Meridian Wealth Advisors, LLC

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Institutional

CIK 0001768095

$756.4M

Reported AUM

202

Positions

Q1 2026

Period

2026-05-11

Filed

The Brief · Meridian Wealth Advisors, LLC · Q1 2026

AI · grounded in 13F

Meridian Wealth Advisors, LLC established a new position in NFLX valued at $3.4M. The fund significantly increased its holdings in TCBX, raising its share count by 910.44%. On the sell side, the firm trimmed its positions in MMM by 83.57% and CRM by 73.99%.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	IVV	ISHARES TR	$748.38	0.43%	20.75%	76.27%	$79.8M	10.55%	—	HELD
2	XOM	EXXON MOBIL CORP	$153.96	-1.92%	45.72%	236.23%	$54.7M	7.23%	—	HELD
3	IAU	ISHARES GOLD TR	$76.13	-1.51%	22.14%	123.86%	$51.6M	6.82%	—	HELD
4	AAPL	APPLE INC	$300.58	-9.85%	65.41%	124.96%	$23.7M	3.14%	—	HELD
5	VO	VANGUARD INDEX FDS	$81.01	0.02%	16.07%	40.55%	$22.6M	2.98%	—	HELD
6	USMV	ISHARES TR	$97.87	0.03%	7.75%	36.92%	$22.0M	2.90%	—	HELD
7	MSFT	MICROSOFT CORP	$463.94	2.85%	-13.24%	55.41%	$21.1M	2.80%	—	HELD
8	SPY	STATE STR SPDR S&P 500 ETF T	$744.52	0.38%	20.62%	75.74%	$20.4M	2.70%	—	HELD
9	VOO	VANGUARD INDEX FDS	$684.66	0.42%	20.72%	76.33%	$16.0M	2.12%	—	HELD
10	JPM	JPMORGAN CHASE & CO	$353.69	0.81%	23.57%	148.58%	$15.3M	2.03%	—	HELD
11	GOOGL	ALPHABET INC	$354.58	6.27%	85.11%	143.37%	$15.0M	1.98%	—	HELD
12	OEF	ISHARES TR	$367.12	0.42%	20.64%	87.02%	$14.8M	1.96%	—	HELD
13	NVDA	NVIDIA CORPORATION	$198.08	1.56%	12.42%	774.16%	$14.7M	1.95%	—	HELD
14	VEA	VANGUARD TAX-MANAGED FDS	$70.71	-0.53%	30.57%	58.27%	$14.0M	1.84%	—	HELD
15	AVDE	AMERICAN CENTY ETF TR	$91.15	-0.52%	27.53%	63.71%	$13.8M	1.83%	—	HELD
16	VIG	VANGUARD SPECIALIZED FUNDS	$239.12	-0.39%	18.88%	61.24%	$13.2M	1.75%	—	HELD
17	AESI	ATLAS ENERGY SOLUTIONS INC	$10.73	4.22%	-11.96%	-31.65%	$12.5M	1.65%	—	HELD
18	AMZN	AMAZON COM INC	$270.97	15.06%	9.66%	35.70%	$11.5M	1.53%	—	HELD
19	PTLC	PACER FDS TR	$58.06	0.44%	14.50%	53.18%	$10.7M	1.41%	—	HELD
20	COST	COSTCO WHOLESALE CORPORATION	$950.54	-0.38%	0.66%	120.84%	$10.3M	1.37%	—	HELD
21	ETN	EATON CORP PLC	$412.37	6.59%	2.65%	147.72%	$9.0M	1.19%	—	HELD
