Meridian Wealth Advisors, LLC

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CIK 1768095

13F portfolio (2026-Q1)

$756M

Positions

202

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

202

Top 5

30.7%

Top 10

43.3%

Effective N

32.0

HHI

0.031

This quarter

25 new · 0 exit →

By sector

Unclassified47.7%

Information Technology13.4%

Energy10.1%

Financials7.3%

Consumer Discretionary7.2%

Industrials4.5%

Communication Services4.0%

Health Care3.4%

Other2.4%

By market cap

Unknown47.9%

Mega (>$200B)35.0%

Large ($10–200B)14.2%

Small ($300M–2B)2.8%

Mid ($2–10B)0.1%

Micro (<$300M)0.0%

By region

North America52.1%

Other47.7%

Asia-Pacific0.1%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	48.51%	73
Oil, Gas & Consumable Fuels	10.09%	9
Specialty Retail	5.82%	8
Technology Hardware & Equipment	5.14%	8
Semiconductors & Semiconductor Equipment	4.75%	9
Software & IT Services	3.39%	4
Software	3.31%	5
Banks	3.25%	7
Pharmaceuticals & Biotechnology	2.48%	13
Commercial Services & Supplies	2.47%	9
Machinery	1.67%	5
Capital Markets	1.11%	7
Insurance	1.05%	4
Aerospace & Defense	0.94%	5
Distributors	0.76%	2
Chemicals	0.64%	4
Beverages	0.64%	2
Hotels, Restaurants & Leisure	0.57%	2
Life Sciences Tools & Services	0.54%	1
Equity Real Estate Investment Trusts (REITs)	0.53%	4
Utilities	0.52%	6
Media & Entertainment	0.45%	1
Road & Rail	0.41%	2
Health Care Equipment & Supplies	0.40%	2
Communications Equipment	0.19%	2
Diversified Telecommunication Services	0.16%	2
Automobiles & Components	0.08%	1
Metals & Mining	0.05%	1
Health Care Providers & Services	0.04%	1
Food Products	0.03%	1
Entertainment	0.01%	1
Leisure Products	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	10.55%
2	XOM	EXXON MOBIL CORP	Energy	7.23%
3	IAU	ISHARES GOLD TR	Unclassified	6.82%
4	AAPL	Apple Inc.	Information Technology	3.14%
5	VO	VANGUARD INDEX FDS	Unclassified	2.98%
6	USMV	ISHARES TR	Unclassified	2.90%
7	MSFT	MICROSOFT CORP	Information Technology	2.80%
8	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	2.70%
9	VOO	VANGUARD INDEX FDS	Unclassified	2.12%
10	JPM	JPMORGAN CHASE & CO	Financials	2.03%

130/202 names classified · sector 52.3% of weight · industry 51.5% · mkt cap 52.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 30 quarters

Information TechnologyAAPL, MSFT, NVDA, TT, ADBE · other

EnergyXOM, AESI, CVX, MPC, DVN · other

FinancialsJPM, V, UNH, ALL, BRK.B · other

Consumer DiscretionaryAMZN, HD, COST, ORLY, WMT · other

Health CareMRK, AMGN, JNJ, LLY, PFE · other

IndustrialsETN, UNP, SPGI, FISV, MMM · other

Communication ServicesGOOGL, META, GOOG, CMCSA, VZ · other

MaterialsAPD, EL, PG, NKE, KMB · other

Consumer StaplesDEO, PEP, KO, MDLZ, CVS · other

Real EstateAMT, O, STWD, CCI, IRM · other

UtilitiesEPD, ET, NEE, AROC, KMI · other

UnclassifiedIVV, USMV, IAU, PTLC, SDY · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 52.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 49% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (116 classified)Meridian Wealth Advisors, LLC centroid (Large Core)

Information TechnologyEnergyConsumer DiscretionaryFinancialsIndustrialsCommunication ServicesHealth CareConsumer StaplesMaterialsReal EstateUtilities

Style box summary for Meridian Wealth Advisors, LLC: centroid Large Core. Heaviest cells: Large Growth 22.4%, Large Value 12.3%, Large Core 9.3%.

