Latest Meridian Wealth Advisors, LLC Stock Portfolio

Meridian Wealth Advisors, LLC Performance:

2025 Q4: 2.44%YTD: 8.94%2024: 17.64%

Performance for 2025 Q4 is 2.44%, and YTD is 8.94%, and 2024 is 17.64%.

About Meridian Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

Meridian Wealth Advisors, LLC is a hedge fund based in Austin, TX. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meridian Wealth Advisors, LLC reported an equity portfolio of $722.2 Millions as of 31 Dec, 2025.

The top stock holdings of Meridian Wealth Advisors, LLC are IJR, IAU, XOM. The fund has invested 11.2% of it's portfolio in ISHARES TR and 6.4% of portfolio in ISHARES GOLD TR.

The fund managers got completely rid off FISERV INC, CHIPOTLE MEXICAN GRILL INC (CMG) and INVESCO EXCH TRD SLF IDX FD (BSAE) stocks. They significantly reduced their stock positions in REALTY INCOME CORP (O), ADOBE INC (ADBE) and ATLAS ENERGY SOLUTIONS INC. Meridian Wealth Advisors, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), MORGAN STANLEY (MS) and STARBUCKS CORP (SBUX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), PALO ALTO NETWORKS INC (PANW) and VANGUARD INDEX FDS (VB).

Meridian Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Meridian Wealth Advisors, LLC made a return of 2.44% in the last quarter. In trailing 12 months, it's portfolio return was 8.94%.

Performance
S&P 500

New Buys

Ticker	$ Bought
american centy etf tr	10,745,500
morgan stanley	4,430,970
starbucks corp	2,915,060
arista networks inc	1,954,840
iron mtn inc del	1,685,050
snowflake inc	1,401,050
ishares tr	625,570
expand energy corporation	314,526

New stocks bought by Meridian Wealth Advisors, LLC

Additions

Ticker	% Inc.
ishares tr	196
palo alto networks inc	169
vanguard index fds	89.54
third coast bancshares inc	63.74
ishares bitcoin trust etf	53.22
amplify etf tr	44.75
ishares tr	40.44
vanguard index fds	38.01

Additions to existing portfolio by Meridian Wealth Advisors, LLC

Reductions

Ticker	% Reduced
realty income corp	-82.59
adobe inc	-81.78
atlas energy solutions inc	-59.54
inhibrx biosciences inc	-58.00
caterpillar inc	-55.46
select sector spdr tr	-50.00
select sector spdr tr	-50.00
select sector spdr tr	-50.00

Meridian Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
chipotle mexican grill inc	-2,222,780
fiserv inc	-3,592,510
invesco exch trd slf idx fd	-274,460
comcast corp new	-219,280
invesco exch traded fd tr ii	-259,612
block inc	-206,981
uber technologies inc	-249,824
medtronic plc	-221,909

Meridian Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Meridian Wealth Advisors, LLC has about 46.8% of it's holdings in Others sector.

Sector	%
Others	46.8
Technology	14.8
Financial Services	7.4
Energy	6.5
Healthcare	5.5
Consumer Cyclical	4.4
Communication Services	4.3
Industrials	3.9
Consumer Defensive	3
Utilities	2.7

Market Cap. Distribution

Meridian Wealth Advisors, LLC has about 49.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	46.8
MEGA-CAP	35
LARGE-CAP	14.8
MID-CAP	2.7

Stocks belong to which Index?

About 52.4% of the stocks held by Meridian Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	49.1
Others	47.5
RUSSELL 2000	3.3

Top 5 Winners (%)		%
	inhibrx biosciences inc	95.5 %
XLB	select sector spdr tr	91.8 %
PUMP	propetro hldg corp	81.5 %
XLB	select sector spdr tr	77.5 %
XLB	select sector spdr tr	75.9 %

Top 5 Winners ($)		$
IAU	ishares gold tr	4.8 M
GOOG	alphabet inc	4.0 M
XOM	exxon mobil corp	2.4 M
LLY	eli lilly & co	2.0 M
IJR	ishares tr	1.8 M

Top 5 Losers (%)		%
ORCL	oracle corp	-30.5 %
	fidelity wise origin bitcoin	-22.4 %
AZO	autozone inc	-20.9 %
	ishares bitcoin trust etf	-20.4 %
MPC	marathon pete corp	-15.3 %

Top 5 Losers ($)		$
	atlas energy solutions inc	-3.4 M
MSFT	microsoft corp	-1.9 M
ETN	eaton corp plc	-1.5 M
ORLY	oreilly automotive inc	-1.2 M
HD	home depot inc	-1.0 M

Meridian Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Meridian Wealth Advisors, LLC

Meridian Wealth Advisors, LLC has 183 stocks in it's portfolio. About 43.1% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Meridian Wealth Advisors, LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.58	95,049	25,840,000	reduced	-4.34

AAXJ	ishares tr	0.05	20,357	334,466	added	13.68

ABBV	abbvie inc	0.04	1,342	306,748	reduced	-25.15

ABC	cencora inc	0.03	638	215,507	new

ABT	abbott labs	0.13	7,365	922,761	reduced	-4.65

ACN	accenture plc ireland	0.05	1,350	362,281	reduced	-8.1

ACWF	ishares tr	0.09	15,125	625,570	new

ADBE	adobe inc	0.09	1,861	651,332	reduced	-81.78

ADI	analog devices inc	0.18	4,790	1,299,060	reduced	-3.19

ADP	automatic data processing in	0.08	2,147	552,273	reduced	-16.75

AEMB	american centy etf tr	1.49	130,534	10,745,500	new

AFK	vaneck etf trust	0.14	11,955	1,025,370	added	0.72

AFTY	pacer fds tr	1.57	203,487	11,309,800	reduced	-0.43

AFTY	pacer fds tr	0.15	31,037	1,107,090	unchanged	0.00

AGNG	global x fds	0.08	29,000	548,390	unchanged	0.00

ALL	allstate corp	0.77	26,859	5,590,730	reduced	-4.09

ALRN	rein therapeutics inc	0.00	28,486	33,044	unchanged	0.00

AMAT	applied matls inc	0.05	1,290	331,517	reduced	-12.96

AMD	advanced micro devices inc	0.87	29,295	6,273,820	reduced	-13.76

AMGN	amgen inc	0.37	8,232	2,694,460	reduced	-0.81