Meridian Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Meridian Wealth Advisors, LLC reported 185 stock positions worth $722.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.2% of the portfolio, followed by iShares Gold Trust (IAU, 6.4%) and Exxon Mobil (XOM, 5.2%). Compared with Q3 2025, it opened 12 new positions, sold out of 13, added to 43 and reduced 92. The biggest buy was a new position in Avantis International Equity (AVDE) and the biggest sale Atlas Energy Solutions (AESI, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001768095
- Portfolio Value
- $722.2M (Q4 2025)
- SEC Filing
- 0001951757-26-000470 ↗ filed Feb 17, 2026
Holdings Value
Holdings 185 stocks · $722.2M
| IVV iShares Core S&P 500 ETF | 11.18% | 117,868 | $80.7M | Add +3.5% |
| IAU iShares Gold Trust | 6.42% | 570,745 | $46.3M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 5.23% | 313,860 | $37.8M | Add +0.5% |
| MSFT Microsoft Corp. | 3.69% | 55,052 | $26.6M | Reduce -4.4% |
| AAPL Apple Inc. | 3.58% | 95,049 | $25.8M | Reduce -4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.93% | 31,076 | $21.2M | Reduce -5.6% |
| VOO Vanguard S&P 500 ETF | 2.60% | 29,959 | $18.8M | Add +89.5% |
| USMV iShares MSCI USA Min Vol Fac | 2.58% | 197,634 | $18.6M | Add +40.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.48% | 61,593 | $17.9M | Add +38.0% |
| JPM JPMorgan Chase & Co. | 2.46% | 55,142 | $17.8M | Reduce -7.6% |
| GOOGL Alphabet Inc. Class A | 2.29% | 52,830 | $16.5M | Reduce -15.3% |
| OEF iShares S&P 100 ETF | 2.21% | 46,523 | $16.0M | Reduce -1.8% |
| NVDA Nvidia Corp. | 2.08% | 80,566 | $15.0M | Reduce -3.0% |
| VIG Vanguard Dividend Apprec ETF | 1.91% | 62,806 | $13.8M | Add +0.8% |
| VEA Vanguard Ftse Developed ETF | 1.61% | 186,068 | $11.6M | Add +23.3% |
| AMZN Amazon.com Inc. | 1.57% | 49,207 | $11.4M | Reduce -8.9% |
| PTLC Pacer Trendpilot US Large Ca | 1.57% | 203,487 | $11.3M | Reduce -0.4% |
| AVDE Avantis International Equity | 1.49% | 130,534 | $10.7M | New |
| AESI Atlas Energy Solutions Inc. | 1.29% | 990,958 | $9.3M | Reduce -59.5% |
| COST Costco Wholesale Corp. | 1.28% | 10,742 | $9.3M | Reduce -6.2% |
| V Visa Inc. Class A | 1.26% | 26,046 | $9.1M | Reduce -5.3% |
| ETN Eaton Corp. PLC | 1.15% | 25,963 | $8.3M | Reduce -4.5% |
| IWF iShares Russell 1000 Growth | 1.02% | 15,575 | $7.4M | Add +0.3% |
| WMT Walmart Inc. | 1.01% | 65,544 | $7.3M | Reduce -1.1% |
| MDY State Street SPDR S&P Midcap | 0.98% | 11,753 | $7.1M | Reduce -7.5% |
| SDY SS SPDR S&P Dividend ETF | 0.96% | 49,950 | $7.0M | Add +5.9% |
| LLY Eli Lilly & Co. | 0.95% | 6,374 | $6.8M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 13,439 | $6.8M | Reduce -7.5% |
| AVGO Broadcom Inc. | 0.90% | 18,736 | $6.5M | Reduce -6.7% |
| META Meta Platforms Inc. Class A | 0.89% | 9,715 | $6.4M | Reduce -6.9% |
| AMD Advanced Micro Devices | 0.87% | 29,295 | $6.3M | Reduce -13.8% |
| SPGI S&P Global Inc. | 0.85% | 11,712 | $6.1M | Reduce -3.3% |
| ORLY O'reilly Automotive Inc. | 0.84% | 66,907 | $6.1M | Reduce -7.7% |
| MCK McKesson Corp. | 0.82% | 7,203 | $5.9M | Reduce -1.1% |
| UNP Union Pacific Corp. | 0.81% | 25,229 | $5.8M | Reduce -0.3% |
| HD Home Depot Inc. | 0.79% | 16,572 | $5.7M | Reduce -4.2% |
| MRK Merck & Co. Inc. | 0.79% | 54,154 | $5.7M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.78% | 17,968 | $5.6M | Reduce -4.7% |
