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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

Rank Stock Value
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

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 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
IWD icon
126
iShares Russell 1000 Value ETF
IWD
$81.9B
$611K 0.08%
2,858
– –
TSLA icon
127
Tesla
TSLA
$1.43T
$601K 0.08%
1,617
+376
+30% +$155K
FBTC icon
128
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$590K 0.08%
10,000
– –
MGC icon
129
Vanguard Mega Cap 300 Index ETF
MGC
$9.95B
$588K 0.08%
2,488
– –
TXN icon
130
Texas Instruments
TXN
$258B
$583K 0.08%
3,003
+535
+22% +$108K
RSG icon
131
Republic Services
RSG
$68.4B
$569K 0.08%
2,598
+176
+7% +$38.6K
DHR icon
132
Danaher
DHR
$144B
$559K 0.07%
2,947
+22
+0.8% +$4.68K
VTV icon
133
Vanguard Value ETF
VTV
$186B
$558K 0.07%
2,842
– –
XLY icon
134
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$551K 0.07%
5,060
-140
-3% -$16.4K
ITW icon
135
Illinois Tool Works
ITW
$79.4B
$548K 0.07%
2,106
+30
+1% +$8.16K
CME icon
136
CME Group
CME
$88.5B
$540K 0.07%
1,829
-143
-7% -$42.5K
PFFD icon
137
Global X US Preferred ETF
PFFD
$2.15B
$534K 0.07%
29,000
– –
VIS icon
138
Vanguard Industrials ETF
VIS
$8.12B
$533K 0.07%
1,708
– –
PPG icon
139
PPG Industries
PPG
$26.2B
$514K 0.07%
+4,805
New +$545K
ORCL icon
140
Oracle
ORCL
$364B
$504K 0.07%
3,425
+445
+15% +$72.3K
PNC icon
141
PNC Financial Services
PNC
$101B
$487K 0.06%
2,341
+49
+2% +$10.7K
VOT icon
142
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$431K 0.06%
1,673
-182
-10% -$49.9K
EQIX icon
143
Equinix
EQIX
$101B
$420K 0.06%
429
+3
+0.7% +$2.67K
TLT icon
144
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$412K 0.05%
4,755
-1,002
-17% -$88.1K
ADP icon
145
Automatic Data Processing
ADP
$102B
$412K 0.05%
2,027
-120
-6% -$27.5K
WM icon
146
Waste Management
WM
$96.1B
$408K 0.05%
1,777
+17
+1% +$3.91K
MELI icon
147
Mercado Libre
MELI
$92B
$401K 0.05%
232
– –
MU icon
148
Micron Technology
MU
$959B
$398K 0.05%
+1,177
New +$461K
NVS icon
149
Novartis
NVS
$293B
$397K 0.05%
2,601
– –
BAC icon
150
Bank of America
BAC
$430B
$383K 0.05%
7,847
+245
+3% +$12.6K
4 5
6
7 8

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RFM
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TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
IAS
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MSWM
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SF
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JGUA
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HCM
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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 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.