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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
+3.47%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
10 Year Est. Return
–
AUM
$722M
AUM Growth
+$17.8M
Cap. Flow
+$1.39M
Cap. Flow %
0.19%
Top 10 Hldgs %
43.14%
Holding
198
New
12
Increased
43
Reduced
92
Closed
13

Top Buys

Rank Stock Value
1
AVDE icon
Avantis International Equity ETF
AVDE
+$10.5M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.8M
3
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.36M
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$4.94M
5
MS icon
Morgan Stanley
MS
+$4.16M

Top Sells

Rank Stock Value
1
AESI icon
Atlas Energy Solutions
AESI
+$14.7M
2
O icon
Realty Income
O
+$3.66M
3
FISV
Fiserv Inc
FISV
+$3.59M
4
ADBE icon
Adobe
ADBE
+$2.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Sector Composition

Rank Sector Weight
1 Technology 15.01%
2 Financials 8.69%
3 Energy 7.88%
4 Healthcare 5.13%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HON icon
76
Honeywell
HON
$77B
$1.28M 0.18%
6,551
-956
-13% -$187K
CVX icon
77
Chevron
CVX
$392B
$1.27M 0.18%
8,336
-857
-9% -$131K
IWM icon
78
iShares Russell 2000 ETF
IWM
$79.8B
$1.19M 0.17%
4,847
-2
-0% -$492
IWB icon
79
iShares Russell 1000 ETF
IWB
$48.2B
$1.19M 0.16%
3,185
– –
INFL icon
80
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.51B
$1.15M 0.16%
25,898
+5,520
+27% +$244K
ET icon
81
Energy Transfer Partners
ET
$70.1B
$1.13M 0.16%
68,428
– –
PEP icon
82
PepsiCo
PEP
$190B
$1.13M 0.16%
7,854
-436
-5% -$64.1K
BX icon
83
Blackstone
BX
$102B
$1.12M 0.16%
7,280
-1,000
-12% -$152K
BLK icon
84
Blackrock
BLK
$169B
$1.11M 0.15%
1,038
-55
-5% -$60.1K
PTMC icon
85
Pacer Trendpilot US Mid Cap ETF
PTMC
$392M
$1.11M 0.15%
31,037
– –
PFE icon
86
Pfizer
PFE
$143B
$1.09M 0.15%
43,951
+6,020
+16% +$152K
GDX icon
87
VanEck Gold Miners ETF
GDX
$22.7B
$1.03M 0.14%
11,955
+85
+0.7% +$6.71K
LMT icon
88
Lockheed Martin
LMT
$134B
$1.01M 0.14%
2,091
-120
-5% -$57.4K
CB icon
89
Chubb
CB
$135B
$993K 0.14%
3,182
-99
-3% -$28.9K
RTX icon
90
RTX Corp
RTX
$290B
$990K 0.14%
5,397
+132
+3% +$22.9K
VUG icon
91
Vanguard Morningstar Growth ETF
VUG
$220B
$984K 0.14%
12,096
– –
TSM icon
92
TSMC
TSM
$2.1T
$962K 0.13%
3,166
+1
+0% +$293
QCOM icon
93
Qualcomm
QCOM
$155B
$930K 0.13%
5,435
-100
-2% -$17.1K
ABT icon
94
Abbott
ABT
$183B
$923K 0.13%
7,365
-359
-5% -$45.7K
GS icon
95
Goldman Sachs
GS
$300B
$912K 0.13%
1,037
-20
-2% -$16.3K
CSCO icon
96
Cisco
CSCO
$457B
$887K 0.12%
11,510
-1,213
-10% -$90K
TJX icon
97
TJX Companies
TJX
$174B
$878K 0.12%
5,716
-232
-4% -$34.3K
AXP icon
98
American Express
AXP
$227B
$867K 0.12%
2,343
-121
-5% -$43.3K
VV icon
99
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$866K 0.12%
2,750
– –
T icon
100
AT&T
T
$159B
$841K 0.12%
33,862
-193
-0.6% -$4.89K
2 3
4
5 6

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Meridian Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Meridian Wealth Advisors held 198 positions worth $722M, up 2.5% from $704M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Meridian Wealth Advisors's Q4 2025 filing shows 12 new, 43 increased, 92 reduced and 13 closed positions. Its largest new stake was Avantis International Equity ETF: 130,534 shares worth $10.7M. The largest sale was Atlas Energy Solutions, an estimated $14.7M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Financials and Energy.

  • Meridian Wealth Advisors's largest Q4 2025 buy was Avantis International Equity ETF: 130,534 shares worth $10.7M.
  • Meridian Wealth Advisors added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $8.8M increase.
  • Meridian Wealth Advisors's biggest Q4 2025 reduction was Atlas Energy Solutions, cutting an estimated $14.7M.
  • Meridian Wealth Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $3.59M.
  • Meridian Wealth Advisors's ten largest holdings make up 43% of its $722M portfolio in Q4 2025.
  • Meridian Wealth Advisors opened 12 new positions and closed 13 in Q4 2025.
  • Meridian Wealth Advisors's portfolio value rose 2.5% quarter-over-quarter to $722M.

Based on Meridian Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.