EdgeMarket › What Meridian Wealth Advisors, Llc reported owning
What Meridian Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
756.4MPositions
202Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 79.8M | 10.6% | 122.2K | 769.31 | +20.0% |
| XOM ExxonMobil Holdings Corp | 54.7M | 7.2% | 322.2K | 165.11 | +52.1% |
| IAU ISHARES GOLD TRUST | 51.6M | 6.8% | 585.0K | 86.79 | +37.5% |
| AAPL Apple Inc. | 23.7M | 3.1% | 93.5K | 309.35 | +36.9% |
| VO Vanguard Morningstar Mid-Cap ETF | 22.6M | 3.0% | 78.6K | 82.97 | +15.9% |
| USMV iShares MSCI USA Min Vol Factor ETF | 22.0M | 2.9% | 236.8K | 101.23 | +7.0% |
| MSFT MICROSOFT CORP | 21.1M | 2.8% | 57.1K | 483.24 | -4.4% |
| SPY SPDR S&P 500 ETF TRUST | 20.4M | 2.7% | 31.4K | 765.72 | +20.0% |
| VOO Vanguard S&P 500 ETF | 16.0M | 2.1% | 26.8K | 703.71 | +20.0% |
| JPM JPMORGAN CHASE & CO | 15.3M | 2.0% | 52.1K | 351.58 | +20.3% |
| GOOGL Alphabet Inc. | 15.0M | 2.0% | 52.2K | 344.82 | +73.0% |
| OEF iShares S&P 100 Fund | 14.8M | 2.0% | 46.6K | 377.86 | +19.6% |
| NVDA NVIDIA CORP | 14.7M | 1.9% | 84.4K | 214.72 | +22.4% |
| VEA Vanguard FTSE Developed Markets ETF | 14.0M | 1.8% | 217.7K | 73.42 | +24.7% |
| AVDE Avantis International Equity ETF | 13.8M | 1.8% | 162.8K | 94.26 | +22.4% |
| VIG Vanguard Div Appreciation ETF | 13.2M | 1.7% | 61.5K | 243.91 | +16.2% |
| AESI Atlas Energy Solutions Inc. | 12.5M | 1.7% | 954.0K | 12.58 | +11.7% |
| AMZN AMAZON COM INC | 11.5M | 1.5% | 55.4K | 258.63 | +15.6% |
| PTLC Pacer Trendpilot US Large Cap ETF | 10.7M | 1.4% | 203.9K | 59.67 | +13.9% |
| COST COSTCO WHOLESALE CORP /NEW | 10.3M | 1.4% | 10.4K | 947.74 | -4.7% |
| ETN Eaton Corp plc | 9.0M | 1.2% | 25.1K | 419.20 | +21.1% |
| SDY State Street SPDR S&P Dividend ETF | 8.5M | 1.1% | 58.2K | 158.44 | +12.0% |
| IWF iShares Russell 1000 Growth Fund | 8.1M | 1.1% | 19.0K | 122.39 | +11.2% |
| WMT Walmart Inc. | 7.8M | 1.0% | 63.0K | 103.70 | +1.1% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 7.3M | 1.0% | 11.9K | 699.60 | +20.6% |
| TCBX Third Coast Bancshares, Inc. | 7.2M | 1.0% | 190.8K | 45.49 | +17.8% |
| AVGO Broadcom Inc. | 6.4M | 0.8% | 20.7K | 368.45 | +26.5% |
| unmapped CUSIP 084670702 | 6.3M | 0.8% | 13.2K | — | — |
| V VISA INC. | 6.3M | 0.8% | 20.9K | 371.04 | +7.9% |
| MPC Marathon Petroleum Corp | 6.0M | 0.8% | 24.4K | 360.72 | +117.5% |
| SPGI S&P Global Inc. | 5.8M | 0.8% | 13.7K | 431.29 | -22.6% |
| HD HOME DEPOT, INC. | 5.8M | 0.8% | 17.6K | 335.61 | -16.5% |
| ORLY O REILLY AUTOMOTIVE INC | 5.7M | 0.8% | 62.1K | 89.11 | -14.3% |
| LLY ELI LILLY & Co | 5.7M | 0.8% | 6.2K | 1,255.40 | +78.0% |
| MCK MCKESSON CORP | 5.5M | 0.7% | 6.4K | 858.90 | +22.2% |
| AMD ADVANCED MICRO DEVICES INC | 5.4M | 0.7% | 26.5K | 473.25 | +186.5% |
| ALL ALLSTATE CORP | 5.2M | 0.7% | 25.3K | 253.83 | +18.8% |
| GOOG Alphabet Inc. | 5.1M | 0.7% | 17.8K | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 5.1M | 0.7% | 8.9K | 549.90 | -26.5% |
| IVW iShares S&P 500 Growth ETF | 4.7M | 0.6% | 41.9K | 138.83 | +22.2% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 4.7M | 0.6% | 105.4K | 48.57 | +12.2% |
| XLK State Street Technology Select Sector SPDR ETF | 4.6M | 0.6% | 34.6K | 183.31 | +41.1% |
| HON HONEYWELL INTERNATIONAL INC | 4.5M | 0.6% | 19.8K | 215.90 | -50.3% |
| IQV IQVIA HOLDINGS INC. | 4.1M | 0.5% | 24.1K | 259.82 | +35.3% |
| TT Trane Technologies plc | 3.6M | 0.5% | 8.7K | 453.43 | +6.4% |
| KO COCA COLA CO | 3.6M | 0.5% | 47.2K | 91.10 | +28.9% |
| MS MORGAN STANLEY | 3.6M | 0.5% | 21.7K | 214.20 | +48.6% |
| NFLX NETFLIX INC | 3.4M | 0.5% | 35.5K | 79.59 | -34.4% |
| APD Air Products & Chemicals, Inc. | 3.3M | 0.4% | 11.3K | 305.10 | +4.4% |
| PANW Palo Alto Networks Inc | 3.3M | 0.4% | 20.5K | 357.87 | +94.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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