Meridian Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Meridian Wealth Advisors, LLC reported 186 stock positions worth $704.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.8% of the portfolio, followed by iShares Gold Trust (IAU, 6.0%) and Exxon Mobil (XOM, 5.0%). Compared with Q2 2025, it opened 9 new positions, sold out of 3, added to 100 and reduced 37. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +369%) and the biggest sale Atlas Energy Solutions (AESI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001768095
- Portfolio Value
- $704.4M (Q3 2025)
- SEC Filing
- 0001951757-25-001394 ↗ filed Nov 12, 2025
Holdings Value
Holdings 186 stocks · $704.4M
| IVV iShares Core S&P 500 ETF | 10.82% | 113,823 | $76.2M | Add +4.6% |
| IAU iShares Gold Trust | 6.00% | 580,871 | $42.3M | Add +6.5% |
| XOM Exxon Mobil Corp. | 5.00% | 312,269 | $35.2M | Add +1.6% |
| MSFT Microsoft Corp. | 4.23% | 57,574 | $29.8M | Add +2.1% |
| AESI Atlas Energy Solutions Inc. | 3.95% | 2,449,151 | $27.8M | Reduce -1.1% |
| AAPL Apple Inc. | 3.59% | 99,362 | $25.3M | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.11% | 32,921 | $21.9M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 2.67% | 59,687 | $18.8M | Add +3.3% |
| OEF iShares S&P 100 ETF | 2.24% | 47,387 | $15.8M | Reduce -0.0% |
| NVDA Nvidia Corp. | 2.20% | 83,072 | $15.5M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 2.15% | 62,366 | $15.2M | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 1.91% | 62,300 | $13.4M | Reduce -0.8% |
| USMV iShares MSCI USA Min Vol Fac | 1.90% | 140,722 | $13.4M | Add +2.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.86% | 44,629 | $13.1M | Add +9.8% |
| AMZN Amazon.com Inc. | 1.68% | 54,009 | $11.9M | Reduce -1.6% |
| PTLC Pacer Trendpilot US Large Ca | 1.59% | 204,372 | $11.2M | No change |
| COST Costco Wholesale Corp. | 1.50% | 11,450 | $10.6M | Add +4.6% |
| ETN Eaton Corp. PLC | 1.45% | 27,196 | $10.2M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 1.37% | 15,806 | $9.7M | Add +369.3% |
| V Visa Inc. Class A | 1.33% | 27,514 | $9.4M | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 1.28% | 150,965 | $9.0M | Add +4.5% |
| ORLY O'reilly Automotive Inc. | 1.11% | 72,491 | $7.8M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 1.09% | 10,432 | $7.7M | Add +7.9% |
| MDY State Street SPDR S&P Midcap | 1.07% | 12,701 | $7.6M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 14,523 | $7.3M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 1.03% | 15,520 | $7.3M | Add +129.3% |
| HD Home Depot Inc. | 1.00% | 17,305 | $7.0M | Add +1.0% |
| WMT Walmart Inc. | 0.97% | 66,238 | $6.8M | Add +4.4% |
| AVGO Broadcom Inc. | 0.94% | 20,074 | $6.6M | Reduce -5.7% |
| SDY SS SPDR S&P Dividend ETF | 0.94% | 47,162 | $6.6M | Add +55.5% |
| ALL Allstate Corp. | 0.85% | 28,004 | $6.0M | Add +0.4% |
| UNP Union Pacific Corp. | 0.85% | 25,298 | $6.0M | Add +2.1% |
| SPGI S&P Global Inc. | 0.84% | 12,109 | $5.9M | Add +0.8% |
| MCK McKesson Corp. | 0.80% | 7,285 | $5.6M | Add +2.6% |
| XLK SS Technology Select Sector | 0.79% | 19,679 | $5.5M | Reduce -0.4% |
| AMD Advanced Micro Devices | 0.78% | 33,968 | $5.5M | Add +2.6% |
| IVW iShares S&P 500 Growth ETF | 0.72% | 41,747 | $5.0M | Add +75.0% |