22	SDY	SPDR SERIES TRUST	$155.07	-0.24%	16.66%	41.98%	$8.5M	1.12%	—	HELD
23	IWF	ISHARES TR	$117.94	0.43%	9.16%	66.32%	$8.1M	1.07%	—	HELD
24	WMT	WALMART INC	$111.48	0.34%	13.75%	139.00%	$7.8M	1.04%	—	HELD
25	MDY	STATE STR SPDR S&P MIDCAP 40	$687.21	0.00%	22.11%	44.96%	$7.3M	0.97%	—	HELD
26	TCBX	THIRD COAST BANCSHARES INC	$43.67	-0.07%	20.14%	68.09%	$7.2M	0.95%	—	HELD
27	AVGO	BROADCOM INC	$388.14	0.08%	35.65%	758.72%	$6.4M	0.85%	—	HELD
28	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$6.3M	0.84%	—	HELD
29	V	VISA INC	$365.17	-0.30%	8.84%	65.83%	$6.3M	0.83%	—	HELD
30	MPC	MARATHON PETE CORP	$312.67	-0.45%	93.46%	490.73%	$6.0M	0.79%	—	HELD
31	SPGI	S&P GLOBAL INC	$413.95	-0.25%	—	—	$5.8M	0.77%	—	HELD
32	HD	HOME DEPOT INC	$331.52	-0.55%	—	—	$5.8M	0.77%	—	HELD
33	ORLY	OREILLY AUTOMOTIVE INC	$88.69	1.52%	—	—	$5.7M	0.76%	—	HELD
34	LLY	ELI LILLY & CO	$1143.39	-1.00%	—	—	$5.7M	0.76%	—	HELD
35	MCK	MCKESSON CORP	$857.33	-0.95%	—	—	$5.5M	0.73%	—	HELD
36	AMD	ADVANCED MICRO DEVICES INC	$491.92	1.34%	—	—	$5.4M	0.71%	—	HELD
37	ALL	ALLSTATE CORP	$266.80	0.54%	—	—	$5.2M	0.69%	—	HELD
38	GOOG	ALPHABET INC	$353.20	5.85%	—	—	$5.1M	0.68%	—	HELD
39	META	META PLATFORMS INC	$549.42	1.93%	—	—	$5.1M	0.67%	—	HELD
40	IVW	ISHARES TR	$134.77	1.08%	—	—	$4.7M	0.63%	—	HELD
41	DIVO	AMPLIFY ETF TR	$46.80	-0.22%	—	—	$4.7M	0.63%	—	HELD
42	XLK	SELECT SECTOR SPDR TR	$175.12	-0.35%	—	—	$4.6M	0.61%	—	HELD
43	HON	HONEYWELL INTL INC	$243.38	0.61%	—	—	$4.5M	0.59%	—	HELD
44	IQV	IQVIA HLDGS INC	$233.54	-1.79%	—	—	$4.1M	0.54%	—	HELD
45	TT	TRANE TECHNOLOGIES PLC	$455.18	3.39%	—	—	$3.6M	0.48%	—	HELD
46	KO	COCA COLA CO	$87.33	-1.31%	—	—	$3.6M	0.47%	—	HELD
47	MS	MORGAN STANLEY	$211.55	0.71%	—	—	$3.6M	0.47%	—	HELD
48	NFLX	NETFLIX INC.	$71.62	-2.12%	—	—	$3.4M	0.45%	—	HELD
49	APD	AIR PRODUCTS AND CHEMICALS I	$293.84	-2.12%	—	—	$3.3M	0.44%	—	HELD
50	PANW	PALO ALTO NETWORKS INC	$327.67	0.61%	—	—	$3.3M	0.43%	—	HELD
51	IBM	INTERNATIONAL BUSINESS MACHS	$220.70	-0.47%	—	—	$3.2M	0.43%	—	HELD
52	NXPI	NXP SEMICONDUCTORS N V	$236.41	-3.57%	—	—	$3.2M	0.42%	—	HELD
53	MRK	MERCK & CO INC	$130.79	0.77%	—	—	$3.1M	0.41%	—	HELD
54	CSCO	CISCO SYS INC	$115.56	1.76%	—	—	$3.1M	0.40%	—	HELD
