Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Meridian Wealth Advisors, LLC (CIK 1768095) reported $756.4M across 202 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($79.8M, 10.55%), XOM ($54.7M, 7.23%), IAU ($51.6M, 6.82%), AAPL ($23.7M, 3.14%), VO ($22.6M, 2.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $79.8M | 10.55% | 122,183 | Added |
| 2 | XOM | EXXON MOBIL CORP | $54.7M | 7.23% | 322,172 | Added |
| 3 | IAU | ISHARES GOLD TR | $51.6M | 6.82% | 585,046 | Added |
| 4 | AAPL | APPLE INC | $23.7M | 3.14% | 93,479 | Trimmed |
| 5 | VO | VANGUARD INDEX FDS | $22.6M | 2.98% | 78,552 | Added |
| 6 | USMV | ISHARES TR | $22.0M | 2.90% | 236,775 | Added |
| 7 | MSFT | MICROSOFT CORP | $21.1M | 2.80% | 57,135 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $20.4M | 2.70% | 31,360 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $16.0M | 2.12% | 26,772 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $15.3M | 2.03% | 52,079 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $15.0M | 1.98% | 52,211 | Trimmed |
| 12 | OEF | ISHARES TR | $14.8M | 1.96% | 46,576 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $14.7M | 1.95% | 84,386 | Added |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $14.0M | 1.84% | 217,706 | Added |
| 15 | AVDE | AMERICAN CENTY ETF TR | $13.8M | 1.83% | 162,811 | Added |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $13.2M | 1.75% | 61,520 | Trimmed |
| 17 | AESI | ATLAS ENERGY SOLUTIONS INC | $12.5M | 1.65% | 953,958 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $11.5M | 1.53% | 55,402 | Added |
| 19 | PTLC | PACER FDS TR | $10.7M | 1.41% | 203,946 | Added |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $10.3M | 1.37% | 10,361 | Trimmed |
| 21 | ETN | EATON CORP PLC | $9.0M | 1.19% | 25,080 | Trimmed |
| 22 | SDY | SPDR SERIES TRUST | $8.5M | 1.12% | 58,158 | Added |
| 23 | IWF | ISHARES TR | $8.1M | 1.07% | 18,971 | Added |
| 24 | WMT | WALMART INC | $7.8M | 1.04% | 63,044 | Trimmed |
| 25 | MDY | STATE STR SPDR S&P MIDCAP 40 | $7.3M | 0.97% | 11,906 | Added |
Source: SEC Form 13F filings · as of 2026-03-31