Meridian Wealth Advisors
AUSTIN, TXfiles as Meridian Wealth Advisors, LLC
$880m in 211 US stocks at the end of 30 June 2026. The top 10 are 40.4% of the money. It changed about 9.8% of the portfolio this quarter.
Value
$880m
Stocks
211
Top 10 share
40.4%
Turnover
9.8%
What changed this quarter
New
Bought for the first time this quarter.
- General ElectricGE0.4% of the fund
- Arista NetworksANET0.4% of the fund
- CumminsCMI0.4% of the fund
- Akamai TechnologiesAKAM0.2% of the fund
- Cigna GroupCI0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Capital Group Core Equity ETCGUS<0.1% of the fund
- InfleqtionINFQ<0.1% of the fund
- Viper EnergyVNOM<0.1% of the fund
- Philip Morris InternationalPM<0.1% of the fund
- IntelINTC<0.1% of the fund
- CoherentCOHR<0.1% of the fund
- State STR Spdr DOW Jones INDDIA<0.1% of the fund
- IsharesIEMG<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- Cullen/frost BankersCFR<0.1% of the fund
- First TR Exchange-Traded FDSKYY<0.1% of the fund
- American Centy ETF TRAVUV<0.1% of the fund
- Parker-HannifinPH<0.1% of the fund
- FlexFLEX<0.1% of the fund
- Monolithic Power SystemsMPWR<0.1% of the fund
- ArchrockAROC<0.1% of the fund
- Vertex PharmaceuticalsVRTX<0.1% of the fund
- GE VernovaGEV<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV10.8% of the fund+3%
- Ishares Gold TRIAU5.5% of the fund+10%
- Vanguard Index FDSVO3.2% of the fund+11%
- Ishares TRUSMV2.8% of the fund+8%
- State STR Spdr S&P 500 ETF TSPY2.7% of the fund+2%
- Capital Group Dividend ValueCGDV2.7% of the fund+5593%
- MicrosoftMSFT2.5% of the fund+3%
- Vanguard Tax-Managed FDSVEA2.1% of the fund+19%
- JPMorgan ChaseJPM2.0% of the fund+3%
- NvidiaNVDA2.0% of the fund+4%
- American Centy ETF TRAVDE1.8% of the fund+12%
- Amazon.comAMZN1.6% of the fund+5%
- EatonETN1.2% of the fund+2%
- Costco WholesaleCOST1.1% of the fund+2%
- Spdr Series TrustSDY1.0% of the fund+4%
- BroadcomAVGO1.0% of the fund+8%
- WalmartWMT0.9% of the fund+7%
- VisaV0.8% of the fund+2%
- Palo Alto NetworksPANW0.8% of the fund+3%
- Select Sector Spdr TRXLK0.8% of the fund+3%
- Home DepotHD0.7% of the fund+4%
- AllstateALL0.7% of the fund+3%
- O'Reilly AutomotiveORLY0.7% of the fund+2%
- Applied MaterialsAMAT0.7% of the fund+3%
- S&P GlobalSPGI0.6% of the fund+2%
Cut
Sold some of their stake.
- Vanguard Index FDSVOO2.0% of the fund-3%
- Ishares TROEF1.9% of the fund-4%
- Atlas Energy SolutionsAESI1.5% of the fund-17%
- Third Coast BancsharesTCBX0.8% of the fund-5%
- Invesco QQQ TRQQQ0.3% of the fund-7%
- Spdr Gold TRGLD0.2% of the fund-5%
- Raymond James FinancialRJF0.2% of the fund-2%
- Vanguard World FDVHT0.2% of the fund-5%
- Micron TechnologyMU0.1% of the fund-12%
- PfizerPFE0.1% of the fund-5%
- Texas InstrumentsTXN<0.1% of the fund-10%
- Inhibrx BiosciencesINBX<0.1% of the fund-19%
- SalesforceCRM<0.1% of the fund-5%
- Procter & GamblePG<0.1% of the fund-2%
- Automatic Data ProcessingADP<0.1% of the fund-3%
- OracleORCL<0.1% of the fund-16%
