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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

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

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

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
WMB icon
151
Williams Companies
WMB
$89.7B
$370K 0.05%
5,077
+77
+2% +$5.33K
ICLN icon
152
iShares Global Clean Energy ETF
ICLN
$2.48B
$367K 0.05%
20,059
-298
-1% -$5.43K
CGDV icon
153
Capital Group Dividend Value ETF
CGDV
$36.4B
$356K 0.05%
+8,370
New +$372K
SPYM
154
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$345K 0.05%
4,512
+704
+18% +$56.3K
CCJ icon
155
Cameco
CCJ
$37.3B
$341K 0.05%
+3,137
New +$359K
COP icon
156
ConocoPhillips
COP
$140B
$340K 0.05%
2,578
-55
-2% -$6.09K
ABBV icon
157
AbbVie
ABBV
$450B
$324K 0.04%
1,488
+146
+11% +$32.4K
AZO icon
158
AutoZone
AZO
$49.7B
$321K 0.04%
95
– –
AKRE
159
Akre Focus ETF
AKRE
$5.36B
$313K 0.04%
+5,931
New +$345K
EXE
160
Expand Energy Corp
EXE
$21.1B
$313K 0.04%
2,850
– –
UPS icon
161
United Parcel Service
UPS
$100B
$311K 0.04%
+3,165
New +$339K
VWO icon
162
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$305K 0.04%
+5,641
New +$316K
FTC icon
163
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.52B
$304K 0.04%
1,975
– –
GILD icon
164
Gilead Sciences
GILD
$167B
$295K 0.04%
2,114
+57
+3% +$7.98K
MRSH
165
Marsh
MRSH
$87.8B
$294K 0.04%
1,695
+38
+2% +$6.83K
AVLV icon
166
Avantis US Large Cap Value ETF
AVLV
$16.9B
$294K 0.04%
+3,643
New +$295K
XLP icon
167
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$293K 0.04%
3,580
– –
C icon
168
Citigroup
C
$217B
$290K 0.04%
2,558
+36
+1% +$4.1K
ZTS icon
169
Zoetis
ZTS
$32.1B
$275K 0.04%
2,326
+36
+2% +$4.45K
OKE icon
170
Oneok
OKE
$58.9B
$274K 0.04%
3,035
-141
-4% -$11.6K
SNDA icon
171
Sonida Senior Living
SNDA
$1.93B
$274K 0.04%
+8,501
New +$284K
AOA icon
172
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.17B
$272K 0.04%
3,070
– –
ICE icon
173
Intercontinental Exchange
ICE
$79B
$270K 0.04%
1,716
+403
+31% +$65.7K
MUB icon
174
iShares National Muni Bond ETF
MUB
$45.5B
$257K 0.03%
+2,418
New +$260K
NKE icon
175
Nike
NKE
$64.9B
$256K 0.03%
4,849
+392
+9% +$23.8K
5 6
7
8 9

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HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $757M AUM 1.93% 1-Year Est. Return
TVAMP
Tennessee Valley Asset Management Partners Knoxville, Tennessee $757M AUM 14.19% 1-Year Est. Return
IAS
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MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return
SF
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JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

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.