Meridian Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Meridian Wealth Advisors, LLC reported 202 stock positions worth $756.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.6% of the portfolio, followed by Exxon Mobil (XOM, 7.2%) and iShares Gold Trust (IAU, 6.8%). Compared with Q4 2025, it opened 25 new positions, sold out of 8, added to 77 and reduced 63. The biggest buy was Exxon Mobil (XOM, shares +3%) and the biggest sale Salesforce (CRM, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001768095
- Portfolio Value
- $756.4M (Q1 2026)
- SEC Filing
- 0001951757-26-000818 ↗ filed May 11, 2026
Holdings Value
Holdings 202 stocks · $756.4M
| IVV iShares Core S&P 500 ETF | 10.55% | 122,183 | $79.8M | Add +3.7% |
| XOM Exxon Mobil Corp. | 7.23% | 322,172 | $54.7M | Add +2.6% |
| IAU iShares Gold Trust | 6.82% | 585,046 | $51.6M | Add +2.5% |
| AAPL Apple Inc. | 3.14% | 93,479 | $23.7M | Reduce -1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.98% | 78,552 | $22.6M | Add +27.5% |
| USMV iShares MSCI USA Min Vol Fac | 2.90% | 236,775 | $22.0M | Add +19.8% |
| MSFT Microsoft Corp. | 2.80% | 57,135 | $21.1M | Add +3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.70% | 31,360 | $20.4M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 2.12% | 26,772 | $16.0M | Reduce -10.6% |
| JPM JPMorgan Chase & Co. | 2.03% | 52,079 | $15.3M | Reduce -5.5% |
| GOOGL Alphabet Inc. Class A | 1.99% | 52,211 | $15.0M | Reduce -1.2% |
| OEF iShares S&P 100 ETF | 1.96% | 46,576 | $14.8M | Add +0.1% |
| NVDA Nvidia Corp. | 1.95% | 84,386 | $14.7M | Add +4.7% |
| VEA Vanguard Ftse Developed ETF | 1.84% | 217,706 | $14.0M | Add +17.0% |
| AVDE Avantis International Equity | 1.83% | 162,811 | $13.8M | Add +24.7% |
| VIG Vanguard Dividend Apprec ETF | 1.75% | 61,520 | $13.2M | Reduce -2.0% |
| AESI Atlas Energy Solutions Inc. | 1.65% | 953,958 | $12.5M | Reduce -3.7% |
| AMZN Amazon.com Inc. | 1.53% | 55,402 | $11.5M | Add +12.6% |
| PTLC Pacer Trendpilot US Large Ca | 1.41% | 203,946 | $10.7M | Add +0.2% |
| COST Costco Wholesale Corp. | 1.36% | 10,361 | $10.3M | Reduce -3.5% |
| ETN Eaton Corp. PLC | 1.19% | 25,080 | $9.0M | Reduce -3.4% |
| SDY SS SPDR S&P Dividend ETF | 1.12% | 58,158 | $8.5M | Add +16.4% |
| IWF iShares Russell 1000 Growth | 1.07% | 18,971 | $8.1M | Add +21.8% |
| WMT Walmart Inc. | 1.04% | 63,044 | $7.8M | Reduce -3.8% |
| MDY State Street SPDR S&P Midcap | 0.97% | 11,906 | $7.3M | Add +1.3% |
| TCBX Third Coast Bancshares Inc. | 0.95% | 190,792 | $7.2M | Add +910.4% |
| AVGO Broadcom Inc. | 0.85% | 20,668 | $6.4M | Add +10.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 13,233 | $6.3M | Reduce -1.5% |
| V Visa Inc. Class A | 0.83% | 20,853 | $6.3M | Reduce -19.9% |
| MPC Marathon Petroleum Corp. | 0.79% | 24,430 | $6.0M | Reduce -1.4% |
| SPGI S&P Global Inc. | 0.77% | 13,655 | $5.8M | Add +16.6% |
| HD Home Depot Inc. | 0.77% | 17,612 | $5.8M | Add +6.3% |
| ORLY O'reilly Automotive Inc. | 0.76% | 62,074 | $5.7M | Reduce -7.2% |
| LLY Eli Lilly & Co. | 0.76% | 6,229 | $5.7M | Reduce -2.3% |
| MCK McKesson Corp. | 0.73% | 6,400 | $5.5M | Reduce -11.2% |
| AMD Advanced Micro Devices | 0.71% | 26,473 | $5.4M | Reduce -9.6% |
| ALL Allstate Corp. | 0.69% | 25,288 | $5.2M | Reduce -5.8% |
| GOOG Alphabet Inc. Class C | 0.68% | 17,803 | $5.1M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.67% | 8,906 | $5.1M | Reduce -8.3% |
