Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $94.7M | 10.8% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $48.4M | 5.5% |
| Exxon Mobil Corp.COM | COM | $44.1M | 5.0% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $28.2M | 3.2% |
| Apple Inc.COM | COM | $27.2M | 3.1% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $24.6M | 2.8% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $23.9M | 2.7% |
| Capital Group Dividend ValueSHS CREAT UNIT | SHS CREAT UNIT | $23.5M | 2.7% |
| Microsoft Corp.COM | COM | $22M | 2.5% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $18.6M | 2.1% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $18.5M | 2.1% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $17.8M | 2.0% |
| JPMORGAN Chase & COCOM | COM | $17.6M | 2.0% |
| Nvidia CorporationCOM | COM | $17.5M | 2.0% |
| iShares TRS&P 100 ETF | S&P 100 ETF | $16.3M | 1.9% |
| American Centy ETF TRINTL EQT ETF | INTL EQT ETF | $16.3M | 1.8% |
| Advanced Micro Devices Inc.COM | COM | $15.7M | 1.8% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $14.8M | 1.7% |
| Amazon Com Inc.COM | COM | $13.9M | 1.6% |
| Atlas Energy Solutions Inc.COM NEW | COM NEW | $13.1M | 1.5% |
| Pacer Fds TRTRENDP US LAR CP | TRENDP US LAR CP | $11.9M | 1.4% |
| Eaton Corp. PLCSHS | SHS | $10.9M | 1.2% |
| Costco Wholesale CorporationCOM | COM | $9.9M | 1.1% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $9.42M | 1.1% |
| SPDR Series TrustST STR SP DIV | ST STR SP DIV | $9.24M | 1.0% |
| Broadcom Inc.COM | COM | $8.44M | 1.0% |
| State Str SPDR S&P Midcap 40UTSER1 S&PDCRP | UTSER1 S&PDCRP | $8.25M | 0.9% |
| Walmart Inc.COM | COM | $7.62M | 0.9% |
| Eli Lilly & COCOM | COM | $7.56M | 0.9% |
| Visa Inc.COM CL A | COM CL A | $7.33M | 0.8% |
| Third Coast Bancshares Inc.COM | COM | $7.29M | 0.8% |
| Palo Alto Networks Inc.COM | COM | $7.18M | 0.8% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $6.77M | 0.8% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $6.64M | 0.8% |
| Home Depot Inc.COM | COM | $6.43M | 0.7% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $6.39M | 0.7% |
| Marathon Pete Corp.COM | COM | $6.36M | 0.7% |
| Allstate Corp.COM | COM | $6.19M | 0.7% |
| Oreilly Automotive Inc.COM | COM | $5.86M | 0.7% |
| Applied Matls Inc.COM | COM | $5.84M | 0.7% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $5.77M | 0.7% |
| S&P Global Inc.COM | COM | $5.7M | 0.6% |
| Amplify ETF TRCWP ENHANCED DIV | CWP ENHANCED DIV | $5.62M | 0.6% |
| Meta Platforms Inc.CL A | CL A | $5.31M | 0.6% |
| Mckesson Corp.COM | COM | $5.06M | 0.6% |
| Cisco Sys Inc.COM | COM | $4.8M | 0.5% |
| Thermo Fisher Scientific Inc.COM | COM | $4.69M | 0.5% |
| Morgan StanleyCOM NEW | COM NEW | $4.69M | 0.5% |
| NXP Semiconductors N VCOM | COM | $4.63M | 0.5% |
| Trane Technologies PLCSHS | SHS | $4.27M | 0.5% |
iShares TRCORE S&P500 ETF$94.7M
- Class
- CORE S&P500 ETF
- Share
- 10.8%
iShares Gold TRISHARES NEW$48.4M
- Class
- ISHARES NEW
- Share
- 5.5%
Exxon Mobil Corp.COM$44.1M
- Class
- COM
- Share
- 5.0%
Vanguard Index FdsMID CAP ETF$28.2M
- Class
- MID CAP ETF
- Share
- 3.2%
Apple Inc.COM$27.2M
- Class
- COM
- Share
- 3.1%
iShares TRMSCI USA MIN ETF$24.6M
- Class
- MSCI USA MIN ETF
- Share
- 2.8%
State Str SPDR S&P 500 ETF TTR UNIT$23.9M
- Class
- TR UNIT
- Share
- 2.7%
Capital Group Dividend ValueSHS CREAT UNIT$23.5M
- Class
- SHS CREAT UNIT
- Share
- 2.7%
Microsoft Corp.COM$22M
- Class
- COM
- Share
- 2.5%
Alphabet Inc.CAP STK CL A$18.6M
- Class
- CAP STK CL A
- Share
