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MWA

Meridian Wealth Advisors Portfolio holdings

AUM $880M
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
Cap. Flow
+$52.1M
Cap. Flow %
5.92%
Top 10 Hldgs %
40.36%
Holding
227
New
25
Increased
108
Reduced
39
Closed
16

Top Buys

Rank Stock Value
1
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$22M
2
IAU icon
iShares Gold Trust
IAU
+$4.78M
3
TMO icon
Thermo Fisher Scientific
TMO
+$3.87M
4
GE icon
GE Aerospace
GE
+$3.18M
5
ANET icon
Arista Networks
ANET
+$3.07M

Top Sells

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$3.87M
2
HON icon
Honeywell
HON
+$3.77M
3
AESI icon
Atlas Energy Solutions
AESI
+$2.69M
4
MDT icon
Medtronic
MDT
+$2.36M
5
SNOW icon
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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$889B
$94.7M 10.76%
126,391
+4,208
+3% +$3.06M
IAU icon
2
iShares Gold Trust
IAU
$65.8B
$48.4M 5.5%
641,393
+56,347
+10% +$4.78M
XOM icon
3
ExxonMobil
XOM
$656B
$44.1M 5.01%
322,421
+249
+0.1% +$37.3K
VO icon
4
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$28.2M 3.2%
349,947
+35,739
+11% +$2.77M
AAPL icon
5
Apple
AAPL
$4.68T
$27.2M 3.09%
94,005
+526
+0.6% +$150K
USMV icon
6
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
$24.6M 2.8%
255,013
+18,238
+8% +$1.73M
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$23.9M 2.71%
31,988
+628
+2% +$455K
CGDV icon
8
Capital Group Dividend Value ETF
CGDV
$38.7B
$23.5M 2.67%
476,503
+468,133
+5,593% +$22M
MSFT icon
9
Microsoft
MSFT
$3.72T
$22M 2.5%
58,941
+1,806
+3% +$731K
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.14T
$18.6M 2.12%
52,129
-82
-0.2% -$29.5K
VEA icon
11
Vanguard FTSE Developed Markets ETF
VEA
$240B
$18.5M 2.1%
259,612
+41,906
+19% +$2.92M
VOO icon
12
Vanguard S&P 500 ETF
VOO
$1.03T
$17.8M 2.02%
25,910
-862
-3% -$575K
JPM icon
13
JPMorgan Chase
JPM
$951B
$17.6M 2%
53,780
+1,701
+3% +$528K
NVDA icon
14
NVIDIA
NVDA
$5.58T
$17.5M 1.99%
87,444
+3,058
+4% +$629K
OEF icon
15
iShares S&P 100 ETF
OEF
$20.5B
$16.3M 1.86%
44,676
-1,900
-4% -$681K
AVDE icon
16
Avantis International Equity ETF
AVDE
$19.2B
$16.3M 1.85%
182,184
+19,373
+12% +$1.74M
AMD icon
17
Advanced Micro Devices
AMD
$778B
$15.7M 1.78%
26,968
+495
+2% +$203K
VIG icon
18
Vanguard Dividend Appreciation ETF
VIG
$113B
$14.8M 1.68%
62,517
+997
+2% +$229K
AMZN icon
19
Amazon
AMZN
$2.79T
$13.9M 1.58%
58,413
+3,011
+5% +$756K
AESI icon
20
Atlas Energy Solutions
AESI
$1.69B
$13.1M 1.49%
789,299
-164,659
-17% -$2.69M
PTLC icon
21
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
$11.9M 1.35%
203,946
– –
ETN icon
22
Eaton
ETN
$159B
$10.9M 1.24%
25,589
+509
+2% +$205K
COST icon
23
Costco
COST
$406B
$9.9M 1.13%
10,586
+225
+2% +$224K
IWF icon
24
iShares Russell 1000 Growth ETF
IWF
$127B
$9.42M 1.07%
75,845
-39
-0.1% -$4.7K
SDY icon
25
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$9.24M 1.05%
60,695
+2,537
+4% +$378K
1
2 3 4 5

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FSCM
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FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
EA
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AAA
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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.