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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
IWM icon
76
iShares Russell 2000 ETF
IWM
$81.2B
$1.72M 0.2%
5,731
+1,062
+23% +$298K
KLAC icon
77
KLA
KLAC
$242B
$1.59M 0.18%
5,260
+10
+0.2% +$1.99K
TSM icon
78
TSMC
TSM
$2.22T
$1.54M 0.18%
3,232
+66
+2% +$26.8K
CVX icon
79
Chevron
CVX
$409B
$1.52M 0.17%
9,199
+39
+0.4% +$7.26K
INFL icon
80
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.66B
$1.52M 0.17%
30,414
+4,516
+17% +$235K
LOW icon
81
Lowe's Companies
LOW
$115B
$1.51M 0.17%
6,868
+107
+2% +$24.3K
MA icon
82
Mastercard
MA
$507B
$1.49M 0.17%
2,897
+58
+2% +$28.9K
EPD icon
83
Enterprise Products Partners
EPD
$84.1B
$1.49M 0.17%
40,448
– –
RJF icon
84
Raymond James Financial
RJF
$34.3B
$1.43M 0.16%
9,383
-196
-2% -$29.8K
VHT icon
85
Vanguard Health Care ETF
VHT
$19.3B
$1.42M 0.16%
4,752
-249
-5% -$69.2K
ET icon
86
Energy Transfer Partners
ET
$74B
$1.32M 0.15%
68,879
+514
+0.8% +$9.95K
SPMD icon
87
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.7B
$1.31M 0.15%
19,350
+62
+0.3% +$3.99K
IWB icon
88
iShares Russell 1000 ETF
IWB
$49B
$1.31M 0.15%
3,190
– –
PTMC icon
89
Pacer Trendpilot US Mid Cap ETF
PTMC
$393M
$1.3M 0.15%
31,037
– –
CAT icon
90
Caterpillar
CAT
$374B
$1.23M 0.14%
1,157
+75
+7% +$65.9K
MU icon
91
Micron Technology
MU
$1.15T
$1.2M 0.14%
1,040
-137
-12% -$103K
CI icon
92
Cigna
CI
$74.7B
$1.19M 0.14%
+4,333
New +$1.22M
MCD icon
93
McDonald's
MCD
$181B
$1.14M 0.13%
4,208
+46
+1% +$13.2K
PEP icon
94
PepsiCo
PEP
$188B
$1.09M 0.12%
8,063
+101
+1% +$15.1K
VGT icon
95
Vanguard Information Technology ETF
VGT
$149B
$1.08M 0.12%
9,043
+6,275
+227% +$687K
CB icon
96
Chubb
CB
$132B
$1.06M 0.12%
3,098
-18
-0.6% -$5.87K
VUG icon
97
Vanguard Morningstar Growth ETF
VUG
$228B
$1.04M 0.12%
12,096
– –
RTX icon
98
RTX Corp
RTX
$271B
$1.04M 0.12%
5,464
+131
+2% +$24K
GS icon
99
Goldman Sachs
GS
$302B
$1.03M 0.12%
1,014
-17
-2% -$16.6K
PFE icon
100
Pfizer
PFE
$162B
$1.02M 0.12%
42,564
-2,079
-5% -$54.4K
2 3
4
5 6

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FSCM
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FWM
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AVLSA
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CFS
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AWM
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EA
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AAA
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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.