- 2.1%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$18.5M
- Class
- VAN FTSE DEV MKT
- Share
- 2.1%
Vanguard Index FdsS&P 500 ETF SHS$17.8M
- Class
- S&P 500 ETF SHS
- Share
- 2.0%
JPMORGAN Chase & COCOM$17.6M
- Class
- COM
- Share
- 2.0%
Nvidia CorporationCOM$17.5M
- Class
- COM
- Share
- 2.0%
iShares TRS&P 100 ETF$16.3M
- Class
- S&P 100 ETF
- Share
- 1.9%
American Centy ETF TRINTL EQT ETF$16.3M
- Class
- INTL EQT ETF
- Share
- 1.8%
Advanced Micro Devices Inc.COM$15.7M
- Class
- COM
- Share
- 1.8%
Vanguard Specialized FundsDIV APP ETF$14.8M
- Class
- DIV APP ETF
- Share
- 1.7%
Amazon Com Inc.COM$13.9M
- Class
- COM
- Share
- 1.6%
Atlas Energy Solutions Inc.COM NEW$13.1M
- Class
- COM NEW
- Share
- 1.5%
Pacer Fds TRTRENDP US LAR CP$11.9M
- Class
- TRENDP US LAR CP
- Share
- 1.4%
Eaton Corp. PLCSHS$10.9M
- Class
- SHS
- Share
- 1.2%
Costco Wholesale CorporationCOM$9.9M
- Class
- COM
- Share
- 1.1%
iShares TRRUS 1000 GRW ETF$9.42M
- Class
- RUS 1000 GRW ETF
- Share
- 1.1%
SPDR Series TrustST STR SP DIV$9.24M
- Class
- ST STR SP DIV
- Share
- 1.0%
Broadcom Inc.COM$8.44M
- Class
- COM
- Share
- 1.0%
State Str SPDR S&P Midcap 40UTSER1 S&PDCRP$8.25M
- Class
- UTSER1 S&PDCRP
- Share
- 0.9%
Walmart Inc.COM$7.62M
- Class
- COM
- Share
- 0.9%
Eli Lilly & COCOM$7.56M
- Class
- COM
- Share
- 0.9%
Visa Inc.COM CL A$7.33M
- Class
- COM CL A
- Share
- 0.8%
Third Coast Bancshares Inc.COM$7.29M
- Class
- COM
- Share
- 0.8%
Palo Alto Networks Inc.COM$7.18M
- Class
- COM
- Share
- 0.8%
Select Sector SPDR TRST STR TECHN ETF$6.77M
- Class
- ST STR TECHN ETF
- Share
- 0.8%
Berkshire Hathaway Inc. DelCL B NEW$6.64M
- Class
- CL B NEW
- Share
- 0.8%
Home Depot Inc.COM$6.43M
- Class
- COM
- Share
- 0.7%
Alphabet Inc.CAP STK CL C$6.39M
- Class
- CAP STK CL C
- Share
- 0.7%
Marathon Pete Corp.COM$6.36M
- Class
- COM
- Share
- 0.7%
Allstate Corp.COM$6.19M
- Class
- COM
- Share
- 0.7%
Oreilly Automotive Inc.COM$5.86M
- Class
- COM
- Share
- 0.7%
Applied Matls Inc.COM$5.84M
- Class
- COM
- Share
- 0.7%
iShares TRS&P 500 GRWT ETF$5.77M
- Class
- S&P 500 GRWT ETF
- Share
- 0.7%
S&P Global Inc.COM$5.7M
- Class
- COM
- Share
- 0.6%
Amplify ETF TRCWP ENHANCED DIV$5.62M
- Class
- CWP ENHANCED DIV
- Share
- 0.6%
Meta Platforms Inc.CL A$5.31M
- Class
- CL A
- Share
- 0.6%
Mckesson Corp.COM$5.06M
- Class
- COM
- Share
- 0.6%
Cisco Sys Inc.COM$4.8M
- Class
- COM
- Share
- 0.5%
Thermo Fisher Scientific Inc.COM$4.69M
- Class
- COM
- Share
- 0.5%
Morgan StanleyCOM NEW$4.69M
- Class
- COM NEW
- Share
- 0.5%
NXP Semiconductors N VCOM$4.63M
- Class
- COM
- Share
- 0.5%
Trane Technologies PLCSHS$4.27M
- Class
- SHS
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 211 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1768095
- File number
- 028-19356
- Options
- 0 call, 0 put
- In the 25 largest
- 64.5%
- Prior quarter
- $756M at 31 March 2026
- Positions opened
- 26
- Positions closed
- 17
Common questions
What are Meridian Wealth Advisors’ 13F holdings worth?
$880 million across 211 positions for the quarter ended 30 June 2026.
What is Meridian Wealth Advisors’ largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $94.7 million, or 10.8% of reported 13F value, as of 30 June 2026.
How concentrated is Meridian Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 40.4% of reported value and the twenty-five largest for 64.5%, across 211 positions as of 30 June 2026.
Does Form 13F show everything Meridian Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Meridian Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.