| XLK SS Technology Select Sector | 0.78% | 39,150 | $5.6M | Reduce -0.5% |
| ALL Allstate Corp. | 0.77% | 26,859 | $5.6M | Reduce -4.1% |
| CRM Salesforce Inc. | 0.75% | 20,321 | $5.4M | Reduce -3.9% |
| IVW iShares S&P 500 Growth ETF | 0.71% | 41,804 | $5.2M | Add +0.1% |
| NXPI NXP Semiconductors NV | 0.65% | 21,745 | $4.7M | Add +4.0% |
| MMM 3M Co. | 0.62% | 28,053 | $4.5M | Add +1.7% |
| MS Morgan Stanley | 0.61% | 24,959 | $4.4M | New |
| IQV Iqvia Holdings Inc. | 0.57% | 18,244 | $4.1M | Add +2.2% |
| MPC Marathon Petroleum Corp. | 0.56% | 24,788 | $4.0M | Reduce -4.5% |
| DIVO Amplify CWP Enhan Divid ETF | 0.56% | 90,525 | $4.0M | Add +44.8% |
| UNH Unitedhealth Group Inc. | 0.52% | 11,379 | $3.8M | Reduce -10.7% |
| TT Trane Technologies PLC | 0.52% | 9,557 | $3.7M | Reduce -14.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.51% | 12,424 | $3.7M | Add +3.6% |
| SBUX Starbucks Corp. | 0.40% | 34,617 | $2.9M | New |
| KO The Coca-Cola Co. | 0.40% | 41,267 | $2.9M | Add +4.2% |
| AMGN Amgen Inc. | 0.37% | 8,232 | $2.7M | Reduce -0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.33% | 12,486 | $2.4M | No change |
| JNJ Johnson & Johnson | 0.32% | 11,022 | $2.3M | Add +6.4% |
| APD Air Products & Chemicals Inc. | 0.31% | 8,997 | $2.2M | Reduce -34.6% |
| GLD SPDR Gold Shares | 0.31% | 5,604 | $2.2M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 3,599 | $2.2M | Add +4.1% |
| PANW Palo Alto Networks Inc. | 0.30% | 11,714 | $2.2M | Add +169.2% |
| ANET Arista Networks Inc. | 0.27% | 14,919 | $2.0M | New |
| CSQ Calamos Strat TTL RTRN FND | 0.26% | 97,722 | $1.9M | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.23% | 20,314 | $1.7M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 5,012 | $1.7M | Add +4.2% |
| VTWO Vanguard Russell 2000 ETF | 0.23% | 16,613 | $1.7M | No change |
| IJH iShares Core S&P Midcap ETF | 0.23% | 24,712 | $1.6M | Add +196.0% |
| LOW Lowe's Cos Inc. | 0.23% | 6,743 | $1.6M | Add +0.0% |
| IYW iShares Ustechnology ETF | 0.22% | 8,076 | $1.6M | Reduce -7.2% |
| MA Mastercard Inc. Class A | 0.22% | 2,787 | $1.6M | Reduce -1.6% |
| RJF Raymond James Financial Inc. | 0.21% | 9,569 | $1.5M | Reduce -6.3% |
| VHT Vanguard Health Care ETF | 0.20% | 5,000 | $1.4M | Add +0.0% |
| SNOW Snowflake Inc. | 0.19% | 6,387 | $1.4M | New |
| ADI Analog Devices Inc. | 0.18% | 4,790 | $1.3M | Reduce -3.2% |
| EPD Enterprise Products Partners | 0.18% | 40,448 | $1.3M | No change |
| MCD McDonald's Corp. | 0.18% | 4,240 | $1.3M | Reduce -3.6% |
| HON Honeywell International Inc. | 0.18% | 6,551 | $1.3M | Reduce -7.4% |
| CVX Chevron Corp. | 0.18% | 8,336 | $1.3M | Reduce -9.3% |
| IWM iShares Russell 2000 ETF | 0.17% | 4,847 | $1.2M | Reduce -0.0% |
| IWB iShares Russell 1000 ETF | 0.16% | 3,185 | $1.2M | No change |
| INFL Horizon Kinetics Infl Benef | 0.16% | 25,898 | $1.2M | Add +27.1% |
| ET Energy Transfer LP | 0.16% | 68,428 | $1.1M | No change |
| PEP Pepsico Inc. | 0.16% | 7,854 | $1.1M | Reduce -5.3% |
| BX Blackstone Inc. | 0.16% | 7,280 | $1.1M | Reduce -12.1% |
| BLK BlackRock Inc. | 0.15% | 1,038 | $1.1M | Reduce -5.0% |
| PTMC Pacer Trendpilot US Mid Cap | 0.15% | 31,037 | $1.1M | No change |
| PFE Pfizer Inc. | 0.15% | 43,951 | $1.1M | Add +15.9% |
| GDX Vaneck Gold Miners ETF | 0.14% | 11,955 | $1.0M | Add +0.7% |
| LMT Lockheed Martin Corp. | 0.14% | 2,091 | $1.0M | Reduce -5.4% |
| CB Chubb Ltd. | 0.14% | 3,182 | $993K | Reduce -3.0% |
