Meridian Wealth Advisors, LLC

CIK

1768095

Location

AUSTIN, TX

Portfolio Value

Small $478,135,127

Diversification

Diversified

Filing Date

Global Rank

#2,382 / 8,232 ▲ 199

Top Industry

Oil & Gas Integrated 14.4%

3Y Alpha vs SPY

-6.0%

Period ended 2 months ago

Filed May 11, 2026 · 34d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.3%

SPY

+76.3%

Annualised alpha

-6.0%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

140 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%	$28,058,359	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	$4,467,708
PANW	Palo Alto Networks Inc	+8,742	20,456	$3,279,505
XOM	Exxon Mobil 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 positions · $478,135,127 total · 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	Exxon Mobil 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	$4,467,708	+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%