| IVW iShares S&P 500 Growth ETF | 0.63% | 41,924 | $4.7M | Add +0.3% |
| DIVO Amplify CWP Enhan Divid ETF | 0.63% | 105,422 | $4.7M | Add +16.5% |
| XLK SS Technology Select Sector | 0.61% | 34,601 | $4.6M | Reduce -11.6% |
| HON Honeywell International Inc. | 0.59% | 19,766 | $4.5M | Add +201.7% |
| IQV Iqvia Holdings Inc. | 0.54% | 24,093 | $4.1M | Add +32.1% |
| TT Trane Technologies PLC | 0.48% | 8,681 | $3.6M | Reduce -9.2% |
| KO The Coca-Cola Co. | 0.47% | 47,164 | $3.6M | Add +14.3% |
| MS Morgan Stanley | 0.47% | 21,745 | $3.6M | Reduce -12.9% |
| NFLX Netflix Inc. | 0.45% | 35,486 | $3.4M | New |
| APD Air Products & Chemicals Inc. | 0.44% | 11,329 | $3.3M | Add +25.9% |
| PANW Palo Alto Networks Inc. | 0.43% | 20,456 | $3.3M | Add +74.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 13,337 | $3.2M | Add +7.3% |
| NXPI NXP Semiconductors NV | 0.42% | 16,025 | $3.2M | Reduce -26.3% |
| MRK Merck & Co. Inc. | 0.41% | 25,699 | $3.1M | Reduce -52.5% |
| CSCO Cisco Systems Inc. | 0.40% | 39,372 | $3.1M | Add +242.1% |
| SBUX Starbucks Corp. | 0.40% | 33,471 | $3.0M | Reduce -3.3% |
| AMGN Amgen Inc. | 0.39% | 8,364 | $2.9M | Add +1.6% |
| IJH iShares Core S&P Midcap ETF | 0.38% | 42,475 | $2.9M | Add +71.9% |
| UNP Union Pacific Corp. | 0.37% | 11,503 | $2.8M | Reduce -54.4% |
| JNJ Johnson & Johnson | 0.36% | 11,030 | $2.7M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.35% | 7,811 | $2.7M | Add +505.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.34% | 25,399 | $2.6M | Add +25.0% |
| GLD SPDR Gold Shares | 0.32% | 5,646 | $2.4M | Add +0.8% |
| UBER Uber Technologies Inc. | 0.32% | 33,734 | $2.4M | New |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 12,486 | $2.4M | No change |
| MDT Medtronic PLC | 0.31% | 27,248 | $2.4M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 3,886 | $2.2M | Add +8.0% |
| SNOW Snowflake Inc. | 0.29% | 14,656 | $2.2M | Add +129.5% |
| DOV Dover Corp. | 0.28% | 10,139 | $2.1M | New |
| CVX Chevron Corp. | 0.25% | 9,160 | $1.9M | Add +9.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 5,443 | $1.7M | Add +8.6% |
| VTWO Vanguard Russell 2000 ETF | 0.22% | 16,613 | $1.7M | No change |
| LOW Lowe's Cos Inc. | 0.21% | 6,761 | $1.6M | Add +0.3% |
| ADI Analog Devices Inc. | 0.20% | 4,813 | $1.5M | Add +0.5% |
| EPD Enterprise Products Partners | 0.20% | 40,448 | $1.5M | No change |
| CSQ Calamos Strat TTL RTRN FND | 0.19% | 85,722 | $1.5M | Reduce -12.3% |
| IYW iShares Ustechnology ETF | 0.19% | 8,076 | $1.5M | No change |
| MA Mastercard Inc. Class A | 0.19% | 2,839 | $1.4M | Add +1.9% |
| RJF Raymond James Financial Inc. | 0.18% | 9,579 | $1.4M | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.18% | 5,091 | $1.4M | Reduce -55.3% |
| VHT Vanguard Health Care ETF | 0.18% | 5,001 | $1.4M | Add +0.0% |
| INFL Horizon Kinetics Infl Benef | 0.18% | 25,898 | $1.3M | No change |
| ET Energy Transfer LP | 0.17% | 68,365 | $1.3M | Reduce -0.1% |
| MCD McDonald's Corp. | 0.17% | 4,162 | $1.3M | Reduce -1.8% |
| PFE Pfizer Inc. | 0.17% | 44,643 | $1.3M | Add +1.6% |
| PEP Pepsico Inc. | 0.16% | 7,962 | $1.2M | Add +1.4% |
| LMT Lockheed Martin Corp. | 0.16% | 1,948 | $1.2M | Reduce -6.8% |
| IWM iShares Russell 2000 ETF | 0.15% | 4,669 | $1.2M | Reduce -3.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.15% | 19,288 | $1.1M | New |
