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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
+3.47%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
10 Year Est. Return
–
AUM
$722M
AUM Growth
+$17.8M
Cap. Flow
+$1.39M
Cap. Flow %
0.19%
Top 10 Hldgs %
43.14%
Holding
198
New
12
Increased
43
Reduced
92
Closed
13

Top Buys

Rank Stock Value
1
AVDE icon
Avantis International Equity ETF
AVDE
+$10.5M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.8M
3
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.36M
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$4.94M
5
MS icon
Morgan Stanley
MS
+$4.16M

Top Sells

Rank Stock Value
1
AESI icon
Atlas Energy Solutions
AESI
+$14.7M
2
O icon
Realty Income
O
+$3.66M
3
FISV
Fiserv Inc
FISV
+$3.59M
4
ADBE icon
Adobe
ADBE
+$2.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Sector Composition

Rank Sector Weight
1 Technology 15.01%
2 Financials 8.69%
3 Energy 7.88%
4 Healthcare 5.13%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDY icon
26
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$6.95M 0.96%
49,950
+2,788
+6% +$388K
LLY icon
27
Eli Lilly
LLY
$1.03T
$6.85M 0.95%
6,374
-74
-1% -$70.8K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.1T
$6.76M 0.94%
13,439
-1,084
-7% -$539K
AVGO icon
29
Broadcom
AVGO
$1.85T
$6.48M 0.9%
18,736
-1,338
-7% -$478K
META icon
30
Meta Platforms (Facebook)
META
$1.37T
$6.41M 0.89%
9,715
-717
-7% -$479K
AMD icon
31
Advanced Micro Devices
AMD
$791B
$6.27M 0.87%
29,295
-4,673
-14% -$1.05M
SPGI icon
32
S&P Global
SPGI
$122B
$6.12M 0.85%
11,712
-397
-3% -$196K
ORLY icon
33
O'Reilly Automotive
ORLY
$71.3B
$6.1M 0.85%
66,907
-5,584
-8% -$546K
MCK icon
34
McKesson
MCK
$101B
$5.91M 0.82%
7,203
-82
-1% -$66.9K
UNP icon
35
Union Pacific
UNP
$172B
$5.84M 0.81%
25,229
-69
-0.3% -$15.8K
HD icon
36
Home Depot
HD
$332B
$5.7M 0.79%
16,572
-733
-4% -$268K
MRK icon
37
Merck
MRK
$321B
$5.7M 0.79%
54,154
-310
-0.6% -$29.1K
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.08T
$5.64M 0.78%
17,968
-893
-5% -$256K
XLK icon
39
State Street Technology Select Sector SPDR ETF
XLK
$115B
$5.64M 0.78%
39,150
-208
-0.5% -$30K
ALL icon
40
Allstate
ALL
$68.3B
$5.59M 0.77%
26,859
-1,145
-4% -$234K
CRM icon
41
Salesforce
CRM
$148B
$5.38M 0.75%
20,321
-827
-4% -$206K
IVW icon
42
iShares S&P 500 Growth ETF
IVW
$72.7B
$5.15M 0.71%
41,804
+57
+0.1% +$6.98K
NXPI icon
43
NXP Semiconductors
NXPI
$61.8B
$4.72M 0.65%
21,745
+840
+4% +$180K
MMM icon
44
3M
MMM
$90.8B
$4.49M 0.62%
28,053
+473
+2% +$77.3K
MS icon
45
Morgan Stanley
MS
$330B
$4.43M 0.61%
+24,959
New +$4.16M
IQV icon
46
IQVIA
IQV
$39.1B
$4.11M 0.57%
18,244
+395
+2% +$85.9K
MPC icon
47
Marathon Petroleum
MPC
$91.7B
$4.03M 0.56%
24,788
-1,176
-5% -$220K
DIVO icon
48
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.51B
$4.03M 0.56%
90,525
+27,985
+45% +$1.26M
UNH icon
49
UnitedHealth
UNH
$383B
$3.76M 0.52%
11,379
-1,365
-11% -$463K
TT icon
50
Trane Technologies
TT
$97.3B
$3.72M 0.52%
9,557
-1,593
-14% -$659K
1
2
3 4 5

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Meridian Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Meridian Wealth Advisors held 198 positions worth $722M, up 2.5% from $704M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Meridian Wealth Advisors's Q4 2025 filing shows 12 new, 43 increased, 92 reduced and 13 closed positions. Its largest new stake was Avantis International Equity ETF: 130,534 shares worth $10.7M. The largest sale was Atlas Energy Solutions, an estimated $14.7M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Financials and Energy.

  • Meridian Wealth Advisors's largest Q4 2025 buy was Avantis International Equity ETF: 130,534 shares worth $10.7M.
  • Meridian Wealth Advisors added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $8.8M increase.
  • Meridian Wealth Advisors's biggest Q4 2025 reduction was Atlas Energy Solutions, cutting an estimated $14.7M.
  • Meridian Wealth Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $3.59M.
  • Meridian Wealth Advisors's ten largest holdings make up 43% of its $722M portfolio in Q4 2025.
  • Meridian Wealth Advisors opened 12 new positions and closed 13 in Q4 2025.
  • Meridian Wealth Advisors's portfolio value rose 2.5% quarter-over-quarter to $722M.

Based on Meridian Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.