Meridian Wealth Advisors, LLC 13F Holdings

CIK 0001768095 · AUSTIN, TX

As of Sep 30, 2025, Meridian Wealth Advisors, LLC reported 186 positions worth $704.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—113,823$76.2M10.82%
ISHARES GOLD TRUSTIAU—580,871$42.3M6.00%
EXXON MOBIL CORPXOMEnergy312,269$35.2M5.00%
MICROSOFT CORPMSFTTechnology57,574$29.8M4.23%
ATLAS ENERGY SOLUTIONS INCAESIEnergy2,449,151$27.8M3.95%
APPLE INCAAPLTechnology99,362$25.3M3.59%
SPDR S&P 500 ETF TRUSTSPY—32,921$21.9M3.11%
JPMORGAN CHASE & COJPMFinancial Services59,687 8.8M2.67%
ISHARES S&P 100 ETFOEF—47,387 5.8M2.24%
NVIDIA CORPNVDATechnology83,072 5.5M2.20%
ALPHABET INCGOOGLEquity62,366 5.2M2.15%
VANGUARD DIVIDEND APPREC ETFVIG—62,300 3.4M1.91%
ISHARES MSCI USA MIN VOL FACTOR ETFUSMV—140,722 3.4M1.90%
VANGUARD MID-CAP INDEX FUNDVO—44,629 3.1M1.86%
AMAZON.COM INCAMZNEquity54,009 1.9M1.68%
PACER TRENDPILOT US LARGE CAP ETFPTLC—204,372 1.2M1.59%
COSTCO WHOLESALE CORPCOSTConsumer Defensive11,450 0.6M1.50%
EATON CORP PLCETNIndustrials27,196 0.2M1.44%
VANGUARD 500 INDEX FUNDVOO—15,806$9.7M1.37%
VISA INC-CLASS A SHARESVFinancial Services27,514$9.4M1.33%
VANGUARD TAX-MANAGED FUNDSVEA—150,965$9.0M1.28%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical72,491$7.8M1.11%
META PLATFORMS INCMETACommunication Services10,432$7.7M1.09%
SPDR S&P MIDCAP 400 ETF TRUSTMDY—12,701$7.6M1.07%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services14,523$7.3M1.04%