- Ishares TRICLN<0.1% of the fund-3%
- Iqvia HoldingsIQV<0.1% of the fund-92%
- Ishares TRTLT<0.1% of the fund-16%
- Ishares TRAOA<0.1% of the fund-3%
- Vanguard Intl Equity Index FVWO<0.1% of the fund-22%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- MedtronicMDT-100%
- SnowflakeSNOW-100%
- DoverDOV-100%
- Profesionally Managed PortfoAKRE-100%
- Expand EnergyEXE-100%
- ZoetisZTS-100%
- Sonida Senior LivingSNDA-100%
- NikeNKE-100%
- AccentureACN-100%
- Ishares Silver TRSLV-100%
- Verizon CommunicationsVZ-100%
- Constellation EnergyCEG-100%
- AdobeADBE-100%
- Ishares Bitcoin Trust ETFIBIT-100%
- CencoraCOR-100%
- Northrop GrummanNOC-100%
Holdings
- Ishares TRIVV
- Share
- 10.8%
- Value
- $95m
- Shares
- 126,391
+3%
- Ishares Gold TRIAU
- Share
- 5.5%
- Value
- $48m
- Shares
- 641,393
+10%
- Vanguard Index FDSVO
- Share
- 3.2%
- Value
- $28m
- Shares
- 349,947
+11%
- Ishares TRUSMV
- Share
- 2.8%
- Value
- $25m
- Shares
- 255,013
+8%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.7%
- Value
- $24m
- Shares
- 31,988
+2%
- Capital Group Dividend ValueCGDV
- Share
- 2.7%
- Value
- $23m
- Shares
- 476,503
+5593%
- Vanguard Tax-Managed FDSVEA
- Share
- 2.1%
- Value
- $18m
- Shares
- 259,612
+19%
- Vanguard Index FDSVOO
- Share
- 2.0%
- Value
- $18m
- Shares
- 25,910
-3%
- Ishares TROEF
- Share
- 1.9%
- Value
- $16m
- Shares
- 44,676
-4%
- American Centy ETF TRAVDE
- Share
- 1.8%
- Value
- $16m
- Shares
- 182,184
+12%
- Vanguard Specialized FundsVIG
- Share
- 1.7%
- Value
- $15m
- Shares
- 62,517
Held
- Pacer FDS TRPTLC
- Share
- 1.4%
- Value
- $12m
- Shares
- 203,946
Held
- Ishares TRIWF
- Share
- 1.1%
- Value
- $9m
- Shares
- 75,845
Held
- Spdr Series TrustSDY
- Share
- 1.0%
- Value
- $9m
- Shares
- 60,695
+4%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.9%
- Value
- $8m
- Shares
- 11,736
Held
- Select Sector Spdr TRXLK
- Share
- 0.8%
- Value
- $7m
- Shares
- 35,542
+3%
- Ishares TRIVW
- Share
- 0.7%
- Value
- $6m
- Shares
- 41,945
Held
- Amplify ETF TRDIVO
- Share
- 0.6%
- Value
- $6m
- Shares
- 122,878
+17%
- Ishares TRIJH
- Share
- 0.4%
- Value
- $3m
- Shares
- 44,528
+5%
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $3m
- Shares
- 3,627
-7%
- Invesco Exchange Traded FD TRSP
- Share
- 0.3%
- Value
- $3m
- Shares
- 12,486
Held
- Ishares TRIYW
- Share
- 0.2%
- Value
- $2m
- Shares
- 8,051
Held
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $2m
- Shares
- 5,484
Held
- Vanguard Scottsdale FDSVTWO
- Share
- 0.2%
- Value
- $2m
- Shares
- 16,613
Held
- Spdr Gold TRGLD
- Share
- 0.2%
- Value
- $2m
- Shares
- 5,391
-5%
- Calamos Strategic Total Return FundCSQ
- Share
- 0.2%
- Value
- $2m
- Shares
- 85,722
Held
- Ishares TRIWM
- Share
- 0.2%
- Value
- $2m
- Shares
- 5,731
+23%
- Listed FDS TRINFL
- Share
- 0.2%
- Value
- $2m
- Shares
- 30,414
+17%
- Vanguard World FDVHT
- Share
- 0.2%
- Value
- $1m
- Shares
- 4,752
-5%
- Energy Transfer L PET
- Share
- 0.1%
- Value
- $1m
- Shares
- 68,879
