Funds › Meridian Wealth Advisors, LLC
Meridian Wealth Advisors, LLC
13F for Q3 2026, filed Nov 12, 2026. 215 positions worth $892.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$892.9M
+$12.9M (1.5%) vs Q2 2026
Positions
215
211 in Q2 2026
Top 10 share
42.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Core S&P500 Etf | 114,481 | $87.7M | 9.8% | -9.4% | 13F ↗ |
| 2 | XOM ExxonMobil Holdings Corporation | 322,524 | $52.5M | 5.9% | New | 13F ↗ |
| 3 | IAU iShares Gold Trust · Ishares New | 660,702 | $51.6M | 5.8% | +3.0% | 13F ↗ |
| 4 | AAPL Apple Inc. | 93,254 | $31.1M | 3.5% | -0.8% | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 58,567 | $30.0M | 3.4% | -0.6% | 13F ↗ |
| 6 | Vanguard Index Fds Mrngstr Mid Cap | 378,367 | $29.7M | 3.3% | +8.1% | 13F ↗ |
| 7 | Capital Group Dividend Value Units | 544,943 | $26.6M | 3.0% | +14.4% | 13F ↗ |
| 8 | iShares Tr Msci Usa Min Etf | 268,963 | $26.2M | 2.9% | +5.5% | 13F ↗ |
| 9 | Vanguard Tax-Managed Fds | 282,013 | $19.9M | 2.2% | +8.6% | 13F ↗ |
| 10 | NVDA NVIDIA Corporation | 86,322 | $19.7M | 2.2% | -1.3% | 13F ↗ |
| 11 | American Centy ETF Tr Intl Eqt Etf | 206,028 | $18.6M | 2.1% | +13.1% | 13F ↗ |
| 12 | Vanguard Index Fds S&P 500 Etf Shs | 25,800 | $18.1M | 2.0% | -0.4% | 13F ↗ |
| 13 | GOOGL Alphabet Inc. Class A | 52,487 | $18.1M | 2.0% | +0.7% | 13F ↗ |
| 14 | JPM JPMorgan Chase & Co. | 53,913 | $17.8M | 2.0% | +0.2% | 13F ↗ |
| 15 | AMD Advanced Micro Devices, Inc. | 26,695 | $16.3M | 1.8% | -1.0% | 13F ↗ |
| 16 | AMZN Amazon.com, Inc. | 58,628 | $14.6M | 1.6% | +0.4% | 13F ↗ |
| 17 | Vanguard Specialized Funds Div App Etf | 60,777 | $14.2M | 1.6% | -2.8% | 13F ↗ |
| 18 | iShares Tr S&P 100 Etf | 36,512 | $14.0M | 1.6% | -18.3% | 13F ↗ |
| 19 | Pacer Fds Tr Trendp Us Lar Cp | 202,786 | $12.1M | 1.4% | -0.6% | 13F ↗ |
| 20 | ETN Eaton Corporation, PLC | 25,790 | $11.1M | 1.2% | +0.8% | 13F ↗ |
| 21 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 12,867 | $9.8M | 1.1% | -59.8% | 13F ↗ |
| 22 | MPC Marathon Petroleum Corporation | 24,753 | $9.8M | 1.1% | -0.6% | 13F ↗ |
| 23 | COST Costco Wholesale Corporation | 10,733 | $9.8M | 1.1% | +1.4% | 13F ↗ |
| 24 | iShares Tr Rus 1000 Grw Etf | 75,881 | $9.5M | 1.1% | Unchanged | 13F ↗ |
| 25 | Spdr Series Trust St Str Sp Div | 59,842 | $8.8M | 1.0% | -1.4% | 13F ↗ |
| 26 | PANW Palo Alto Networks, Inc. | 21,064 | $8.4M | 0.9% | Unchanged | 13F ↗ |
| 27 | AVGO Broadcom Inc. | 22,763 | $8.0M | 0.9% | +1.9% | 13F ↗ |
| 28 | TCBX Third Coast Bancshares, Inc. | 182,765 | $7.7M | 0.9% | +1.3% | 13F ↗ |
| 29 | V Visa Inc. | 21,489 | $7.7M | 0.9% | +0.6% | 13F ↗ |
| 30 | MDY State Street SPDR S&P MIDCAP 400 ETF Trust · UTSER1 S&PDCRP | 11,554 | $7.6M | 0.8% | -1.6% | 13F ↗ |
| 31 | AESI Atlas Energy Solutions Inc. | 616,299 | $7.4M | 0.8% | -21.9% | 13F ↗ |
| 32 | Select Sector Spdr Tr St Str Techn Etf | 36,483 | $7.1M | 0.8% | +2.6% | 13F ↗ |
| 33 | WMT Walmart Inc. | 68,416 | $7.1M | 0.8% | +1.7% | 13F ↗ |
| 34 | LLY Eli Lilly and Company | 6,045 | $7.0M | 0.8% | -4.1% | 13F ↗ |
| 35 | BRK-B Berkshire Hathaway Inc. Class B | 13,106 | $6.5M | 0.7% | -1.2% | 13F ↗ |
| 36 | TMO Thermo Fisher Scientific Inc | 9,583 | $6.5M | 0.7% | +2.5% | 13F ↗ |
| 37 | GOOG Alphabet Inc. Class C | 17,736 | $6.0M | 0.7% | -2.0% | 13F ↗ |
| 38 | META Meta Platforms, Inc. | 8,265 | $6.0M | 0.7% | -12.4% | 13F ↗ |
| 39 | iShares Tr S&P 500 Grwt Etf | 41,989 | $6.0M | 0.7% | +0.1% | 13F ↗ |
| 40 | ALL Allstate Corporation | 26,295 | $5.8M | 0.7% | +1.2% | 13F ↗ |
| 41 | Amplify ETF Tr Cwp Enhanced Div | 125,362 | $5.8M | 0.7% | +2.0% | 13F ↗ |
| 42 | MCK McKesson Corporation | 6,806 | $5.8M | 0.7% | +1.7% | 13F ↗ |
