Meridian Wealth Advisors, LLC

CIK

1768095

Location

AUSTIN, TX

Portfolio Value

Micro $3,804,519

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

2 positions · $3,804,519 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
APD	Air Products & Chemicals, Inc. Basic Materials	Added	11,329	+2,332	$3,290,961	+48.1%	86.50%
PPG	Ppg Industries Inc Basic Materials	NEW	4,805	NEW	$513,558	NEW	13.50%