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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
LMT icon
101
Lockheed Martin
LMT
$121B
$1.02M 0.12%
2,004
+56
+3% +$30.3K
QCOM icon
102
Qualcomm
QCOM
$180B
$995K 0.11%
5,386
+5
+0.1% +$935
BLK icon
103
Blackrock
BLK
$174B
$949K 0.11%
987
– –
VV icon
104
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$946K 0.11%
2,750
– –
ROL icon
105
Rollins
ROL
$17.3B
$927K 0.11%
22,208
+1,892
+9% +$96.7K
GDX icon
106
VanEck Gold Miners ETF
GDX
$30.7B
$902K 0.1%
11,955
– –
XLI icon
107
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$890K 0.1%
4,805
– –
IJR icon
108
iShares Core S&P Small-Cap ETF
IJR
$110B
$873K 0.1%
5,886
+9
+0.2% +$1.24K
TJX icon
109
TJX Companies
TJX
$145B
$869K 0.1%
5,734
-2
-0% -$316
XLV icon
110
State Street Health Care Select Sector SPDR ETF
XLV
$44.1B
$865K 0.1%
5,449
+1,124
+26% +$167K
HEFA icon
111
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.52B
$855K 0.1%
18,217
+996
+6% +$44.8K
TXN icon
112
Texas Instruments
TXN
$236B
$807K 0.09%
2,708
-295
-10% -$81.8K
INBX icon
113
Inhibrx
INBX
$1.78B
$805K 0.09%
8,500
-2,000
-19% -$200K
BX icon
114
Blackstone
BX
$102B
$805K 0.09%
6,840
+1
+0% +$120
O icon
115
Realty Income
O
$58B
$803K 0.09%
12,958
-147
-1% -$9.16K
AXP icon
116
American Express
AXP
$220B
$791K 0.09%
2,337
+36
+2% +$11.5K
CRM icon
117
Salesforce
CRM
$213B
$785K 0.09%
5,012
-273
-5% -$48K
PG icon
118
Procter & Gamble
PG
$340B
$773K 0.09%
5,268
-126
-2% -$18.3K
IUSG icon
119
iShares Core S&P US Growth ETF
IUSG
$33.5B
$752K 0.09%
4,000
– –
XLF icon
120
State Street Financial Select Sector SPDR ETF
XLF
$55.5B
$749K 0.09%
13,971
+1,389
+11% +$72.2K
MMM icon
121
3M
MMM
$86.9B
$743K 0.08%
4,587
-21
-0.5% -$3.18K
VIS icon
122
Vanguard Industrials ETF
VIS
$8.01B
$727K 0.08%
2,019
+311
+18% +$105K
SCHD icon
123
Schwab US Dividend Equity ETF
SCHD
$112B
$724K 0.08%
22,818
– –
TSLA icon
124
Tesla
TSLA
$1.4T
$719K 0.08%
1,710
+93
+6% +$37K
EMLP icon
125
First Trust North American Energy Infrastructure Fund
EMLP
$4.17B
$709K 0.08%
16,309
+116
+0.7% +$5.06K
3 4
5
6 7

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FWM
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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.