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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
XLP icon
176
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$297K 0.03%
3,580
– –
AOA icon
177
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.31B
$289K 0.03%
2,966
-104
-3% -$9.92K
MRSH
178
Marsh
MRSH
$88.6B
$283K 0.03%
1,699
+4
+0.2% +$669
COP icon
179
ConocoPhillips
COP
$161B
$275K 0.03%
2,642
+64
+2% +$7.58K
CFR icon
180
Cullen/Frost Bankers
CFR
$10.1B
$274K 0.03%
+1,775
New +$252K
SKYY icon
181
First Trust Cloud Computing ETF
SKYY
$3.3B
$268K 0.03%
+1,995
New +$253K
GILD icon
182
Gilead Sciences
GILD
$187B
$266K 0.03%
2,107
-7
-0.3% -$922
OKE icon
183
Oneok
OKE
$60.2B
$264K 0.03%
3,035
– –
VWO icon
184
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$264K 0.03%
4,419
-1,222
-22% -$71.8K
IBRX icon
185
ImmunityBio
IBRX
$8.56B
$262K 0.03%
29,960
– –
MUB icon
186
iShares National Muni Bond ETF
MUB
$45B
$260K 0.03%
2,418
– –
MDLZ icon
187
Mondelez International
MDLZ
$78.2B
$255K 0.03%
4,408
+11
+0.3% +$663
AVUV icon
188
Avantis US Small Cap Value ETF
AVUV
$31.7B
$248K 0.03%
+1,985
New +$237K
PH icon
189
Parker-Hannifin
PH
$121B
$247K 0.03%
+253
New +$232K
FLEX icon
190
Flex
FLEX
$40.5B
$243K 0.03%
+1,500
New +$182K
VBR icon
191
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$242K 0.03%
995
– –
PRK icon
192
Park National Corp
PRK
$3.52B
$240K 0.03%
1,310
– –
PSX icon
193
Phillips 66
PSX
$102B
$230K 0.03%
1,359
+90
+7% +$15.5K
DE icon
194
Deere & Co
DE
$187B
$228K 0.03%
360
+2
+0.6% +$1.16K
MPWR icon
195
Monolithic Power Systems
MPWR
$60.1B
$228K 0.03%
+165
New +$248K
AROC icon
196
Archrock
AROC
$5.73B
$228K 0.03%
+5,600
New +$206K
ICE icon
197
Intercontinental Exchange
ICE
$90.5B
$228K 0.03%
1,849
+133
+8% +$20K
EFAV icon
198
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.54B
$227K 0.03%
2,590
– –
NEE icon
199
NextEra Energy
NEE
$174B
$224K 0.03%
2,547
+25
+1% +$2.26K
GD icon
200
General Dynamics
GD
$97.2B
$223K 0.03%
630
+1
+0.2% +$343
6 7
8
9 10

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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.