| IWB iShares Russell 1000 ETF | 0.15% | 3,190 | $1.1M | Add +0.2% |
| PTMC Pacer Trendpilot US Mid Cap | 0.15% | 31,037 | $1.1M | No change |
| GDX Vaneck Gold Miners ETF | 0.14% | 11,955 | $1.1M | No change |
| ROL Rollins Inc. | 0.14% | 20,316 | $1.1M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 3,166 | $1.1M | No change |
| RTX RTX Corp. | 0.14% | 5,333 | $1.0M | Reduce -1.2% |
| CB Chubb Ltd. | 0.13% | 3,116 | $1.0M | Reduce -2.1% |
| CRM Salesforce Inc. | 0.13% | 5,285 | $987K | Reduce -74.0% |
| T AT&T Inc. | 0.13% | 32,941 | $955K | Reduce -2.7% |
| BLK BlackRock Inc. | 0.13% | 987 | $949K | Reduce -4.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 5,736 | $916K | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 2,016 | $881K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| CRM Salesforce Inc. | Reduce -74.0% | 0.13% | −0.61 |
| MMM 3M Co. | Reduce -83.6% | 0.09% | −0.53 |
| VOO Vanguard S&P 500 ETF | Reduce -10.6% | 2.12% | −0.49 |
| AAPL Apple Inc. | Reduce -1.6% | 3.14% | −0.44 |
| UNP Union Pacific Corp. | Reduce -54.4% | 0.37% | −0.44 |
| JPM JPMorgan Chase & Co. | Reduce -5.5% | 2.03% | −0.43 |
| V Visa Inc. Class A | Reduce -19.9% | 0.83% | −0.43 |
| MRK Merck & Co. Inc. | Reduce -52.5% | 0.41% | −0.38 |
| UNH Unitedhealth Group Inc. | Reduce -55.3% | 0.18% | −0.34 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 1.99% | −0.30 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.27 |
| NXPI NXP Semiconductors NV | Reduce -26.3% | 0.42% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -8.3% | 0.67% | −0.21 |
| LLY Eli Lilly & Co. | Reduce -2.3% | 0.76% | −0.19 |
| XLK SS Technology Select Sector | Reduce -11.6% | 0.61% | −0.17 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.0% | 1.75% | −0.16 |
| AMD Advanced Micro Devices | Reduce -9.6% | 0.71% | −0.16 |
| MS Morgan Stanley | Reduce -12.9% | 0.47% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.68% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 0.84% | −0.10 |
| ORLY O'reilly Automotive Inc. | Reduce -7.2% | 0.76% | −0.09 |
| MCK McKesson Corp. | Reduce -11.2% | 0.73% | −0.09 |
| ALL Allstate Corp. | Reduce -5.8% | 0.69% | −0.08 |
| CSQ Calamos Strat TTL RTRN FND | Reduce -12.3% | 0.19% | −0.07 |
| ADBE Adobe Inc. | Reduce -53.0% | 0.03% | −0.06 |
| BX Blackstone Inc. | Reduce -6.1% | 0.10% | −0.05 |
| VNOM Viper Energy Inc. Class A | Sold out | 0.00% | −0.05 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.05 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.04 |
| LBRT Liberty Energy Inc. | Sold out | 0.00% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -1.0% | 0.09% | −0.04 |
| TT Trane Technologies PLC | Reduce -9.2% | 0.48% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.03 |
| BLK BlackRock Inc. | Reduce -4.9% | 0.13% | −0.03 |
| AXP American Express Co. | Reduce -1.8% | 0.09% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.9% | 0.08% | −0.02 |
| ADP Automatic Data Processing | Reduce -5.6% | 0.05% | −0.02 |
| ACN Accenture PLC Class A | Reduce -5.4% | 0.03% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -17.4% | 0.05% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -9.8% | 0.06% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -5.3% | 0.08% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Reduce -8.7% | 0.03% | −0.01 |
