Meridian Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Meridian Wealth Advisors, LLC reported 211 stock positions worth $880.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.8% of the portfolio, followed by iShares Gold Trust (IAU, 5.5%) and Exxon Mobil (XOM, 5.0%). Compared with Q1 2026, it opened 24 new positions, sold out of 16, added to 108 and reduced 39. The biggest buy was Cap Group Dividend Value (CGDV, shares +5593%) and the biggest sale Honeywell International (HON, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001768095
- Portfolio Value
- $880.0M (Q2 2026)
- SEC Filing
- 0001951757-26-001265 ↗ filed Aug 14, 2026
Holdings Value
Holdings 211 stocks · $880.0M
| IVV iShares Core S&P 500 ETF | 10.76% | 126,391 | $94.7M | Add +3.4% |
| IAU iShares Gold Trust | 5.50% | 641,393 | $48.4M | Add +9.6% |
| XOM Exxon Mobil Corp. | 5.01% | 322,421 | $44.1M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.20% | 349,947 | $28.2M | Add +11.4% |
| AAPL Apple Inc. | 3.09% | 94,005 | $27.2M | Add +0.6% |
| USMV iShares MSCI USA Min Vol Fac | 2.80% | 255,013 | $24.6M | Add +7.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.71% | 31,988 | $23.9M | Add +2.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.67% | 476,503 | $23.5M | Add +5593.0% |
| MSFT Microsoft Corp. | 2.50% | 58,941 | $22.0M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 2.12% | 52,129 | $18.6M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 2.10% | 259,612 | $18.5M | Add +19.3% |
| VOO Vanguard S&P 500 ETF | 2.02% | 25,910 | $17.8M | Reduce -3.2% |
| JPM JPMorgan Chase & Co. | 2.00% | 53,780 | $17.6M | Add +3.3% |
| NVDA Nvidia Corp. | 1.99% | 87,444 | $17.5M | Add +3.6% |
| OEF iShares S&P 100 ETF | 1.86% | 44,676 | $16.3M | Reduce -4.1% |
| AVDE Avantis International Equity | 1.85% | 182,184 | $16.3M | Add +11.9% |
| AMD Advanced Micro Devices | 1.78% | 26,968 | $15.7M | Add +1.9% |
| VIG Vanguard Dividend Apprec ETF | 1.68% | 62,517 | $14.8M | Add +1.6% |
| AMZN Amazon.com Inc. | 1.58% | 58,413 | $13.9M | Add +5.4% |
| AESI Atlas Energy Solutions Inc. | 1.49% | 789,299 | $13.1M | Reduce -17.3% |
| PTLC Pacer Trendpilot US Large Ca | 1.35% | 203,946 | $11.9M | No change |
| ETN Eaton Corp. PLC | 1.24% | 25,589 | $10.9M | Add +2.0% |
| COST Costco Wholesale Corp. | 1.13% | 10,586 | $9.9M | Add +2.2% |
| IWF iShares Russell 1000 Growth | 1.07% | 75,845 | $9.4M | No change |
| SDY SS SPDR S&P Dividend ETF | 1.05% | 60,695 | $9.2M | Add +4.4% |
| AVGO Broadcom Inc. | 0.96% | 22,347 | $8.4M | Add +8.1% |
| MDY State Street SPDR S&P Midcap | 0.94% | 11,736 | $8.3M | Reduce -1.4% |
| WMT Walmart Inc. | 0.87% | 67,302 | $7.6M | Add +6.8% |
| LLY Eli Lilly & Co. | 0.86% | 6,304 | $7.6M | Add +1.2% |
| V Visa Inc. Class A | 0.83% | 21,355 | $7.3M | Add +2.4% |
| TCBX Third Coast Bancshares Inc. | 0.83% | 180,469 | $7.3M | Reduce -5.4% |
| PANW Palo Alto Networks Inc. | 0.82% | 21,059 | $7.2M | Add +3.0% |
| XLK SS Technology Select Sector | 0.77% | 35,542 | $6.8M | Add +2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 13,261 | $6.6M | Add +0.2% |
| HD Home Depot Inc. | 0.73% | 18,244 | $6.4M | Add +3.6% |
| GOOG Alphabet Inc. Class C | 0.73% | 18,091 | $6.4M | Add +1.6% |
| MPC Marathon Petroleum Corp. | 0.72% | 24,892 | $6.4M | Add +1.9% |
| ALL Allstate Corp. | 0.70% | 25,996 | $6.2M | Add +2.8% |
| ORLY O'reilly Automotive Inc. | 0.67% | 63,615 | $5.9M | Add +2.5% |
