Meridian Wealth Advisors, LLC

13F filer · CIK 0001768095

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$880MU.S. long equity reported on 13F

Positions15121 new · 15 closed

Net flow last quarter+$14.8MBuys minus sells

Top 10 positions weight28.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026151 positions
IAUIshares Gold Trust	$48.4M	5.50%	0.08%	+9.6%	Q3 2019
XOMExxonMobil Holdings Corp	$44.1M	5.01%	0.01%	+0.1%	Q4 2018
AAPLApple Inc.	$27.2M	3.09%	0.00%	+0.6%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$23.9M	2.71%	Not reported	+2.0%	Q4 2018
MSFTMicrosoft Corp	$22M	2.50%	0.00%	+3.2%	Q4 2018
GOOGLAlphabet Inc.	$18.6M	2.12%	0.00%	-0.2%	Q4 2018
JPMJPMorgan Chase & Co	$17.6M	2.00%	0.00%	+3.3%	Q4 2018
NVDANvidia Corp	$17.5M	1.99%	0.00%	+3.6%	Q4 2018
AMDAdvanced Micro Devices Inc	$15.7M	1.78%	0.00%	+1.9%	Q4 2018
AMZNAmazon Com Inc	$13.9M	1.58%	0.00%	+5.4%	Q4 2018
AESIAtlas Energy Solutions Inc.	$13.1M	1.49%	0.63%	-17.3%	Q4 2023
ETNEaton Corp plc	$10.9M	1.24%	0.01%	+2.0%	Q4 2018
COSTCostco Wholesale Corp	$9.9M	1.13%	0.00%	+2.2%	Q4 2018
AVGOBroadcom Inc.	$8.44M	0.96%	0.00%	+8.1%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$8.25M	0.94%	Not reported	-1.4%	Q4 2018
WMTWalmart Inc.	$7.62M	0.87%	0.00%	+6.8%	Q4 2018
LLYELI LILLY & Co	$7.56M	0.86%	0.00%	+1.2%	Q4 2018
VVisa Inc.	$7.33M	0.83%	0.00%	+2.4%	Q4 2018
TCBXThird Coast Bancshares, Inc.	$7.29M	0.83%	1.08%	-5.4%	Q2 2025
PANWPalo Alto Networks Inc	$7.18M	0.82%	0.00%	+3.0%	Q2 2022
BRK.BBerkshire Hathaway Inc	$6.64M	0.75%	Not reported	+0.2%	Q4 2018
HDHome Depot, Inc.	$6.43M	0.73%	0.00%	+3.6%	Q4 2018
