Meridian Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Meridian Wealth Advisors, LLC reported 180 stock positions worth $632.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.7% of the portfolio, followed by iShares Gold Trust (IAU, 5.4%) and Exxon Mobil (XOM, 5.2%). Compared with Q1 2025, it opened 13 new positions, sold out of 3, added to 54 and reduced 61. The biggest buy was a new position in iShares S&P 100 ETF (OEF) and the biggest sale Atlas Energy Solutions (AESI, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001768095
- Portfolio Value
- $632.5M (Q2 2025)
- SEC Filing
- 0001951757-25-001066 ↗ filed Aug 12, 2025
Holdings Value
Holdings 180 stocks · $632.5M
| IVV iShares Core S&P 500 ETF | 10.68% | 108,820 | $67.6M | Reduce -2.6% |
| IAU iShares Gold Trust | 5.38% | 545,373 | $34.0M | Add +7.0% |
| XOM Exxon Mobil Corp. | 5.24% | 307,308 | $33.1M | Add +0.3% |
| AESI Atlas Energy Solutions Inc. | 5.24% | 2,477,436 | $33.1M | Reduce -6.4% |
| MSFT Microsoft Corp. | 4.44% | 56,411 | $28.1M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.22% | 32,970 | $20.4M | Reduce -1.9% |
| AAPL Apple Inc. | 3.15% | 97,252 | $20.0M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 2.65% | 57,763 | $16.7M | Add +1.0% |
| OEF iShares S&P 100 ETF | 2.28% | 47,395 | $14.4M | New |
| NVDA Nvidia Corp. | 2.05% | 81,976 | $13.0M | Reduce -6.9% |
| VIG Vanguard Dividend Apprec ETF | 2.03% | 62,819 | $12.9M | Add +1.2% |
| USMV iShares MSCI USA Min Vol Fac | 2.03% | 136,747 | $12.8M | Add +11.9% |
| AMZN Amazon.com Inc. | 1.90% | 54,875 | $12.0M | Add +1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.80% | 40,656 | $11.4M | Add +10.8% |
| GOOGL Alphabet Inc. Class A | 1.74% | 62,353 | $11.0M | Add +4.6% |
| COST Costco Wholesale Corp. | 1.71% | 10,947 | $10.8M | Add +1.2% |
| PTLC Pacer Trendpilot US Large Ca | 1.64% | 204,372 | $10.4M | Reduce -0.9% |
| ETN Eaton Corp. PLC | 1.52% | 26,928 | $9.6M | Reduce -1.0% |
| V Visa Inc. Class A | 1.52% | 27,020 | $9.6M | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 1.30% | 144,526 | $8.2M | Add +24.4% |
| MDY State Street SPDR S&P Midcap | 1.13% | 12,669 | $7.2M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 1.13% | 9,670 | $7.1M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.12% | 14,639 | $7.1M | Reduce -1.8% |
| ORLY O'reilly Automotive Inc. | 1.04% | 72,960 | $6.6M | Add +2.0% |
| SPGI S&P Global Inc. | 1.00% | 12,013 | $6.3M | Add +2.6% |
| HD Home Depot Inc. | 0.99% | 17,130 | $6.3M | Add +0.9% |
| WMT Walmart Inc. | 0.98% | 63,434 | $6.2M | Reduce -16.0% |
| AVGO Broadcom Inc. | 0.93% | 21,277 | $5.9M | Add +62.1% |
| UNP Union Pacific Corp. | 0.90% | 24,784 | $5.7M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.90% | 20,855 | $5.7M | Add +5.1% |
| ALL Allstate Corp. | 0.89% | 27,903 | $5.6M | Reduce -17.9% |
| MCK McKesson Corp. | 0.82% | 7,103 | $5.2M | Add +4.2% |
| XLK SS Technology Select Sector | 0.79% | 19,754 | $5.0M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.79% | 6,380 | $5.0M | Reduce -0.4% |
| TT Trane Technologies PLC | 0.77% | 11,194 | $4.9M | Reduce -50.2% |
| AMD Advanced Micro Devices | 0.74% | 33,099 | $4.7M | Reduce -4.1% |
| FISV Fiserv Inc. | 0.74% | 27,169 | $4.7M | Add +1.1% |
| MPC Marathon Petroleum Corp. | 0.68% | 25,701 | $4.3M | Add +6.3% |
| NXPI NXP Semiconductors NV | 0.66% | 19,215 | $4.2M | Reduce -7.4% |
