Meridian Wealth Advisors, LLC reported 139 positions worth $496.90M for the quarter ended Jun 30, 2026, up 10.1% on the prior quarter. It opened 19 new positions, added to 78, trimmed 28 and exited 15. Its largest holding is Ishares Gold Trust at 9.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IAU Ishares Gold Trust | +56.3K | +9.6% | $4.25M | 9.75% |
| TMO Thermo Fisher Scientific Inc. | +8,055 | +621.5% | $4.04M | 0.943% |
| GE General Electric Co | +10.2K | – | $3.80M | 0.764% |
| ANET Arista Networks, Inc. | +19.6K | – | $3.32M | 0.669% |
| CMI Cummins Inc | +4,580 | – | $3.27M | 0.657% |
| AKAM Akamai Technologies Inc | +15.8K | – | $1.87M | 0.376% |
| ADI Analog Devices Inc | +3,663 | +76.1% | $1.45M | 0.677% |
| CI Cigna Group | +4,333 | – | $1.19M | 0.24% |
| AMZN Amazon Com Inc | +3,011 | +5.4% | $717.64K | 2.8% |
| MSFT Microsoft Corp | +1,806 | +3.2% | $673.67K | 4.42% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IQV Iqvia Holdings Inc. | -22.2K | -92.1% | $4.29M | 0.074% |
| AESI Atlas Energy Solutions Inc. | -164.7K | -17.3% | $2.73M | 2.64% |
| MDT Medtronic plc | -27.2K | -100.0% | $2.36M | Exited |
| SNOW Snowflake Inc. | -14.7K | -100.0% | $2.21M | Exited |
| DOV DOVER Corp | -10.1K | -100.0% | $2.11M | Exited |
| HON Honeywell International Inc | -7,018 | -71.0% | $1.57M | 0.129% |
| TCBX Third Coast Bancshares, Inc. | -10.3K | -5.4% | $417.05K | 1.47% |
| EXE EXPAND ENERGY Corp | -2,850 | -100.0% | $312.87K | Exited |
| ZTS Zoetis Inc. | -2,326 | -100.0% | $274.96K | Exited |
| SNDA Sonida Senior Living, Inc. | -8,501 | -100.0% | $274.16K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GE General Electric Co | +10.2K | $3.80M | 0.764% |
| ANET Arista Networks, Inc. | +19.6K | $3.32M | 0.669% |
| CMI Cummins Inc | +4,580 | $3.27M | 0.657% |
| AKAM Akamai Technologies Inc | +15.8K | $1.87M | 0.376% |
| CI Cigna Group | +4,333 | $1.19M | 0.24% |
| HONA Honeywell Aerospace Inc. | +2,859 | $632.07K | 0.127% |
| INFQ Infleqtion, Inc. | +34.7K | $461.84K | 0.093% |
| VNOM Viper Energy, Inc. | +7,746 | $328.43K | 0.066% |
| PM Philip Morris International Inc. | +1,809 | $327.34K | 0.066% |
| INTC Intel Corp | +2,337 | $326.32K | 0.066% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MDT Medtronic plc | -27.2K | $2.36M | 0.523% |
| SNOW Snowflake Inc. | -14.7K | $2.21M | 0.49% |
| DOV DOVER Corp | -10.1K | $2.11M | 0.468% |
| EXE EXPAND ENERGY Corp | -2,850 | $312.87K | 0.069% |
| ZTS Zoetis Inc. | -2,326 | $274.96K | 0.061% |
| SNDA Sonida Senior Living, Inc. | -8,501 | $274.16K | 0.061% |
| NKE NIKE, Inc. | -4,849 | $256.15K | 0.057% |
| ACN Accenture plc | -1,277 | $253.13K | 0.056% |
| SLV iShares Silver Trust | -3,300 | $224.86K | 0.05% |
| VZ Verizon Communications Inc | -4,375 | $219.63K | 0.049% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU Ishares Gold Trust | Others | 641.4K | $48.43M | 9.75% | +56.3K | +9.6% | Added | 0.08% |
| 2 | XOM ExxonMobil Holdings Corp | Energy | 322.4K | $44.08M | 8.87% | +249 | +0.1% | Added | 0.01% |
| 3 | AAPL Apple Inc. | Technology | 94.0K | $27.20M | 5.47% | +526 | +0.6% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 58.9K | $21.99M | 4.42% | +1,806 | +3.2% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 52.1K | $18.63M | 3.75% | -82 | -0.2% | Reduced | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 53.8K | $17.60M | 3.54% | +1,701 | +3.3% | Added | 0% |
| 7 | NVDA Nvidia Corp | Technology | 87.4K | $17.50M | 3.52% | +3,058 | +3.6% | Added | 0% |
| 8 | AMD Advanced Micro Devices Inc | Technology | 27.0K | $15.67M | 3.15% | +495 | +1.9% | Added | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 58.4K | $13.92M | 2.8% | +3,011 | +5.4% | Added | 0% |
| 10 | AESI Atlas Energy Solutions Inc. | Basic Materials | 789.3K | $13.11M | 2.64% | -164.7K | -17.3% | Reduced | 0.63% |
| 11 | ETN Eaton Corp plc | Industrials | 25.6K | $10.90M | 2.19% | +509 | +2.0% | Added | 0.01% |
| 12 | COST Costco Wholesale Corp | Consumer Staples | 10.6K | $9.90M | 1.99% | +225 | +2.2% | Added | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 22.3K | $8.44M | 1.7% | +1,679 | +8.1% | Added | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 67.3K | $7.62M | 1.53% | +4,258 | +6.8% | Added | 0% |
| 15 | LLY ELI LILLY & Co | Healthcare | 6,304 | $7.56M | 1.52% | +75 | +1.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Meridian Wealth Advisors.
As of its Q2 2026 13F filing, Meridian Wealth Advisors, LLC’s five largest positions were Ishares Gold Trust (IAU) at 9.7%, ExxonMobil Holdings Corp (XOM) at 8.9%, Apple Inc. (AAPL) at 5.5%, Microsoft Corp (MSFT) at 4.4%, Alphabet Inc. (GOOGL) at 3.7% of the reported portfolio.
Meridian Wealth Advisors, LLC reported a 13F portfolio worth $496.90M across 139 positions for Q2 2026. That is up 10.1% from the previous quarter.
Its largest purchases by value were Ishares Gold Trust ($4.25M), Thermo Fisher Scientific Inc. ($4.04M), General Electric Co ($3.80M). It opened 19 new positions.
Its largest sales by value were Iqvia Holdings Inc. ($4.29M), Atlas Energy Solutions Inc. ($2.73M), Medtronic plc ($2.36M). It exited 15 positions entirely.
From the Form 13F-HR reports Meridian Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.