GOOGAlphabet Inc.	$6.39M	0.73%	Not reported	+1.6%	Q4 2018
MPCMarathon Petroleum Corp	$6.36M	0.72%	0.01%	+1.9%	Q4 2018
ALLAllstate Corp	$6.19M	0.70%	0.01%	+2.8%	Q4 2018
ORLYO Reilly Automotive Inc	$5.86M	0.67%	0.01%	+2.5%	Q4 2018
AMATApplied Materials Inc	$5.84M	0.66%	0.00%	+3.4%	Q1 2022
SPGIS&P Global Inc.	$5.7M	0.65%	0.00%	+2.4%	Q1 2022
METAMeta Platforms, Inc.	$5.31M	0.60%	Not reported	+5.9%	Q4 2018
MCKMckesson Corp	$5.06M	0.57%	0.01%	+4.6%	Q4 2018
CSCOCisco Systems, Inc.	$4.8M	0.55%	0.00%	+3.8%	Q4 2018
TMOThermo Fisher Scientific Inc.	$4.69M	0.53%	0.00%	+621.5%	Q4 2018
MSMorgan Stanley	$4.69M	0.53%	0.00%	+3.1%	Q4 2025
NXPINXP Semiconductors N.V.	$4.63M	0.53%	0.01%	+2.8%	Q4 2018
TTTrane Technologies plc	$4.27M	0.49%	0.00%	+0.1%	Q1 2020
KOCoca Cola Co	$3.86M	0.44%	0.00%	+0.7%	Q4 2018
GEGeneral Electric Co	$3.8M	0.43%	0.00%	New	Q2 2026
IBMInternational Business Machines Corp	$3.7M	0.42%	0.00%	-1.4%	Q4 2018
SBUXStarbucks Corp	$3.55M	0.40%	0.00%	+3.9%	Q4 2018
APDAir Products & Chemicals, Inc.	$3.51M	0.40%	0.01%	+5.8%	Q4 2018
ADIAnalog Devices Inc	$3.37M	0.38%	0.00%	+76.1%	Q4 2018
IRMIron Mountain Inc	$3.36M	0.38%	0.01%	+4.8%	Q4 2025
ANETArista Networks, Inc.	$3.32M	0.38%	0.00%	Not reported	Q4 2018
MRKMerck & Co., Inc.	$3.3M	0.38%	0.00%	0.0%	Q4 2018
CMICummins Inc	$3.27M	0.37%	0.00%	New	Q2 2026
UNPUnion Pacific Corp	$3.12M	0.35%	0.00%	-0.3%	Q4 2018
AMGNAmgen Inc	$3.03M	0.34%	0.00%	+0.1%	Q4 2018
JNJJohnson & Johnson	$2.81M	0.32%	0.00%	+0.4%	Q4 2018
NFLXNetflix Inc	$2.74M	0.31%	0.00%	+8.3%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$2.67M	0.30%	Not reported	-6.7%	Q1 2020

