§ 13F · FUND PROFILE
Meridian Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $704M (13F)Positions · 186Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 122K | $80M | 10.6% | +4% |
| 2 | XOM | EXXON MOBIL CORP | 322K | $55M | 7.2% | +3% |
| 3 | IAU | ISHARES GOLD TR | 585K | $52M | 6.8% | +3% |
| 4 | AAPL | APPLE INC | 93K | $24M | 3.1% | −2% |
| 5 | VO | VANGUARD INDEX FDS | 79K | $23M | 3.0% | +28% |
| 6 | USMV | ISHARES TR | 237K | $22M | 2.9% | +20% |
| 7 | MSFT | MICROSOFT CORP | 57K | $21M | 2.8% | +4% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 31K | $20M | 2.7% | +1% |
| 9 | VOO | VANGUARD INDEX FDS | 27K | $16M | 2.1% | −11% |
| 10 | JPM | JPMORGAN CHASE & CO | 52K | $15M | 2.0% | −6% |
§ 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 $704 million in assets. The fund runs a portfolio of 186 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed