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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
+7.26%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
10 Year Est. Return
–
AUM
$704M
AUM Growth
+$71.9M
Cap. Flow
+$32.3M
Cap. Flow %
4.58%
Top 10 Hldgs %
43.82%
Holding
189
New
9
Increased
100
Reduced
37
Closed
3

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.33M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.9M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.22M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.35M
5
IAU icon
iShares Gold Trust
IAU
+$2.32M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$369K
2
AESI icon
Atlas Energy Solutions
AESI
+$347K
3
STR
Sitio Royalties
STR
+$313K
4
ARCC icon
Ares Capital
ARCC
+$296K
5
DIS icon
Walt Disney
DIS
+$269K

Sector Composition

Rank Sector Weight
1 Technology 16.14%
2 Energy 10.5%
3 Financials 8.64%
4 Consumer Discretionary 4.92%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
126
Mercado Libre
MELI
$95.2B
$542K 0.08%
232
– –
VTV icon
127
Vanguard Morningstar Value ETF
VTV
$188B
$530K 0.08%
2,841
– –
NOW icon
128
ServiceNow
NOW
$115B
$508K 0.07%
2,760
+60
+2% +$11.2K
VIS icon
129
Vanguard Industrials ETF
VIS
$8.1B
$506K 0.07%
1,708
-25
-1% -$7.24K
RPG icon
130
Invesco S&P 500 Pure Growth ETF
RPG
$2.01B
$494K 0.07%
10,355
– –
SCHD icon
131
Schwab US Dividend Equity ETF
SCHD
$103B
$469K 0.07%
17,163
– –
PNC icon
132
PNC Financial Services
PNC
$99.7B
$465K 0.07%
2,313
+21
+0.9% +$4.15K
TLT icon
133
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$455K 0.06%
5,089
+296
+6% +$25.9K
TCBX icon
134
Third Coast Bancshares
TCBX
$729M
$438K 0.06%
11,532
– –
ABBV icon
135
AbbVie
ABBV
$443B
$415K 0.06%
1,793
+413
+30% +$84.1K
AZO icon
136
AutoZone
AZO
$49.2B
$408K 0.06%
95
– –
BAC icon
137
Bank of America
BAC
$435B
$396K 0.06%
7,675
+167
+2% +$8.15K
WM icon
138
Waste Management
WM
$90.6B
$385K 0.05%
1,742
+29
+2% +$6.53K
DIS icon
139
Walt Disney
DIS
$167B
$375K 0.05%
3,274
-2,288
-41% -$269K
VNOM icon
140
Viper Energy
VNOM
$8.71B
$373K 0.05%
+9,768
New +$372K
MDLZ icon
141
Mondelez International
MDLZ
$79.5B
$372K 0.05%
5,949
-66
-1% -$4.26K
WMB icon
142
Williams Companies
WMB
$87.5B
$364K 0.05%
5,750
+750
+15% +$44K
ACN icon
143
Accenture
ACN
$102B
$362K 0.05%
1,469
+34
+2% +$8.87K
ZTS icon
144
Zoetis
ZTS
$32.4B
$339K 0.05%
2,314
+24
+1% +$3.63K
MRSH
145
Marsh
MRSH
$90.5B
$338K 0.05%
1,679
+29
+2% +$5.96K
NKE icon
146
Nike
NKE
$61.9B
$336K 0.05%
4,822
+2
+0% +$149
NVS icon
147
Novartis
NVS
$297B
$334K 0.05%
2,601
– –
EQIX icon
148
Equinix
EQIX
$101B
$333K 0.05%
425
+1
+0.2% +$781
FTC icon
149
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.3B
$317K 0.05%
1,975
– –
VZ icon
150
Verizon
VZ
$195B
$305K 0.04%
6,932
-268
-4% -$11.6K
4 5
6
7 8

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SF
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JGUA
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HCM
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FSCM
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SIG
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OM
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RMC
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Meridian Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Meridian Wealth Advisors held 189 positions worth $704M, up 11% from $632M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Meridian Wealth Advisors deployed $32.3M of net new capital in Q3 2025, opening 9 new positions and adding to 100 existing holdings. Its largest new stake was iShares Core S&P Mid-Cap ETF: 8,348 shares worth $545K.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 16% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was Broadcom, an estimated $369K trimmed.

  • Meridian Wealth Advisors's largest Q3 2025 buy was iShares Core S&P Mid-Cap ETF: 8,348 shares worth $545K.
  • Meridian Wealth Advisors added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $7.33M increase.
  • Meridian Wealth Advisors's biggest Q3 2025 reduction was Broadcom, cutting an estimated $369K.
  • Meridian Wealth Advisors fully exited Sitio Royalties in Q3 2025, selling an estimated $313K.
  • Meridian Wealth Advisors's ten largest holdings make up 44% of its $704M portfolio in Q3 2025.
  • Meridian Wealth Advisors opened 9 new positions and closed 3 in Q3 2025.
  • Meridian Wealth Advisors's portfolio value rose 11% quarter-over-quarter to $704M.

Based on Meridian Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.