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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
ICE icon
176
Intercontinental Exchange
ICE
$85.6B
$213K 0.03%
1,313
-68
-5% -$10.6K
SLV icon
177
iShares Silver Trust
SLV
$28B
$213K 0.03%
+3,300
New +$165K
VBR icon
178
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$211K 0.03%
995
– –
CRWD icon
179
CrowdStrike
CRWD
$194B
$210K 0.03%
1,792
-92
-5% -$11.7K
FPE icon
180
First Trust Preferred Securities and Income ETF
FPE
$6.32B
$189K 0.03%
10,366
+163
+2% +$2.98K
EXG icon
181
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.99B
$171K 0.02%
17,936
– –
PUMP icon
182
ProPetro Holding
PUMP
$1.36B
$95.1K 0.01%
10,000
– –
RSVR
183
DELISTED
Reservoir Media
RSVR
$75.7K 0.01%
10,000
– –
RNTX
184
Rein Therapeutics
RNTX
$63.1M
$33K ﹤0.01%
28,486
– –
NAKA
185
Nakamoto Inc
NAKA
$82.7M
$3.86K ﹤0.01%
+275
New +$7.18K
BSJP
186
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
– –
-11,902
Closed -$274K
CMCSA icon
187
Comcast
CMCSA
$85B
– –
-6,979
Closed -$219K
CMG icon
188
Chipotle Mexican Grill
CMG
$47.2B
– –
-56,718
Closed -$2.22M
FISV
189
Fiserv Inc
FISV
$28.8B
– –
-27,864
Closed -$3.59M
GD icon
190
General Dynamics
GD
$104B
– –
-672
Closed -$229K
KMB icon
191
Kimberly-Clark
KMB
$36.3B
– –
-1,643
Closed -$204K
MDT icon
192
Medtronic
MDT
$109B
– –
-2,330
Closed -$222K
MPWR icon
193
Monolithic Power Systems
MPWR
$70.1B
– –
-233
Closed -$215K
PRK icon
194
Park National Corp
PRK
$3.76B
– –
-1,310
Closed -$213K
PSX icon
195
Phillips 66
PSX
$84.9B
– –
-1,957
Closed -$266K
SPHD icon
196
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.34B
– –
-5,250
Closed -$260K
UBER icon
197
Uber
UBER
$143B
– –
-2,550
Closed -$250K
XYZ
198
Block Inc
XYZ
$48.4B
– –
-2,864
Closed -$207K
4 5 6 7
8

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SF
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JGUA
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HCM
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FSCM
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SIG
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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.