55	SBUX	STARBUCKS CORP	$104.93	-0.87%	—	—	$3.0M	0.40%	—	HELD
56	AMGN	AMGEN INC	$382.93	-1.22%	—	—	$2.9M	0.39%	—	HELD
57	IJH	ISHARES TR	$75.37	0.03%	—	—	$2.9M	0.38%	—	HELD
58	UNP	UNION PAC CORP	$292.55	1.07%	—	—	$2.8M	0.37%	—	HELD
59	JNJ	JOHNSON & JOHNSON	$257.67	0.72%	—	—	$2.7M	0.36%	—	HELD
60	AMAT	APPLIED MATLS INC	$518.99	3.43%	—	—	$2.7M	0.35%	—	HELD
61	IRM	IRON MTN INC DEL	$123.38	-1.01%	—	—	$2.6M	0.34%	—	HELD
62	GLD	SPDR GOLD TR	$371.46	-1.51%	—	—	$2.4M	0.32%	—	HELD
63	UBER	UBER TECHNOLOGIES INC	$69.96	-0.58%	—	—	$2.4M	0.32%	—	HELD
64	RSP	INVESCO EXCHANGE TRADED FD T	$215.07	-0.14%	—	—	$2.4M	0.32%	—	HELD
65	MDT	MEDTRONIC PLC	$85.02	-0.81%	—	—	$2.4M	0.31%	—	HELD
66	QQQ	INVESCO QQQ TR	$687.04	0.51%	—	—	$2.2M	0.30%	—	HELD
67	SNOW	SNOWFLAKE INC	$297.74	-0.12%	—	—	$2.2M	0.29%	—	HELD
68	DOV	DOVER CORP	$204.60	0.26%	—	—	$2.1M	0.28%	—	HELD
69	CVX	CHEVRON CORPORATION	$195.43	1.62%	—	—	$1.9M	0.25%	—	HELD
70	VTI	VANGUARD INDEX FDS	$367.54	0.35%	—	—	$1.7M	0.23%	—	HELD
71	VTWO	VANGUARD SCOTTSDALE FDS	$117.58	-0.55%	—	—	$1.7M	0.22%	—	HELD
72	LOW	LOWES COS INC	$209.01	-0.51%	—	—	$1.6M	0.21%	—	HELD
73	ADI	ANALOG DEVICES INC	$368.24	0.43%	—	—	$1.5M	0.20%	—	HELD
74	EPD	ENTERPRISE PRODS PARTNERS L	$37.94	-0.47%	—	—	$1.5M	0.20%	—	HELD
75	CSQ	CALAMOS STRATEGIC TOTAL RETU	$20.05	0.25%	—	—	$1.5M	0.19%	—	HELD
76	IYW	ISHARES TR	$237.21	0.11%	—	—	$1.5M	0.19%	—	HELD
77	MA	MASTERCARD INCORPORATED	$571.41	-1.03%	—	—	$1.4M	0.19%	—	HELD
78	RJF	RAYMOND JAMES FINL INC	$175.95	0.56%	—	—	$1.4M	0.18%	—	HELD
79	UNH	UNITEDHEALTH GROUP INC	$420.63	-0.20%	—	—	$1.4M	0.18%	—	HELD
80	VHT	VANGUARD WORLD FD	$304.45	-0.88%	—	—	$1.4M	0.18%	—	HELD
81	INFL	LISTED FDS TR	$51.22	-0.22%	—	—	$1.3M	0.18%	—	HELD
82	ET	ENERGY TRANSFER L P	$20.39	0.72%	—	—	$1.3M	0.17%	—	HELD
83	MCD	MCDONALDS CORP	$269.34	0.34%	—	—	$1.3M	0.17%	—	HELD
84	PFE	PFIZER INC	$25.09	0.72%	—	—	$1.3M	0.17%	—	HELD
85	PEP	PEPSICO INC	$139.40	-0.57%	—	—	$1.2M	0.16%	—	HELD
86	LMT	LOCKHEED MARTIN CORP	$580.38	1.09%	—	—	$1.2M	0.16%	—	HELD
87	IWM	ISHARES TR	$291.04	-0.53%	—	—	$1.2M	0.15%	—	HELD
88	SPMD	SPDR SERIES TRUST	$66.03	0.00%	—	—	$1.1M	0.15%	—	HELD
