Holders — by stockHoldings — by fund
Meridian Wealth Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001768095
$880.0M
disclosed book value
211
positions
10.8%
largest position share
Positions, as of 2026-06-30
top 100 of 211 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 126,391 | $94.7M | 10.8% |
| 2 | IAUISHARES GOLD TR | 641,393 | $48.4M | 5.5% |
| 3 | XOMEXXON MOBIL CORP | 322,421 | $44.1M | 5% |
| 4 | VOVANGUARD INDEX FDS | 349,947 | $28.2M | 3.2% |
| 5 | AAPLAPPLE INC | 94,005 | $27.2M | 3.1% |
| 6 | USMVISHARES TR | 255,013 | $24.6M | 2.8% |
| 7 | SPYSTATE STR SPDR S&P 500 ETF T | 31,988 | $23.9M | 2.7% |
| 8 | CGDVCAPITAL GROUP DIVIDEND VALUE | 476,503 | $23.5M | 2.7% |
| 9 | MSFTMICROSOFT CORP | 58,941 | $22.0M | 2.5% |
| 10 | GOOGLALPHABET INC | 52,129 | $18.6M | 2.1% |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 259,612 | $18.5M | 2.1% |
| 12 | VOOVANGUARD INDEX FDS | 25,910 | $17.8M | 2% |
| 13 | JPMJPMORGAN CHASE & CO | 53,780 | $17.6M | 2% |
| 14 | NVDANVIDIA CORPORATION | 87,444 | $17.5M | 2% |
| 15 | OEFISHARES TR | 44,676 | $16.3M | 1.9% |
| 16 | AVDEAMERICAN CENTY ETF TR | 182,184 | $16.3M | 1.8% |
| 17 | AMDADVANCED MICRO DEVICES INC | 26,968 | $15.7M | 1.8% |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 62,517 | $14.8M | 1.7% |
| 19 | AMZNAMAZON COM INC | 58,413 | $13.9M | 1.6% |
| 20 | AESIATLAS ENERGY SOLUTIONS INC | 789,299 | $13.1M | 1.5% |
| 21 | PTLCPACER FDS TR | 203,946 | $11.9M | 1.4% |
| 22 | ETNEATON CORP PLC | 25,589 | $10.9M | 1.2% |
| 23 | COSTCOSTCO WHOLESALE CORPORATION | 10,586 | $9.9M | 1.1% |
| 24 | IWFISHARES TR | 75,845 | $9.4M | 1.1% |
| 25 | SDYSPDR SERIES TRUST | 60,695 | $9.2M | 1% |
| 26 | AVGOBROADCOM INC | 22,347 | $8.4M | 1% |
| 27 | MDYSTATE STR SPDR S&P MIDCAP 40 | 11,736 | $8.3M | 0.9% |
| 28 | WMTWALMART INC | 67,302 | $7.6M | 0.9% |
| 29 | LLYELI LILLY & CO | 6,304 | $7.6M | 0.9% |
| 30 | VVISA INC | 21,355 | $7.3M | 0.8% |
| 31 | TCBXTHIRD COAST BANCSHARES INC | 180,469 | $7.3M | 0.8% |
| 32 | PANWPALO ALTO NETWORKS INC | 21,059 | $7.2M | 0.8% |
| 33 | XLKSELECT SECTOR SPDR TR | 35,542 | $6.8M | 0.8% |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,261 | $6.6M | 0.8% |
| 35 | HDHOME DEPOT INC | 18,244 | $6.4M | 0.7% |
| 36 | GOOGALPHABET INC | 18,091 | $6.4M | 0.7% |
| 37 | MPCMARATHON PETE CORP | 24,892 | $6.4M | 0.7% |
| 38 | ALLALLSTATE CORP | 25,996 | $6.2M | 0.7% |
| 39 | ORLYOREILLY AUTOMOTIVE INC | 63,615 | $5.9M | 0.7% |
| 40 | AMATAPPLIED MATLS INC | 8,073 | $5.8M | 0.7% |
| 41 | IVWISHARES TR | 41,945 | $5.8M | 0.7% |
| 42 | SPGIS&P GLOBAL INC | 13,984 | $5.7M | 0.6% |
| 43 | DIVOAMPLIFY ETF TR | 122,878 | $5.6M | 0.6% |
| 44 | METAMETA PLATFORMS INC | 9,433 | $5.3M | 0.6% |
| 45 | MCKMCKESSON CORP | 6,692 | $5.1M | 0.6% |
| 46 | CSCOCISCO SYS INC | 40,849 | $4.8M | 0.5% |
| 47 | TMOTHERMO FISHER SCIENTIFIC INC | 9,351 | $4.7M | 0.5% |