| RTX RTX Corp. | 0.14% | 5,397 | $990K | Add +2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 2,016 | $984K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 3,166 | $962K | Add +0.0% |
| QCOM Qualcomm Inc. | 0.13% | 5,435 | $930K | Reduce -1.8% |
| ABT Abbott Laboratories | 0.13% | 7,365 | $923K | Reduce -4.7% |
| GS Goldman Sachs Group Inc. | 0.13% | 1,037 | $912K | Reduce -1.9% |
| CSCO Cisco Systems Inc. | 0.12% | 11,510 | $887K | Reduce -9.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 5,716 | $878K | Reduce -3.9% |
| AXP American Express Co. | 0.12% | 2,343 | $867K | Reduce -4.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 2,750 | $866K | No change |
| T AT&T Inc. | 0.12% | 33,862 | $841K | Reduce -0.6% |
Portfolio Sells Q3 2025 → Q4 2025
| AESI Atlas Energy Solutions Inc. | Reduce -59.5% | 1.29% | −2.66 |
| O Realty Income Corp. | Reduce -82.6% | 0.10% | −0.56 |
| MSFT Microsoft Corp. | Reduce -4.4% | 3.69% | −0.55 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.51 |
| ADBE Adobe Inc. | Reduce -81.8% | 0.09% | −0.42 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.32 |
| ETN Eaton Corp. PLC | Reduce -4.5% | 1.15% | −0.30 |
| ORLY O'reilly Automotive Inc. | Reduce -7.7% | 0.84% | −0.26 |
| APD Air Products & Chemicals Inc. | Reduce -34.6% | 0.31% | −0.23 |
| COST Costco Wholesale Corp. | Reduce -6.2% | 1.28% | −0.22 |
| JPM JPMorgan Chase & Co. | Reduce -7.6% | 2.46% | −0.21 |
| HD Home Depot Inc. | Reduce -4.2% | 0.79% | −0.21 |
| META Meta Platforms Inc. Class A | Reduce -6.9% | 0.89% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.6% | 2.93% | −0.18 |
| TT Trane Technologies PLC | Reduce -14.3% | 0.52% | −0.15 |
| MPC Marathon Petroleum Corp. | Reduce -4.5% | 0.56% | −0.15 |
| NVDA Nvidia Corp. | Reduce -3.0% | 2.08% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -8.9% | 1.57% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -10.7% | 0.52% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.5% | 0.94% | −0.10 |
| MDY State Street SPDR S&P Midcap | Reduce -7.5% | 0.98% | −0.09 |
| ALL Allstate Corp. | Reduce -4.1% | 0.77% | −0.08 |
| CAT Caterpillar Inc. | Reduce -55.5% | 0.08% | −0.08 |
| V Visa Inc. Class A | Reduce -5.3% | 1.26% | −0.07 |
| MSI Motorola Solutions Inc. | Reduce -22.6% | 0.09% | −0.05 |
| BX Blackstone Inc. | Reduce -12.1% | 0.16% | −0.05 |
| AVGO Broadcom Inc. | Reduce -6.7% | 0.90% | −0.04 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.81% | −0.04 |
| ORCL Oracle Corp. | Reduce -1.3% | 0.08% | −0.04 |
| BSJP Invesco Bulletshares 2025 HY | Sold out | 0.00% | −0.04 |
| PSX Phillips 66 | Sold out | 0.00% | −0.04 |
| RJF Raymond James Financial Inc. | Reduce -6.3% | 0.21% | −0.04 |
| SPHD Invesco S&P 500 High Dividen | Sold out | 0.00% | −0.04 |
| RPG Invesco S&P 500 Pure Growth | Reduce -48.3% | 0.03% | −0.04 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.04 |
| HON Honeywell International Inc. | Reduce -7.4% | 0.18% | −0.03 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.03 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.03 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.03 |
| ADP Automatic Data Processing | Reduce -16.8% | 0.08% | −0.03 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.03 |
| PRK Park National Corp. | Sold out | 0.00% | −0.03 |
| OEF iShares S&P 100 ETF | Reduce -1.8% | 2.21% | −0.03 |
