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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
KO icon
51
Coca-Cola
KO
$379B
$3.86M 0.44%
47,469
+305
+0.6% +$24.1K
GE icon
52
GE Aerospace
GE
$350B
$3.8M 0.43%
+10,164
New +$3.18M
IBM icon
53
IBM
IBM
$221B
$3.7M 0.42%
13,156
-181
-1% -$45.6K
SBUX icon
54
Starbucks
SBUX
$119B
$3.55M 0.4%
34,788
+1,317
+4% +$133K
APD icon
55
Air Products & Chemicals
APD
$67.1B
$3.51M 0.4%
11,985
+656
+6% +$191K
IJH icon
56
iShares Core S&P Mid-Cap ETF
IJH
$126B
$3.43M 0.39%
44,528
+2,053
+5% +$151K
ADI icon
57
Analog Devices
ADI
$176B
$3.37M 0.38%
8,476
+3,663
+76% +$1.45M
IRM icon
58
Iron Mountain
IRM
$34.8B
$3.36M 0.38%
26,615
+1,216
+5% +$149K
ANET icon
59
Arista Networks
ANET
$244B
$3.32M 0.38%
+19,556
New +$3.07M
MRK icon
60
Merck
MRK
$371B
$3.3M 0.38%
25,697
-2
-0% -$234
CMI icon
61
Cummins
CMI
$77.2B
$3.27M 0.37%
+4,580
New +$3.02M
UNP icon
62
Union Pacific
UNP
$172B
$3.12M 0.35%
11,469
-34
-0.3% -$8.93K
AMGN icon
63
Amgen
AMGN
$236B
$3.03M 0.34%
8,375
+11
+0.1% +$3.77K
JNJ icon
64
Johnson & Johnson
JNJ
$663B
$2.81M 0.32%
11,076
+46
+0.4% +$10.7K
NFLX icon
65
Netflix
NFLX
$326B
$2.74M 0.31%
38,418
+2,932
+8% +$258K
QQQ icon
66
Invesco QQQ Trust
QQQ
$489B
$2.67M 0.3%
3,627
-259
-7% -$178K
RSP icon
67
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$2.66M 0.3%
12,486
– –
UBER icon
68
Uber
UBER
$155B
$2.58M 0.29%
35,800
+2,066
+6% +$151K
UNH icon
69
UnitedHealth
UNH
$356B
$2.19M 0.25%
5,269
+178
+3% +$66K
IYW icon
70
iShares US Technology ETF
IYW
$25.5B
$2.03M 0.23%
8,051
-25
-0.3% -$5.74K
VTI icon
71
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$2.03M 0.23%
5,484
+41
+0.8% +$14.7K
VTWO icon
72
Vanguard Russell 2000 ETF
VTWO
$17B
$2.02M 0.23%
16,613
– –
GLD icon
73
SPDR Gold Trust
GLD
$149B
$1.99M 0.23%
5,391
-255
-5% -$106K
AKAM icon
74
Akamai
AKAM
$15.1B
$1.87M 0.21%
+15,789
New +$1.97M
CSQ icon
75
Calamos Strategic Total Return Fund
CSQ
$3.38B
$1.76M 0.2%
85,722
– –
1 2
3
4 5

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FWM
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AVLSA
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CFS
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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.