Held
- Spdr Series TrustSPMD
- Share
- 0.1%
- Value
- $1m
- Shares
- 19,350
Held
- Ishares TRIWB
- Share
- 0.1%
- Value
- $1m
- Shares
- 3,190
Held
- Pacer FDS TRPTMC
- Share
- 0.1%
- Value
- $1m
- Shares
- 31,037
Held
- Vanguard World FDVGT
- Share
- 0.1%
- Value
- $1m
- Shares
- 9,043
+227%
- Vanguard Index FDSVUG
- Share
- 0.1%
- Value
- $1m
- Shares
- 12,096
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 10.8% | $95m | 126,391 | +3% |
| Ishares Gold TRIAU | 5.5% | $48m | 641,393 | +10% |
| ExxonMobil HoldingsXOM | 5.0% | $44m | 322,421 | Held |
| Vanguard Index FDSVO | 3.2% | $28m | 349,947 | +11% |
| AppleAAPL | 3.1% | $27m | 94,005 | Held |
| Ishares TRUSMV | 2.8% | $25m | 255,013 | +8% |
| State STR Spdr S&P 500 ETF TSPY | 2.7% | $24m | 31,988 | +2% |
| Capital Group Dividend ValueCGDV | 2.7% | $23m | 476,503 | +5593% |
| MicrosoftMSFT | 2.5% | $22m | 58,941 | +3% |
| AlphabetGOOGL | 2.1% | $19m | 52,129 | Held |
| Vanguard Tax-Managed FDSVEA | 2.1% | $18m | 259,612 | +19% |
| Vanguard Index FDSVOO | 2.0% | $18m | 25,910 | -3% |
| JPMorgan ChaseJPM | 2.0% | $18m | 53,780 | +3% |
| NvidiaNVDA | 2.0% | $17m | 87,444 | +4% |
| Ishares TROEF | 1.9% | $16m | 44,676 | -4% |
| American Centy ETF TRAVDE | 1.8% | $16m | 182,184 | +12% |
| Advanced Micro DevicesAMD | 1.8% | $16m | 26,968 | Held |
| Vanguard Specialized FundsVIG | 1.7% | $15m | 62,517 | Held |
| Amazon.comAMZN | 1.6% | $14m | 58,413 | +5% |
| Atlas Energy SolutionsAESI | 1.5% | $13m | 789,299 | -17% |
| Pacer FDS TRPTLC | 1.4% | $12m | 203,946 | Held |
| EatonETN | 1.2% | $11m | 25,589 | +2% |
| Costco WholesaleCOST | 1.1% | $10m | 10,586 | +2% |
| Ishares TRIWF | 1.1% | $9m | 75,845 | Held |
| Spdr Series TrustSDY | 1.0% | $9m | 60,695 | +4% |
| BroadcomAVGO | 1.0% | $8m | 22,347 | +8% |
| State STR Spdr S&P Midcap 40MDY | 0.9% | $8m | 11,736 | Held |
| WalmartWMT | 0.9% | $8m | 67,302 | +7% |
| Eli LillyLLY | 0.9% | $8m | 6,304 | Held |
| VisaV | 0.8% | $7m | 21,355 | +2% |
| Third Coast BancsharesTCBX | 0.8% | $7m | 180,469 | -5% |
| Palo Alto NetworksPANW | 0.8% | $7m | 21,059 | +3% |
| Select Sector Spdr TRXLK | 0.8% | $7m | 35,542 | +3% |
| Berkshire HathawayBRK-B | 0.8% | $7m | 13,261 | Held |
| Home DepotHD | 0.7% | $6m | 18,244 | +4% |
| AlphabetGOOG | 0.7% | $6m | 18,091 | Held |
| Marathon PetroleumMPC | 0.7% | $6m | 24,892 | Held |
| AllstateALL | 0.7% | $6m | 25,996 | +3% |
| O'Reilly AutomotiveORLY | 0.7% | $6m | 63,615 | +2% |
| Applied MaterialsAMAT | 0.7% | $6m | 8,073 | +3% |
| Ishares TRIVW | 0.7% | $6m | 41,945 | Held |
| S&P GlobalSPGI | 0.6% | $6m | 13,984 | +2% |
| Amplify ETF TRDIVO | 0.6% | $6m | 122,878 | +17% |
| Meta PlatformsMETA | 0.6% | $5m | 9,433 | +6% |
| MckessonMCK | 0.6% | $5m | 6,692 | +5% |
| Cisco SystemsCSCO | 0.5% | $5m | 40,849 | +4% |
| Thermo Fisher ScientificTMO | 0.5% | $5m | 9,351 | +622% |
| Morgan StanleyMS | 0.5% | $5m | 22,420 | +3% |
| NXP SemiconductorsNXPI | 0.5% | $5m | 16,471 | +3% |
