§ 13F · FUND PROFILE
Meridian Wealth Advisors, LLC.
AUM · $880M (13F)Positions · 211Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 126K | $95M | 10.8% | +3% |
| 2 | IAU | ISHARES GOLD TR | 641K | $48M | 5.5% | +10% |
| 3 | XOM | EXXON MOBIL CORP | 322K | $44M | 5.0% | ±0% |
| 4 | VO | VANGUARD INDEX FDS | 350K | $28M | 3.2% | +346% |
| 5 | AAPL | APPLE INC | 94K | $27M | 3.1% | +1% |
| 6 | USMV | ISHARES TR | 255K | $25M | 2.8% | +8% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 32K | $24M | 2.7% | +2% |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 477K | $23M | 2.7% | +5593% |
| 9 | MSFT | MICROSOFT CORP | 59K | $22M | 2.5% | +3% |
| 10 | GOOGL | ALPHABET INC | 52K | $19M | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERIDIAN SIGNAL
AC read
Meridian Wealth Advisors, LLC is a Other fund managing $880 million in assets. The fund runs a broad portfolio of 211 positions.
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