Q1 2026Reported May 11, 2026144 positions
XOMExxonMobil Holdings Corp	$54.7M	7.23%	0.01%	+2.7%	Q4 2018
IAUIshares Gold Trust	$51.6M	6.82%	0.07%	+2.5%	Q3 2019
AAPLApple Inc.	$23.7M	3.14%	0.00%	-1.7%	Q4 2018
MSFTMicrosoft Corp	$21.1M	2.80%	0.00%	+3.8%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$20.4M	2.70%	Not reported	+0.9%	Q4 2018
JPMJPMorgan Chase & Co	$15.3M	2.03%	0.00%	-5.6%	Q4 2018
GOOGLAlphabet Inc.	$15M	1.98%	0.00%	-1.2%	Q4 2018
NVDANvidia Corp	$14.7M	1.95%	0.00%	+4.7%	Q4 2018
AESIAtlas Energy Solutions Inc.	$12.5M	1.65%	0.76%	-3.7%	Q4 2023
AMZNAmazon Com Inc	$11.5M	1.53%	0.00%	+12.6%	Q4 2018
COSTCostco Wholesale Corp	$10.3M	1.37%	0.00%	-3.6%	Q4 2018
ETNEaton Corp plc	$8.97M	1.19%	0.01%	-3.4%	Q4 2018
WMTWalmart Inc.	$7.84M	1.04%	0.00%	-3.8%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$7.34M	0.97%	Not reported	+1.3%	Q4 2018
TCBXThird Coast Bancshares, Inc.	$7.22M	0.95%	1.15%	+910.4%	Q2 2025
AVGOBroadcom Inc.	$6.4M	0.85%	0.00%	+10.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$6.34M	0.84%	Not reported	-1.5%	Q4 2018
VVisa Inc.	$6.3M	0.83%	0.00%	-19.9%	Q4 2018
MPCMarathon Petroleum Corp	$5.97M	0.79%	0.01%	-1.4%	Q4 2018
SPGIS&P Global Inc.	$5.81M	0.77%	0.00%	+16.6%	Q1 2022
HDHome Depot, Inc.	$5.79M	0.77%	0.00%	+6.3%	Q4 2018
ORLYO Reilly Automotive Inc	$5.73M	0.76%	0.01%	-7.2%	Q4 2018
LLYELI LILLY & Co	$5.73M	0.76%	0.00%	-2.3%	Q4 2018
MCKMckesson Corp	$5.54M	0.73%	0.01%	-11.2%	Q4 2018
AMDAdvanced Micro Devices Inc	$5.39M	0.71%	0.00%	-9.6%	Q4 2018
ALLAllstate Corp	$5.24M	0.69%	0.01%	-5.9%	Q4 2018
GOOGAlphabet Inc.	$5.11M	0.68%	Not reported	-0.9%	Q4 2018
METAMeta Platforms, Inc.	$5.1M	0.67%	Not reported	-8.3%	Q4 2018
HONHoneywell International Inc	$4.47M	0.59%	0.00%	+201.7%	Q4 2018
IQVIqvia Holdings Inc.	$4.11M	0.54%	0.01%	+32.1%	Q4 2018
TTTrane Technologies plc	$3.62M	0.48%	0.00%	-9.2%	Q1 2020
KOCoca Cola Co	$3.59M	0.47%	0.00%	+14.3%	Q4 2018
MSMorgan Stanley	$3.58M	0.47%	0.00%	-12.9%	Q4 2025
NFLXNetflix Inc	$3.41M	0.45%	0.00%	Not reported	Q4 2018
APDAir Products & Chemicals, Inc.	$3.29M	0.44%	0.01%	+25.9%	Q4 2018
PANWPalo Alto Networks Inc	$3.28M	0.43%	0.00%	+74.6%	Q2 2022
IBMInternational Business Machines Corp	$3.23M	0.43%	0.00%	+7.4%	Q4 2018
NXPINXP Semiconductors N.V.	$3.15M	0.42%	0.01%	-26.3%	Q4 2018
MRKMerck & Co., Inc.	$3.09M	0.41%	0.00%	-52.5%	Q4 2018
CSCOCisco Systems, Inc.	$3.05M	0.40%	0.00%	+242.1%	Q4 2018
SBUXStarbucks Corp	$3M	0.40%	0.00%	-3.3%	Q4 2018
AMGNAmgen Inc	$2.94M	0.39%	0.00%	+1.6%	Q4 2018
UNPUnion Pacific Corp	$2.79M	0.37%	0.00%	-54.4%	Q4 2018
JNJJohnson & Johnson	$2.7M	0.36%	0.00%	+0.1%	Q4 2018
AMATApplied Materials Inc	$2.67M	0.35%	0.00%	+505.5%	Q1 2022
IRMIron Mountain Inc	$2.59M	0.34%	0.01%	+25.0%	Q4 2025
GLDSPDR Gold Trust	$2.43M	0.32%	0.00%	+0.8%	Q4 2018
UBERUber Technologies, Inc	$2.43M	0.32%	0.00%	Not reported	Q2 2025
MDTMedtronic plc	$2.36M	0.31%	0.00%	Not reported	Q4 2018
QQQInvesco QQQ Trust, Series 1	$2.24M	0.30%	Not reported	+8.0%	Q1 2020