| AMAT Applied Materials Inc. | 0.66% | 8,073 | $5.8M | Add +3.4% |
| IVW iShares S&P 500 Growth ETF | 0.66% | 41,945 | $5.8M | Add +0.1% |
| SPGI S&P Global Inc. | 0.65% | 13,984 | $5.7M | Add +2.4% |
| DIVO Amplify CWP Enhan Divid ETF | 0.64% | 122,878 | $5.6M | Add +16.6% |
| META Meta Platforms Inc. Class A | 0.60% | 9,433 | $5.3M | Add +5.9% |
| MCK McKesson Corp. | 0.57% | 6,692 | $5.1M | Add +4.6% |
| CSCO Cisco Systems Inc. | 0.55% | 40,849 | $4.8M | Add +3.8% |
| TMO Thermo Fisher Scientific Inc. | 0.53% | 9,351 | $4.7M | Add +621.5% |
| MS Morgan Stanley | 0.53% | 22,420 | $4.7M | Add +3.1% |
| NXPI NXP Semiconductors NV | 0.53% | 16,471 | $4.6M | Add +2.8% |
| TT Trane Technologies PLC | 0.48% | 8,690 | $4.3M | Add +0.1% |
| KO The Coca-Cola Co. | 0.44% | 47,469 | $3.9M | Add +0.7% |
| GE General Electric filed as GE AEROSPACE | 0.43% | 10,164 | $3.8M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 13,156 | $3.7M | Reduce -1.4% |
| SBUX Starbucks Corp. | 0.40% | 34,788 | $3.6M | Add +3.9% |
| APD Air Products & Chemicals Inc. | 0.40% | 11,985 | $3.5M | Add +5.8% |
| IJH iShares Core S&P Midcap ETF | 0.39% | 44,528 | $3.4M | Add +4.8% |
| ADI Analog Devices Inc. | 0.38% | 8,476 | $3.4M | Add +76.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.38% | 26,615 | $3.4M | Add +4.8% |
| ANET Arista Networks Inc. | 0.38% | 19,556 | $3.3M | New |
| MRK Merck & Co. Inc. | 0.38% | 25,697 | $3.3M | Reduce -0.0% |
| CMI Cummins Inc. | 0.37% | 4,580 | $3.3M | New |
| UNP Union Pacific Corp. | 0.35% | 11,469 | $3.1M | Reduce -0.3% |
| AMGN Amgen Inc. | 0.34% | 8,375 | $3.0M | Add +0.1% |
| JNJ Johnson & Johnson | 0.32% | 11,076 | $2.8M | Add +0.4% |
| NFLX Netflix Inc. | 0.31% | 38,418 | $2.7M | Add +8.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 3,627 | $2.7M | Reduce -6.7% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 12,486 | $2.7M | No change |
| UBER Uber Technologies Inc. | 0.29% | 35,800 | $2.6M | Add +6.1% |
| UNH Unitedhealth Group Inc. | 0.25% | 5,269 | $2.2M | Add +3.5% |
| IYW iShares Ustechnology ETF | 0.23% | 8,051 | $2.0M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 5,484 | $2.0M | Add +0.8% |
| VTWO Vanguard Russell 2000 ETF | 0.23% | 16,613 | $2.0M | No change |
| GLD SPDR Gold Shares | 0.23% | 5,391 | $2.0M | Reduce -4.5% |
| AKAM Akamai Technologies Inc. | 0.21% | 15,789 | $1.9M | New |
| CSQ Calamos Strat TTL RTRN FND | 0.20% | 85,722 | $1.8M | No change |
| IWM iShares Russell 2000 ETF | 0.20% | 5,731 | $1.7M | Add +22.8% |
| KLAC KLA Corp. | 0.18% | 5,260 | $1.6M | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 3,232 | $1.5M | Add +2.1% |
| CVX Chevron Corp. | 0.17% | 9,199 | $1.5M | Add +0.4% |
| INFL Horizon Kinetics Infl Benef | 0.17% | 30,414 | $1.5M | Add +17.4% |
| LOW Lowe's Cos Inc. | 0.17% | 6,868 | $1.5M | Add +1.6% |
| MA Mastercard Inc. Class A | 0.17% | 2,897 | $1.5M | Add +2.0% |
| EPD Enterprise Products Partners | 0.17% | 40,448 | $1.5M | No change |
| RJF Raymond James Financial Inc. | 0.16% | 9,383 | $1.4M | Reduce -2.0% |
| VHT Vanguard Health Care ETF | 0.16% | 4,752 | $1.4M | Reduce -5.0% |
| ET Energy Transfer LP | 0.15% | 68,879 | $1.3M | Add +0.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.15% | 19,350 | $1.3M | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.15% | 3,190 | $1.3M | No change |