| 43 | SPGI S&P Global Inc. | 14,343 | $5.7M | 0.6% | +2.6% | 13F ↗ |
| 44 | ORLY O'Reilly Automotive, Inc. | 64,046 | $5.5M | 0.6% | +0.7% | 13F ↗ |
| 45 | HD Home Depot, Inc. | 18,462 | $5.3M | 0.6% | +1.2% | 13F ↗ |
| 46 | CSCO Cisco Systems, Inc. | 40,001 | $4.3M | 0.5% | -2.1% | 13F ↗ |
| 47 | MS Morgan Stanley | 22,762 | $4.3M | 0.5% | +1.5% | 13F ↗ |
| 48 | AMAT Applied Materials, Inc. | 8,166 | $4.2M | 0.5% | +1.2% | 13F ↗ |
| 49 | ANET Arista Networks, Inc. | 19,856 | $4.0M | 0.5% | +1.5% | 13F ↗ |
| 50 | KO Coca-Cola Company | 46,654 | $4.0M | 0.4% | -1.7% | 13F ↗ |
Showing the top 50 of 215 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
20 new, 72 added to, 82 trimmed, 16 exited, 41 unchanged. By estimated dollars.
New positions (20)
| XOM ExxonMobil Holdings Corporation | 322,524 | New | $52.5M |
| TMUS T-Mobile US, Inc. | 14,042 | New | $2.3M |
| Vanguard Star Fds | 8,339 | New | $708.5K |
| Spdr Series Trust St Str P500GRW | 3,790 | New | $466.5K |
| American Centy ETF Tr Avan Us Valu Etf | 5,831 | New | $445.1K |
| Capital Group Growth ETF Units | 5,987 | New | $284.0K |
| SPCX Space Exploration Technologies Corp. | 1,811 | New | $273.2K |
| Spdr Series Trust St Str P500VAL | 4,316 | New | $263.8K |
| IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 5,534 | New | $262.0K |
| OKE ONEOK, Inc. | 3,035 | New | $258.8K |
Added to (72)
| Capital Group Dividend Value Units | 544,943 | +14.4% | $3.3M |
| MU Micron Technology, Inc. | 3,688 | +255% | $2.8M |
| Vanguard Index Fds Mrngstr Mid Cap | 378,367 | +8.1% | $2.2M |
| PH Parker-Hannifin Corporation | 2,525 | +898% | $2.2M |
| American Centy ETF Tr Intl Eqt Etf | 206,028 | +13.1% | $2.1M |
| ABBV AbbVie Inc. | 8,438 | +462% | $1.8M |
| Vanguard Tax-Managed Fds | 282,013 | +8.6% | $1.6M |
| IAU iShares Gold Trust · Ishares New | 660,702 | +3.0% | $1.5M |
| iShares Tr Msci Usa Min Etf | 268,963 | +5.5% | $1.4M |
| MSI Motorola Solutions, Inc. | 4,151 | +150% | $1.1M |
Trimmed (82)
| AMGN Amgen Inc. | 516 | -93.8% | -$52.9M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 12,867 | -59.8% | -$14.6M |
| iShares Tr Core S&P500 Etf | 114,481 | -9.4% | -$9.1M |
| iShares Tr S&P 100 Etf | 36,512 | -18.3% | -$3.1M |
| AESI Atlas Energy Solutions Inc. | 616,299 | -21.9% | -$2.1M |
| META Meta Platforms, Inc. | 8,265 | -12.4% | -$847.0K |
| Vanguard Specialized Funds Div App Etf | 60,777 | -2.8% | -$406.0K |
| LLY Eli Lilly and Company | 6,045 | -4.1% | -$299.7K |
| NVDA NVIDIA Corporation | 86,322 | -1.3% | -$256.2K |
| AAPL Apple Inc. | 93,254 | -0.8% | -$250.1K |
Exited (16)
| Exxon Mobil Corp | 322,421 | Exited | -$44.1M |
| NFLX Netflix, Inc. | 38,418 | Exited | -$2.7M |
| UBER Uber Technologies, Inc. | 35,800 | Exited | -$2.6M |
| AKAM Akamai Technologies, Inc. | 15,789 | Exited | -$1.9M |
| ROL Rollins, Inc. | 22,208 | Exited | -$927.0K |
| CFR Cullen/Frost Bankers, Inc. | 1,775 | Exited | -$274.3K |
| Oneok Inc | 3,035 | Exited | -$263.9K |
| Vanguard International Equity Index F Ftse Emr Mkt Etf | 4,419 | Exited | -$263.8K |
| iShares Tr National Mun Etf | 2,418 | Exited | -$260.2K |
| FLEX Flex Ltd. | 1,500 | Exited | -$243.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 215 | $892.9M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 211 | $880.0M | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 202 | $756.4M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 185 | $722.2M | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 186 | $704.4M | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 180 | $632.5M | Current | SEC ↗ |
| Q1 2025 | May 5, 2025 | 13F-HR | 170 | $589.0M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer