Meridian Wealth Advisors, LLC

CIK

1768095

Location

AUSTIN, TX

Portfolio Value

Small $478,135,128

Diversification

Diversified

Filing Date

Global Rank

#2,685 / 8,623 ▲ 107 · as of Mar 2026

Top Industry

Oil & Gas Integrated 14.4%

3Y Alpha vs SPY

-4.3%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+48.9%

SPY

+65.3%

Annualised alpha

-4.0%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

140 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.4%

+1.3 pts

Top 5

35.9%

+1.4 pts

Top 10

50.3%

+0.5 pts

HHI

397

Diversified+38

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.8%	$99,537,729	24
Unclassified	17.8%	$85,015,577	8
Energy	16.8%	$80,172,926	14
Financial Services	12.9%	$61,868,414	24
Healthcare	7.1%	$33,828,552	21
Consumer Cyclical	6.8%	$32,582,641	13
Industrials	5.9%	$28,058,360	16
Communication Services	5.2%	$24,793,646	6
Consumer Defensive	5.0%	$24,014,911	6
Real Estate	0.8%	$4,010,263	4
Basic Materials	0.8%	$3,804,519	2
Utilities	0.1%	$447,590	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TCBX	Third Coast Bancshares, Inc.	+171,910	190,792	$7,217,661
CSCO	Cisco Systems, Inc.	+27,862	39,372	$3,054,873
IAU	Ishares Gold Trust	+14,301	585,046	$51,577,655
HON	Honeywell International Inc	+13,215	19,766	$4,467,709
PANW	Palo Alto Networks Inc	+8,742	20,456	$3,279,505
XOM	ExxonMobil Holdings Corp	+8,312	322,172	$54,659,701
SNOW	Snowflake Inc.	+8,269	14,656	$2,210,417
AMAT	Applied Materials Inc /De	+6,521	7,811	$2,669,721
AMZN	Amazon Com Inc	+6,195	55,402	$11,538,574
KO	Coca Cola Co	+5,897	47,164	$3,586,822
IQV	Iqvia Holdings Inc.	+5,849	24,093	$4,108,820
IRM	Iron Mountain Inc	+5,085	25,399	$2,594,253
NVDA	Nvidia Corp	+3,820	84,386	$14,716,918
APD	Air Products & Chemicals, Inc.	+2,332	11,329	$3,290,961
MSFT	Microsoft Corp	+2,083	57,135	$21,149,662
SPGI	S&P Global Inc.	+1,943	13,655	$5,808,017
AVGO	Broadcom Inc.	+1,932	20,668	$6,396,952
HD	Home Depot, Inc.	+1,040	17,612	$5,792,410
IBM	International Business Machines Corp	+913	13,337	$3,232,755
CVX	Chevron Corp	+824	9,160	$1,895,204
PFE	Pfizer Inc	+692	44,643	$1,253,575
TXN	Texas Instruments Inc	+535	3,003	$583,002
ORCL	Oracle Corp	+445	3,425	$503,851
ICE	Intercontinental Exchange, Inc.	+403	1,716	$269,892
NKE	NIKE, Inc.	+392	4,849	$256,124
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AESI	Atlas Energy Solutions Inc.	−37,000	953,958	$12,515,928
MRK	Merck & Co., Inc.	−28,455	25,699	$3,091,332
MMM	3M Co	−23,445	4,608	$669,219
CRM	Salesforce, Inc.	−15,036	5,285	$986,550
UNP	Union Pacific Corp	−13,726	11,503	$2,790,857
CSQ	Calamos Strategic Total Return Fund	−12,000	85,722	$1,467,560
UNH	Unitedhealth Group Inc	−6,288	5,091	$1,377,573
KRP	Kimbell Royalty Partners, LP	−6,000	12,900	$186,663
NXPI	NXP Semiconductors N.V.	−5,720	16,025	$3,154,681
V	Visa Inc.	−5,193	20,853	$6,302,610
ORLY	O Reilly Automotive Inc	−4,833	62,074	$5,730,050
MS	Morgan Stanley	−3,214	21,745	$3,578,574
JPM	Jpmorgan Chase & Co	−3,063	52,079	$15,319,558
AMD	Advanced Micro Devices Inc	−2,822	26,473	$5,385,402
STWD	Starwood Property Trust, Inc.	−2,700	11,250	$193,725
WMT	Walmart Inc.	−2,500	63,044	$7,835,108
ALL	Allstate Corp	−1,571	25,288	$5,243,213
AAPL	Apple Inc.	−1,570	93,479	$23,724,035
VZ	Verizon Communications Inc	−1,559	4,375	$219,625
SBUX	Starbucks Corp	−1,146	33,471	$2,998,666
ADBE	Adobe Inc.	−986	875	$212,695
T	At&T Inc.	−921	32,941	$954,959
ETN	Eaton Corp plc	−883	25,080	$8,970,363
TT	Trane Technologies plc	−876	8,681	$3,617,719
META	Meta Platforms, Inc.	−809	8,906	$5,095,389
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	35,486	$3,411,978
UBER	Uber Technologies, Inc	33,734	$2,426,486
MDT	Medtronic plc	27,248	$2,361,039
DOV	DOVER Corp	10,139	$2,113,474
ROL	Rollins Inc	20,316	$1,085,077
PPG	Ppg Industries Inc	4,805	$513,558
MU	Micron Technology Inc	1,177	$397,637
CCJ	Cameco Corp	3,137	$340,709
UPS	United Parcel Service Inc	3,165	$311,372
SNDA	Sonida Senior Living, Inc.	8,501	$274,157
FANG	Diamondback Energy, Inc.	1,169	$231,216
PSX	Phillips 66	1,269	$231,186
IBRX	ImmunityBio, Inc.	29,960	$229,793
GD	General Dynamics Corp	629	$215,885
PRK	Park National Corp /Oh/	1,310	$214,119
NOC	Northrop Grumman Corp /De/	296	$201,943
DE	Deere & Co	358	$201,661
PTON	Peloton Interactive, Inc.	12,020	$51,565
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
ANET	Arista Networks, Inc.	14,919	$1,954,836
VNOM	Viper Energy, Inc.	9,258	$357,636
NOW	ServiceNow, Inc.	2,230	$341,613
DIS	Walt Disney Co	2,626	$298,760
LBRT	Liberty Energy Inc.	14,800	$273,208
CRWD	CrowdStrike Holdings, Inc.	448	$210,004
PUMP	ProPetro Holding Corp.	10,000	$95,100
NAKA	Nakamoto Inc.	11,000	$3,861
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