| XYZ Block Inc. | Sold out | 0.00% | −0.03 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.03 |
| BLK BlackRock Inc. | Reduce -5.0% | 0.15% | −0.03 |
| CVX Chevron Corp. | Reduce -9.3% | 0.18% | −0.03 |
| NOW ServiceNow Inc. | Reduce -19.2% | 0.05% | −0.02 |
| PTLC Pacer Trendpilot US Large Ca | Reduce -0.4% | 1.57% | −0.02 |
| T AT&T Inc. | Reduce -0.6% | 0.12% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| AVDE Avantis International Equity | New | 1.49% | +1.49 |
| VOO Vanguard S&P 500 ETF | Add +89.5% | 2.60% | +1.23 |
| USMV iShares MSCI USA Min Vol Fac | Add +40.4% | 2.58% | +0.68 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +38.0% | 2.48% | +0.61 |
| MS Morgan Stanley | New | 0.61% | +0.61 |
| SBUX Starbucks Corp. | New | 0.40% | +0.40 |
| IVV iShares Core S&P 500 ETF | Add +3.5% | 11.18% | +0.36 |
| VEA Vanguard Ftse Developed ETF | Add +23.3% | 1.61% | +0.33 |
| ANET Arista Networks Inc. | New | 0.27% | +0.27 |
| IRM Iron Mountain Inc. | New | 0.23% | +0.23 |
| XOM Exxon Mobil Corp. | Add +0.5% | 5.23% | +0.23 |
| SNOW Snowflake Inc. | New | 0.19% | +0.19 |
| PANW Palo Alto Networks Inc. | Add +169.2% | 0.30% | +0.17 |
| DIVO Amplify CWP Enhan Divid ETF | Add +44.8% | 0.56% | +0.16 |
| IJH iShares Core S&P Midcap ETF | Add +196.0% | 0.23% | +0.15 |
| IQV Iqvia Holdings Inc. | Add +2.2% | 0.57% | +0.09 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.09% | +0.09 |
| EXE Expand Energy Corp. | New | 0.04% | +0.04 |
| JNJ Johnson & Johnson | Add +6.4% | 0.32% | +0.04 |
| TCBX Third Coast Bancshares Inc. | Add +63.7% | 0.10% | +0.04 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.03% | +0.03 |
| INFL Horizon Kinetics Infl Benef | Add +27.1% | 0.16% | +0.03 |
| COR Cencora Inc. | New | 0.03% | +0.03 |
| SLV iShares Silver Trust | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +3.6% | 0.51% | +0.03 |
| KO The Coca-Cola Co. | Add +4.2% | 0.40% | +0.03 |
| SDY SS SPDR S&P Dividend ETF | Add +5.9% | 0.96% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +33.0% | 0.09% | +0.02 |
| VHT Vanguard Health Care ETF | Add +0.0% | 0.20% | +0.02 |
| PFE Pfizer Inc. | Add +15.9% | 0.15% | +0.01 |
| MMM 3M Co. | Add +1.7% | 0.62% | +0.01 |
| GDX Vaneck Gold Miners ETF | Add +0.7% | 0.14% | +0.01 |
| RTX RTX Corp. | Add +2.5% | 0.14% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.1% | 0.31% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.2% | 0.23% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.0% | 0.13% | +0.01 |
| ICLN iShares Global Clean Energy | Add +13.7% | 0.05% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +53.2% | 0.04% | +0.01 |
| TLT iShares 20+ Year Treasury BD | Add +13.1% | 0.07% | +0.00 |
| C Citigroup Inc. | Add +0.2% | 0.04% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.8% | 1.91% | +0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +7.6% | 0.04% | +0.00 |
| NAKA Nakamoto Inc. | New | 0.00% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.1% | 0.04% | 0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.0% | 0.08% | −0.00 |
| FPE FT-Preferred Secur & Inc. ETF | Add +1.6% | 0.03% | −0.00 |
| WM Waste Management Inc. | Add +1.0% | 0.05% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.71% | −0.00 |
| EQIX Equinix Inc. | Add +0.2% | 0.05% | −0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.1% | 0.07% | −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 |