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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 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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$881B
$80.7M 11.18%
117,868
+4,045
+4% +$2.75M
IAU icon
2
iShares Gold Trust
IAU
$62.4B
$46.3M 6.42%
570,745
-10,126
-2% -$792K
XOM icon
3
ExxonMobil
XOM
$611B
$37.8M 5.23%
313,860
+1,591
+0.5% +$185K
MSFT icon
4
Microsoft
MSFT
$2.93T
$26.6M 3.69%
55,052
-2,522
-4% -$1.26M
AAPL icon
5
Apple
AAPL
$4.9T
$25.8M 3.58%
95,049
-4,313
-4% -$1.16M
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$21.2M 2.93%
31,076
-1,845
-6% -$1.25M
VOO icon
7
Vanguard S&P 500 ETF
VOO
$974B
$18.8M 2.6%
29,959
+14,153
+90% +$8.8M
USMV icon
8
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$18.6M 2.58%
197,634
+56,912
+40% +$5.36M
VO icon
9
Vanguard Mid-Cap ETF
VO
$106B
$17.9M 2.48%
246,372
+67,856
+38% +$4.94M
JPM icon
10
JPMorgan Chase
JPM
$907B
$17.8M 2.46%
55,142
-4,545
-8% -$1.41M
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.23T
$16.5M 2.29%
52,830
-9,536
-15% -$2.72M
OEF icon
12
iShares S&P 100 ETF
OEF
$20.1B
$16M 2.21%
46,523
-864
-2% -$294K
NVDA icon
13
NVIDIA
NVDA
$4.91T
$15M 2.08%
80,566
-2,506
-3% -$466K
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$111B
$13.8M 1.91%
62,806
+506
+0.8% +$111K
VEA icon
15
Vanguard FTSE Developed Markets ETF
VEA
$226B
$11.6M 1.61%
186,068
+35,103
+23% +$2.15M
AMZN icon
16
Amazon
AMZN
$2.66T
$11.4M 1.57%
49,207
-4,802
-9% -$1.1M
PTLC icon
17
Pacer Trendpilot US Large Cap ETF
PTLC
$3.27B
$11.3M 1.57%
203,487
-885
-0.4% -$49.2K
AVDE icon
18
Avantis International Equity ETF
AVDE
$17.4B
$10.7M 1.49%
+130,534
New +$10.5M
AESI icon
19
Atlas Energy Solutions
AESI
$1.76B
$9.33M 1.29%
990,958
-1,458,193
-60% -$14.7M
COST icon
20
Costco
COST
$417B
$9.26M 1.28%
10,742
-708
-6% -$642K
V icon
21
Visa
V
$682B
$9.13M 1.26%
26,046
-1,468
-5% -$500K
ETN icon
22
Eaton
ETN
$155B
$8.27M 1.15%
25,963
-1,233
-5% -$437K
IWF icon
23
iShares Russell 1000 Growth ETF
IWF
$123B
$7.37M 1.02%
62,300
+220
+0.4% +$26.1K
WMT icon
24
Walmart Inc
WMT
$909B
$7.3M 1.01%
65,544
-694
-1% -$74.5K
MDY icon
25
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$7.09M 0.98%
11,753
-948
-7% -$567K
1
2 3 4 5

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RFM
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TVAMP
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IAS
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MSWM
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SF
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JGUA
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HCM
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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.