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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
+2.31%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
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

1
TCBX icon
Third Coast Bancshares
TCBX
+$6.8M
2
VO icon
Vanguard 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

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

1 Technology 13.16%
2 Energy 10.6%
3 Financials 8.05%
4 Healthcare 4.47%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
51
IBM
IBM
$200B
$3.23M 0.43%
13,337
+913
+7% +$247K
NXPI icon
52
NXP Semiconductors
NXPI
$67.3B
$3.15M 0.42%
16,025
-5,720
-26% -$1.27M
MRK icon
53
Merck
MRK
$315B
$3.09M 0.41%
25,699
-28,455
-53% -$3.29M
CSCO icon
54
Cisco
CSCO
$441B
$3.05M 0.4%
39,372
+27,862
+242% +$2.18M
SBUX icon
55
Starbucks
SBUX
$120B
$3M 0.4%
33,471
-1,146
-3% -$108K
AMGN icon
56
Amgen
AMGN
$198B
$2.94M 0.39%
8,364
+132
+2% +$47.1K
IJH icon
57
iShares Core S&P Mid-Cap ETF
IJH
$122B
$2.87M 0.38%
42,475
+17,763
+72% +$1.23M
UNP icon
58
Union Pacific
UNP
$179B
$2.79M 0.37%
11,503
-13,726
-54% -$3.36M
JNJ icon
59
Johnson & Johnson
JNJ
$609B
$2.7M 0.36%
11,030
+8
+0.1% +$1.86K
AMAT icon
60
Applied Materials
AMAT
$421B
$2.67M 0.35%
7,811
+6,521
+506% +$2.19M
IRM icon
61
Iron Mountain
IRM
$36.8B
$2.59M 0.34%
25,399
+5,085
+25% +$506K
GLD icon
62
SPDR Gold Trust
GLD
$130B
$2.43M 0.32%
5,646
+42
+0.7% +$18.8K
UBER icon
63
Uber
UBER
$147B
$2.43M 0.32%
+33,734
New +$2.6M
RSP icon
64
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$2.4M 0.32%
12,486
– –
MDT icon
65
Medtronic
MDT
$106B
$2.36M 0.31%
+27,248
New +$2.61M
QQQ icon
66
Invesco QQQ Trust
QQQ
$466B
$2.24M 0.3%
3,886
+287
+8% +$174K
SNOW icon
67
Snowflake
SNOW
$93.2B
$2.21M 0.29%
14,656
+8,269
+129% +$1.53M
DOV icon
68
Dover
DOV
$28.8B
$2.11M 0.28%
+10,139
New +$2.17M
CVX icon
69
Chevron
CVX
$373B
$1.9M 0.25%
9,160
+824
+10% +$150K
VTI icon
70
Vanguard Total Stock Market ETF
VTI
$658B
$1.75M 0.23%
5,443
+431
+9% +$145K
VTWO icon
71
Vanguard Russell 2000 ETF
VTWO
$17.5B
$1.66M 0.22%
16,613
– –
LOW icon
72
Lowe's Companies
LOW
$117B
$1.6M 0.21%
6,761
+18
+0.3% +$4.7K
ADI icon
73
Analog Devices
ADI
$183B
$1.53M 0.2%
4,813
+23
+0.5% +$7.32K
EPD icon
74
Enterprise Products Partners
EPD
$82.6B
$1.53M 0.2%
40,448
– –
CSQ icon
75
Calamos Strategic Total Return Fund
CSQ
$3.24B
$1.47M 0.19%
85,722
-12,000
-12% -$225K
1 2
3
4 5

Similar funds

HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $757M AUM 1.93% 1-Year Est. Return
TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

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 Technology at 13% of assets, down from 15% a quarter earlier, followed by Energy and Financials.

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.