Q4 2025Reported Feb 17, 2026133 positions
IAUIshares Gold Trust	$46.3M	6.41%	0.07%	-1.7%	Q3 2019
XOMExxonMobil Holdings Corp	$37.8M	5.23%	0.01%	+0.5%	Q4 2018
MSFTMicrosoft Corp	$26.6M	3.69%	0.00%	-4.4%	Q4 2018
AAPLApple Inc.	$25.8M	3.58%	0.00%	-4.3%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$21.2M	2.93%	Not reported	-5.6%	Q4 2018
JPMJPMorgan Chase & Co	$17.8M	2.46%	0.00%	-7.6%	Q4 2018
GOOGLAlphabet Inc.	$16.5M	2.29%	0.00%	-15.3%	Q4 2018
NVDANvidia Corp	$15M	2.08%	0.00%	-3.0%	Q4 2018
AMZNAmazon Com Inc	$11.4M	1.57%	0.00%	-8.9%	Q4 2018
AESIAtlas Energy Solutions Inc.	$9.33M	1.29%	0.80%	-59.5%	Q4 2023
COSTCostco Wholesale Corp	$9.26M	1.28%	0.00%	-6.2%	Q4 2018
VVisa Inc.	$9.13M	1.26%	0.00%	-5.3%	Q4 2018
ETNEaton Corp plc	$8.27M	1.15%	0.01%	-4.5%	Q4 2018
WMTWalmart Inc.	$7.3M	1.01%	0.00%	-1.1%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$7.09M	0.98%	Not reported	-7.5%	Q4 2018
LLYELI LILLY & Co	$6.85M	0.95%	0.00%	-1.2%	Q4 2018
BRK.BBerkshire Hathaway Inc	$6.76M	0.94%	Not reported	-7.5%	Q4 2018
AVGOBroadcom Inc.	$6.48M	0.90%	0.00%	-6.7%	Q4 2018
METAMeta Platforms, Inc.	$6.41M	0.89%	Not reported	-6.9%	Q4 2018
AMDAdvanced Micro Devices Inc	$6.27M	0.87%	0.00%	-13.8%	Q4 2018
SPGIS&P Global Inc.	$6.12M	0.85%	0.00%	-3.3%	Q1 2022
ORLYO Reilly Automotive Inc	$6.1M	0.85%	0.01%	-7.7%	Q4 2018
MCKMckesson Corp	$5.91M	0.82%	0.01%	-1.1%	Q4 2018
UNPUnion Pacific Corp	$5.84M	0.81%	0.00%	-0.3%	Q4 2018
HDHome Depot, Inc.	$5.7M	0.79%	0.00%	-4.2%	Q4 2018
MRKMerck & Co., Inc.	$5.7M	0.79%	0.00%	-0.6%	Q4 2018
GOOGAlphabet Inc.	$5.64M	0.78%	Not reported	-4.7%	Q4 2018
ALLAllstate Corp	$5.59M	0.77%	0.01%	-4.1%	Q4 2018
CRMSalesforce, Inc.	$5.38M	0.75%	0.00%	-3.9%	Q4 2018
NXPINXP Semiconductors N.V.	$4.72M	0.65%	0.01%	+4.0%	Q4 2018
MMM3m Co	$4.49M	0.62%	0.01%	+1.7%	Q4 2018
MSMorgan Stanley	$4.43M	0.61%	0.00%	New	Q4 2025
IQVIqvia Holdings Inc.	$4.11M	0.57%	0.01%	+2.2%	Q4 2018
MPCMarathon Petroleum Corp	$4.03M	0.56%	0.01%	-4.5%	Q4 2018
UNHUnitedhealth Group Inc	$3.76M	0.52%	0.00%	-10.7%	Q4 2018
TTTrane Technologies plc	$3.72M	0.52%	0.00%	-14.3%	Q1 2020
IBMInternational Business Machines Corp	$3.68M	0.51%	0.00%	+3.6%	Q4 2018
SBUXStarbucks Corp	$2.92M	0.40%	0.00%	Not reported	Q4 2018
KOCoca Cola Co	$2.88M	0.40%	0.00%	+4.2%	Q4 2018
AMGNAmgen Inc	$2.69M	0.37%	0.00%	-0.8%	Q4 2018
JNJJohnson & Johnson	$2.28M	0.32%	0.00%	+6.4%	Q4 2018
APDAir Products & Chemicals, Inc.	$2.22M	0.31%	0.00%	-34.6%	Q4 2018
GLDSPDR Gold Trust	$2.22M	0.31%	0.00%	Not reported	Q4 2018
QQQInvesco QQQ Trust, Series 1	$2.21M	0.31%	Not reported	+4.1%	Q1 2020
PANWPalo Alto Networks Inc	$2.16M	0.30%	0.00%	+169.2%	Q2 2022
ANETArista Networks, Inc.	$1.95M	0.27%	0.00%	Not reported	Q4 2018
CSQCalamos Strategic Total Return Fund	$1.88M	0.26%	Not reported	Not reported	Q4 2018
IRMIron Mountain Inc	$1.69M	0.23%	0.01%	New	Q4 2025
LOWLowes Companies Inc	$1.63M	0.23%	0.00%	0.0%	Q4 2018
MAMastercard Inc	$1.59M	0.22%	0.00%	-1.6%	Q4 2018