| PTMC Pacer Trendpilot US Mid Cap | 0.15% | 31,037 | $1.3M | No change |
| CAT Caterpillar Inc. | 0.14% | 1,157 | $1.2M | Add +6.9% |
| MU Micron Technology Inc. | 0.14% | 1,040 | $1.2M | Reduce -11.6% |
| CI The Cigna Group | 0.14% | 4,333 | $1.2M | New |
| MCD McDonald's Corp. | 0.13% | 4,208 | $1.1M | Add +1.1% |
| PEP Pepsico Inc. | 0.12% | 8,063 | $1.1M | Add +1.3% |
| VGT Vanguard Info Tech ETF | 0.12% | 9,043 | $1.1M | Add +226.7% |
| CB Chubb Ltd. | 0.12% | 3,098 | $1.1M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 12,096 | $1.0M | No change |
| RTX RTX Corp. | 0.12% | 5,464 | $1.0M | Add +2.5% |
| GS Goldman Sachs Group Inc. | 0.12% | 1,014 | $1.0M | Reduce -1.6% |
| PFE Pfizer Inc. | 0.12% | 42,564 | $1.0M | Reduce -4.7% |
Portfolio Sells Q1 2026 → Q2 2026
| HON Honeywell International Inc. | Reduce -71.0% | 0.07% | −0.52 |
| IQV Iqvia Holdings Inc. | Reduce -92.1% | 0.04% | −0.50 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.31 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.29 |
| DOV Dover Corp. | Sold out | 0.00% | −0.28 |
| HONA Honeywell Aerospace Inc. | Reduce -71.1% | 0.07% | −0.22 |
| AESI Atlas Energy Solutions Inc. | Reduce -17.3% | 1.49% | −0.17 |
| TCBX Third Coast Bancshares Inc. | Reduce -5.4% | 0.83% | −0.13 |
| OEF iShares S&P 100 ETF | Reduce -4.1% | 1.86% | −0.10 |
| GLD SPDR Gold Shares | Reduce -4.5% | 0.23% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -3.2% | 2.02% | −0.09 |
| PFE Pfizer Inc. | Reduce -4.7% | 0.12% | −0.05 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.04 |
| AKRE Akre Focus ETF | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Reduce -5.2% | 0.09% | −0.04 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.04 |
| SNDA Sonida Senior Living Inc. | Sold out | 0.00% | −0.04 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.0% | 0.38% | −0.03 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -1.4% | 0.94% | −0.03 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.03 |
| CEG Constellation Energy | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.03 |
| COR Cencora Inc. | Sold out | 0.00% | −0.03 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.03 |
| CME Cme Group Inc. | Reduce -0.9% | 0.05% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.1% | 0.08% | −0.03 |
| TJX TJX Companies Inc. | Reduce -0.0% | 0.10% | −0.02 |
| RJF Raymond James Financial Inc. | Reduce -2.0% | 0.16% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -5.0% | 0.16% | −0.02 |
| ORCL Oracle Corp. | Reduce -15.7% | 0.05% | −0.02 |
| MSI Motorola Solutions Inc. | Reduce -0.1% | 0.08% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -15.9% | 0.04% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.3% | 0.09% | −0.02 |
| O Realty Income Corp. | Reduce -1.1% | 0.09% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.35% | −0.01 |
| CB Chubb Ltd. | Reduce -0.6% | 0.12% | −0.01 |
| RSG Republic Services Inc. | Reduce -0.8% | 0.06% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -21.7% | 0.03% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -0.3% | 0.03% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -1.4% | 0.42% | −0.01 |
| ADP Automatic Data Processing | Reduce -3.3% | 0.05% | −0.00 |
| MMM 3M Co. | Reduce -0.5% | 0.08% | −0.00 |
| ICLN iShares Global Clean Energy | Reduce -2.5% | 0.05% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Reduce -3.4% | 0.03% | −0.00 |