| CRM Salesforce Inc. | 0.71% | 21,148 | $5.0M | Add +1.4% |
| MPC Marathon Petroleum Corp. | 0.71% | 25,964 | $5.0M | Add +1.0% |
| LLY Eli Lilly & Co. | 0.70% | 6,448 | $4.9M | Add +1.1% |
| NXPI NXP Semiconductors NV | 0.68% | 20,905 | $4.8M | Add +8.8% |
| TT Trane Technologies PLC | 0.67% | 11,150 | $4.7M | Reduce -0.4% |
| O Realty Income Corp. | 0.66% | 76,545 | $4.7M | Add +5.9% |
| GOOG Alphabet Inc. Class C | 0.65% | 18,861 | $4.6M | Add +4.4% |
| MRK Merck & Co. Inc. | 0.65% | 54,464 | $4.6M | Add +2.7% |
| UNH Unitedhealth Group Inc. | 0.62% | 12,744 | $4.4M | Reduce -4.6% |
| MMM 3M Co. | 0.61% | 27,580 | $4.3M | Add +9.4% |
| APD Air Products & Chemicals Inc. | 0.53% | 13,765 | $3.8M | Add +5.5% |
| ADBE Adobe Inc. | 0.51% | 10,214 | $3.6M | Add +1.4% |
| FISV Fiserv Inc. | 0.51% | 27,864 | $3.6M | Add +2.6% |
| IQV Iqvia Holdings Inc. | 0.48% | 17,849 | $3.4M | Add +4.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 11,991 | $3.4M | Add +32.4% |
| DIVO Amplify CWP Enhan Divid ETF | 0.40% | 62,540 | $2.8M | Reduce -1.4% |
| KO The Coca-Cola Co. | 0.37% | 39,601 | $2.6M | Add +2.3% |
| RSP Invesco S&P 500 Equal Weight | 0.34% | 12,486 | $2.4M | Add +19.1% |
| AMGN Amgen Inc. | 0.33% | 8,299 | $2.3M | Add +1.0% |
| CMG Chipotle Mexican Grill Inc. | 0.32% | 56,718 | $2.2M | Reduce -7.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 3,457 | $2.1M | Add +8.0% |
| GLD SPDR Gold Shares | 0.28% | 5,604 | $2.0M | Reduce -5.3% |
| JNJ Johnson & Johnson | 0.27% | 10,360 | $1.9M | Add +0.4% |
| CSQ Calamos Strat TTL RTRN FND | 0.27% | 97,722 | $1.9M | No change |
| RJF Raymond James Financial Inc. | 0.25% | 10,216 | $1.8M | Add +0.6% |
| IYW iShares Ustechnology ETF | 0.24% | 8,706 | $1.7M | No change |
| LOW Lowe's Cos Inc. | 0.24% | 6,741 | $1.7M | Reduce -0.5% |
| VTWO Vanguard Russell 2000 ETF | 0.23% | 16,613 | $1.6M | Reduce -6.7% |
| MA Mastercard Inc. Class A | 0.23% | 2,833 | $1.6M | Add +1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 4,811 | $1.6M | Add +5.4% |
| HON Honeywell International Inc. | 0.21% | 7,075 | $1.5M | Add +0.9% |
| CVX Chevron Corp. | 0.20% | 9,193 | $1.4M | Add +0.4% |
| BX Blackstone Inc. | 0.20% | 8,280 | $1.4M | Add +9.8% |
| MCD McDonald's Corp. | 0.19% | 4,399 | $1.3M | Add +3.5% |
| VHT Vanguard Health Care ETF | 0.18% | 4,998 | $1.3M | Reduce -4.8% |
| BLK BlackRock Inc. | 0.18% | 1,093 | $1.3M | Add +4.0% |
| EPD Enterprise Products Partners | 0.18% | 40,448 | $1.3M | Reduce -2.2% |
| ADI Analog Devices Inc. | 0.17% | 4,948 | $1.2M | Add +0.0% |
| ET Energy Transfer LP | 0.17% | 68,428 | $1.2M | Reduce -2.1% |
| IWM iShares Russell 2000 ETF | 0.17% | 4,849 | $1.2M | Add +1.0% |
| PEP Pepsico Inc. | 0.17% | 8,290 | $1.2M | Add +1.7% |
| IWB iShares Russell 1000 ETF | 0.17% | 3,185 | $1.2M | Add +1.1% |
| CAT Caterpillar Inc. | 0.16% | 2,398 | $1.1M | Add +125.6% |
| PTMC Pacer Trendpilot US Mid Cap | 0.16% | 31,037 | $1.1M | No change |
| LMT Lockheed Martin Corp. | 0.16% | 2,211 | $1.1M | Add +1.6% |
| MSI Motorola Solutions Inc. | 0.15% | 2,290 | $1.0M | Reduce -4.6% |
| ABT Abbott Laboratories | 0.15% | 7,724 | $1.0M | Add +2.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 2,016 | $967K | No change |