Classified: 48.7% of book weight (116/202 names) · unclassified 51.3%: IVV, IAU, VO, USMV, SPY, VOO, OEF, VEA, AVDE, VIG +76 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 202 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	122,183	$80M	10.6%	ADD 4%
2	XOMEXXON MOBIL CORP	322,172	$55M	7.2%	ADD 3%
3	IAUISHARES GOLD TR	585,046	$52M	6.8%	ADD 3%
4	AAPLAPPLE INC	93,479	$24M	3.1%	HOLD
5	VOVANGUARD INDEX FDS	78,552	$23M	3.0%	ADD 28%
6	USMVISHARES TR	236,775	$22M	2.9%	ADD 20%
7	MSFTMICROSOFT CORP	57,135	$21M	2.8%	ADD 4%
8	SPYSTATE STR SPDR S&P 500 ETF T	31,360	$20M	2.7%	HOLD
9	VOOVANGUARD INDEX FDS	26,772	$16M	2.1%	TRIM −11%
10	JPMJPMORGAN CHASE & CO	52,079	$15M	2.0%	TRIM −6%
11	GOOGLALPHABET INC	52,211	$15M	2.0%	HOLD
12	OEFISHARES TR	46,576	$15M	2.0%	HOLD
13	NVDANVIDIA CORPORATION	84,386	$15M	1.9%	ADD 5%
14	VEAVANGUARD TAX-MANAGED FDS	217,706	$14M	1.8%	ADD 17%
15	AVDEAMERICAN CENTY ETF TR	162,811	$14M	1.8%	ADD 25%
16	VIGVANGUARD SPECIALIZED FUNDS	61,520	$13M	1.7%	TRIM −2%
17	AESIATLAS ENERGY SOLUTIONS INC	953,958	$13M	1.7%	TRIM −4%
18	AMZNAMAZON COM INC	55,402	$12M	1.5%	ADD 13%
19	PTLCPACER FDS TR	203,946	$11M	1.4%	HOLD
20	COSTCOSTCO WHSL CORP NEW	10,361	$10M	1.4%	TRIM −4%
21	ETNEATON CORP PLC	25,080	$9M	1.2%	TRIM −3%
22	SDYSPDR SER TR	58,158	$8M	1.1%	ADD 16%
23	IWFISHARES TR	18,971	$8M	1.1%	ADD 22%
24	WMTWALMART INC	63,044	$8M	1.0%	TRIM −4%
25	MDYSPDR S&P MIDCAP 400 ETF TR	11,906	$7M	1.0%	HOLD
26	TCBXTHIRD COAST BANCSHARES INC	190,792	$7M	1.0%	ADD 910%
27	AVGOBROADCOM INC	20,668	$6M	0.8%	ADD 10%
28	BRK.BBERKSHIRE HATHAWAY INC DEL	13,233	$6M	0.8%	HOLD
29	VVISA INC	20,853	$6M	0.8%	TRIM −20%
30	MPCMARATHON PETE CORP	24,430	$6M	0.8%	HOLD
31	SPGIS&P GLOBAL INC	13,655	$6M	0.8%	ADD 17%
32	HDHOME DEPOT INC	17,612	$6M	0.8%	ADD 6%
33	ORLYOREILLY AUTOMOTIVE INC	62,074	$6M	0.8%	TRIM −7%
34	LLYELI LILLY & CO	6,229	$6M	0.8%	TRIM −2%
35	MCKMCKESSON CORP	6,400	$6M	0.7%	TRIM −11%
36	AMDADVANCED MICRO DEVICES INC	26,473	$5M	0.7%	TRIM −10%
37	ALLALLSTATE CORP	25,288	$5M	0.7%	TRIM −6%
38	GOOGALPHABET INC	17,803	$5M	0.7%	HOLD
39	METAMETA PLATFORMS INC	8,906	$5M	0.7%	TRIM −8%
40	IVWISHARES TR	41,924	$5M	0.6%	HOLD
41	DIVOAMPLIFY ETF TR	105,422	$5M	0.6%	ADD 16%
42	XLKSELECT SECTOR SPDR TR	34,601	$5M	0.6%	TRIM −12%
43	HONHONEYWELL INTL INC	19,766	$4M	0.6%	ADD 202%
44	IQVIQVIA HLDGS INC	24,093	$4M	0.5%	ADD 32%
45	TTTRANE TECHNOLOGIES PLC	8,681	$4M	0.5%	TRIM −9%
46	KOCOCA COLA CO	47,164	$4M	0.5%	ADD 14%
47	MSMORGAN STANLEY	21,745	$4M	0.5%	TRIM −13%
48	NFLXNETFLIX INC	35,486	$3M	0.5%	NEW
49	APDAIR PRODS & CHEMS INC	11,329	$3M	0.4%	ADD 26%
50	PANWPALO ALTO NETWORKS INC	20,456	$3M	0.4%	ADD 75%
51	IBMINTERNATIONAL BUSINESS MACHS	13,337	$3M	0.4%	ADD 7%