| PUMP Propetro Holding Corp. | Sold out | 0.00% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -2.7% | 0.07% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -3.7% | 0.15% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.6% | 0.12% | −0.01 |
| STWD Starwood Property Trust Inc. | Reduce -19.4% | 0.03% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.8% | 0.17% | −0.01 |
| SBUX Starbucks Corp. | Reduce -3.3% | 0.40% | −0.01 |
| KRP Kimbell Royalty Partners LP | Reduce -31.8% | 0.02% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +2.6% | 7.23% | +2.00 |
| TCBX Third Coast Bancshares Inc. | Add +910.4% | 0.95% | +0.85 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +27.5% | 2.98% | +0.51 |
| NFLX Netflix Inc. | New | 0.45% | +0.45 |
| HON Honeywell International Inc. | Add +201.7% | 0.59% | +0.41 |
| IAU iShares Gold Trust | Add +2.5% | 6.82% | +0.40 |
| AVDE Avantis International Equity | Add +24.7% | 1.83% | +0.34 |
| USMV iShares MSCI USA Min Vol Fac | Add +19.8% | 2.90% | +0.33 |
| UBER Uber Technologies Inc. | New | 0.32% | +0.32 |
| MDT Medtronic PLC | New | 0.31% | +0.31 |
| AMAT Applied Materials Inc. | Add +505.5% | 0.35% | +0.31 |
| CSCO Cisco Systems Inc. | Add +242.1% | 0.40% | +0.28 |
| DOV Dover Corp. | New | 0.28% | +0.28 |
| VEA Vanguard Ftse Developed ETF | Add +17.0% | 1.84% | +0.23 |
| SDY SS SPDR S&P Dividend ETF | Add +16.4% | 1.12% | +0.16 |
| IJH iShares Core S&P Midcap ETF | Add +71.9% | 0.38% | +0.15 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.15% | +0.15 |
| ROL Rollins Inc. | New | 0.14% | +0.14 |
| PANW Palo Alto Networks Inc. | Add +74.6% | 0.43% | +0.13 |
| APD Air Products & Chemicals Inc. | Add +25.9% | 0.44% | +0.13 |
| IRM Iron Mountain Inc. | Add +25.0% | 0.34% | +0.11 |
| SNOW Snowflake Inc. | Add +129.5% | 0.29% | +0.10 |
| EMLP First Trust North American E | New | 0.09% | +0.09 |
| KO The Coca-Cola Co. | Add +14.3% | 0.47% | +0.07 |
| CVX Chevron Corp. | Add +9.9% | 0.25% | +0.07 |
| PPG PPG Industries Inc. | New | 0.07% | +0.07 |
| DIVO Amplify CWP Enhan Divid ETF | Add +16.5% | 0.63% | +0.07 |
| XOP SS SPDR S&P Og Exp & Prod | Add +100.0% | 0.09% | +0.06 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +21.8% | 1.07% | +0.05 |
| CGDV Cap Group Dividend Value | New | 0.05% | +0.05 |
| CCJ Cameco Corp. | New | 0.04% | +0.04 |
| AKRE Akre Focus ETF | New | 0.04% | +0.04 |
| UPS United Parcel Service Class B | New | 0.04% | +0.04 |
| JNJ Johnson & Johnson | Add +0.1% | 0.36% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | New | 0.04% | +0.04 |
| AVLV Avantis US Large Cap Value | New | 0.04% | +0.04 |
| SNDA Sonida Senior Living Inc. | New | 0.04% | +0.04 |
| MUB iShares National Muni Bond E | New | 0.03% | +0.03 |
| FANG Diamondback Energy Inc. | New | 0.03% | +0.03 |
| PSX Phillips 66 | New | 0.03% | +0.03 |
| IBRX Immunitybio Inc. | New | 0.03% | +0.03 |
| GD General Dynamics Corp. | New | 0.03% | +0.03 |
| PRK Park National Corp. | New | 0.03% | +0.03 |
| DE Deere & Co. | New | 0.03% | +0.03 |
| NOC Northrop Grumman Corp. | New | 0.03% | +0.03 |
| ADI Analog Devices Inc. | Add +0.5% | 0.20% | +0.02 |
| TXN Texas Instruments Inc. | Add +21.7% | 0.08% | +0.02 |
| CAT Caterpillar Inc. | Add +1.3% | 0.10% | +0.02 |
| AMGN Amgen Inc. | Add +1.6% | 0.39% | +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 |