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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
ABBV icon
151
AbbVie
ABBV
$443B
$307K 0.04%
1,342
-451
-25% -$103K
SPYM
152
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$306K 0.04%
3,808
+4
+0.1% +$318
IBIT icon
153
iShares Bitcoin Trust
IBIT
$46.7B
$301K 0.04%
6,060
+2,105
+53% +$120K
WMB icon
154
Williams Companies
WMB
$87.5B
$301K 0.04%
5,000
-750
-13% -$45.3K
DIS icon
155
Walt Disney
DIS
$167B
$299K 0.04%
2,626
-648
-20% -$71.4K
C icon
156
Citigroup
C
$222B
$294K 0.04%
2,522
+5
+0.2% +$519
ZTS icon
157
Zoetis
ZTS
$32.4B
$288K 0.04%
2,290
-24
-1% -$3.13K
NKE icon
158
Nike
NKE
$61.9B
$284K 0.04%
4,457
-365
-8% -$23.8K
XLP icon
159
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$278K 0.04%
3,580
– –
MDLZ icon
160
Mondelez International
MDLZ
$79.5B
$275K 0.04%
5,109
-840
-14% -$48.4K
AOA icon
161
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.19B
$275K 0.04%
3,070
+217
+8% +$19.3K
LBRT icon
162
Liberty Energy
LBRT
$3.05B
$273K 0.04%
14,800
– –
VGT icon
163
Vanguard Information Technology ETF
VGT
$139B
$261K 0.04%
2,768
– –
CEG icon
164
Constellation Energy
CEG
$93.8B
$259K 0.04%
732
– –
GILD icon
165
Gilead Sciences
GILD
$162B
$253K 0.04%
2,057
-54
-3% -$6.56K
STWD icon
166
Starwood Property Trust
STWD
$5.92B
$251K 0.03%
13,950
– –
RPG icon
167
Invesco S&P 500 Pure Growth ETF
RPG
$2.01B
$250K 0.03%
5,356
-4,999
-48% -$234K
COP icon
168
ConocoPhillips
COP
$147B
$246K 0.03%
2,633
-438
-14% -$39.6K
VZ icon
169
Verizon
VZ
$195B
$242K 0.03%
5,934
-998
-14% -$40.5K
XOP icon
170
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.65B
$240K 0.03%
+1,900
New +$246K
NEE icon
171
NextEra Energy
NEE
$181B
$239K 0.03%
2,982
-556
-16% -$46.1K
OKE icon
172
Oneok
OKE
$57.2B
$233K 0.03%
3,176
-465
-13% -$32.9K
EFAV icon
173
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.34B
$223K 0.03%
2,590
– –
KRP icon
174
Kimbell Royalty Partners
KRP
$1.48B
$222K 0.03%
18,900
– –
COR icon
175
Cencora
COR
$60.6B
$216K 0.03%
+638
New +$217K
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.