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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
GS icon
101
Goldman Sachs
GS
$323B
$872K 0.12%
1,031
-6
-0.6% -$5.35K
PHYS icon
102
Sprott Physical Gold
PHYS
$14.3B
$832K 0.11%
23,469
– –
VV icon
103
Vanguard Large-Cap ETF
VV
$52.2B
$822K 0.11%
2,750
– –
O icon
104
Realty Income
O
$61.3B
$802K 0.11%
13,105
-220
-2% -$13.8K
BX icon
105
Blackstone
BX
$158B
$786K 0.1%
6,839
-441
-6% -$57.4K
ABT icon
106
Abbott
ABT
$172B
$785K 0.1%
7,643
+278
+4% +$31.4K
PG icon
107
Procter & Gamble
PG
$353B
$779K 0.1%
5,394
+321
+6% +$48.7K
XLI icon
108
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$777K 0.1%
4,805
– –
KLAC icon
109
KLA
KLAC
$287B
$773K 0.1%
5,250
-20
-0.4% -$2.93K
CAT icon
110
Caterpillar
CAT
$404B
$766K 0.1%
1,082
+14
+1% +$9.7K
SGDM icon
111
Sprott Gold Miners ETF
SGDM
$525M
$755K 0.1%
10,000
– –
HEFA icon
112
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.2B
$732K 0.1%
17,221
+2,096
+14% +$90.3K
IJR icon
113
iShares Core S&P Small-Cap ETF
IJR
$110B
$731K 0.1%
5,877
+4
+0.1% +$508
MSI icon
114
Motorola Solutions
MSI
$68.8B
$720K 0.1%
1,660
-112
-6% -$48.5K
EMLP icon
115
First Trust North American Energy Infrastructure Fund
EMLP
$4.12B
$707K 0.09%
+16,193
New +$674K
INBX icon
116
Inhibrx
INBX
$1.31B
$706K 0.09%
10,500
– –
SCHD icon
117
Schwab US Dividend Equity ETF
SCHD
$100B
$700K 0.09%
22,818
– –
AXP icon
118
American Express
AXP
$247B
$696K 0.09%
2,301
-42
-2% -$14.1K
QCOM icon
119
Qualcomm
QCOM
$180B
$693K 0.09%
5,381
-54
-1% -$7.88K
XOP icon
120
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.48B
$691K 0.09%
3,800
+1,900
+100% +$286K
MMM icon
121
3M
MMM
$84.4B
$669K 0.09%
4,608
-23,445
-84% -$3.73M
TMO icon
122
Thermo Fisher Scientific
TMO
$202B
$637K 0.08%
1,296
-39
-3% -$21.2K
XLV icon
123
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$634K 0.08%
4,325
-240
-5% -$37K
XLF icon
124
State Street Financial Select Sector SPDR ETF
XLF
$54.8B
$621K 0.08%
12,582
– –
IUSG icon
125
iShares Core S&P US Growth ETF
IUSG
$31.4B
$620K 0.08%
4,000
– –
3 4
5
6 7

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
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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.