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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
VRTX icon
201
Vertex Pharmaceuticals
VRTX
$138B
$216K 0.02%
+434
New +$192K
GEV icon
202
GE Vernova
GEV
$251B
$213K 0.02%
+181
New +$185K
FANG icon
203
Diamondback Energy
FANG
$55.8B
$206K 0.02%
1,174
+5
+0.4% +$970
CNI icon
204
Canadian National Railway
CNI
$74.6B
$203K 0.02%
+1,700
New +$194K
KRP icon
205
Kimbell Royalty Partners
KRP
$1.5B
$202K 0.02%
13,900
+1,000
+8% +$14.9K
FPE icon
206
First Trust Preferred Securities and Income ETF
FPE
$6.28B
$191K 0.02%
10,665
+154
+1% +$2.77K
STWD icon
207
Starwood Property Trust
STWD
$5.95B
$184K 0.02%
11,250
– –
EXG icon
208
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.06B
$176K 0.02%
17,936
– –
RSVR
209
Reservoir Media
RSVR
$642M
$98.9K 0.01%
10,000
– –
PTON icon
210
Peloton Interactive
PTON
$2.37B
$71K 0.01%
12,020
– –
RNTX
211
Rein Therapeutics
RNTX
$76.7M
$29.6K ﹤0.01%
28,486
– –
ACN icon
212
Accenture
ACN
$114B
– –
-1,277
Closed -$253K
ADBE icon
213
Adobe
ADBE
$106B
– –
-875
Closed -$213K
CEG icon
214
Constellation Energy
CEG
$106B
– –
-764
Closed -$213K
COR icon
215
Cencora
COR
$63.2B
– –
-674
Closed -$212K
DOV icon
216
Dover
DOV
$26B
– –
-10,139
Closed -$2.11M
IBIT icon
217
iShares Bitcoin Trust
IBIT
$61.8B
– –
-5,534
Closed -$213K
MDT icon
218
Medtronic
MDT
$120B
– –
-27,248
Closed -$2.36M
NKE icon
219
Nike
NKE
$57B
– –
-4,849
Closed -$256K
NOC icon
220
Northrop Grumman
NOC
$73.2B
– –
-296
Closed -$202K
SLV icon
221
iShares Silver Trust
SLV
$32.2B
– –
-3,300
Closed -$225K
SNDA icon
222
Sonida Senior Living
SNDA
$1.81B
– –
-8,501
Closed -$274K
SNOW icon
223
Snowflake
SNOW
$117B
– –
-14,656
Closed -$2.21M
VZ icon
224
Verizon
VZ
$208B
– –
-4,375
Closed -$220K
ZTS icon
225
Zoetis
ZTS
$31.3B
– –
-2,326
Closed -$275K
6 7 8
9
10

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FWM
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AVLSA
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CFS
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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.