| INBX Inhibrx Biosciences Inc. | Reduce -19.1% | 0.09% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -1.6% | 0.12% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| CGDV Cap Group Dividend Value | Add +5593.0% | 2.67% | +2.62 |
| AMD Advanced Micro Devices | Add +1.9% | 1.78% | +1.07 |
| TMO Thermo Fisher Scientific Inc. | Add +621.5% | 0.53% | +0.45 |
| GE General Electric | New | 0.43% | +0.43 |
| PANW Palo Alto Networks Inc. | Add +3.0% | 0.82% | +0.38 |
| ANET Arista Networks Inc. | New | 0.38% | +0.38 |
| CMI Cummins Inc. | New | 0.37% | +0.37 |
| AMAT Applied Materials Inc. | Add +3.4% | 0.66% | +0.31 |
| VEA Vanguard Ftse Developed ETF | Add +19.3% | 2.10% | +0.26 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +11.4% | 3.20% | +0.22 |
| AKAM Akamai Technologies Inc. | New | 0.21% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +3.4% | 10.76% | +0.20 |
| ADI Analog Devices Inc. | Add +76.1% | 0.38% | +0.18 |
| XLK SS Technology Select Sector | Add +2.7% | 0.77% | +0.16 |
| CSCO Cisco Systems Inc. | Add +3.8% | 0.55% | +0.14 |
| CI The Cigna Group | New | 0.14% | +0.14 |
| AVGO Broadcom Inc. | Add +8.1% | 0.96% | +0.11 |
| NXPI NXP Semiconductors NV | Add +2.8% | 0.53% | +0.11 |
| LLY Eli Lilly & Co. | Add +1.2% | 0.86% | +0.10 |
| VGT Vanguard Info Tech ETF | Add +226.7% | 0.12% | +0.09 |
| KLAC KLA Corp. | Add +0.2% | 0.18% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +3.5% | 0.25% | +0.07 |
| MS Morgan Stanley | Add +3.1% | 0.53% | +0.06 |
| AMZN Amazon.com Inc. | Add +5.4% | 1.58% | +0.06 |
| CGUS Cap Group Core Equity | New | 0.06% | +0.06 |
| ETN Eaton Corp. PLC | Add +2.0% | 1.24% | +0.05 |
| INFQ Infleqtion Inc. | New | 0.05% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 0.73% | +0.05 |
| IWM iShares Russell 2000 ETF | Add +22.8% | 0.20% | +0.04 |
| NVDA Nvidia Corp. | Add +3.6% | 1.99% | +0.04 |
| IRM Iron Mountain Inc. | Add +4.8% | 0.38% | +0.04 |
| CAT Caterpillar Inc. | Add +6.9% | 0.14% | +0.04 |
| VNOM Viper Energy Inc. Class A | New | 0.04% | +0.04 |
| PM Philip Morris International | New | 0.04% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| COHR Coherent Corp. | New | 0.04% | +0.04 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.04% | +0.04 |
| IEMG iShares Core MSCI Emerging | New | 0.04% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.1% | 0.18% | +0.03 |
| CFR Cullen/Frost Bankers Inc. | New | 0.03% | +0.03 |
| SKYY First Trust Cloud Computing | New | 0.03% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.66% | +0.03 |
| AVUV Avantis US Small Cap Value | New | 0.03% | +0.03 |
| PH Parker Hannifin Corp. | New | 0.03% | +0.03 |
| FLEX Flex Ltd. | New | 0.03% | +0.03 |
| AROC Archrock Inc. | New | 0.03% | +0.03 |
| MPWR Monolithic Power Systems Inc. | New | 0.03% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 211 | $880.0M | IVV, IAU, XOM, VO, AAPL |
| Q1 2026 | 202 | $756.4M | IVV, XOM, IAU, AAPL, VO |
| Q4 2025 | 185 | $722.2M | IVV, IAU, XOM, MSFT, AAPL |
| Q3 2025 | 186 | $704.4M | IVV, IAU, XOM, MSFT, AESI |
| Q2 2025 | 180 | $632.5M | IVV, IAU, XOM, AESI, MSFT |
| Q1 2025 | 170 | $589.0M | IVV, AESI, XOM, IAU, AAPL |
| Q4 2024 | 175 | $606.3M | IVV, AESI, XOM, AAPL, IAU |
| Q3 2024 | 176 | $598.0M | AESI, IVV, XOM, MSFT, AAPL |
| Q2 2024 | 175 | $560.7M | AESI, IVV, XOM, MSFT, AAPL |
| Q1 2024 | 176 | $532.4M | IVV, AESI, XOM, MSFT, AAPL |