| PFE Pfizer Inc. | 0.14% | 37,931 | $966K | Reduce -1.6% |
| T AT&T Inc. | 0.14% | 34,055 | $962K | No change |
| CB Chubb Ltd. | 0.13% | 3,281 | $926K | Reduce -3.6% |
| QCOM Qualcomm Inc. | 0.13% | 5,535 | $921K | Reduce -3.4% |
| INFL Horizon Kinetics Infl Benef | 0.13% | 20,378 | $911K | Add +37.9% |
| GDX Vaneck Gold Miners ETF | 0.13% | 11,870 | $907K | No change |
| PANW Palo Alto Networks Inc. | 0.13% | 4,352 | $886K | Add +4.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 3,165 | $884K | No change |
| RTX RTX Corp. | 0.13% | 5,265 | $881K | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.12% | 12,723 | $871K | Add +9.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.12% | 8,688 | $867K | Add +73.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 5,948 | $860K | Add +2.0% |
| ORCL Oracle Corp. | 0.12% | 3,018 | $849K | Reduce -6.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 2,750 | $847K | No change |
| INBX Inhibrx Biosciences Inc. | 0.12% | 25,000 | $842K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| AESI Atlas Energy Solutions Inc. | Reduce -1.1% | 3.95% | −1.28 |
| CMG Chipotle Mexican Grill Inc. | Reduce -7.7% | 0.32% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 1.68% | −0.22 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.8% | 1.91% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 3.11% | −0.11 |
| TT Trane Technologies PLC | Reduce -0.4% | 0.67% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 1.04% | −0.09 |
| DIS The Walt Disney Co. | Reduce -41.1% | 0.05% | −0.06 |
| STR Sitio Royalties Corp. Class A | Sold out | 0.00% | −0.05 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.05 |
| OEF iShares S&P 100 ETF | Reduce -0.0% | 2.24% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -4.6% | 0.62% | −0.03 |
| ET Energy Transfer LP | Reduce -2.1% | 0.17% | −0.03 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.03 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -1.4% | 0.40% | −0.03 |
| CB Chubb Ltd. | Reduce -3.6% | 0.13% | −0.02 |
| EPD Enterprise Products Partners | Reduce -2.2% | 0.18% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -4.8% | 0.18% | −0.02 |
| KRP Kimbell Royalty Partners LP | Reduce -25.6% | 0.04% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Reduce -6.7% | 0.23% | −0.01 |
| CME Cme Group Inc. | Reduce -3.3% | 0.08% | −0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -23.6% | 0.03% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -3.4% | 0.13% | −0.01 |
| DHR Danaher Corp. | Reduce -3.6% | 0.08% | −0.01 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -14.4% | 0.04% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.1% | 0.05% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -4.6% | 0.15% | −0.01 |
| PFE Pfizer Inc. | Reduce -1.6% | 0.14% | −0.01 |
| AXP American Express Co. | Reduce -1.8% | 0.12% | −0.01 |
| RSVR Reservoir Media Inc. | Reduce -33.2% | 0.01% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -3.7% | 0.04% | −0.01 |
| VIS Vanguard Industrials ETF | Reduce -1.4% | 0.07% | −0.00 |
| XLK SS Technology Select Sector | Reduce -0.4% | 0.79% | −0.00 |
| MDT Medtronic PLC | Reduce -8.1% | 0.03% | −0.00 |
| GLD SPDR Gold Shares | Reduce -5.3% | 0.28% | −0.00 |
