Meridian Wealth Advisors, LLC

Est. AUM

$756.4M

13F long equity, this entity only

Positions

202

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$79.8M	122183	10.55%	SOLE
2	EXXON MOBIL CORP	COM	$54.7M	322172	7.23%	SOLE
3	ISHARES GOLD TR	ISHARES NEW	$51.6M	585046	6.82%	SOLE
4	APPLE INC	COM	$23.7M	93479	3.14%	SOLE
5	VANGUARD INDEX FDS	MID CAP ETF	$22.6M	78552	2.98%	SOLE
6	ISHARES TR	MSCI USA MIN VOL	$22.0M	236775	2.90%	SOLE
7	MICROSOFT CORP	COM	$21.1M	57135	2.80%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$20.4M	31360	2.70%	SOLE
9	VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.0M	26772	2.12%	SOLE
10	JPMORGAN CHASE & CO	COM	$15.3M	52079	2.03%	SOLE
11	ALPHABET INC	CAP STK CL A	$15.0M	52211	1.99%	SOLE
12	ISHARES TR	S&P 100 ETF	$14.8M	46576	1.96%	SOLE
13	NVIDIA CORPORATION	COM	$14.7M	84386	1.95%	SOLE
14	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$14.0M	217706	1.84%	SOLE
15	AMERICAN CENTY ETF TR	INTL EQT ETF	$13.8M	162811	1.83%	SOLE
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$13.2M	61520	1.75%	SOLE
17	ATLAS ENERGY SOLUTIONS INC	COM NEW	$12.5M	953958	1.65%	SOLE
18	AMAZON COM INC	COM	$11.5M	55402	1.53%	SOLE
19	PACER FDS TR	TRENDP US LAR CP	$10.7M	203946	1.41%	SOLE
20	COSTCO WHOLESALE CORPORATION	COM	$10.3M	10361	1.36%	SOLE
21	EATON CORP PLC	SHS	$9.0M	25080	1.19%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$8.5M	58158	1.12%	SOLE
23	ISHARES TR	RUS 1000 GRW ETF	$8.1M	18971	1.07%	SOLE
24	WALMART INC	COM	$7.8M	63044	1.04%	SOLE
25	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$7.3M	11906	0.97%	SOLE
26	THIRD COAST BANCSHARES INC	COM	$7.2M	190792	0.95%	SOLE
27	BROADCOM INC	COM	$6.4M	20668	0.85%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.3M	13233	0.84%	SOLE
29	VISA INC	COM CL A	$6.3M	20853	0.83%	SOLE
30	MARATHON PETE CORP	COM	$6.0M	24430	0.79%	SOLE
31	S&P GLOBAL INC	COM	$5.8M	13655	0.77%	SOLE
32	HOME DEPOT INC	COM	$5.8M	17612	0.77%	SOLE
33	OREILLY AUTOMOTIVE INC	COM	$5.7M	62074	0.76%	SOLE
34	ELI LILLY & CO	COM	$5.7M	6229	0.76%	SOLE
35	MCKESSON CORP	COM	$5.5M	6400	0.73%	SOLE
36	ADVANCED MICRO DEVICES INC	COM	$5.4M	26473	0.71%	SOLE
37	ALLSTATE CORP	COM	$5.2M	25288	0.69%	SOLE
38	ALPHABET INC	CAP STK CL C	$5.1M	17803	0.68%	SOLE
39	META PLATFORMS INC	CL A	$5.1M	8906	0.67%	SOLE
40	ISHARES TR	S&P 500 GRWT ETF	$4.7M	41924	0.63%	SOLE
41	AMPLIFY ETF TR	CWP ENHANCED DIV	$4.7M	105422	0.63%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.6M	34601	0.61%	SOLE
43	HONEYWELL INTL INC	COM	$4.5M	19766	0.59%	SOLE
44	IQVIA HLDGS INC	COM	$4.1M	24093	0.54%	SOLE
45	TRANE TECHNOLOGIES PLC	SHS	$3.6M	8681	0.48%	SOLE
46	COCA COLA CO	COM	$3.6M	47164	0.47%	SOLE
47	MORGAN STANLEY	COM NEW	$3.6M	21745	0.47%	SOLE
48	NETFLIX INC.	COM	$3.4M	35486	0.45%	SOLE
49	AIR PRODUCTS AND CHEMICALS I	COM	$3.3M	11329	0.44%	SOLE
50	PALO ALTO NETWORKS INC	COM	$3.3M	20456	0.43%	SOLE

1–50 of 202

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.