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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
AVGO icon
26
Broadcom
AVGO
$1.7T
$8.44M 0.96%
22,347
+1,679
+8% +$673K
MDY icon
27
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$8.25M 0.94%
11,736
-170
-1% -$114K
WMT icon
28
Walmart Inc
WMT
$850B
$7.62M 0.87%
67,302
+4,258
+7% +$529K
LLY icon
29
Eli Lilly
LLY
$1.02T
$7.56M 0.86%
6,304
+75
+1% +$76.6K
V icon
30
Visa
V
$700B
$7.33M 0.83%
21,355
+502
+2% +$161K
TCBX icon
31
Third Coast Bancshares
TCBX
$767M
$7.29M 0.83%
180,469
-10,323
-5% -$402K
PANW icon
32
Palo Alto Networks
PANW
$272B
$7.18M 0.82%
21,059
+603
+3% +$138K
XLK icon
33
State Street Technology Select Sector SPDR ETF
XLK
$122B
$6.77M 0.77%
35,542
+941
+3% +$161K
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.08T
$6.64M 0.75%
13,261
+28
+0.2% +$13.5K
HD icon
35
Home Depot
HD
$320B
$6.43M 0.73%
18,244
+632
+4% +$206K
GOOG icon
36
Alphabet (Google) Class C
GOOG
$4.1T
$6.39M 0.73%
18,091
+288
+2% +$103K
MPC icon
37
Marathon Petroleum
MPC
$109B
$6.36M 0.72%
24,892
+462
+2% +$113K
ALL icon
38
Allstate
ALL
$65.6B
$6.19M 0.7%
25,996
+708
+3% +$154K
ORLY icon
39
O'Reilly Automotive
ORLY
$71.1B
$5.86M 0.67%
63,615
+1,541
+2% +$141K
AMAT icon
40
Applied Materials
AMAT
$361B
$5.84M 0.66%
8,073
+262
+3% +$121K
IVW icon
41
iShares S&P 500 Growth ETF
IVW
$77.1B
$5.77M 0.66%
41,945
+21
+0.1% +$2.77K
SPGI icon
42
S&P Global
SPGI
$131B
$5.7M 0.65%
13,984
+329
+2% +$139K
DIVO icon
43
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.96B
$5.62M 0.64%
122,878
+17,456
+17% +$799K
META icon
44
Meta Platforms (Facebook)
META
$1.57T
$5.31M 0.6%
9,433
+527
+6% +$322K
MCK icon
45
McKesson
MCK
$106B
$5.06M 0.57%
6,692
+292
+5% +$232K
CSCO icon
46
Cisco
CSCO
$431B
$4.8M 0.55%
40,849
+1,477
+4% +$154K
TMO icon
47
Thermo Fisher Scientific
TMO
$227B
$4.69M 0.53%
9,351
+8,055
+622% +$3.87M
MS icon
48
Morgan Stanley
MS
$342B
$4.69M 0.53%
22,420
+675
+3% +$134K
NXPI icon
49
NXP Semiconductors
NXPI
$57.5B
$4.63M 0.53%
16,471
+446
+3% +$123K
TT icon
50
Trane Technologies
TT
$98.5B
$4.27M 0.49%
8,690
+9
+0.1% +$4.21K
1
2
3 4 5

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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.