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Meridian Wealth Advisors Portfolio holdings
AUM
$880M
Turnover
18.06%
1-Year Est. Return
30.15%
This Fund
S&P 500
This Quarter Est. Return
+14.61%
1 Year Est. Return
+30.15%
3 Year Est. Return
+79.88%
5 Year Est. Return
+114.34%
10 Year Est. Return
–
AUM
$880M
AUM Growth
+$124M
(+16%)
Cap. Flow
+$52.1M
Cap. Flow % of AUM
Cap. Flow %
5.92%
Top 10 Holdings %
Top 10 Hldgs %
40.36%
Holding
227
New
25
Increased
108
Reduced
39
Closed
16
Avg Time Held
4.2
years
Top 10 Avg Time Held
4.3
years
Top 20 Avg Time Held
4.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Dividend Value ETF
CGDV
|
+$22M |
| 2 |
iShares Gold Trust
IAU
|
+$4.78M |
| 3 |
Thermo Fisher Scientific
TMO
|
+$3.87M |
| 4 |
GE Aerospace
GE
|
+$3.18M |
| 5 |
Arista Networks
ANET
|
+$3.07M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IQVIA
IQV
|
+$3.87M |
| 2 |
Honeywell
HON
|
+$3.77M |
| 3 |
Atlas Energy Solutions
AESI
|
+$2.69M |
| 4 |
Medtronic
MDT
|
+$2.36M |
| 5 |
Snowflake
SNOW
|
+$2.21M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 49.15% |
| 2 | Technology | 15.73% |
| 3 | Energy | 7.99% |
| 4 | Financials | 7.69% |
| 5 | Consumer Discretionary | 4.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
iShares Core S&P 500 ETF
IVV
$887B
| $94.7M | 10.76% |
126,391
+4,208
| +3% | +$3.06M |
2019 Q3
27 quarters
|
|
|
2
iShares Gold Trust
IAU
$61.1B
| $48.4M | 5.5% |
641,393
+56,347
| +10% | +$4.78M |
2019 Q3
27 quarters
|
|
3
ExxonMobil
XOM
$731B
| $44.1M | 5.01% |
322,421
+249
| +0.1% | +$37.3K |
2018 Q4
30 quarters
|
|
4
Vanguard Morningstar Mid-Cap ETF
VO
$107B
| $28.2M | 3.2% |
349,947
+35,739
| +11% | +$2.77M |
2018 Q4
30 quarters
|
|
5
Apple
AAPL
$4.95T
| $27.2M | 3.09% |
94,005
+526
| +0.6% | +$150K |
2018 Q4
30 quarters
|
|
6
iShares MSCI USA Min Vol Factor ETF
USMV
$24B
| $24.6M | 2.8% |
255,013
+18,238
| +8% | +$1.73M |
2018 Q4
30 quarters
|
|
7
State Street SPDR S&P 500 ETF Trust
SPY
$820B
| $23.9M | 2.71% |
31,988
+628
| +2% | +$455K |
2018 Q4
30 quarters
|
|
|
8
Capital Group Dividend Value ETF
CGDV
$38.8B
| $23.5M | 2.67% |
476,503
+468,133
| +5,593% | +$22M |
2026 Q1
1 quarter
|
|
9
Microsoft
MSFT
$3.95T
| $22M | 2.5% |
58,941
+1,806
| +3% | +$731K |
2018 Q4
30 quarters
|
|
10
Alphabet (Google) Class A
GOOGL
$4.16T
| $18.6M | 2.12% |
52,129
-82
| -0.2% | -$29.5K |
2018 Q4
30 quarters
|
|
11
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $18.5M | 2.1% |
259,612
+41,906
| +19% | +$2.92M |
2022 Q4
14 quarters
|
|
12
Vanguard S&P 500 ETF
VOO
$1.04T
| $17.8M | 2.02% |
25,910
-862
| -3% | -$575K |
2020 Q2
24 quarters
|
|
13
JPMorgan Chase
JPM
$890B
| $17.6M | 2% |
53,780
+1,701
| +3% | +$528K |
2018 Q4
30 quarters
|
|
14
NVIDIA
NVDA
$5.23T
| $17.5M | 1.99% |
87,444
+3,058
| +4% | +$629K |
2019 Q4
26 quarters
|
|
15
iShares S&P 100 ETF
OEF
$20.5B
| $16.3M | 1.86% |
44,676
-1,900
| -4% | -$681K |
2025 Q2
4 quarters
|
|
16
Avantis International Equity ETF
AVDE
$19.5B
| $16.3M | 1.85% |
182,184
+19,373
| +12% | +$1.74M |
2025 Q4
2 quarters
|
|
17
Advanced Micro Devices
AMD
$873B
| $15.7M | 1.78% |
26,968
+495
| +2% | +$203K |
2019 Q4
26 quarters
|
|
18
Vanguard Dividend Appreciation ETF
VIG
$114B
| $14.8M | 1.68% |
62,517
+997
| +2% | +$229K |
2018 Q4
30 quarters
|
|
19
Amazon
AMZN
$2.83T
| $13.9M | 1.58% |
58,413
+3,011
| +5% | +$756K |
2018 Q4
30 quarters
|
|
|
20
Atlas Energy Solutions
AESI
$1.17B
| $13.1M | 1.49% |
789,299
-164,659
| -17% | -$2.69M |
2023 Q4
10 quarters
|
|
21
Pacer Trendpilot US Large Cap ETF
PTLC
$3.33B
| $11.9M | 1.35% |
203,946
| – | – |
2018 Q4
30 quarters
|
|
22
Eaton
ETN
$148B
| $10.9M | 1.24% |
25,589
+509
| +2% | +$205K |
2018 Q4
30 quarters
|
|
23
Costco
COST
$441B
| $9.9M | 1.13% |
10,586
+225
| +2% | +$224K |
2019 Q2
28 quarters
|
|
24
iShares Russell 1000 Growth ETF
IWF
$126B
| $9.42M | 1.07% |
75,845
-39
| -0.1% | -$4.7K |
2018 Q4
30 quarters
|
|
25
State Street SPDR S&P Dividend ETF
SDY
$21.7B
| $9.24M | 1.05% |
60,695
+2,537
| +4% | +$378K |
2018 Q4
30 quarters
|
|
Similar funds
Meridian Wealth Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Meridian Wealth Advisors held 227 positions worth $880M, up 16% from $756M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Meridian Wealth Advisors deployed $52.1M of net new capital in Q2 2026, opening 25 new positions and adding to 108 existing holdings. Its largest new stake was GE Aerospace: 10,164 shares worth $3.8M.
By sector, the portfolio is most concentrated in Miscellaneous at 49% of assets, up from 47% a quarter earlier, followed by Technology and Energy.
On the sell side, the largest reduction was IQVIA, an estimated $3.87M trimmed.
- Meridian Wealth Advisors's largest Q2 2026 buy was GE Aerospace: 10,164 shares worth $3.8M.
- Meridian Wealth Advisors added most to Capital Group Dividend Value ETF in Q2 2026, an estimated $22M increase.
- Meridian Wealth Advisors's biggest Q2 2026 reduction was IQVIA, cutting an estimated $3.87M.
- Meridian Wealth Advisors fully exited Medtronic in Q2 2026, selling an estimated $2.36M.
- Meridian Wealth Advisors's ten largest holdings make up 40% of its $880M portfolio in Q2 2026.
- Meridian Wealth Advisors opened 25 new positions and closed 16 in Q2 2026.
- Meridian Wealth Advisors's portfolio value rose 16% quarter-over-quarter to $880M.
Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.