Q3 2025Reported Nov 12, 2025135 positions
IAUIshares Gold Trust	$42.3M	6.00%	0.08%	+6.5%	Q3 2019
XOMExxonMobil Holdings Corp	$35.2M	5.00%	0.01%	+1.6%	Q4 2018
MSFTMicrosoft Corp	$29.8M	4.23%	0.00%	+2.1%	Q4 2018
AESIAtlas Energy Solutions Inc.	$27.8M	3.95%	1.98%	-1.1%	Q4 2023
AAPLApple Inc.	$25.3M	3.59%	0.00%	+2.2%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$21.9M	3.11%	Not reported	-0.2%	Q4 2018
JPMJPMorgan Chase & Co	$18.8M	2.67%	0.00%	+3.3%	Q4 2018
NVDANvidia Corp	$15.5M	2.20%	0.00%	+1.3%	Q4 2018
GOOGLAlphabet Inc.	$15.2M	2.15%	0.00%	0.0%	Q4 2018
AMZNAmazon Com Inc	$11.9M	1.68%	0.00%	-1.6%	Q4 2018
COSTCostco Wholesale Corp	$10.6M	1.50%	0.00%	+4.6%	Q4 2018
ETNEaton Corp plc	$10.2M	1.44%	0.01%	+1.0%	Q4 2018
VVisa Inc.	$9.39M	1.33%	0.00%	+1.8%	Q4 2018
ORLYO Reilly Automotive Inc	$7.82M	1.11%	0.01%	-0.6%	Q4 2018
METAMeta Platforms, Inc.	$7.66M	1.09%	Not reported	+7.9%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$7.57M	1.07%	Not reported	+0.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$7.3M	1.04%	Not reported	-0.8%	Q4 2018
HDHome Depot, Inc.	$7.01M	1.00%	0.00%	+1.0%	Q4 2018
WMTWalmart Inc.	$6.83M	0.97%	0.00%	+4.4%	Q4 2018
AVGOBroadcom Inc.	$6.62M	0.94%	0.00%	-5.7%	Q4 2018
ALLAllstate Corp	$6.01M	0.85%	0.01%	+0.4%	Q4 2018
UNPUnion Pacific Corp	$5.98M	0.85%	0.00%	+2.1%	Q4 2018
SPGIS&P Global Inc.	$5.89M	0.84%	0.00%	+0.8%	Q1 2022
MCKMckesson Corp	$5.63M	0.80%	0.01%	+2.6%	Q4 2018
AMDAdvanced Micro Devices Inc	$5.5M	0.78%	0.00%	+2.6%	Q4 2018
CRMSalesforce, Inc.	$5.01M	0.71%	0.00%	+1.4%	Q4 2018
MPCMarathon Petroleum Corp	$5M	0.71%	0.01%	+1.0%	Q4 2018
LLYELI LILLY & Co	$4.92M	0.70%	0.00%	+1.1%	Q4 2018
NXPINXP Semiconductors N.V.	$4.76M	0.68%	0.01%	+8.8%	Q4 2018
TTTrane Technologies plc	$4.71M	0.67%	0.01%	-0.4%	Q1 2020
ORealty Income Corp	$4.65M	0.66%	0.01%	+5.9%	Q4 2024
GOOGAlphabet Inc.	$4.59M	0.65%	Not reported	+4.4%	Q4 2018
MRKMerck & Co., Inc.	$4.57M	0.65%	0.00%	+2.7%	Q4 2018
UNHUnitedhealth Group Inc	$4.4M	0.62%	0.00%	-4.6%	Q4 2018
MMM3m Co	$4.28M	0.61%	0.01%	+9.4%	Q4 2018
APDAir Products & Chemicals, Inc.	$3.75M	0.53%	0.01%	+5.5%	Q4 2018
ADBEAdobe Inc.	$3.6M	0.51%	0.00%	+1.4%	Q4 2018
FISVFiserv Inc	$3.59M	0.51%	0.01%	+2.6%	Q4 2022
IQVIqvia Holdings Inc.	$3.39M	0.48%	0.01%	+4.7%	Q4 2018
IBMInternational Business Machines Corp	$3.38M	0.48%	0.00%	+32.4%	Q4 2018
KOCoca Cola Co	$2.63M	0.37%	0.00%	+2.3%	Q4 2018
AMGNAmgen Inc	$2.34M	0.33%	0.00%	+1.0%	Q4 2018
CMGChipotle Mexican Grill Inc	$2.22M	0.32%	0.00%	-7.7%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$2.08M	0.29%	Not reported	+8.0%	Q1 2020
GLDSPDR Gold Trust	$1.99M	0.28%	0.00%	-5.3%	Q4 2018
JNJJohnson & Johnson	$1.92M	0.27%	0.00%	+0.4%	Q4 2018
CSQCalamos Strategic Total Return Fund	$1.89M	0.27%	Not reported	Not reported	Q4 2018
RJFRaymond James Financial Inc	$1.76M	0.25%	0.01%	+0.6%	Q4 2018
LOWLowes Companies Inc	$1.69M	0.24%	0.00%	-0.5%	Q4 2018
MAMastercard Inc	$1.61M	0.23%	0.00%	+1.1%	Q4 2018

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