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MWA

Meridian Wealth Advisors Portfolio holdings

AUM $756M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
+7.26%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
10 Year Est. Return
–
AUM
$704M
AUM Growth
+$71.9M
Cap. Flow
+$32.3M
Cap. Flow %
4.58%
Top 10 Hldgs %
43.82%
Holding
189
New
9
Increased
100
Reduced
37
Closed
3

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.33M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.9M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.22M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.35M
5
IAU icon
iShares Gold Trust
IAU
+$2.32M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$369K
2
AESI icon
Atlas Energy Solutions
AESI
+$347K
3
STR
Sitio Royalties
STR
+$313K
4
ARCC icon
Ares Capital
ARCC
+$296K
5
DIS icon
Walt Disney
DIS
+$269K

Sector Composition

Rank Sector Weight
1 Technology 16.14%
2 Energy 10.5%
3 Financials 8.64%
4 Consumer Discretionary 4.92%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
26
iShares Russell 1000 Growth ETF
IWF
$120B
$7.27M 1.03%
62,080
+35,008
+129% +$3.9M
HD icon
27
Home Depot
HD
$332B
$7.01M 1%
17,305
+175
+1% +$68.8K
WMT icon
28
Walmart Inc
WMT
$884B
$6.83M 0.97%
66,238
+2,804
+4% +$279K
AVGO icon
29
Broadcom
AVGO
$1.85T
$6.62M 0.94%
20,074
-1,203
-6% -$369K
SDY icon
30
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$6.61M 0.94%
47,162
+16,824
+55% +$2.35M
ALL icon
31
Allstate
ALL
$68.3B
$6.01M 0.85%
28,004
+101
+0.4% +$20.4K
UNP icon
32
Union Pacific
UNP
$172B
$5.98M 0.85%
25,298
+514
+2% +$116K
SPGI icon
33
S&P Global
SPGI
$122B
$5.89M 0.84%
12,109
+96
+0.8% +$51.4K
MCK icon
34
McKesson
MCK
$101B
$5.63M 0.8%
7,285
+182
+3% +$128K
XLK icon
35
State Street Technology Select Sector SPDR ETF
XLK
$115B
$5.55M 0.79%
39,358
-150
-0.4% -$19.9K
AMD icon
36
Advanced Micro Devices
AMD
$791B
$5.5M 0.78%
33,968
+869
+3% +$140K
IVW icon
37
iShares S&P 500 Growth ETF
IVW
$72.7B
$5.04M 0.72%
41,747
+17,896
+75% +$2.06M
CRM icon
38
Salesforce
CRM
$148B
$5.01M 0.71%
21,148
+293
+1% +$73.9K
MPC icon
39
Marathon Petroleum
MPC
$91.7B
$5M 0.71%
25,964
+263
+1% +$46.3K
LLY icon
40
Eli Lilly
LLY
$1.03T
$4.92M 0.7%
6,448
+68
+1% +$50.6K
NXPI icon
41
NXP Semiconductors
NXPI
$61.8B
$4.76M 0.68%
20,905
+1,690
+9% +$380K
TT icon
42
Trane Technologies
TT
$97.3B
$4.71M 0.67%
11,150
-44
-0.4% -$18.8K
O icon
43
Realty Income
O
$60.1B
$4.65M 0.66%
76,545
+4,247
+6% +$247K
GOOG icon
44
Alphabet (Google) Class C
GOOG
$4.08T
$4.59M 0.65%
18,861
+793
+4% +$167K
MRK icon
45
Merck
MRK
$321B
$4.57M 0.65%
54,464
+1,437
+3% +$118K
UNH icon
46
UnitedHealth
UNH
$383B
$4.4M 0.62%
12,744
-617
-5% -$187K
MMM icon
47
3M
MMM
$90.8B
$4.28M 0.61%
27,580
+2,377
+9% +$366K
APD icon
48
Air Products & Chemicals
APD
$66.8B
$3.75M 0.53%
13,765
+713
+5% +$206K
ADBE icon
49
Adobe
ADBE
$98.5B
$3.6M 0.51%
10,214
+139
+1% +$49.9K
FISV
50
Fiserv Inc
FISV
$28.8B
$3.59M 0.51%
27,864
+695
+3% +$99.6K
1
2
3 4 5

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RFM
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TVAMP
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IAS
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SF
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JGUA
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HCM
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FSCM
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SIG
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Meridian Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Meridian Wealth Advisors held 189 positions worth $704M, up 11% from $632M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Meridian Wealth Advisors deployed $32.3M of net new capital in Q3 2025, opening 9 new positions and adding to 100 existing holdings. Its largest new stake was iShares Core S&P Mid-Cap ETF: 8,348 shares worth $545K.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 16% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was Broadcom, an estimated $369K trimmed.

  • Meridian Wealth Advisors's largest Q3 2025 buy was iShares Core S&P Mid-Cap ETF: 8,348 shares worth $545K.
  • Meridian Wealth Advisors added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $7.33M increase.
  • Meridian Wealth Advisors's biggest Q3 2025 reduction was Broadcom, cutting an estimated $369K.
  • Meridian Wealth Advisors fully exited Sitio Royalties in Q3 2025, selling an estimated $313K.
  • Meridian Wealth Advisors's ten largest holdings make up 44% of its $704M portfolio in Q3 2025.
  • Meridian Wealth Advisors opened 9 new positions and closed 3 in Q3 2025.
  • Meridian Wealth Advisors's portfolio value rose 11% quarter-over-quarter to $704M.

Based on Meridian Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.