13F Insight
DOSSIER · 13F-HR · Q1 2026

Meridian Wealth Advisors, LLC

$756M in tracked AUM across 202 positions as of Q1 2026.

MW
CIK 0001768095 · last filed Mar 31, 2026
Total AUM
$756M
as of Q1 2026
Holdings
202
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Meridian Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$80M122K10.6%02
XOM
EXXON MOBIL CORP
$55M322K7.2%03
IAU
ISHARES GOLD TR
$52M585K6.8%04
AAPL
APPLE INC
$24M93K3.1%05
VO
VANGUARD INDEX FDS
$23M79K3.0%06
USMV
ISHARES TR
$22M237K2.9%07
MSFT
MICROSOFT CORP
$21M57K2.8%08
SPY
STATE STR SPDR S&P 500 ETF T
$20M31K2.7%09
VOO
VANGUARD INDEX FDS
$16M27K2.1%10
JPM
JPMORGAN CHASE & CO
$15M52K2.0%

Filing history

2026Q1Mar 31
$756M▲ 4.7%
202 positionsView →2025Q4Dec 31
$722M▲ 2.5%
185 positionsView →2025Q3Sep 30
$704M▲ 11.4%
186 positionsView →2025Q2Jun 30
$632M▲ 7.4%
180 positionsLocked2025Q1Mar 31
$589M▼ 2.8%
170 positionsLocked2024Q4Dec 31
$606M▲ 1.4%
175 positionsLocked2024Q3Sep 30
$598M▲ 6.6%
176 positionsLocked2024Q2Jun 30
$561M▲ 5.3%
175 positionsLocked2024Q1Mar 31
$532M▲ 16.6%
176 positionsLocked2023Q4Dec 31
$457M▲ 14.1%
177 positionsLocked2023Q3Sep 30
$400M▼ 3.2%
178 positionsLocked2023Q2Jun 30
$413M▲ 3.5%
183 positionsLocked
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