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Latest Meridian Wealth Advisors, LLC Stock Portfolio

$756Million | No. of Holdings #200

Meridian Wealth Advisors, LLC Performance

2026 Q1-0.05%
YTD-0.05%
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 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meridian Wealth Advisors, LLC reported an equity portfolio of $756.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Meridian Wealth Advisors, LLC are IJR, XOM, IAU. The fund has invested 10.6% of it's portfolio in ISHARES TR and 7.2% of portfolio in EXXON MOBIL CORP. <br><br> The fund managers got completely rid off ARISTA NETWORKS INC (ANET), VIPER ENERGY INC and SERVICENOW INC (NOW) stocks. They significantly reduced their stock positions in 3M CO (MMM), SALESFORCE INC (CRM) and UNITEDHEALTH GROUP INC (UNH). Meridian Wealth Advisors, LLC opened new stock positions in NETFLIX INC. (NFLX), UBER TECHNOLOGIES INC (UBER) and MEDTRONIC PLC (MDT). The fund showed a lot of confidence in some stocks as they added substantially to THIRD COAST BANCSHARES INC (TCBX), APPLIED MATLS INC (AMAT) and CISCO SYS INC (CSCO).
Meridian Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 11 May, 2026
$756Million
  as of May 11, 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 -0.05% in the last quarter. In trailing 12 months, it's portfolio return was 12.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
netflix inc.3,411,980
uber technologies inc2,426,490
medtronic plc2,361,040
dover corp2,113,500
spdr series trust1,142,240
rollins inc1,085,070
first tr exchange-traded fd706,999
ppg inds inc513,558
New stocks bought by Meridian Wealth Advisors, LLC

Additions

Ticker% Inc.
third coast bancshares inc910
applied matls inc505
cisco sys inc242
honeywell intl inc201
snowflake inc129
spdr series trust100
palo alto networks inc74.63
ishares tr71.88
Additions to existing portfolio by Meridian Wealth Advisors, LLC

Reductions

Ticker% Reduced
3m co-83.57
salesforce inc-73.99
unitedhealth group inc-55.26
union pac corp-54.41
adobe inc-52.98
merck & co inc-52.54
kimbell rty partners lp-31.75
nxp semiconductors n v-26.3
Meridian Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
arista networks inc-1,954,840
liberty energy inc-273,208
kindly md inc-3,862
propetro hldg corp-95,100
viper energy inc-357,637
disney walt co-298,760
servicenow inc-341,614
crowdstrike hldgs inc-210,004
Meridian Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Meridian Wealth Advisors, LLC has about 46.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Energy
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Utilities
Sector%
Others46.9
Technology13
Energy8.9
Financial Services6.9
Healthcare4.9
Consumer Cyclical4.3
Communication Services4.1
Industrials3.8
Consumer Defensive3.2
Utilities3

Market Cap. Distribution

Meridian Wealth Advisors, LLC has about 48.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED46.8
MEGA-CAP33.9
LARGE-CAP14.5
MID-CAP3
SMALL-CAP1.7

Stocks belong to which Index?

About 52% 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%
Others48
S&P 50047.4
RUSSELL 20004.6
Top 5 Winners (%)%
MPC
marathon pete corp
49.8 %
COP
conocophillips
40.6 %
XOM
exxon mobil corp
40.2 %
atlas energy solutions inc
38.5 %
CVX
chevron corporation
33.6 %
Top 5 Winners ($)$
XOM
exxon mobil corp
15.7 M
IAU
ishares gold tr
4.0 M
atlas energy solutions inc
3.6 M
MPC
marathon pete corp
2.0 M
COST
costco wholesale corporation
1.4 M
Top 5 Losers (%)%
ACN
accenture plc ireland
-25.4 %
BX
blackstone inc
-24.6 %
SNOW
snowflake inc
-24.6 %
QCOM
qualcomm inc
-24.6 %
ORCL
oracle corp
-23.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-6.4 M
IJR
ishares tr
-3.8 M
AAPL
apple inc
-1.7 M
JPM
jpmorgan chase & co
-1.5 M
GOOG
alphabet inc
-1.3 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 200 stocks in it's portfolio. About 43.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Meridian Wealth Advisors, LLC last quarter.

$756.37MTotal Value
210Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of Meridian Wealth Advisors, LLC, last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Advisors, LLC's holding in Ishares Tr over time
0.05%20,059
$366.9K
0.05%
decreased 1.46 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Advisors, LLC's holding in Ishares Tr over time
0.03%2,418
$256.7K
0.03%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Meridian Wealth Advisors, LLC's holding in Ishares Tr over time
0.1%17,221
$731.8K
0.1%
increased 13.86 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Meridian Wealth Advisors, LLC's holding in American Centy Etf Tr over time
1.83%162,811
$13.81M
1.83%
increased 24.73 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Meridian Wealth Advisors, LLC's holding in American Centy Etf Tr over time
0.04%3,643
$293.7K
0.04%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Meridian Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.14%11,955
$1.10M
0.14%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Meridian Wealth Advisors, LLC's holding in Pacer Fds Tr over time
1.42%203,946
$10.70M
1.42%
increased 0.23 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Meridian Wealth Advisors, LLC's holding in Pacer Fds Tr over time
0.15%31,037
$1.14M
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
0.07%29,000
$533.6K
0.07%
unchanged 0 percentunchanged