Meridian Wealth Advisors, LLC

CIK

1768095

Location

AUSTIN, TX

Portfolio Value

Small $880,021,710

Diversification

Diversified

Filing Date

Global Rank

#2,724 / 8,794 ▲ 250 · as of Jun 2026

Top Industry

Semiconductors 12.2%

Period ended 3 months ago

Filed Aug 14, 2026 · 52d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

175 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.4%

+9.3 pts

Top 5

37.9%

+8.4 pts

Top 10

50.7%

+7.1 pts

HHI

516

Diversified+216

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	49.0%	$430,920,370	35
Technology	15.7%	$138,427,978	29
Energy	8.0%	$70,314,484	15
Financial Services	7.9%	$69,335,700	26
Consumer Cyclical	4.1%	$35,719,739	12
Healthcare	4.0%	$34,852,064	19
Communication Services	3.8%	$33,860,074	5
Industrials	3.8%	$33,644,305	20
Consumer Defensive	2.7%	$23,829,767	7
Real Estate	0.5%	$4,797,119	4
Basic Materials	0.5%	$4,096,560	2
Utilities	0.0%	$223,550	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGDV	Capital Group Dividend Value ETF	+468,133	476,503	$23,482,067
VB	Vanguard Morningstar Small-Cap ETF	+281,087	402,130	$51,513,675
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+84,032	660,573	$161,960,935
IAU	Ishares Gold Trust	+56,347	641,393	$48,431,585
VEA	Vanguard FTSE Developed Markets ETF	+41,906	259,612	$18,497,355
ACSG	American Century Small Cap Growth Insights ETF	+22,325	188,779	$16,918,938
AIEQ	Amplify AI Powered Equity ETF	+17,456	122,878	$5,615,524
EDV	Vanguard World Funds Extended Duration ETF	+8,759	18,302	$3,910,112
TMO	Thermo Fisher Scientific Inc.	+8,055	9,351	$4,688,217
KLAC	Kla Corp	+4,735	5,260	$1,586,994
—		+4,516	30,414	$1,517,050
WMT	Walmart Inc.	+4,258	67,302	$7,622,624
ADI	Analog Devices Inc	+3,663	8,476	$3,366,412
NVDA	Nvidia Corp	+3,058	87,444	$17,496,669
AMZN	Amazon Com Inc	+3,011	58,413	$13,922,154
NFLX	Netflix Inc	+2,932	38,418	$2,743,045
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+2,603	84,561	$10,940,717
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+2,301	51,092	$9,147,143
BAC	Bank Of America Corp /De/	+2,281	10,128	$577,093
UBER	Uber Technologies, Inc	+2,066	35,800	$2,583,328
ROL	Rollins Inc	+1,892	22,208	$926,961
MSFT	Microsoft Corp	+1,806	58,941	$21,986,171
JPM	Jpmorgan Chase & Co	+1,701	53,780	$17,603,807
AVGO	Broadcom Inc.	+1,679	22,347	$8,441,579
ORLY	O Reilly Automotive Inc	+1,541	63,615	$5,858,305
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AESI	Atlas Energy Solutions Inc.	−164,659	789,299	$13,110,256
IQV	Iqvia Holdings Inc.	−22,182	1,911	$369,243
HON	Honeywell International Inc	−16,901	2,865	$641,473
TCBX	Third Coast Bancshares, Inc.	−10,323	180,469	$7,290,947
