439 | $6.8M | 0.94% | |
| 29 | AVGOBROADCOM INC | 18,736 | $6.5M | 0.90% | |
| 30 | METAMETA PLATFORMS INC | 9,715 | $6.4M | 0.89% | |
| 31 | AMDADVANCED MICRO DEVICES INC | 29,295 | $6.3M | 0.87% | |
| 32 | SPGIS&P GLOBAL INC | 11,712 | $6.1M | 0.85% | |
| 33 | ORLYOREILLY AUTOMOTIVE INC | 66,907 | $6.1M | 0.84% | |
| 34 | MCKMCKESSON CORP | 7,203 | $5.9M | 0.82% | |
| 35 | UNPUNION PAC CORP | 25,229 | $5.8M | 0.81% | |
| 36 | HDHOME DEPOT INC | 16,572 | $5.7M | 0.79% | |
| 37 | MRKMERCK & CO INC | 54,154 | $5.7M | 0.79% | |
| 38 | GOOGALPHABET INC | 17,968 | $5.6M | 0.78% | |
| 39 | XLKSELECT SECTOR SPDR TR | 39,150 | $5.6M | 0.78% | |
| 40 | ALSALLSTATE CORP | 26,859 | $5.6M | 0.77% | |
| 41 | CRMSALESFORCE INC | 20,321 | $5.4M | 0.75% | |
| 42 | IVWISHARES TR | 41,804 | $5.2M | 0.71% | |
| 43 | NXPINXP SEMICONDUCTORS N V | 21,745 | $4.7M | 0.65% | |
| 44 | MMM3M CO | 28,053 | $4.5M | 0.62% | |
| 45 | DWDMORGAN STANLEY | 24,959 | $4.4M | 0.61% | |
| 46 | IQVIQVIA HLDGS INC | 18,244 | $4.1M | 0.57% | |
| 47 | MPCMARATHON PETE CORP | 24,788 | $4.0M | 0.56% | |
| 48 | DIVOAMPLIFY ETF TR | 90,525 | $4.0M | 0.56% | |
| 49 | UNHUNITEDHEALTH GROUP INC | 11,379 | $3.8M | 0.52% | |
| 50 | TTTRANE TECHNOLOGIES PLC | 9,557 | $3.7M | 0.51% | |
| 51 | IBMINTERNATIONAL BUSINESS MACHS | 12,424 | $3.7M | 0.51% | |
| 52 | SBUXSTARBUCKS CORP | 34,617 | $2.9M | 0.40% | |
| 53 | KOCOCA COLA CO | 41,267 | $2.9M | 0.40% | |
| 54 | AMGNAMGEN INC | 8,232 | $2.7M | 0.37% | |
| 55 | RSPINVESCO EXCHANGE TRADED FD T | 12,486 | $2.4M | 0.33% | |
| 56 | JNJJOHNSON & JOHNSON | 11,022 | $2.3M | 0.32% | |
| 57 | APDAIR PRODS & CHEMS INC | 8,997 | $2.2M | 0.31% | |
| 58 | GQ9SPDR GOLD TR | 5,604 | $2.2M | 0.31% | |
| 59 | NDQINVESCO QQQ TR | 3,599 | $2.2M | 0.31% | |
| 60 | PANWPALO ALTO NETWORKS INC | 11,714 | $2.2M | 0.30% | |
| 61 | ANETARISTA NETWORKS INC | 14,919 | $2.0M | 0.27% | |
| 62 | CSQCALAMOS STRATEGIC TOTAL RETU | 97,722 | $1.9M | 0.26% | |
| 63 | IRMIRON MTN INC DEL | 20,314 | $1.7M | 0.23% | |
| 64 | VTIVANGUARD INDEX FDS | 5,012 | $1.7M | 0.23% | |
| 65 | VTWOVANGUARD SCOTTSDALE FDS | 16,613 | $1.7M | 0.23% | |
| 66 | IJHISHARES TR | 24,712 | $1.6M | 0.23% | |
| 67 | LOWLOWES COS INC | 6,743 | $1.6M | 0.23% | |
| 68 | IYWISHARES TR | 8,076 | $1.6M | 0.22% | |
| 69 | MAMASTERCARD INCORPORATED | 2,787 | $1.6M | 0.22% | |
| 70 | RJFRAYMOND JAMES FINL INC | 9,569 | $1.5M | 0.21% | |
| 71 | VHTVANGUARD WORLD FD | 5,000 | $1.4M | 0.20% | |
| 72 | SNOWSNOWFLAKE INC | 6,387 | $1.4M | 0.19% | |
| 73 | ADIANALOG DEVICES INC | 4,790 | $1.3M | 0.18% | |
| 74 | EPDENTERPRISE PRODS PARTNERS L | 40,448 | $1.3M | 0.18% | |
| 75 | MCDMCDONALDS CORP | 4,240 | $1.3M | 0.18% | |
| 76 | HONHONEYWELL INTL INC | 6,551 | $1.3M | 0.18% | |
| 77 | CVXCHEVRON CORP NEW | 8,336 | $1.3M | 0.18% | |
| 78 | IWMISHARES TR | 4,847 | $1.2M | 0.17% | |
| 79 | IWBISHARES TR | 3,185 | $1.2M | 0.16% | |
| 80 | INFLLISTED FDS TR | 25,898 | $1.2M | 0.16% | |
| 81 | ETENERGY TRANSFER L P | 68,428 | $1.1M | 0.16% | |
| 82 | PEPPEPSICO INC | 7,854 | $1.1M | 0.16% | |
| 83 | BXBLACKSTONE INC | 7,280 | $1.1M | 0.16% | |
| 84 | BLKBLACKROCK INC | 1,038 | $1.1M | 0.15% | |
| 85 | PTMCPACER FDS TR | 31,037 | $1.1M | 0.15% | |
| 86 | PFEPFIZER INC | 43,951 | $1.1M | 0.15% | |
| 87 | GDXVANECK ETF TRUST | 11,955 | $1.0M | 0.14% | |
| 88 | LMTLOCKHEED MARTIN CORP | 2,091 | $1.0M | 0.14% | |
| 89 | CBCHUBB LIMITED | 3,182 | $993K | 0.14% | |
| 90 | RTXRTX CORPORATION | 5,397 | $989K | 0.14% | |
| 91 | VUGVANGUARD INDEX FDS | 2,016 | $983K | 0.14% | |
| 92 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,166 | $961K | 0.13% | |
| 93 | QCOMQUALCOMM INC | 5,435 | $929K | 0.13% | |
| 94 | ABTABBOTT LABS | 7,365 | $922K | 0.13% | |
| 95 | GSGOLDMAN SACHS GROUP INC | 1,037 | $911K | 0.13% | |
| 96 | CSCOCISCO SYS INC | 11,510 | $886K | 0.12% | |
| 97 | TJXTJX COS INC NEW | 5,716 | $877K | 0.12% | |
| 98 | AXPAMERICAN EXPRESS CO | 2,343 | $866K | 0.12% | |
| 99 | VVVANGUARD INDEX FDS | 2,750 | $865K | 0.12% | |
| 100 | TAT&T INC | 33,862 | $841K | 0.12% |
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