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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
+2.31%
1 Year Est. Return
+30.15%
3 Year Est. Return
+79.88%
5 Year Est. Return
+114.34%
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 Miscellaneous 47.48%
2 Technology 13.16%
3 Energy 10.6%
4 Financials 8.05%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TCBX icon
26
Third Coast Bancshares
TCBX
$758M
$7.22M 0.95%
190,792
+171,910
+910% +$6.8M
AVGO icon
27
Broadcom
AVGO
$1.75T
$6.4M 0.85%
20,668
+1,932
+10% +$636K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.08T
$6.34M 0.84%
13,233
-206
-2% -$101K
V icon
29
Visa
V
$696B
$6.3M 0.83%
20,853
-5,193
-20% -$1.67M
MPC icon
30
Marathon Petroleum
MPC
$112B
$5.97M 0.79%
24,430
-358
-1% -$72.3K
SPGI icon
31
S&P Global
SPGI
$129B
$5.81M 0.77%
13,655
+1,943
+17% +$902K
HD icon
32
Home Depot
HD
$317B
$5.79M 0.77%
17,612
+1,040
+6% +$379K
ORLY icon
33
O'Reilly Automotive
ORLY
$70.3B
$5.73M 0.76%
62,074
-4,833
-7% -$453K
LLY icon
34
Eli Lilly
LLY
$1T
$5.73M 0.76%
6,229
-145
-2% -$147K
MCK icon
35
McKesson
MCK
$105B
$5.54M 0.73%
6,400
-803
-11% -$717K
AMD icon
36
Advanced Micro Devices
AMD
$805B
$5.39M 0.71%
26,473
-2,822
-10% -$603K
ALL icon
37
Allstate
ALL
$64.9B
$5.24M 0.69%
25,288
-1,571
-6% -$322K
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.05T
$5.11M 0.68%
17,803
-165
-0.9% -$51.8K
META icon
39
Meta Platforms (Facebook)
META
$1.57T
$5.1M 0.67%
8,906
-809
-8% -$518K
IVW icon
40
iShares S&P 500 Growth ETF
IVW
$77B
$4.74M 0.63%
41,924
+120
+0.3% +$14.4K
DIVO icon
41
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.95B
$4.73M 0.63%
105,422
+14,897
+16% +$682K
XLK icon
42
State Street Technology Select Sector SPDR ETF
XLK
$122B
$4.6M 0.61%
34,601
-4,549
-12% -$641K
HON icon
43
Honeywell
HON
$65.8B
$4.47M 0.59%
19,766
+13,215
+202% +$3.02M
IQV icon
44
IQVIA
IQV
$43.1B
$4.11M 0.54%
24,093
+5,849
+32% +$1.14M
TT icon
45
Trane Technologies
TT
$98.4B
$3.62M 0.48%
8,681
-876
-9% -$372K
KO icon
46
Coca-Cola
KO
$380B
$3.59M 0.47%
47,164
+5,897
+14% +$446K
MS icon
47
Morgan Stanley
MS
$341B
$3.58M 0.47%
21,745
-3,214
-13% -$556K
NFLX icon
48
Netflix
NFLX
$319B
$3.41M 0.45%
+35,486
New +$3.13M
APD icon
49
Air Products & Chemicals
APD
$66.8B
$3.29M 0.44%
11,329
+2,332
+26% +$643K
PANW icon
50
Palo Alto Networks
PANW
$268B
$3.28M 0.43%
20,456
+8,742
+75% +$1.47M
1
2
3 4 5

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FWM
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CFS
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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 Miscellaneous at 47% of assets, up from 47% a quarter earlier, followed by Technology and Energy.

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.