140 tracked positions · $478,135,128 total · filing declares 202 positions · $756,365,649 · as of Mar 31, 2026

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

Showing 1–50 of 140 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	ExxonMobil Holdings Corp Energy	Added	322,172	+8,312	$54,659,701	+44.7%	11.43%
IAU	Ishares Gold Trust	Added	585,046	+14,301	$51,577,655	+11.3%	10.79%
AAPL	Apple Inc. Technology	Reduced	93,479	-1,570	$23,724,035	−8.2%	4.96%
MSFT	Microsoft Corp Technology	Added	57,135	+2,083	$21,149,662	−20.6%	4.42%
SPY	Spdr S&P 500 ETF Trust	Added	31,360	+284	$20,394,662	−3.8%	4.27%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	52,079	-3,063	$15,319,558	−13.8%	3.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	52,211	-619	$15,013,795	−9.2%	3.14%
NVDA	Nvidia Corp Technology	Added	84,386	+3,820	$14,716,918	−2.1%	3.08%
AESI	Atlas Energy Solutions Inc. Energy	Reduced	953,958	-37,000	$12,515,928	+34.1%	2.62%
AMZN	Amazon Com Inc Consumer Cyclical	Added	55,402	+6,195	$11,538,574	+1.6%	2.41%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	10,361	-381	$10,324,011	+11.5%	2.16%
ETN	Eaton Corp plc Industrials	Reduced	25,080	-883	$8,970,363	+8.5%	1.88%
WMT	Walmart Inc. Consumer Defensive	Reduced	63,044	-2,500	$7,835,108	+7.3%	1.64%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	11,906	+153	$7,343,144	+3.6%	1.54%
TCBX	Third Coast Bancshares, Inc. Financial Services	Added	190,792	+171,910	$7,217,661	+905.7%	1.51%
AVGO	Broadcom Inc. Technology	Added	20,668	+1,932	$6,396,952	−1.4%	1.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	13,233	-206	$6,341,253	−6.1%	1.33%
V	Visa Inc. Financial Services	Reduced	20,853	-5,193	$6,302,610	−31.0%	1.32%
MPC	Marathon Petroleum Corp Energy	Reduced	24,430	-358	$5,965,317	+48.0%	1.25%
SPGI	S&P Global Inc. Financial Services	Added	13,655	+1,943	$5,808,017	−5.1%	1.21%
HD	Home Depot, Inc. Consumer Cyclical	Added	17,612	+1,040	$5,792,410	+1.6%	1.21%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	62,074	-4,833	$5,730,050	−6.1%	1.20%
LLY	ELI LILLY & Co Healthcare	Reduced	6,229	-145	$5,729,247	−16.4%	1.20%
MCK	Mckesson Corp Healthcare	Reduced	6,400	-803	$5,538,304	−6.3%	1.16%
AMD	Advanced Micro Devices Inc Technology	Reduced	26,473	-2,822	$5,385,402	−14.2%	1.13%
ALL	Allstate Corp Financial Services	Reduced	25,288	-1,571	$5,243,213	−6.2%	1.10%
META	Meta Platforms, Inc. Communication Services	Reduced	8,906	-809	$5,095,389	−20.5%	1.07%
HON	Honeywell International Inc Industrials	Added	19,766	+13,215	$4,467,709	+249.6%	0.93%
IQV	Iqvia Holdings Inc. Healthcare	Added	24,093	+5,849	$4,108,820	−0.1%	0.86%
TT	Trane Technologies plc Industrials	Reduced	8,681	-876	$3,617,719	−2.7%	0.76%
KO	Coca Cola Co Consumer Defensive	Added	47,164	+5,897	$3,586,822	+24.3%	0.75%
MS	Morgan Stanley Financial Services	Reduced	21,745	-3,214	$3,578,574	−19.2%	0.75%
NFLX	Netflix Inc Communication Services	NEW	35,486	NEW	$3,411,978	NEW	0.71%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	11,329	+2,332	$3,290,961	+48.1%	0.69%
PANW	Palo Alto Networks Inc Technology	Added	20,456	+8,742	$3,279,505	+52.0%	0.69%
IBM	International Business Machines Corp Technology	Added	13,337	+913	$3,232,755	−12.2%	0.68%
NXPI	NXP Semiconductors N.V. Technology	Reduced	16,025	-5,720	$3,154,681	−33.2%	0.66%
MRK	Merck & Co., Inc. Healthcare	Reduced	25,699	-28,455	$3,091,332	−45.8%	0.65%
CSCO	Cisco Systems, Inc. Technology	Added	39,372	+27,862	$3,054,873	+244.6%	0.64%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	33,471	-1,146	$2,998,666	+2.9%	0.63%
AMGN	Amgen Inc Healthcare	Added	8,364	+132	$2,942,873	+9.2%	0.62%
UNP	Union Pacific Corp Industrials	Reduced	11,503	-13,726	$2,790,857	−52.2%	0.58%
JNJ	Johnson & Johnson Healthcare	Added	11,030	+8	$2,696,173	+18.2%	0.56%
AMAT	Applied Materials Inc /De Technology	Added	7,811	+6,521	$2,669,721	+705.3%	0.56%
IRM	Iron Mountain Inc Real Estate	Added	25,399	+5,085	$2,594,253	+54.0%	0.54%
GLD	Spdr Gold Trust	Added	5,646	+42	$2,429,417	+9.4%	0.51%
UBER	Uber Technologies, Inc Technology	NEW	33,734	NEW	$2,426,486	NEW	0.51%
MDT	Medtronic plc Healthcare	NEW	27,248	NEW	$2,361,039	NEW	0.49%
QQQ	Invesco Qqq Trust, Series 1	Added	3,886	+287	$2,242,921	+1.4%	0.47%
SNOW	Snowflake Inc. Technology	Added	14,656	+8,269	$2,210,417	+57.8%	0.46%

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.