| MRK Merck & Co. Inc. | 0.66% | 53,027 | $4.2M | Reduce -1.5% |
| UNH Unitedhealth Group Inc. | 0.66% | 13,361 | $4.2M | Add +3.4% |
| O Realty Income Corp. | 0.66% | 72,298 | $4.2M | Reduce -4.0% |
| SDY SS SPDR S&P Dividend ETF | 0.65% | 30,338 | $4.1M | Add +3.1% |
| ADBE Adobe Inc. | 0.62% | 10,075 | $3.9M | Add +1.6% |
| MMM 3M Co. | 0.61% | 25,203 | $3.8M | Add +1561.4% |
| APD Air Products & Chemicals Inc. | 0.58% | 13,052 | $3.7M | Reduce -2.3% |
| CMG Chipotle Mexican Grill Inc. | 0.55% | 61,468 | $3.5M | Reduce -9.6% |
| GOOG Alphabet Inc. Class C | 0.51% | 18,068 | $3.2M | Reduce -5.9% |
| IWF iShares Russell 1000 Growth | 0.45% | 6,768 | $2.9M | Reduce -4.5% |
| KO The Coca-Cola Co. | 0.43% | 38,709 | $2.7M | Reduce -0.5% |
| DIVO Amplify CWP Enhan Divid ETF | 0.43% | 63,404 | $2.7M | Reduce -4.5% |
| IQV Iqvia Holdings Inc. | 0.42% | 17,052 | $2.7M | Add +3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 9,054 | $2.7M | Reduce -5.7% |
| IVW iShares S&P 500 Growth ETF | 0.42% | 23,851 | $2.6M | Add +0.1% |
| AMGN Amgen Inc. | 0.36% | 8,214 | $2.3M | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 0.30% | 3,368 | $1.9M | Add +13.0% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 10,486 | $1.9M | Add +183.5% |
| GLD SPDR Gold Shares | 0.29% | 5,918 | $1.8M | Add +1.2% |
| CSQ Calamos Strat TTL RTRN FND | 0.28% | 97,722 | $1.8M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 3,202 | $1.8M | Add +27.8% |
| HON Honeywell International Inc. | 0.26% | 7,010 | $1.6M | Reduce -5.4% |
| JNJ Johnson & Johnson | 0.25% | 10,321 | $1.6M | Reduce -7.3% |
| MA Mastercard Inc. Class A | 0.25% | 2,803 | $1.6M | Reduce -1.6% |
| RJF Raymond James Financial Inc. | 0.25% | 10,154 | $1.6M | No change |
| VTWO Vanguard Russell 2000 ETF | 0.25% | 17,813 | $1.6M | Reduce -0.7% |
| IYW iShares Ustechnology ETF | 0.24% | 8,706 | $1.5M | Reduce -4.2% |
| LOW Lowe's Cos Inc. | 0.24% | 6,775 | $1.5M | Add +5.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 4,565 | $1.4M | Reduce -5.2% |
| CVX Chevron Corp. | 0.21% | 9,158 | $1.3M | Reduce -6.8% |
| VHT Vanguard Health Care ETF | 0.21% | 5,247 | $1.3M | Add +0.0% |
| EPD Enterprise Products Partners | 0.20% | 41,348 | $1.3M | No change |
| ET Energy Transfer LP | 0.20% | 69,928 | $1.3M | No change |
| MCD McDonald's Corp. | 0.20% | 4,251 | $1.2M | Reduce -2.6% |
| ADI Analog Devices Inc. | 0.19% | 4,947 | $1.2M | Reduce -17.9% |
| BX Blackstone Inc. | 0.18% | 7,540 | $1.1M | Add +36.2% |
| BLK BlackRock Inc. | 0.17% | 1,051 | $1.1M | Reduce -2.2% |
| PTMC Pacer Trendpilot US Mid Cap | 0.17% | 31,037 | $1.1M | No change |
| PEP Pepsico Inc. | 0.17% | 8,153 | $1.1M | Reduce -17.1% |
| IWB iShares Russell 1000 ETF | 0.17% | 3,151 | $1.1M | No change |
| IWM iShares Russell 2000 ETF | 0.16% | 4,800 | $1.0M | New |
| ABT Abbott Laboratories | 0.16% | 7,559 | $1.0M | Reduce -2.6% |
| MSI Motorola Solutions Inc. | 0.16% | 2,401 | $1.0M | No change |
| LMT Lockheed Martin Corp. | 0.16% | 2,176 | $1.0M | Add +0.3% |
| CB Chubb Ltd. | 0.16% | 3,405 | $987K | Reduce -7.9% |
| T AT&T Inc. | 0.16% | 34,055 | $986K | No change |
| PFE Pfizer Inc. | 0.15% | 38,543 | $934K | Reduce -0.7% |
| QCOM Qualcomm Inc. | 0.14% | 5,729 | $912K | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 2,016 | $884K | No change |
| PANW Palo Alto Networks Inc. | 0.13% | 4,152 | $850K | No change |
