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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
PHYS icon
126
Sprott Physical Gold
PHYS
$15.9B
$708K 0.08%
23,469
– –
IWD icon
127
iShares Russell 1000 Value ETF
IWD
$84.2B
$693K 0.08%
2,858
– –
MSI icon
128
Motorola Solutions
MSI
$77.5B
$689K 0.08%
1,658
-2
-0.1% -$837
ABT icon
129
Abbott
ABT
$187B
$686K 0.08%
7,561
-82
-1% -$7.48K
T icon
130
AT&T
T
$176B
$683K 0.08%
33,004
+63
+0.2% +$1.56K
MGC icon
131
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$681K 0.08%
2,488
– –
VOT icon
132
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.4B
$645K 0.07%
2,106
+433
+26% +$125K
HON icon
133
Honeywell
HON
$66.4B
$641K 0.07%
2,865
-16,901
-86% -$3.77M
HONA
134
Honeywell Aerospace
HONA
$51B
$632K 0.07%
+2,859
New +$631K
SGDM icon
135
Sprott Gold Miners ETF
SGDM
$736M
$629K 0.07%
10,000
– –
XLY icon
136
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$621K 0.07%
5,296
+236
+5% +$27.5K
VTV icon
137
Vanguard Morningstar Value ETF
VTV
$193B
$619K 0.07%
2,842
– –
FBTC icon
138
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
$587K 0.07%
11,500
+1,500
+15% +$93.7K
XOP icon
139
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.06B
$586K 0.07%
3,800
– –
PPG icon
140
PPG Industries
PPG
$25B
$583K 0.07%
4,805
– –
BAC icon
141
Bank of America
BAC
$438B
$577K 0.07%
10,128
+2,281
+29% +$121K
PNC icon
142
PNC Financial Services
PNC
$98B
$576K 0.07%
2,341
– –
ITW icon
143
Illinois Tool Works
ITW
$76.9B
$570K 0.06%
2,106
– –
DHR icon
144
Danaher
DHR
$146B
$569K 0.06%
2,987
+40
+1% +$7.26K
RSG icon
145
Republic Services
RSG
$68.2B
$549K 0.06%
2,578
-20
-0.8% -$4.18K
PFFD icon
146
Global X US Preferred ETF
PFFD
$2.14B
$542K 0.06%
29,000
– –
CGUS icon
147
Capital Group Core Equity ETF
CGUS
$11.8B
$484K 0.06%
+10,890
New +$466K
INFQ
148
Infleqtion Inc
INFQ
$2.9B
$462K 0.05%
+34,673
New +$477K
EQIX icon
149
Equinix
EQIX
$102B
$448K 0.05%
430
+1
+0.2% +$1.07K
ADP icon
150
Automatic Data Processing
ADP
$110B
$439K 0.05%
1,961
-66
-3% -$14.1K
4 5
6
7 8

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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.