Meridian Wealth Advisors, Llc Portfolio Stock Holdings
Meridian Wealth Advisors, Llc disclosed 202 stock positions valued at approximately $756.4 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, EXXON MOBIL CORP, and ISHARES GOLD TR. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 202
- Portfolio Value
- $756.4M
Holdings by Sector
Meridian Wealth Advisors, Llc Portfolio Holdings in Q1 2026
201 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 10.55% | 122,183 | +4,315 | +3.66% | $79,811,239 |
| EXXON MOBIL CORP | XOM | Energy | 7.23% | 322,172 | +8,312 | +2.65% | $54,659,753 |
| ISHARES GOLD TR | IAU | Other | 6.82% | 585,046 | +14,301 | +2.51% | $51,577,693 |
| APPLE INC | AAPL | Technology | 3.14% | 93,479 | -1,570 | -1.65% | $23,724,126 |
| VANGUARD INDEX FDS | VO | Other | 2.98% | 78,552 | +16,959 | +27.53% | $22,558,597 |
| ISHARES TR | USMV | Other | 2.90% | 236,775 | +39,141 | +19.80% | $21,958,518 |
| MICROSOFT CORP | MSFT | Technology | 2.80% | 57,135 | +2,083 | +3.78% | $21,149,565 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.70% | 31,360 | +284 | +0.91% | $20,394,446 |
| VANGUARD INDEX FDS | VOO | Other | 2.12% | 26,772 | -3,187 | -10.64% | $15,997,622 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.03% | 52,079 | -3,063 | -5.55% | $15,319,687 |
| ALPHABET INC | GOOGL | Communication Services | 1.98% | 52,211 | -619 | -1.17% | $15,013,675 |
| ISHARES TR | OEF | Other | 1.96% | 46,576 | +53 | +0.11% | $14,814,332 |
| NVIDIA CORPORATION | NVDA | Technology | 1.95% | 84,386 | +3,820 | +4.74% | $14,716,944 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.84% | 217,706 | +31,638 | +17.00% | $13,950,577 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.83% | 162,811 | +32,277 | +24.73% | $13,812,856 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.75% | 61,520 | -1,286 | -2.05% | $13,230,528 |
| ATLAS ENERGY SOLUTIONS INC | AESI | Energy | 1.65% | 953,958 | -37,000 | -3.73% | $12,515,927 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.53% | 55,402 | +6,195 | +12.59% | $11,538,575 |
| PACER FDS TR | PTLC | Other | 1.41% | 203,946 | +459 | +0.23% | $10,699,008 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.37% | 10,361 | -381 | -3.55% | $10,324,394 |
| EATON CORP PLC | ETN | Other | 1.19% | 25,080 | -883 | -3.40% | $8,970,462 |
| SPDR SERIES TRUST | SDY | Other | 1.12% | 58,158 | +8,208 | +16.43% | $8,487,623 |
| ISHARES TR | IWF | Other | 1.07% | 18,971 | +3,396 | +21.80% | $8,089,093 |
| WALMART INC | WMT | Consumer Defensive | 1.04% | 63,044 | -2,500 | -3.81% | $7,835,135 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.97% | 11,906 | +153 | +1.30% | $7,343,434 |
| THIRD COAST BANCSHARES INC | TCBX | Financial Services | 0.95% | 190,792 | +171,910 | +910.44% | $7,217,661 |
| BROADCOM INC | AVGO | Technology | 0.85% | 20,668 | +1,932 | +10.31% | $6,396,808 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.84% | 13,233 | -206 | -1.53% | $6,341,254 |
| VISA INC | V | Financial Services | 0.83% | 20,853 | -5,193 | -19.94% | $6,302,642 |
| MARATHON PETE CORP | MPC | Energy | 0.79% | 24,430 | -358 | -1.44% | $5,965,207 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.77% | 13,655 | +1,943 | +16.59% | $5,808,040 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.77% | 17,612 | +1,040 | +6.28% | $5,792,266 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.76% | 62,074 | -4,833 | -7.22% | $5,730,051 |
| ELI LILLY & CO | LLY | Healthcare | 0.76% | 6,229 | -145 | -2.27% | $5,728,812 |
| MCKESSON CORP | MCK | Healthcare | 0.73% | 6,400 | -803 | -11.15% | $5,538,600 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.71% | 26,473 | -2,822 | -9.63% | $5,385,403 |
| ALLSTATE CORP | ALL | Financial Services | 0.69% | 25,288 | -1,571 | -5.85% | $5,243,277 |
| ALPHABET INC | GOOG | Communication Services | 0.68% | 17,803 | -165 | -0.92% | $5,106,841 |
| META PLATFORMS INC | META | Communication Services | 0.67% | 8,906 | -809 | -8.33% | $5,095,132 |
| ISHARES TR | IVW | Other | 0.63% | 41,924 | +120 | +0.29% | $4,742,020 |
| AMPLIFY ETF TR | DIVO | Other | 0.63% | 105,422 | +14,897 | +16.46% | $4,728,161 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.61% | 34,601 | -4,549 | -11.62% | $4,598,530 |
| HONEYWELL INTL INC | HON | Industrials | 0.59% | 19,766 | +13,215 | +201.72% | $4,467,737 |
| IQVIA HLDGS INC | IQV | Healthcare | 0.54% | 24,093 | +5,849 | +32.06% | $4,108,820 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.48% | 8,681 | -876 | -9.17% | $3,617,556 |
| COCA COLA CO | KO | Consumer Defensive | 0.47% | 47,164 | +5,897 | +14.29% | $3,586,809 |
