13F Insight
DOSSIER · 13F-HR · Q2 2026

Meridian Wealth Advisors, LLC

$880M in tracked AUM across 211 positions as of Q2 2026.

MW
CIK 0001768095 · last filed Jun 30, 2026
Total AUM
$880M
as of Q2 2026
Holdings
211
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Meridian Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$95M126K10.8%02
IAU
ISHARES GOLD TR
$48M641K5.5%03
XOM
EXXON MOBIL CORP
$44M322K5.0%04
VO
VANGUARD INDEX FDS
$28M350K3.2%05
AAPL
APPLE INC
$27M94K3.1%06
USMV
ISHARES TR
$25M255K2.8%07
SPY
STATE STR SPDR S&P 500 ETF T
$24M32K2.7%08
CGDV
CAPITAL GROUP DIVIDEND VALUE
$23M477K2.7%09
MSFT
MICROSOFT CORP
$22M59K2.5%10
GOOGL
ALPHABET INC
$19M52K2.1%

Filing history

2026Q2Jun 30
$880M▲ 16.3%
211 positionsView →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 positionsLocked
Showing 12 of 30