89	IWB	ISHARES TR	$407.36	0.38%	—	—	$1.1M	0.15%	—	HELD
90	PTMC	PACER FDS TR	$40.91	0.10%	—	—	$1.1M	0.15%	—	HELD
91	GDX	VANECK ETF TRUST	$74.47	-3.01%	—	—	$1.1M	0.15%	—	HELD
92	ROL	ROLLINS INC	$37.90	-1.17%	—	—	$1.1M	0.14%	—	HELD
93	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$407.33	1.00%	—	—	$1.1M	0.14%	—	HELD
94	RTX	RTX CORPORATION	$215.15	0.36%	—	—	$1.0M	0.14%	—	HELD
95	CB	CHUBB LTD SWITZ	$351.92	0.51%	—	—	$1.0M	0.13%	—	HELD
96	CRM	SALESFORCE INC	$182.64	1.07%	—	—	$987K	0.13%	—	HELD
97	T	AT&T INC	$23.18	-0.11%	—	—	$955K	0.13%	—	HELD
98	BLK	BLACKROCK INC	$1094.94	-0.31%	—	—	$949K	0.13%	—	HELD
99	TJX	TJX COS INC NEW	$157.89	-0.86%	—	—	$916K	0.12%	—	HELD
100	VUG	VANGUARD INDEX FDS	$84.74	0.55%	—	—	$881K	0.12%	—	HELD
101	GS	GOLDMAN SACHS GROUP INC	—	—	—	—	$872K	0.12%	—	HELD
102	PHYS	SPROTT ASSET MANAGEMENT LP	—	—	—	—	$832K	0.11%	—	HELD
103	VV	VANGUARD INDEX FDS	—	—	—	—	$822K	0.11%	—	HELD
104	O	REALTY INCOME CORP	—	—	—	—	$802K	0.11%	—	HELD
105	BX	BLACKSTONE INC	—	—	—	—	$786K	0.10%	—	HELD
106	ABT	ABBOTT LABORATORIES	—	—	—	—	$785K	0.10%	—	HELD
107	PG	PROCTER & GAMBLE CO	—	—	—	—	$779K	0.10%	—	HELD
108	XLI	SELECT SECTOR SPDR TR	—	—	—	—	$777K	0.10%	—	HELD
109	KLAC	KLA CORP	—	—	—	—	$773K	0.10%	—	HELD
110	CAT	CATERPILLAR INC	—	—	—	—	$766K	0.10%	—	HELD
111	SGDM	SPROTT ETF TRUST	—	—	—	—	$755K	0.10%	—	HELD
112	HEFA	ISHARES TR	—	—	—	—	$732K	0.10%	—	HELD
113	IJR	ISHARES TR	—	—	—	—	$731K	0.10%	—	HELD
114	MSI	MOTOROLA SOLUTIONS INC	—	—	—	—	$720K	0.10%	—	HELD
115	EMLP	FIRST TR EXCHANGE-TRADED FD	—	—	—	—	$707K	0.09%	—	HELD
116	INBX	INHIBRX BIOSCIENCES INC	—	—	—	—	$706K	0.09%	—	HELD
117	SCHD	SCHWAB STRATEGIC TR	—	—	—	—	$700K	0.09%	—	HELD
118	AXP	AMERICAN EXPRESS CO	—	—	—	—	$696K	0.09%	—	HELD
119	QCOM	QUALCOMM INC	—	—	—	—	$693K	0.09%	—	HELD
120	XOP	SPDR SERIES TRUST	—	—	—	—	$691K	0.09%	—	HELD
121	MMM	3M CO	—	—	—	—	$669K	0.09%	—	HELD
122	TMO	THERMO FISHER SCIENTIFIC INC	—	—	—	—	$637K	0.08%	—	HELD
123	XLV	SELECT SECTOR SPDR TR	—	—	—	—	$634K	0.08%	—	HELD
124	XLF	SELECT SECTOR SPDR TR	—	—	—	—	$621K	0.08%	—	HELD
125	IUSG	ISHARES TR	—	—	—	—	$620K	0.08%	—	HELD
126	IWD	ISHARES TR	—	—	—	—	$611K	0.08%	—	HELD