PFE	Pfizer Inc	−2,079	42,564	$1,024,941
INBX	Inhibrx Biosciences, Inc.	−2,000	8,500	$805,375
VEU	Vanguard FTSE All-World Ex-US ETF	−1,222	4,419	$263,770
ORCL	Oracle Corp	−538	2,887	$423,089
TXN	Texas Instruments Inc	−295	2,708	$807,173
CRM	Salesforce, Inc.	−273	5,012	$785,179
QQQ	Invesco Qqq Trust, Series 1	−259	3,627	$2,670,922
GLD	Spdr Gold Trust	−255	5,391	$1,985,936
RJF	Raymond James Financial Inc	−196	9,383	$1,426,497
IBM	International Business Machines Corp	−181	13,156	$3,699,598
MDY	Spdr S&P Midcap 400 ETF Trust	−170	11,736	$8,254,398
O	Realty Income Corp	−147	12,958	$802,877
MU	Micron Technology Inc	−137	1,040	$1,200,461
PG	PROCTER & GAMBLE Co	−126	5,268	$772,499
—		−104	2,966	$289,481
ABT	Abbott Laboratories	−82	7,561	$686,085
ADP	Automatic Data Processing Inc	−66	1,961	$439,165
UNP	Union Pacific Corp	−34	11,469	$3,119,568
BKF	iShares MSCI BIC ETF	−25	8,051	$2,030,703
MMM	3M Co	−21	4,587	$742,681
RSG	Republic Services, Inc.	−20	2,578	$549,320
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
GE	General Electric Co	10,164	$3,798,591
ANET	Arista Networks, Inc.	19,556	$3,322,173
CMI	Cummins Inc	4,580	$3,266,501
AKAM	Akamai Technologies Inc	15,789	$1,866,417
CI	Cigna Group	4,333	$1,194,521
HONA	Honeywell Aerospace Inc.	2,859	$632,067
CGUS	Capital Group Core Equity ETF	10,890	$484,387
INFQ	Infleqtion, Inc.	34,673	$461,844
VNOM	Viper Energy, Inc.	7,746	$328,430
PM	Philip Morris International Inc.	1,809	$327,266
INTC	Intel Corp	2,337	$326,315
COHR	Coherent Corp.	805	$317,548
DIA	Spdr Dow Jones Industrial Average ETF Trust	595	$310,822
CRWD	CrowdStrike Holdings, Inc.	402	$306,782
CFR	Cullen/Frost Bankers, Inc.	1,775	$274,273
—		1,995	$268,447
PH	Parker-Hannifin Corp	253	$247,464
FLEX	Flex Ltd.	1,500	$243,105
MPWR	Monolithic Power Systems, Inc.	165	$228,089
AROC	Archrock, Inc.	5,600	$227,976
VRTX	Vertex Pharmaceuticals Inc / Ma	434	$215,580
GEV	GE Vernova Inc.	181	$212,649
CNI	Canadian National Railway Co	1,700	$202,708
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	27,248	$2,361,039
SNOW	Snowflake Inc.	14,656	$2,210,417
DOV	DOVER Corp	10,139	$2,113,474
AKRE	Akre Focus ETF	5,931	$313,453
EXE	EXPAND ENERGY Corp	2,850	$312,873
ZTS	Zoetis Inc.	2,326	$274,956
SNDA	Sonida Senior Living, Inc.	8,501	$274,157
NKE	NIKE, Inc.	4,849	$256,124
ACN	Accenture plc	1,277	$253,216
SLV	iShares Silver Trust	3,300	$224,862
VZ	Verizon Communications Inc	4,375	$219,625
CEG	Constellation Energy Corp	764	$213,347
ADBE	Adobe Inc.	875	$212,695
IBIT	iShares Bitcoin Trust ETF	5,534	$212,616
COR	Cencora, Inc.	674	$211,730
NOC	Northrop Grumman Corp /De/	296	$201,943
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

