We are live on ! Find out more
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%

No holdings matched the selected filter criteria.

6 7 8 9 10

Similar funds

EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return
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
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

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.