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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

Rank Stock Value
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

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 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
IYW icon
76
iShares US Technology ETF
IYW
$24B
$1.47M 0.19%
8,076
– –
MA icon
77
Mastercard
MA
$480B
$1.42M 0.19%
2,839
+52
+2% +$27.4K
RJF icon
78
Raymond James Financial
RJF
$32.8B
$1.39M 0.18%
9,579
+10
+0.1% +$1.59K
UNH icon
79
UnitedHealth
UNH
$387B
$1.38M 0.18%
5,091
-6,288
-55% -$1.87M
VHT icon
80
Vanguard Health Care ETF
VHT
$18B
$1.36M 0.18%
5,001
+1
+0% +$286
INFL icon
81
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.47B
$1.35M 0.18%
25,898
– –
ET icon
82
Energy Transfer Partners
ET
$69.9B
$1.32M 0.17%
68,365
-63
-0.1% -$1.15K
MCD icon
83
McDonald's
MCD
$190B
$1.29M 0.17%
4,162
-78
-2% -$24.8K
PFE icon
84
Pfizer
PFE
$143B
$1.25M 0.17%
44,643
+692
+2% +$18.4K
PEP icon
85
PepsiCo
PEP
$187B
$1.24M 0.16%
7,962
+108
+1% +$16.8K
LMT icon
86
Lockheed Martin
LMT
$117B
$1.18M 0.16%
1,948
-143
-7% -$88.1K
IWM icon
87
iShares Russell 2000 ETF
IWM
$82.2B
$1.16M 0.15%
4,669
-178
-4% -$45.9K
SPMD icon
88
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$1.14M 0.15%
+19,288
New +$1.17M
IWB icon
89
iShares Russell 1000 ETF
IWB
$48B
$1.14M 0.15%
3,190
+5
+0.2% +$1.86K
PTMC icon
90
Pacer Trendpilot US Mid Cap ETF
PTMC
$398M
$1.14M 0.15%
31,037
– –
GDX icon
91
VanEck Gold Miners ETF
GDX
$21.8B
$1.1M 0.15%
11,955
– –
ROL icon
92
Rollins
ROL
$21.7B
$1.09M 0.14%
+20,316
New +$1.21M
TSM icon
93
TSMC
TSM
$2.07T
$1.07M 0.14%
3,166
– –
RTX icon
94
RTX Corp
RTX
$261B
$1.03M 0.14%
5,333
-64
-1% -$12.7K
CB icon
95
Chubb
CB
$137B
$1.02M 0.13%
3,116
-66
-2% -$21.2K
CRM icon
96
Salesforce
CRM
$140B
$987K 0.13%
5,285
-15,036
-74% -$3.12M
T icon
97
AT&T
T
$152B
$955K 0.13%
32,941
-921
-3% -$24.6K
BLK icon
98
Blackrock
BLK
$166B
$949K 0.13%
987
-51
-5% -$53.7K
TJX icon
99
TJX Companies
TJX
$171B
$916K 0.12%
5,736
+20
+0.3% +$3.12K
VUG icon
100
Vanguard Growth ETF
VUG
$221B
$881K 0.12%
12,096
– –
2 3
4
5 6

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.