| VGT Vanguard Info Tech ETF | Reduce -2.8% | 0.04% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.24% | +0.00 |
| ORCL Oracle Corp. | Reduce -6.0% | 0.12% | +0.01 |
| AVGO Broadcom Inc. | Reduce -5.7% | 0.94% | +0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -0.6% | 1.11% | +0.07 |
Portfolio Buys Q2 2025 → Q3 2025
| VOO Vanguard S&P 500 ETF | Add +369.3% | 1.37% | +1.07 |
| IAU iShares Gold Trust | Add +6.5% | 6.00% | +0.62 |
| IWF iShares Russell 1000 Growth | Add +129.3% | 1.03% | +0.58 |
| AAPL Apple Inc. | Add +2.2% | 3.59% | +0.44 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 2.15% | +0.42 |
| IVW iShares S&P 500 Growth ETF | Add +75.0% | 0.72% | +0.30 |
| SDY SS SPDR S&P Dividend ETF | Add +55.5% | 0.94% | +0.29 |
| NVDA Nvidia Corp. | Add +1.3% | 2.20% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +4.4% | 0.65% | +0.15 |
| IVV iShares Core S&P 500 ETF | Add +4.6% | 10.82% | +0.13 |
| CAT Caterpillar Inc. | Add +125.6% | 0.16% | +0.10 |
| IJH iShares Core S&P Midcap ETF | New | 0.08% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.8% | 1.86% | +0.06 |
| IBM Intl Business Machines Corp. | Add +32.4% | 0.48% | +0.06 |
| IQV Iqvia Holdings Inc. | Add +4.7% | 0.48% | +0.06 |
| VNOM Viper Energy Inc. Class A | New | 0.05% | +0.05 |
| FBTC Fidelity Wise Origin Bitcoin | Add +73.8% | 0.12% | +0.05 |
| AMD Advanced Micro Devices | Add +2.6% | 0.78% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | New | 0.04% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +42.3% | 0.12% | +0.04 |
| AOA iShares Core 80/20 Aggressiv | New | 0.04% | +0.04 |
| MPC Marathon Petroleum Corp. | Add +1.0% | 0.71% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +19.1% | 0.34% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| GD General Dynamics Corp. | New | 0.03% | +0.03 |
| INFL Horizon Kinetics Infl Benef | Add +37.9% | 0.13% | +0.03 |
| MPWR Monolithic Power Systems Inc. | New | 0.03% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.03% | +0.03 |
| XYZ Block Inc. | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | Add +18.1% | 0.09% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +3.3% | 2.67% | +0.03 |
| JNJ Johnson & Johnson | Add +0.4% | 0.27% | +0.02 |
| BX Blackstone Inc. | Add +9.8% | 0.20% | +0.02 |
| ABBV Abbvie Inc. | Add +29.9% | 0.06% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.0% | 0.29% | +0.02 |
| NXPI NXP Semiconductors NV | Add +8.8% | 0.68% | +0.01 |
| TJX TJX Companies Inc. | Add +2.0% | 0.12% | +0.01 |
| KLAC KLA Corp. | Add +1.4% | 0.08% | +0.01 |
| BLK BlackRock Inc. | Add +4.0% | 0.18% | +0.01 |
| AMAT Applied Materials Inc. | Add +14.9% | 0.04% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.4% | 0.22% | +0.00 |
| RJF Raymond James Financial Inc. | Add +0.6% | 0.25% | +0.00 |
| RTX RTX Corp. | Add +0.0% | 0.13% | +0.00 |
| UBER Uber Technologies Inc. | Add +15.7% | 0.04% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +1.0% | 0.17% | +0.00 |
| C Citigroup Inc. | Add +0.2% | 0.04% | +0.00 |
| HD Home Depot Inc. | Add +1.0% | 1.00% | +0.00 |
| PSX Phillips 66 | Add +4.2% | 0.04% | +0.00 |
| O Realty Income Corp. | Add +5.9% | 0.66% | +0.00 |
| WMB Williams Cos Inc. | Add +15.0% | 0.05% | +0.00 |
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 |