175 tracked positions · $880,021,710 total · filing declares 211 positions · $880,021,047 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 175 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	660,573	+84,032	$161,960,935	—	18.40%
VB	Vanguard Morningstar Small-Cap ETF	Added	402,130	+281,087	$51,513,675	+101.6%	5.85%
IAU	Ishares Gold Trust	Added	641,393	+56,347	$48,431,585	−6.1%	5.50%
XOM	ExxonMobil Holdings Corp Energy	Added	322,421	+249	$44,081,399	−19.4%	5.01%
AAPL	Apple Inc. Technology	Added	94,005	+526	$27,201,286	+14.7%	3.09%
GOOGL	Alphabet Inc. Communication Services	Added	70,220	+206	$25,021,433	+24.4%	2.84%
SPY	Spdr S&P 500 ETF Trust	Added	31,988	+628	$23,887,678	+17.1%	2.71%
CGDV	Capital Group Dividend Value ETF	Added	476,503	+468,133	$23,482,067	+6495.0%	2.67%
MSFT	Microsoft Corp Technology	Added	58,941	+1,806	$21,986,171	+4.0%	2.50%
VEA	Vanguard FTSE Developed Markets ETF	Added	259,612	+41,906	$18,497,355	+32.6%	2.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	53,780	+1,701	$17,603,807	+14.9%	2.00%
NVDA	Nvidia Corp Technology	Added	87,444	+3,058	$17,496,669	+18.9%	1.99%
ACSG	American Century Small Cap Growth Insights ETF	Added	188,779	+22,325	$16,918,938	+19.9%	1.92%
AMD	Advanced Micro Devices Inc Technology	Added	26,968	+495	$15,665,980	+190.9%	1.78%
VIG	Vanguard Dividend Appreciation ETF	Added	62,517	+997	$14,792,772	+11.8%	1.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	58,413	+3,011	$13,922,154	+20.7%	1.58%
AAAP	Pacer Barings CLO Market Flex ETF	Held	234,983	0	$13,180,170	+11.4%	1.50%
AESI	Atlas Energy Solutions Inc. Energy	Reduced	789,299	-164,659	$13,110,256	+4.7%	1.49%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	84,561	+2,603	$10,940,717	+9.7%	1.24%
ETN	Eaton Corp plc Industrials	Added	25,589	+509	$10,903,984	+21.6%	1.24%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	10,586	+225	$9,902,885	−4.1%	1.13%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	51,092	+2,301	$9,147,143	+39.4%	1.04%
AVGO	Broadcom Inc. Technology	Added	22,347	+1,679	$8,441,579	+32.0%	0.96%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	11,736	-170	$8,254,398	+12.4%	0.94%
WMT	Walmart Inc. Consumer Defensive	Added	67,302	+4,258	$7,622,624	−2.7%	0.87%
LLY	ELI LILLY & Co Healthcare	Added	6,304	+75	$7,561,207	+32.0%	0.86%
V	Visa Inc. Financial Services	Added	21,355	+502	$7,326,686	+16.2%	0.83%
TCBX	Third Coast Bancshares, Inc. Financial Services	Reduced	180,469	-10,323	$7,290,947	+1.0%	0.83%
PANW	Palo Alto Networks Inc Technology	Added	21,059	+603	$7,181,540	+119.0%	0.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,261	+28	$6,635,671	+4.6%	0.75%
HD	Home Depot, Inc. Consumer Cyclical	Added	18,244	+632	$6,434,293	+11.1%	0.73%
MPC	Marathon Petroleum Corp Energy	Added	24,892	+462	$6,364,137	+6.7%	0.72%
ALL	Allstate Corp Financial Services	Added	25,996	+708	$6,185,488	+18.0%	0.70%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	63,615	+1,541	$5,858,305	+2.2%	0.67%
AMAT	Applied Materials Inc /De Technology	Added	8,073	+262	$5,836,779	+118.6%	0.66%
SPGI	S&P Global Inc. Financial Services	Added	13,984	+329	$5,695,123	−1.9%	0.65%
AIEQ	Amplify AI Powered Equity ETF	Added	122,878	+17,456	$5,615,524	+18.8%	0.64%
META	Meta Platforms, Inc. Communication Services	Added	9,433	+527	$5,313,514	+4.3%	0.60%
MCK	Mckesson Corp Healthcare	Added	6,692	+292	$5,056,475	−8.7%	0.57%
CSCO	Cisco Systems, Inc. Technology	Added	40,849	+1,477	$4,798,123	+57.1%	0.55%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	9,351	+8,055	$4,688,217	+636.0%	0.53%
MS	Morgan Stanley Financial Services	Added	22,420	+675	$4,686,676	+31.0%	0.53%
NXPI	NXP Semiconductors N.V. Technology	Added	16,471	+446	$4,628,845	+46.7%	0.53%
TT	Trane Technologies plc Industrials	Added	8,690	+9	$4,268,180	+18.0%	0.49%
EDV	Vanguard World Funds Extended Duration ETF	Added	18,302	+8,759	$3,910,112	+55.6%	0.44%
KO	Coca Cola Co Consumer Defensive	Added	47,469	+305	$3,857,805	+7.6%	0.44%
GE	General Electric Co Industrials	NEW	10,164	NEW	$3,798,591	NEW	0.43%
IBM	International Business Machines Corp Technology	Reduced	13,156	-181	$3,699,598	+14.4%	0.42%
SBUX	Starbucks Corp Consumer Cyclical	Added	34,788	+1,317	$3,554,985	+18.6%	0.40%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	11,985	+656	$3,513,762	+6.8%	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.