52	NXPINXP SEMICONDUCTORS N V	16,025	$3M	0.4%	TRIM −26%
53	MRKMERCK & CO INC	25,699	$3M	0.4%	TRIM −53%
54	CSCOCISCO SYS INC	39,372	$3M	0.4%	ADD 242%
55	SBUXSTARBUCKS CORP	33,471	$3M	0.4%	TRIM −3%
56	AMGNAMGEN INC	8,364	$3M	0.4%	HOLD
57	IJHISHARES TR	42,475	$3M	0.4%	ADD 72%
58	UNPUNION PAC CORP	11,503	$3M	0.4%	TRIM −54%
59	JNJJOHNSON & JOHNSON	11,030	$3M	0.4%	HOLD
60	AMATAPPLIED MATLS INC	7,811	$3M	0.4%	ADD 506%
61	IRMIRON MTN INC DEL	25,399	$3M	0.3%	ADD 25%
62	GLDSPDR GOLD TR	5,646	$2M	0.3%	HOLD
63	UBERUBER TECHNOLOGIES INC	33,734	$2M	0.3%	NEW
64	RSPINVESCO EXCHANGE TRADED FD T	12,486	$2M	0.3%	HOLD
65	MDTMEDTRONIC PLC	27,248	$2M	0.3%	NEW
66	QQQINVESCO QQQ TR	3,886	$2M	0.3%	ADD 8%
67	SNOWSNOWFLAKE INC	14,656	$2M	0.3%	ADD 129%
68	DOVDOVER CORP	10,139	$2M	0.3%	NEW
69	CVXCHEVRON CORP NEW	9,160	$2M	0.3%	ADD 10%
70	VTIVANGUARD INDEX FDS	5,443	$2M	0.2%	ADD 9%
71	VTWOVANGUARD SCOTTSDALE FDS	16,613	$2M	0.2%	HOLD
72	LOWLOWES COS INC	6,761	$2M	0.2%	HOLD
73	ADIANALOG DEVICES INC	4,813	$2M	0.2%	HOLD
74	EPDENTERPRISE PRODS PARTNERS L	40,448	$2M	0.2%	HOLD
75	CSQCALAMOS STRATEGIC TOTAL RETU	85,722	$1M	0.2%	TRIM −12%
76	IYWISHARES TR	8,076	$1M	0.2%	HOLD
77	MAMASTERCARD INCORPORATED	2,839	$1M	0.2%	HOLD
78	RJFRAYMOND JAMES FINL INC	9,579	$1M	0.2%	HOLD
79	UNHUNITEDHEALTH GROUP INC	5,091	$1M	0.2%	TRIM −55%
80	VHTVANGUARD WORLD FD	5,001	$1M	0.2%	HOLD
81	INFLLISTED FDS TR	25,898	$1M	0.2%	HOLD
82	ETENERGY TRANSFER L P	68,365	$1M	0.2%	HOLD
83	MCDMCDONALDS CORP	4,162	$1M	0.2%	HOLD
84	PFEPFIZER INC	44,643	$1M	0.2%	HOLD
85	PEPPEPSICO INC	7,962	$1M	0.2%	HOLD
86	LMTLOCKHEED MARTIN CORP	1,948	$1M	0.2%	TRIM −7%
87	IWMISHARES TR	4,669	$1M	0.2%	TRIM −4%
88	SPMDSPDR SERIES TRUST	19,288	$1M	0.2%	NEW
89	IWBISHARES TR	3,190	$1M	0.2%	HOLD
90	PTMCPACER FDS TR	31,037	$1M	0.2%	HOLD
91	GDXVANECK ETF TRUST GOLD MINERS ETF	11,955	$1M	0.1%	HOLD
92	ROLROLLINS INC	20,316	$1M	0.1%	NEW
93	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,166	$1M	0.1%	HOLD
94	RTXRTX CORPORATION	5,333	$1M	0.1%	HOLD
95	CBCHUBB LIMITED	3,116	$1M	0.1%	TRIM −2%
96	CRMSALESFORCE INC	5,285	$986,531	0.1%	TRIM −74%
97	TAT&T INC	32,941	$954,960	0.1%	TRIM −3%
98	BLKBLACKROCK INC	987	$949,212	0.1%	TRIM −5%
99	TJXTJX COS INC NEW	5,736	$916,088	0.1%	HOLD
100	VUGVANGUARD INDEX FDS	2,016	$880,569	0.1%	HOLD
101	GSGOLDMAN SACHS GROUP INC	1,031	$872,090	0.1%	HOLD
102	PHYSSprott Physical Gold Trust	23,469	$831,741	0.1%	HOLD
103	VVVANGUARD INDEX FDS	2,750	$821,838	0.1%	HOLD
104	OREALTY INCOME CORP	13,105	$801,776	0.1%	HOLD
105	BXBLACKSTONE INC	6,839	$786,417	0.1%	TRIM −6%
106	ABTABBOTT LABS	7,643	$784,707	0.1%	ADD 4%
107	PGPROCTER AND GAMBLE CO	5,394	$779,160	0.1%	ADD 6%