127	TSLA	TESLA INC	—	—	—	—	$601K	0.08%	—	HELD
128	FBTC	FIDELITY WISE ORIGIN BITCOIN	—	—	—	—	$590K	0.08%	—	HELD
129	MGC	VANGUARD WORLD FD	—	—	—	—	$588K	0.08%	—	HELD
130	TXN	TEXAS INSTRS INC	—	—	—	—	$583K	0.08%	—	HELD
131	RSG	REPUBLIC SVCS INC	—	—	—	—	$569K	0.08%	—	HELD
132	DHR	DANAHER CORP DEL	—	—	—	—	$559K	0.07%	—	HELD
133	VTV	VANGUARD INDEX FDS	—	—	—	—	$558K	0.07%	—	HELD
134	XLY	SELECT SECTOR SPDR TR	—	—	—	—	$551K	0.07%	—	HELD
135	ITW	ILLINOIS TOOL WKS INC	—	—	—	—	$548K	0.07%	—	HELD
136	CME	CME GROUP INC	—	—	—	—	$540K	0.07%	—	HELD
137	PFFD	GLOBAL X FDS	—	—	—	—	$534K	0.07%	—	HELD
138	VIS	VANGUARD WORLD FD	—	—	—	—	$533K	0.07%	—	HELD
139	PPG	PPG INDS INC	—	—	—	—	$514K	0.07%	—	HELD
140	ORCL	ORACLE CORP	—	—	—	—	$504K	0.07%	—	HELD
141	PNC	PNC FINL SVCS GROUP INC	—	—	—	—	$487K	0.06%	—	HELD
142	VOT	VANGUARD INDEX FDS	—	—	—	—	$431K	0.06%	—	HELD
143	EQIX	EQUINIX INC	—	—	—	—	$420K	0.06%	—	HELD
144	TLT	ISHARES TR	—	—	—	—	$412K	0.05%	—	HELD
145	ADP	AUTOMATIC DATA PROCESSING IN	—	—	—	—	$412K	0.05%	—	HELD
146	WM	WASTE MGMT INC DEL	—	—	—	—	$408K	0.05%	—	HELD
147	MELI	MERCADOLIBRE INC	—	—	—	—	$401K	0.05%	—	HELD
148	MU	MICRON TECHNOLOGY INC	—	—	—	—	$398K	0.05%	—	HELD
149	NVS	NOVARTIS AG	—	—	—	—	$397K	0.05%	—	HELD
150	BAC	BANK AMERICA CORP	—	—	—	—	$383K	0.05%	—	HELD
151	WMB	WILLIAMS COS INC	—	—	—	—	$370K	0.05%	—	HELD
152	ICLN	ISHARES TR	—	—	—	—	$367K	0.05%	—	HELD
153	CGDV	CAPITAL GROUP DIVIDEND VALUE	—	—	—	—	$356K	0.05%	—	HELD
154	SPYM	SPDR SERIES TRUST	—	—	—	—	$345K	0.05%	—	HELD
155	CCJ	CAMECO CORP	—	—	—	—	$341K	0.05%	—	HELD
156	COP	CONOCOPHILLIPS	—	—	—	—	$340K	0.04%	—	HELD
157	ABBV	ABBVIE INC	—	—	—	—	$324K	0.04%	—	HELD
158	AZO	AUTOZONE INC	—	—	—	—	$321K	0.04%	—	HELD
159	AKRE	PROFESIONALLY MANAGED PORTFO	—	—	—	—	$313K	0.04%	—	HELD
160	EXE	EXPAND ENERGY CORPORATION	—	—	—	—	$313K	0.04%	—	HELD
161	UPS	UNITED PARCEL SVCS INC	—	—	—	—	$311K	0.04%	—	HELD
162	VWO	VANGUARD INTL EQUITY INDEX F	—	—	—	—	$305K	0.04%	—	HELD
163	FTC	FIRST TR EXCHANGE-TRADED ALP	—	—	—	—	$304K	0.04%	—	HELD
164	GILD	GILEAD SCIENCES INC	—	—	—	—	$295K	0.04%	—	HELD
165	MRSH	MARSH & MCLENNAN COS INC	—	—	—	—	$294K	0.04%	—	HELD
166	AVLV	AMERICAN CENTY ETF TR	—	—	—	—	$294K	0.04%	—	HELD
