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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
MDLZ icon
176
Mondelez International
MDLZ
$78.3B
$253K 0.03%
4,397
-712
-14% -$41.2K
ACN icon
177
Accenture
ACN
$87.9B
$253K 0.03%
1,277
-73
-5% -$17K
RPG icon
178
Invesco S&P 500 Pure Growth ETF
RPG
$2.05B
$250K 0.03%
5,358
+2
+0% +$97
VGT icon
179
Vanguard Information Technology ETF
VGT
$139B
$242K 0.03%
2,768
– –
EFAV icon
180
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.23B
$237K 0.03%
2,590
– –
NEE icon
181
NextEra Energy
NEE
$185B
$234K 0.03%
2,522
-460
-15% -$40.9K
FANG icon
182
Diamondback Energy
FANG
$55B
$231K 0.03%
+1,169
New +$199K
PSX icon
183
Phillips 66
PSX
$82.9B
$231K 0.03%
+1,269
New +$199K
IBRX icon
184
ImmunityBio
IBRX
$8.04B
$230K 0.03%
+29,960
New +$205K
SLV icon
185
iShares Silver Trust
SLV
$27.1B
$225K 0.03%
3,300
– –
VZ icon
186
Verizon
VZ
$182B
$220K 0.03%
4,375
-1,559
-26% -$72.3K
VBR icon
187
Vanguard Small-Cap Value ETF
VBR
$37.1B
$216K 0.03%
995
– –
GD icon
188
General Dynamics
GD
$99.7B
$216K 0.03%
+629
New +$223K
PRK icon
189
Park National Corp
PRK
$3.43B
$214K 0.03%
+1,310
New +$214K
CEG icon
190
Constellation Energy
CEG
$90.1B
$213K 0.03%
764
+32
+4% +$9.72K
ADBE icon
191
Adobe
ADBE
$94.3B
$213K 0.03%
875
-986
-53% -$273K
IBIT icon
192
iShares Bitcoin Trust
IBIT
$47B
$213K 0.03%
5,534
-526
-9% -$22.8K
COR icon
193
Cencora
COR
$59.9B
$212K 0.03%
674
+36
+6% +$12.6K
NOC icon
194
Northrop Grumman
NOC
$74.1B
$202K 0.03%
+296
New +$205K
DE icon
195
Deere & Co
DE
$161B
$202K 0.03%
+358
New +$202K
STWD icon
196
Starwood Property Trust
STWD
$6.3B
$194K 0.03%
11,250
-2,700
-19% -$48.5K
KRP icon
197
Kimbell Royalty Partners
KRP
$1.48B
$187K 0.02%
12,900
-6,000
-32% -$82.2K
FPE icon
198
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$187K 0.02%
10,511
+145
+1% +$2.64K
EXG icon
199
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.95B
$155K 0.02%
17,936
– –
RSVR icon
200
Reservoir Media
RSVR
$673M
$97.9K 0.01%
10,000
– –
5 6 7
8
9

Similar funds

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
Integrity Advisory Solutions Dallas, Texas $757M AUM
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
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.