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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
+3.47%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
10 Year Est. Return
–
AUM
$722M
AUM Growth
+$17.8M
Cap. Flow
+$1.39M
Cap. Flow %
0.19%
Top 10 Hldgs %
43.14%
Holding
198
New
12
Increased
43
Reduced
92
Closed
13

Top Buys

Rank Stock Value
1
AVDE icon
Avantis International Equity ETF
AVDE
+$10.5M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.8M
3
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.36M
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$4.94M
5
MS icon
Morgan Stanley
MS
+$4.16M

Top Sells

Rank Stock Value
1
AESI icon
Atlas Energy Solutions
AESI
+$14.7M
2
O icon
Realty Income
O
+$3.66M
3
FISV
Fiserv Inc
FISV
+$3.59M
4
ADBE icon
Adobe
ADBE
+$2.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Sector Composition

Rank Sector Weight
1 Technology 15.01%
2 Financials 8.69%
3 Energy 7.88%
4 Healthcare 5.13%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADP icon
126
Automatic Data Processing
ADP
$106B
$552K 0.08%
2,147
-432
-17% -$115K
PFFD icon
127
Global X US Preferred ETF
PFFD
$2.15B
$548K 0.08%
29,000
– –
VTV icon
128
Vanguard Morningstar Value ETF
VTV
$188B
$543K 0.08%
2,842
+1
+0% +$188
CME icon
129
CME Group
CME
$96.3B
$538K 0.07%
1,972
-151
-7% -$41K
VOT icon
130
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.2B
$518K 0.07%
1,855
+1
+0.1% +$286
RSG icon
131
Republic Services
RSG
$64.8B
$513K 0.07%
2,422
-256
-10% -$55.1K
ITW icon
132
Illinois Tool Works
ITW
$82.6B
$511K 0.07%
2,076
-15
-0.7% -$3.74K
VIS icon
133
Vanguard Industrials ETF
VIS
$8.1B
$509K 0.07%
1,708
– –
TLT icon
134
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$502K 0.07%
5,757
+668
+13% +$59.7K
PNC icon
135
PNC Financial Services
PNC
$99.7B
$478K 0.07%
2,292
-21
-0.9% -$4.05K
MELI icon
136
Mercado Libre
MELI
$95.2B
$467K 0.06%
232
– –
TXN icon
137
Texas Instruments
TXN
$252B
$428K 0.06%
2,468
-516
-17% -$88.4K
BAC icon
138
Bank of America
BAC
$435B
$418K 0.06%
7,602
-73
-1% -$3.86K
WM icon
139
Waste Management
WM
$90.6B
$387K 0.05%
1,760
+18
+1% +$3.84K
ACN icon
140
Accenture
ACN
$102B
$362K 0.05%
1,350
-119
-8% -$30.2K
NVS icon
141
Novartis
NVS
$297B
$359K 0.05%
2,601
– –
VNOM icon
142
Viper Energy
VNOM
$8.71B
$358K 0.05%
9,258
-510
-5% -$19.3K
NOW icon
143
ServiceNow
NOW
$115B
$342K 0.05%
2,230
-530
-19% -$90.9K
ICLN icon
144
iShares Global Clean Energy ETF
ICLN
$2.31B
$334K 0.05%
20,357
+2,450
+14% +$40.8K
AMAT icon
145
Applied Materials
AMAT
$403B
$332K 0.05%
1,290
-192
-13% -$46K
EQIX icon
146
Equinix
EQIX
$101B
$326K 0.05%
426
+1
+0.2% +$784
AZO icon
147
AutoZone
AZO
$49.2B
$322K 0.04%
95
– –
FTC icon
148
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.3B
$316K 0.04%
1,975
– –
EXE
149
Expand Energy Corp
EXE
$21.8B
$315K 0.04%
+2,850
New +$316K
MRSH
150
Marsh
MRSH
$90.5B
$307K 0.04%
1,657
-22
-1% -$4.11K
4 5
6
7 8

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Meridian Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Meridian Wealth Advisors held 198 positions worth $722M, up 2.5% from $704M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Meridian Wealth Advisors's Q4 2025 filing shows 12 new, 43 increased, 92 reduced and 13 closed positions. Its largest new stake was Avantis International Equity ETF: 130,534 shares worth $10.7M. The largest sale was Atlas Energy Solutions, an estimated $14.7M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Financials and Energy.

  • Meridian Wealth Advisors's largest Q4 2025 buy was Avantis International Equity ETF: 130,534 shares worth $10.7M.
  • Meridian Wealth Advisors added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $8.8M increase.
  • Meridian Wealth Advisors's biggest Q4 2025 reduction was Atlas Energy Solutions, cutting an estimated $14.7M.
  • Meridian Wealth Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $3.59M.
  • Meridian Wealth Advisors's ten largest holdings make up 43% of its $722M portfolio in Q4 2025.
  • Meridian Wealth Advisors opened 12 new positions and closed 13 in Q4 2025.
  • Meridian Wealth Advisors's portfolio value rose 2.5% quarter-over-quarter to $722M.

Based on Meridian Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.