| CSCO Cisco Systems Inc. | 0.13% | 11,611 | $806K | Add +0.1% |
| AXP American Express Co. | 0.13% | 2,508 | $800K | No change |
| ADP Automatic Data Processing | 0.12% | 2,560 | $790K | Reduce -1.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 2,750 | $785K | No change |
| RTX RTX Corp. | 0.12% | 5,264 | $769K | Add +0.0% |
| PG The Procter & Gamble Co. | 0.11% | 4,531 | $722K | Reduce -12.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 5,831 | $720K | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 3,165 | $717K | No change |
| XLI SS Industrial Select Sector | 0.11% | 4,805 | $709K | No change |
| ORCL Oracle Corp. | 0.11% | 3,210 | $702K | Add +0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 5,562 | $690K | New |
Portfolio Sells Q1 2025 → Q2 2025
| AESI Atlas Energy Solutions Inc. | Reduce -6.4% | 5.24% | −2.78 |
| TT Trane Technologies PLC | Reduce -50.2% | 0.77% | −0.51 |
| ALL Allstate Corp. | Reduce -17.9% | 0.89% | −0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 1.12% | −0.22 |
| PTLC Pacer Trendpilot US Large Ca | Reduce -0.9% | 1.64% | −0.16 |
| MRK Merck & Co. Inc. | Reduce -1.5% | 0.66% | −0.16 |
| WMT Walmart Inc. | Reduce -16.0% | 0.98% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 0.79% | −0.11 |
| UNP Union Pacific Corp. | Reduce -0.2% | 0.90% | −0.09 |
| APD Air Products & Chemicals Inc. | Reduce -2.3% | 0.58% | −0.09 |
| O Realty Income Corp. | Reduce -4.0% | 0.66% | −0.08 |
| PEP Pepsico Inc. | Reduce -17.1% | 0.17% | −0.08 |
| CVX Chevron Corp. | Reduce -6.8% | 0.21% | −0.07 |
| JNJ Johnson & Johnson | Reduce -7.3% | 0.25% | −0.06 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.06 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.43% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -43.2% | 0.04% | −0.04 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.04 |
| MCD McDonald's Corp. | Reduce -2.6% | 0.20% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -12.0% | 0.11% | −0.03 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -9.6% | 0.55% | −0.03 |
| CB Chubb Ltd. | Reduce -7.9% | 0.16% | −0.03 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -4.5% | 0.43% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.2% | 0.09% | −0.03 |
| OKE Oneok Inc. | Reduce -26.6% | 0.04% | −0.03 |
| STR Sitio Royalties Corp. Class A | Reduce -25.1% | 0.05% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -0.9% | 1.13% | −0.02 |
| ADI Analog Devices Inc. | Reduce -17.9% | 0.19% | −0.02 |
| PFE Pfizer Inc. | Reduce -0.7% | 0.15% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 0.25% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -13.1% | 0.05% | −0.01 |
| MDT Medtronic PLC | Reduce -18.3% | 0.04% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.6% | 0.16% | −0.01 |
| CME Cme Group Inc. | Reduce -7.4% | 0.10% | −0.01 |
| ADP Automatic Data Processing | Reduce -1.9% | 0.12% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -13.1% | 0.04% | −0.01 |
| ACN Accenture PLC Class A | Reduce -1.0% | 0.07% | −0.01 |
| HON Honeywell International Inc. | Reduce -5.4% | 0.26% | −0.01 |
| KRP Kimbell Royalty Partners LP | Reduce -3.8% | 0.06% | −0.01 |
