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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
+2.31%
1 Year Est. Return
+30.15%
3 Year Est. Return
+79.88%
5 Year Est. Return
+114.34%
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 Morningstar 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 Miscellaneous 47.48%
2 Technology 13.16%
3 Energy 10.6%
4 Financials 8.05%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
101
Goldman Sachs
GS
$302B
$872K 0.12%
1,031
-6
-0.6% -$5.35K
PHYS icon
102
Sprott Physical Gold
PHYS
$15.8B
$832K 0.11%
23,469
– –
VV icon
103
Vanguard Morningstar Large-Cap ETF
VV
$54.4B
$822K 0.11%
2,750
– –
O icon
104
Realty Income
O
$58B
$802K 0.11%
13,105
-220
-2% -$13.8K
BX icon
105
Blackstone
BX
$102B
$786K 0.1%
6,839
-441
-6% -$57.4K
ABT icon
106
Abbott
ABT
$183B
$785K 0.1%
7,643
+278
+4% +$31.4K
PG icon
107
Procter & Gamble
PG
$336B
$779K 0.1%
5,394
+321
+6% +$48.7K
XLI icon
108
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$777K 0.1%
4,805
– –
KLAC icon
109
KLA
KLAC
$248B
$773K 0.1%
5,250
-20
-0.4% -$2.93K
CAT icon
110
Caterpillar
CAT
$380B
$766K 0.1%
1,082
+14
+1% +$9.7K
SGDM icon
111
Sprott Gold Miners ETF
SGDM
$735M
$755K 0.1%
10,000
– –
HEFA icon
112
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.55B
$732K 0.1%
17,221
+2,096
+14% +$90.3K
IJR icon
113
iShares Core S&P Small-Cap ETF
IJR
$109B
$731K 0.1%
5,877
+4
+0.1% +$508
MSI icon
114
Motorola Solutions
MSI
$76.6B
$720K 0.1%
1,660
-112
-6% -$48.5K
EMLP icon
115
First Trust North American Energy Infrastructure Fund
EMLP
$4.19B
$707K 0.09%
+16,193
New +$674K
INBX icon
116
Inhibrx
INBX
$1.67B
$706K 0.09%
10,500
– –
SCHD icon
117
Schwab US Dividend Equity ETF
SCHD
$111B
$700K 0.09%
22,818
– –
AXP icon
118
American Express
AXP
$221B
$696K 0.09%
2,301
-42
-2% -$14.1K
QCOM icon
119
Qualcomm
QCOM
$187B
$693K 0.09%
5,381
-54
-1% -$7.88K
XOP icon
120
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.19B
$691K 0.09%
3,800
+1,900
+100% +$286K
MMM icon
121
3M
MMM
$85.9B
$669K 0.09%
4,608
-23,445
-84% -$3.73M
TMO icon
122
Thermo Fisher Scientific
TMO
$224B
$637K 0.08%
1,296
-39
-3% -$21.2K
XLV icon
123
State Street Health Care Select Sector SPDR ETF
XLV
$43.5B
$634K 0.08%
4,325
-240
-5% -$37K
XLF icon
124
State Street Financial Select Sector SPDR ETF
XLF
$54.5B
$621K 0.08%
12,582
– –
IUSG icon
125
iShares Core S&P US Growth ETF
IUSG
$33.4B
$620K 0.08%
4,000
– –
3 4
5
6 7

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FWM
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AVLSA
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CFS
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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 Miscellaneous at 47% of assets, up from 47% a quarter earlier, followed by Technology and Energy.

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.