Meridian Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Meridian Wealth Advisors, Llc disclosed 208 stock positions valued at approximately $880.02M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES GOLD TR, and EXXON MOBIL CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 208
- Portfolio Value
- $880.02M
Holdings by Sector
Meridian Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 10.76% | 126,391 | +4,208 | +3.44% | $94,652,895 |
| ISHARES GOLD TR | IAU | Other | 5.50% | 641,393 | +56,347 | +9.63% | $48,431,585 |
| EXXON MOBIL CORP | XOM | Energy | 5.01% | 322,421 | +249 | +0.08% | $44,081,361 |
| VANGUARD INDEX FDS | VO | Other | 3.20% | 349,947 | +271,395 | +345.50% | $28,195,259 |
| APPLE INC | AAPL | Technology | 3.09% | 94,005 | +526 | +0.56% | $27,201,336 |
| ISHARES TR | USMV | Other | 2.80% | 255,013 | +18,238 | +7.70% | $24,598,592 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.71% | 31,988 | +628 | +2.00% | $23,887,367 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 2.67% | 476,503 | +468,133 | +5592.99% | $23,482,068 |
| MICROSOFT CORP | MSFT | Technology | 2.50% | 58,941 | +1,806 | +3.16% | $21,986,180 |
| ALPHABET INC | GOOGL | Communication Services | 2.12% | 52,129 | -82 | -0.16% | $18,629,503 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.10% | 259,612 | +41,906 | +19.25% | $18,497,335 |
| VANGUARD INDEX FDS | VOO | Other | 2.02% | 25,910 | -862 | -3.22% | $17,795,588 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.00% | 53,780 | +1,701 | +3.27% | $17,603,933 |
| NVIDIA CORPORATION | NVDA | Technology | 1.99% | 87,444 | +3,058 | +3.62% | $17,496,619 |
| ISHARES TR | OEF | Other | 1.86% | 44,676 | -1,900 | -4.08% | $16,345,444 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.85% | 182,184 | +19,373 | +11.90% | $16,250,822 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.78% | 26,968 | +495 | +1.87% | $15,665,983 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.68% | 62,517 | +997 | +1.62% | $14,792,670 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.58% | 58,413 | +3,011 | +5.43% | $13,922,155 |
| ATLAS ENERGY SOLUTIONS INC | AESI | Energy | 1.49% | 789,299 | -164,659 | -17.26% | $13,110,256 |
| PACER FDS TR | PTLC | Other | 1.35% | 203,946 | - | - | $11,881,895 |
| EATON CORP PLC | ETN | Other | 1.24% | 25,589 | +509 | +2.03% | $10,904,000 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.13% | 10,586 | +225 | +2.17% | $9,902,444 |
| ISHARES TR | IWF | Other | 1.07% | 75,845 | +56,874 | +299.79% | $9,417,664 |
| SPDR SERIES TRUST | SDY | Other | 1.05% | 60,695 | +2,537 | +4.36% | $9,236,531 |
| BROADCOM INC | AVGO | Technology | 0.96% | 22,347 | +1,679 | +8.12% | $8,441,431 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.94% | 11,736 | -170 | -1.43% | $8,254,091 |
| WALMART INC | WMT | Consumer Defensive | 0.87% | 67,302 | +4,258 | +6.75% | $7,622,656 |
| ELI LILLY & CO | LLY | Healthcare | 0.86% | 6,304 | +75 | +1.20% | $7,561,335 |
| VISA INC | V | Financial Services | 0.83% | 21,355 | +502 | +2.41% | $7,326,687 |
Showing 30 of 208 holdings in the latest reporting period.