167	XLP	SELECT SECTOR SPDR TR	—	—	—	—	$293K	0.04%	—	HELD
168	C	CITIGROUP INC	—	—	—	—	$290K	0.04%	—	HELD
169	ZTS	ZOETIS INC	—	—	—	—	$275K	0.04%	—	HELD
170	OKE	ONEOK INC NEW	—	—	—	—	$274K	0.04%	—	HELD
171	SNDA	SONIDA SENIOR LIVING INC	—	—	—	—	$274K	0.04%	—	HELD
172	AOA	ISHARES TR	—	—	—	—	$272K	0.04%	—	HELD
173	ICE	INTERCONTINENTAL EXCHANGE IN	—	—	—	—	$270K	0.04%	—	HELD
174	MUB	ISHARES TR	—	—	—	—	$257K	0.03%	—	HELD
175	NKE	NIKE INC	—	—	—	—	$256K	0.03%	—	HELD
176	MDLZ	MONDELEZ INTL INC	—	—	—	—	$253K	0.03%	—	HELD
177	ACN	ACCENTURE PLC IRELAND	—	—	—	—	$253K	0.03%	—	HELD
178	RPG	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$250K	0.03%	—	HELD
179	VGT	VANGUARD WORLD FD	—	—	—	—	$242K	0.03%	—	HELD
180	EFAV	ISHARES TR	—	—	—	—	$237K	0.03%	—	HELD
181	NEE	NEXTERA ENERGY INC	—	—	—	—	$234K	0.03%	—	HELD
182	FANG	DIAMONDBACK ENERGY INC	—	—	—	—	$231K	0.03%	—	HELD
183	PSX	PHILLIPS 66	—	—	—	—	$231K	0.03%	—	HELD
184	IBRX	IMMUNITYBIO INC	—	—	—	—	$230K	0.03%	—	HELD
185	SLV	ISHARES SILVER TR	—	—	—	—	$225K	0.03%	—	HELD
186	VZ	VERIZON COMMUNICATIONS INC	—	—	—	—	$220K	0.03%	—	HELD
187	VBR	VANGUARD INDEX FDS	—	—	—	—	$216K	0.03%	—	HELD
188	GD	GENERAL DYNAMICS CORP	—	—	—	—	$216K	0.03%	—	HELD
189	PRK	PARK NATL CORP	—	—	—	—	$214K	0.03%	—	HELD
190	CEG	CONSTELLATION ENERGY CORP	—	—	—	—	$213K	0.03%	—	HELD
191	ADBE	ADOBE INC	—	—	—	—	$213K	0.03%	—	HELD
192	IBIT	ISHARES BITCOIN TRUST ETF	—	—	—	—	$213K	0.03%	—	HELD
193	COR	CENCORA INC	—	—	—	—	$212K	0.03%	—	HELD
194	NOC	NORTHROP GRUMMAN CORP	—	—	—	—	$202K	0.03%	—	HELD
195	DE	DEERE & CO	—	—	—	—	$202K	0.03%	—	HELD
196	STWD	STARWOOD PPTY TR INC	—	—	—	—	$194K	0.03%	—	HELD
197	KRP	KIMBELL RTY PARTNERS LP	—	—	—	—	$187K	0.02%	—	HELD
198	FPE	FIRST TR EXCH TRADED FD III	—	—	—	—	$187K	0.02%	—	HELD
199	XEXGX	EATON VANCE TAX-MANAGED GLOB	—	—	—	—	$155K	0.02%	—	HELD
200	RSVR	RESERVOIR MEDIA INC	—	—	—	—	$98K	0.01%	—	HELD
201	PTON	PELOTON INTERACTIVE INC	—	—	—	—	$52K	0.01%	—	HELD
202	RNTX	REIN THERAPEUTICS INC	—	—	—	—	$37K	0.00%	—	HELD

Source: SEC EDGAR · accession 0001951757-26-000818. 13F discloses long positions only — shorts, foreign equities, and options are excluded.