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
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 113,823 | $76.2M | 10.82% |
| ISHARES GOLD TRUST | IAU | — | 580,871 | $42.3M | 6.00% |
| EXXON MOBIL CORP | XOM | Energy | 312,269 | $35.2M | 5.00% |
| MICROSOFT CORP | MSFT | Technology | 57,574 | $29.8M | 4.23% |
| ATLAS ENERGY SOLUTIONS INC | AESI | Energy | 2,449,151 | $27.8M | 3.95% |
| APPLE INC | AAPL | Technology | 99,362 | $25.3M | 3.59% |
| SPDR S&P 500 ETF TRUST | SPY | — | 32,921 | $21.9M | 3.11% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 59,687 |