We are live on ! Find out more
MWA

Meridian Wealth Advisors Portfolio holdings

AUM $756M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
+2.31%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
10 Year Est. Return
–
AUM
$756M
AUM Growth
+$34.2M
Cap. Flow
+$36.3M
Cap. Flow %
4.79%
Top 10 Hldgs %
43.25%
Holding
210
New
25
Increased
77
Reduced
63
Closed
8

Top Buys

Rank Stock Value
1
TCBX icon
Third Coast Bancshares
TCBX
+$6.8M
2
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$5.04M
3
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.72M
4
NFLX icon
Netflix
NFLX
+$3.13M
5
HON icon
Honeywell
HON
+$3.02M

Top Sells

Rank Stock Value
1
MMM icon
3M
MMM
+$3.73M
2
UNP icon
Union Pacific
UNP
+$3.36M
3
MRK icon
Merck
MRK
+$3.29M
4
CRM icon
Salesforce
CRM
+$3.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 13.16%
2 Energy 10.6%
3 Financials 8.05%
4 Healthcare 4.47%
5 Consumer Discretionary 4.31%

No holdings matched the selected filter criteria.

5 6 7 8 9

Similar funds

TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return

Meridian Wealth Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Meridian Wealth Advisors held 210 positions worth $756M, up 4.7% from $722M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Meridian Wealth Advisors deployed $36.3M of net new capital in Q1 2026, opening 25 new positions and adding to 77 existing holdings. Its largest new stake was Netflix: 35,486 shares worth $3.41M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was 3M, an estimated $3.73M trimmed.

  • Meridian Wealth Advisors's largest Q1 2026 buy was Netflix: 35,486 shares worth $3.41M.
  • Meridian Wealth Advisors added most to Third Coast Bancshares in Q1 2026, an estimated $6.8M increase.
  • Meridian Wealth Advisors's biggest Q1 2026 reduction was 3M, cutting an estimated $3.73M.
  • Meridian Wealth Advisors fully exited Arista Networks in Q1 2026, selling an estimated $1.95M.
  • Meridian Wealth Advisors's ten largest holdings make up 43% of its $756M portfolio in Q1 2026.
  • Meridian Wealth Advisors opened 25 new positions and closed 8 in Q1 2026.
  • Meridian Wealth Advisors's portfolio value rose 4.7% quarter-over-quarter to $756M.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.