| MORGAN STANLEY | MS | Financial Services | 0.47% | 21,745 | -3,214 | -12.88% | $3,578,630 |
| NETFLIX INC. | NFLX | Communication Services | 0.45% | 35,486 | +35,486 | +100.00% | $3,411,979 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.44% | 11,329 | +2,332 | +25.92% | $3,291,017 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.43% | 20,456 | +8,742 | +74.63% | $3,279,506 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.43% | 13,337 | +913 | +7.35% | $3,232,662 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.42% | 16,025 | -5,720 | -26.30% | $3,154,613 |
| MERCK & CO INC | MRK | Healthcare | 0.41% | 25,699 | -28,455 | -52.54% | $3,091,317 |
| CISCO SYS INC | CSCO | Technology | 0.40% | 39,372 | +27,862 | +242.07% | $3,054,854 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.40% | 33,471 | -1,146 | -3.31% | $2,998,669 |
| AMGEN INC | AMGN | Healthcare | 0.39% | 8,364 | +132 | +1.60% | $2,942,828 |
| ISHARES TR | IJH | Other | 0.38% | 42,475 | +17,763 | +71.88% | $2,868,322 |
| UNION PAC CORP | UNP | Industrials | 0.37% | 11,503 | -13,726 | -54.41% | $2,790,977 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.36% | 11,030 | +8 | +0.07% | $2,696,267 |
| APPLIED MATLS INC | AMAT | Technology | 0.35% | 7,811 | +6,521 | +505.50% | $2,669,722 |
| IRON MTN INC DEL | IRM | Real Estate | 0.34% | 25,399 | +5,085 | +25.03% | $2,594,252 |
| SPDR GOLD TR | GLD | Other | 0.32% | 5,646 | +42 | +0.75% | $2,429,417 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.32% | 33,734 | +33,734 | +100.00% | $2,426,487 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.32% | 12,486 | - | - | $2,396,313 |
| MEDTRONIC PLC | MDT | Other | 0.31% | 27,248 | +27,248 | +100.00% | $2,361,039 |
| INVESCO QQQ TR | QQQ | Other | 0.30% | 3,886 | +287 | +7.97% | $2,243,040 |
| SNOWFLAKE INC | SNOW | Technology | 0.29% | 14,656 | +8,269 | +129.47% | $2,210,418 |
| DOVER CORP | DOV | Industrials | 0.28% | 10,139 | +10,139 | +100.00% | $2,113,502 |
| CHEVRON CORPORATION | CVX | Energy | 0.25% | 9,160 | +824 | +9.88% | $1,895,123 |
| VANGUARD INDEX FDS | VTI | Other | 0.23% | 5,443 | +431 | +8.60% | $1,746,163 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.22% | 16,613 | - | - | $1,664,162 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.21% | 6,761 | +18 | +0.27% | $1,597,416 |
| ANALOG DEVICES INC | ADI | Technology | 0.20% | 4,813 | +23 | +0.48% | $1,531,183 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.20% | 40,448 | - | - | $1,530,552 |
| CALAMOS STRATEGIC TOTAL RETU | CSQ | Financial Services | 0.19% | 85,722 | -12,000 | -12.28% | $1,467,561 |
| ISHARES TR | IYW | Other | 0.19% | 8,076 | - | - | $1,465,148 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.19% | 2,839 | +52 | +1.87% | $1,418,535 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.18% | 9,579 | +10 | +0.10% | $1,386,943 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.18% | 5,091 | -6,288 | -55.26% | $1,377,704 |
| VANGUARD WORLD FD | VHT | Other | 0.18% | 5,001 | +1 | +0.02% | $1,361,884 |
| LISTED FDS TR | INFL | Other | 0.18% | 25,898 | - | - | $1,348,250 |
| ENERGY TRANSFER L P | ET | Energy | 0.17% | 68,365 | -63 | -0.09% | $1,319,442 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.17% | 4,162 | -78 | -1.84% | $1,293,648 |
| PFIZER INC | PFE | Healthcare | 0.17% | 44,643 | +692 | +1.57% | $1,253,575 |
| PEPSICO INC | PEP | Consumer Defensive | 0.16% | 7,962 | +108 | +1.38% | $1,236,389 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.16% | 1,948 | -143 | -6.84% | $1,177,389 |
| ISHARES TR | IWM | Other | 0.15% | 4,669 | -178 | -3.67% | $1,157,826 |
| SPDR SERIES TRUST | SPMD | Other | 0.15% | 19,288 | +19,288 | +100.00% | $1,142,236 |
| ISHARES TR | IWB | Other | 0.15% | 3,190 | +5 | +0.16% | $1,137,426 |
| PACER FDS TR | PTMC | Other | 0.15% | 31,037 | - | - | $1,135,023 |
| VANECK ETF TRUST | GDX | Other | 0.15% | 11,955 | - | - | $1,097,100 |
| ROLLINS INC | ROL | Consumer Cyclical | 0.14% | 20,316 | +20,316 | +100.00% | $1,085,071 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.14% | 3,166 | - | - | $1,069,820 |
| RTX CORPORATION | RTX | Industrials | 0.14% | 5,333 | -64 | -1.19% | $1,028,682 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.13% | 3,116 | -66 | -2.07% | $1,015,613 |
| SALESFORCE INC | CRM | Technology | 0.13% | 5,285 | -15,036 | -73.99% | $986,531 |
| AT&T INC | T | Communication Services | 0.13% | 32,941 | -921 | -2.72% | $954,960 |
| BLACKROCK INC | BLK | Other | 0.13% | 987 | -51 | -4.91% | $949,212 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.12% | 5,736 | +20 | +0.35% | $916,088 |
| VANGUARD INDEX FDS | VUG | Other | 0.12% | 2,016 | - | - | $880,569 |