| PNC PNC Financial Services Group | Reduce -7.4% | 0.07% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -0.7% | 0.14% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -7.4% | 0.66% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.2% | 0.22% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -2.7% | 0.05% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.7% | 0.09% | −0.00 |
| ICE Intercontinental Exchange Inc. | Reduce -6.2% | 0.04% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -5.9% | 0.51% | −0.00 |
| AMT American Tower Corp. | Reduce -2.6% | 0.03% | −0.00 |
| VTWO Vanguard Russell 2000 ETF | Reduce -0.7% | 0.25% | 0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| OEF iShares S&P 100 ETF | New | 2.28% | +2.28 |
| MSFT Microsoft Corp. | Add +1.0% | 4.44% | +0.88 |
| MMM 3M Co. | Add +1561.4% | 0.61% | +0.57 |
| AVGO Broadcom Inc. | Add +62.1% | 0.93% | +0.55 |
| VEA Vanguard Ftse Developed ETF | Add +24.4% | 1.30% | +0.30 |
| IAU iShares Gold Trust | Add +7.0% | 5.38% | +0.28 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 2.65% | +0.27 |
| RSP Invesco S&P 500 Equal Weight | Add +183.5% | 0.30% | +0.19 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +10.8% | 1.80% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +4.6% | 1.74% | +0.17 |
| IWM iShares Russell 2000 ETF | New | 0.16% | +0.16 |
| AMZN Amazon.com Inc. | Add +1.2% | 1.90% | +0.15 |
| DIS The Walt Disney Co. | New | 0.11% | +0.11 |
| PHYS Sprott Physical Gold Trust | New | 0.09% | +0.09 |
| USMV iShares MSCI USA Min Vol Fac | Add +11.9% | 2.03% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +27.8% | 0.28% | +0.08 |
| MPC Marathon Petroleum Corp. | Add +6.3% | 0.68% | +0.08 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.07% | +0.07 |
| TCBX Third Coast Bancshares Inc. | New | 0.06% | +0.06 |
| BX Blackstone Inc. | Add +36.2% | 0.18% | +0.05 |
| MCK McKesson Corp. | Add +4.2% | 0.82% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +13.0% | 0.30% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.42% | +0.04 |
| CEG Constellation Energy | New | 0.04% | +0.04 |
| VGT Vanguard Info Tech ETF | New | 0.04% | +0.04 |
| AMAT Applied Materials Inc. | New | 0.04% | +0.04 |
| ORCL Oracle Corp. | Add +0.0% | 0.11% | +0.03 |
| PRK Park National Corp. | New | 0.03% | +0.03 |
| C Citigroup Inc. | New | 0.03% | +0.03 |
| TLT iShares 20+ Year Treasury BD | Add +116.5% | 0.07% | +0.03 |
| UBER Uber Technologies Inc. | New | 0.03% | +0.03 |
| INFL Horizon Kinetics Infl Benef | Add +48.3% | 0.10% | +0.03 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +25.5% | 0.08% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.13% | +0.01 |
| RTX RTX Corp. | Add +0.0% | 0.12% | +0.00 |
| BAC Bank of America Corp. | Add +0.2% | 0.06% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.1% | 0.04% | +0.00 |
| RSG Republic Services Inc. | Add +5.2% | 0.10% | −0.00 |
| GLD SPDR Gold Shares | Add +1.2% | 0.29% | −0.00 |
| PSX Phillips 66 | Add +6.4% | 0.04% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 0.10% | −0.00 |
| GILD Gilead Sciences Inc. | Add +0.3% | 0.04% | −0.00 |
| LMT Lockheed Martin Corp. | Add +0.3% | 0.16% | −0.01 |
| CRM Salesforce Inc. | Add +5.1% | 0.90% | −0.01 |
| EQIX Equinix Inc. | Add +0.2% | 0.05% | −0.01 |
| WM Waste Management Inc. | Add +0.1% | 0.06% | −0.01 |
| TJX TJX Companies Inc. | Add +0.1% | 0.11% | −0.01 |
| COP Conocophillips | Add +7.5% | 0.04% | −0.01 |
| ABBV Abbvie Inc. | Add +0.1% | 0.04% | −0.01 |
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 |