We are live on ! Find out more
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
ORCL icon
151
Oracle
ORCL
$457B
$423K 0.05%
2,887
-538
-16% -$97.5K
AVLV icon
152
Avantis US Large Cap Value ETF
AVLV
$21.6B
$420K 0.05%
4,610
+967
+27% +$84.9K
NVS icon
153
Novartis
NVS
$304B
$408K 0.05%
2,601
– –
MELI icon
154
Mercado Libre
MELI
$100B
$402K 0.05%
237
+5
+2% +$8.54K
ICLN icon
155
iShares Global Clean Energy ETF
ICLN
$2.22B
$401K 0.05%
19,557
-502
-3% -$10.4K
CME icon
156
CME Group
CME
$101B
$400K 0.05%
1,812
-17
-0.9% -$4.7K
C icon
157
Citigroup
C
$231B
$397K 0.05%
2,840
+282
+11% +$36.7K
SPYM
158
State Street SPDR Portfolio S&P 500 ETF
SPYM
$172B
$397K 0.05%
4,516
+4
+0.1% +$341
WM icon
159
Waste Management
WM
$87.5B
$397K 0.05%
1,780
+3
+0.2% +$667
FTC icon
160
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.35B
$383K 0.04%
1,975
– –
ABBV icon
161
AbbVie
ABBV
$453B
$378K 0.04%
1,502
+14
+0.9% +$3.01K
WMB icon
162
Williams Companies
WMB
$90.7B
$377K 0.04%
5,078
+1
+0% +$74
IQV icon
163
IQVIA
IQV
$44.1B
$369K 0.04%
1,911
-22,182
-92% -$3.87M
UPS icon
164
United Parcel Service
UPS
$87B
$352K 0.04%
3,270
+105
+3% +$10.9K
TLT icon
165
iShares 20+ Year Treasury Bond ETF
TLT
$46.6B
$345K 0.04%
3,998
-757
-16% -$65K
RPG icon
166
Invesco S&P 500 Pure Growth ETF
RPG
$1.94B
$342K 0.04%
5,360
+2
+0% +$114
VNOM icon
167
Viper Energy
VNOM
$15.9B
$328K 0.04%
+7,746
New +$358K
PM icon
168
Philip Morris
PM
$284B
$327K 0.04%
+1,809
New +$314K
INTC icon
169
Intel
INTC
$506B
$326K 0.04%
+2,337
New +$236K
CCJ icon
170
Cameco
CCJ
$43.9B
$319K 0.04%
3,137
– –
COHR icon
171
Coherent
COHR
$55.2B
$318K 0.04%
+805
New +$285K
DIA icon
172
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$311K 0.04%
+595
New +$297K
AZO icon
173
AutoZone
AZO
$48.7B
$310K 0.04%
97
+2
+2% +$6.64K
IEMG icon
174
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$309K 0.04%
+3,730
New +$297K
CRWD icon
175
CrowdStrike
CRWD
$218B
$307K 0.03%
+1,608
New +$228K
5 6
7
8 9

Similar funds

EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

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.