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Latest Meridian Wealth Advisors, LLC Stock Portfolio

$880Million | No. of Holdings #209

Meridian Wealth Advisors, LLC Performance

2026 Q2+0.35%
YTD+0.30%
2025+8.94%

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

Meridian Wealth Advisors, LLC is a hedge fund based in Austin, TX. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meridian Wealth Advisors, LLC reported an equity portfolio of $880 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Meridian Wealth Advisors, LLC are IJR, IAU, XOM. The fund has invested 10.8% of it's portfolio in ISHARES TR and 5.5% of portfolio in ISHARES GOLD TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), MEDTRONIC PLC (MDT) and SNOWFLAKE INC (SNOW) stocks. They significantly reduced their stock positions in IQVIA HLDGS INC (IQV), VANGUARD INTL EQUITY INDEX F (VEU) and INHIBRX BIOSCIENCES INC. Meridian Wealth Advisors, LLC opened new stock positions in GE AEROSPACE (GE), ARISTA NETWORKS INC (ANET) and CUMMINS INC (CMI). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GROUP DIVIDEND VALUE (CGDV), VANGUARD WORLD FD (VAW) and THERMO FISHER SCIENTIFIC INC (TMO).
Meridian Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$880Million
  as of Aug 14, 2026

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

Our best estimate is that Meridian Wealth Advisors, LLC made a return of 0.35% in the last quarter. In trailing 12 months, it's portfolio return was 8.81%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ge aerospace3,798,620
arista networks inc3,322,170
cummins inc3,266,500
akamai technologies inc1,866,420
the cigna group1,194,440
honeywell intl inc641,362
honeywell aerospace inc632,068
capital group core equity et484,387
New stocks bought by Meridian Wealth Advisors, LLC

Additions

Ticker% Inc.
capital group dividend value5,592
vanguard world fd2,513
thermo fisher scientific inc621
vanguard index fds500
vanguard index fds345
ishares tr299
analog devices inc76.11
bank of amer corp29.07
Additions to existing portfolio by Meridian Wealth Advisors, LLC

Reductions

Ticker% Reduced
iqvia hldgs inc-92.07
vanguard intl equity index f-21.66
inhibrx biosciences inc-19.05
atlas energy solutions inc-17.26
ishares tr-15.92
oracle corp-15.71
micron technology inc-11.64
texas instrs inc-9.82
Meridian Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
medtronic plc-2,361,040
honeywell intl inc-4,467,740
snowflake inc-2,210,420
dover corp-2,113,500
sonida senior living inc-274,157
profesionally managed portfo-313,453
ishares bitcoin trust etf-212,616
nike inc-256,145
Meridian Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Meridian Wealth Advisors, LLC has about 48.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Energy
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Utilities
  • Consumer Defensive
Sector%
Others48.6
Technology15.5
Financial Services6.6
Energy6.4
Healthcare4.5
Consumer Cyclical4.1
Communication Services4
Industrials3.8
Utilities2.8
Consumer Defensive2.7

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED48.6
MEGA-CAP37.4
LARGE-CAP12.4

Stocks belong to which Index?

About 50.6% of the stocks held by Meridian Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others49.4
S&P 50046.2
RUSSELL 20004.4
Top 5 Winners (%)%
MU
micron technology inc
227.6 %
AMD
advanced micro devices inc
180.8 %
PANW
palo alto networks inc
109.3 %
AMAT
applied matls inc
107.8 %
KLAC
kla corp
104.7 %
Top 5 Winners ($)$
IJR
ishares tr
11.9 M
AMD
advanced micro devices inc
10.1 M
PANW
palo alto networks inc
3.8 M
GOOG
alphabet inc
3.6 M
AAPL
apple inc
3.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-71.5 %
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-61.1 %
IJR
ishares tr
-60.3 %
T
at&t inc
-28.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-44.3 M
IJR
ishares tr
-14.3 M
XOM
exxon mobil corp
-10.6 M
IAU
ishares gold tr
-7.8 M
VAW
vanguard world fd
-2.7 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 209 stocks in it's portfolio. About 40.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Meridian Wealth Advisors, LLC last quarter.

$880.02MTotal Value
228Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Meridian Wealth Advisors, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Advisors, LLC's holding in Ishares Tr over time
0.05%19,557
$400.7K
0.05%
decreased 2.5 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Advisors, LLC's holding in Ishares Tr over time
0.03%2,418
$260.2K
0.03%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Meridian Wealth Advisors, LLC's holding in Ishares Tr over time
0.1%18,217
$854.8K
0.1%
increased 5.78 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Meridian Wealth Advisors, LLC's holding in American Centy Etf Tr over time
1.85%182,184
$16.25M
1.85%
increased 11.9 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Meridian Wealth Advisors, LLC's holding in American Centy Etf Tr over time
0.05%4,610
$420.5K
0.05%
increased 26.54 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Meridian Wealth Advisors, LLC's holding in American Centy Etf Tr over time
0.03%1,985
$247.6K
0.03%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Meridian Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.1%11,955
$902.0K
0.1%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Meridian Wealth Advisors, LLC's holding in Pacer Fds Tr over time
1.35%203,946
$11.88M
1.35%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Meridian Wealth Advisors, LLC's holding in Pacer Fds Tr over time
0.15%31,037
$1.30M
0.15%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Meridian Wealth Advisors, LLC's holding in Global X Fds over time
0.06%29,000
$542.0K
0.06%
unchanged 0 percentunchanged