| 48 | MSMORGAN STANLEY | 22,420 | $4.7M | 0.5% |
| 49 | NXPINXP SEMICONDUCTORS N V | 16,471 | $4.6M | 0.5% |
| 50 | TTTRANE TECHNOLOGIES PLC | 8,690 | $4.3M | 0.5% |
| 51 | KOCOCA COLA CO | 47,469 | $3.9M | 0.4% |
| 52 | GEGE AEROSPACE | 10,164 | $3.8M | 0.4% |
| 53 | IBMINTERNATIONAL BUSINESS MACHS | 13,156 | $3.7M | 0.4% |
| 54 | SBUXSTARBUCKS CORP | 34,788 | $3.6M | 0.4% |
| 55 | APDAIR PRODUCTS AND CHEMICALS I | 11,985 | $3.5M | 0.4% |
| 56 | IJHISHARES TR | 44,528 | $3.4M | 0.4% |
| 57 | ADIANALOG DEVICES INC | 8,476 | $3.4M | 0.4% |
| 58 | IRMIRON MTN INC DEL | 26,615 | $3.4M | 0.4% |
| 59 | ANETARISTA NETWORKS INC | 19,556 | $3.3M | 0.4% |
| 60 | MRKMERCK & CO INC | 25,697 | $3.3M | 0.4% |
| 61 | CMICUMMINS INC | 4,580 | $3.3M | 0.4% |
| 62 | UNPUNION PAC CORP | 11,469 | $3.1M | 0.4% |
| 63 | AMGNAMGEN INC | 8,375 | $3.0M | 0.3% |
| 64 | JNJJOHNSON & JOHNSON | 11,076 | $2.8M | 0.3% |
| 65 | NFLXNETFLIX INC. | 38,418 | $2.7M | 0.3% |
| 66 | QQQINVESCO QQQ TR | 3,627 | $2.7M | 0.3% |
| 67 | RSPINVESCO EXCHANGE TRADED FD T | 12,486 | $2.7M | 0.3% |
| 68 | UBERUBER TECHNOLOGIES INC | 35,800 | $2.6M | 0.3% |
| 69 | UNHUNITEDHEALTH GROUP INC | 5,269 | $2.2M | 0.2% |
| 70 | IYWISHARES TR | 8,051 | $2.0M | 0.2% |
| 71 | VTIVANGUARD INDEX FDS | 5,484 | $2.0M | 0.2% |
| 72 | VTWOVANGUARD SCOTTSDALE FDS | 16,613 | $2.0M | 0.2% |
| 73 | GLDSPDR GOLD TR | 5,391 | $2.0M | 0.2% |
| 74 | AKAMAKAMAI TECHNOLOGIES INC | 15,789 | $1.9M | 0.2% |
| 75 | CSQCALAMOS STRATEGIC TOTAL RETU | 85,722 | $1.8M | 0.2% |
| 76 | IWMISHARES TR | 5,731 | $1.7M | 0.2% |
| 77 | KLACKLA CORP | 5,260 | $1.6M | 0.2% |
| 78 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 3,232 | $1.5M | 0.2% |
| 79 | CVXCHEVRON CORPORATION | 9,199 | $1.5M | 0.2% |
| 80 | INFLLISTED FDS TR | 30,414 | $1.5M | 0.2% |
| 81 | LOWLOWES COS INC | 6,868 | $1.5M | 0.2% |
| 82 | MAMASTERCARD INCORPORATED | 2,897 | $1.5M | 0.2% |
| 83 | EPDENTERPRISE PRODS PARTNERS L | 40,448 | $1.5M | 0.2% |
| 84 | RJFRAYMOND JAMES FINL INC | 9,383 | $1.4M | 0.2% |
| 85 | VHTVANGUARD WORLD FD | 4,752 | $1.4M | 0.2% |
| 86 | ETENERGY TRANSFER L P | 68,879 | $1.3M | 0.1% |
| 87 | SPMDSPDR SERIES TRUST | 19,350 | $1.3M | 0.1% |
| 88 | IWBISHARES TR | 3,190 | $1.3M | 0.1% |
| 89 | PTMCPACER FDS TR | 31,037 | $1.3M | 0.1% |
| 90 | CATCATERPILLAR INC | 1,157 | $1.2M | 0.1% |
| 91 | MUMICRON TECHNOLOGY INC | 1,040 | $1.2M | 0.1% |
| 92 | CITHE CIGNA GROUP | 4,333 | $1.2M | 0.1% |
| 93 | MCDMCDONALDS CORP | 4,208 | $1.1M | 0.1% |
| 94 | PEPPEPSICO INC | 8,063 | $1.1M | 0.1% |
| 95 | VGTVANGUARD WORLD FD | 9,043 | $1.1M | 0.1% |
| 96 | CBCHUBB LIMITED | 3,098 | $1.1M | 0.1% |
| 97 | VUGVANGUARD INDEX FDS | 12,096 | $1.0M | 0.1% |
| 98 | RTXRTX CORPORATION | 5,464 | $1.0M | 0.1% |
| 99 | GSGOLDMAN SACHS GROUP INC | 1,014 | $1.0M | 0.1% |
| 100 | PFEPFIZER INC | 42,564 | $1.0M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.