| Trane TechnologiesTT | 0.5% | $4m | 8,690 | Held |
| Coca-ColaKO | 0.4% | $4m | 47,469 | Held |
| General ElectricGE | 0.4% | $4m | 10,164 | New |
| International Business MachinesIBM | 0.4% | $4m | 13,156 | Held |
| StarbucksSBUX | 0.4% | $4m | 34,788 | +4% |
| Air Products & ChemicalsAPD | 0.4% | $4m | 11,985 | +6% |
| Ishares TRIJH | 0.4% | $3m | 44,528 | +5% |
| Analog DevicesADI | 0.4% | $3m | 8,476 | +76% |
| Iron MountainIRM | 0.4% | $3m | 26,615 | +5% |
| Arista NetworksANET | 0.4% | $3m | 19,556 | New |
| MerckMRK | 0.4% | $3m | 25,697 | Held |
| CumminsCMI | 0.4% | $3m | 4,580 | New |
| Union PacificUNP | 0.4% | $3m | 11,469 | Held |
| AmgenAMGN | 0.3% | $3m | 8,375 | Held |
| Johnson & JohnsonJNJ | 0.3% | $3m | 11,076 | Held |
| NetflixNFLX | 0.3% | $3m | 38,418 | +8% |
| Invesco QQQ TRQQQ | 0.3% | $3m | 3,627 | -7% |
| Invesco Exchange Traded FD TRSP | 0.3% | $3m | 12,486 | Held |
| Uber TechnologiesUBER | 0.3% | $3m | 35,800 | +6% |
| UnitedHealth GroupUNH | 0.2% | $2m | 5,269 | +4% |
| Ishares TRIYW | 0.2% | $2m | 8,051 | Held |
| Vanguard Index FDSVTI | 0.2% | $2m | 5,484 | Held |
| Vanguard Scottsdale FDSVTWO | 0.2% | $2m | 16,613 | Held |
| Spdr Gold TRGLD | 0.2% | $2m | 5,391 | -5% |
| Akamai TechnologiesAKAM | 0.2% | $2m | 15,789 | New |
| Calamos Strategic Total Return FundCSQ | 0.2% | $2m | 85,722 | Held |
| Ishares TRIWM | 0.2% | $2m | 5,731 | +23% |
| KLAKLAC | 0.2% | $2m | 5,260 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $2m | 3,232 | +2% |
| ChevronCVX | 0.2% | $2m | 9,199 | Held |
| Listed FDS TRINFL | 0.2% | $2m | 30,414 | +17% |
| Lowe's CompaniesLOW | 0.2% | $2m | 6,868 | Held |
| MastercardMA | 0.2% | $1m | 2,897 | +2% |
| Enterprise Products Partners L.P.EPD | 0.2% | $1m | 40,448 | Held |
| Raymond James FinancialRJF | 0.2% | $1m | 9,383 | -2% |
| Vanguard World FDVHT | 0.2% | $1m | 4,752 | -5% |
| Energy Transfer L PET | 0.1% | $1m | 68,879 | Held |
| Spdr Series TrustSPMD | 0.1% | $1m | 19,350 | Held |
| Ishares TRIWB | 0.1% | $1m | 3,190 | Held |
| Pacer FDS TRPTMC | 0.1% | $1m | 31,037 | Held |
| CaterpillarCAT | 0.1% | $1m | 1,157 | +7% |
| Micron TechnologyMU | 0.1% | $1m | 1,040 | -12% |
| Cigna GroupCI | 0.1% | $1m | 4,333 | New |
| McDonald'sMCD | 0.1% | $1m | 4,208 | Held |
| PepsiCoPEP | 0.1% | $1m | 8,063 | Held |
| Vanguard World FDVGT | 0.1% | $1m | 9,043 | +227% |
| ChubbCB | 0.1% | $1m | 3,098 | Held |
| Vanguard Index FDSVUG | 0.1% | $1m | 12,096 | Held |
| RTXRTX | 0.1% | $1m | 5,464 | +2% |
| Goldman Sachs GroupGS | 0.1% | $1m | 1,014 | Held |
| PfizerPFE | 0.1% | $1m | 42,564 | -5% |
Showing the largest 100 of 211.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 39.1% since 30 June 2025.
Where the money is
Technology15.4%
Energy7.6%
Financial services7.5%
Industrials4.3%
Health care4.0%
Retail & consumer3.9%
Media & telecom3.8%
Everyday goods2.7%
Real estate0.5%
Materials0.5%
Utilities0.2%
Other49.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.