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Filers›Asset Manager›Meridian Wealth Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Meridian Wealth Advisors, LLC

Meridian Wealth's asset manager based in Greenwich, CT — $756M in tracked AUM across 202 positions as of Q1 2026.

MW
Meridian Wealth·Greenwich, CT·Asset Manager
CIK 0001768095 · last filed Mar 31, 2026
Total AUM
$756M
▼ 6.3%
vs prior
Holdings
202
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Financials
21% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Meridian
haiku-4-5 · 202 positions indexed
Sector mix
  • Financials21%
  • Health Care9%
  • Cons. Disc.6%
  • Industrials8%
  • Energy50%
  • Other6%
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