108	XLISELECT SECTOR SPDR TR	4,805	$777,113	0.1%	HOLD
109	KLACKLA CORP	525	$773,015	0.1%	HOLD
110	CATCATERPILLAR INC	1,082	$766,231	0.1%	HOLD
111	SGDMSPROTT ETF TRUST	10,000	$754,900	0.1%	HOLD
112	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	17,221	$731,806	0.1%	ADD 14%
113	IJRISHARES TR	5,877	$730,618	0.1%	HOLD
114	MSIMOTOROLA SOLUTIONS INC	1,660	$720,281	0.1%	TRIM −6%
115	EMLPFirst TR. Ex. Tr. FD N. American Energy	16,193	$706,999	0.1%	NEW
116	INBXINHIBRX BIOSCIENCES INC	10,500	$705,915	0.1%	HOLD
117	SCHDSCHWAB STRATEGIC TR	22,818	$700,056	0.1%	HOLD
118	AXPAMERICAN EXPRESS CO	2,301	$696,007	0.1%	HOLD
119	QCOMQUALCOMM INC	5,381	$692,905	0.1%	HOLD
120	XOPSPDR SERIES TRUST	3,800	$690,954	0.1%	ADD 100%
121	MMM3M CO	4,608	$669,158	0.1%	TRIM −84%
122	TMOTHERMO FISHER SCIENTIFIC INC	1,296	$637,023	0.1%	TRIM −3%
123	XLVSELECT SECTOR SPDR TR	4,325	$634,088	0.1%	TRIM −5%
124	XLFSELECT SECTOR SPDR TR	12,582	$621,173	0.1%	HOLD
125	IUSGISHARES TR	4,000	$620,440	0.1%	HOLD
126	IWDISHARES TR	2,858	$610,669	0.1%	HOLD
127	TSLATESLA INC	1,617	$601,120	0.1%	ADD 30%
128	FBTCFIDELITY WISE ORIGIN BITCOIN	10,000	$590,300	0.1%	HOLD
129	MGCVanguard Mega Cap ETF	2,488	$588,039	0.1%	HOLD
130	TXNTEXAS INSTRS INC	3,003	$583,003	0.1%	ADD 22%
131	RSGREPUBLIC SVCS INC	2,598	$569,014	0.1%	ADD 7%
132	DHRDANAHER CORP DEL	2,947	$558,751	0.1%	HOLD
133	VTVVANGUARD INDEX FDS	2,842	$557,513	0.1%	HOLD
134	XLYSELECT SECTOR SPDR TR	5,060	$551,439	0.1%	TRIM −3%
135	ITWILLINOIS TOOL WKS INC	2,106	$548,171	0.1%	HOLD
136	CMECME GROUP INC	1,829	$540,222	0.1%	TRIM −7%
137	PFFDGLOBAL X FDS	29,000	$533,600	0.1%	HOLD
138	VISVANGUARD WORLD FD	1,708	$533,126	0.1%	HOLD
139	PPGPPG INDS INC	4,805	$513,558	0.1%	NEW
140	ORCLORACLE CORP	3,425	$503,856	0.1%	ADD 15%
141	PNCPNC FINL SVCS GROUP INC	2,341	$487,139	0.1%	ADD 2%
142	VOTVANGUARD INDEX FDS	1,673	$430,647	0.1%	TRIM −10%
143	EQIXEQUINIX INC	429	$420,072	0.1%	HOLD
144	TLTISHARES TR	4,755	$412,199	0.1%	TRIM −17%
145	ADPAUTOMATIC DATA PROCESSING IN	2,027	$411,846	0.1%	TRIM −6%
146	WMWASTE MGMT INC DEL	1,777	$408,423	0.1%	HOLD
147	MELIMERCADOLIBRE INC	232	$401,133	0.1%	HOLD
148	MUMICRON TECHNOLOGY INC	1,177	$397,638	0.1%	NEW
149	NVSNOVARTIS AG	2,601	$397,303	0.1%	HOLD
150	BACBANK AMERICA CORP	7,847	$382,529	0.1%	ADD 3%
151	WMBWILLIAMS COS INC	5,077	$369,538	0.0%	HOLD
152	ICLNISHARES TR	20,059	$366,879	0.0%	HOLD
153	CGDVCAPITAL GROUP DIVIDEND VALUE	8,370	$356,060	0.0%	NEW
154	SPYMSPDR SERIES TRUST	4,512	$345,344	0.0%	ADD 18%
155	CCJCAMECO CORP	3,137	$340,671	0.0%	NEW
156	COPCONOCOPHILLIPS	2,578	$340,296	0.0%	TRIM −2%
157	ABBVABBVIE INC	1,488	$323,638	0.0%	ADD 11%
158	AZOAUTOZONE INC	95	$320,889	0.0%	HOLD
159	AKREPROFESIONALLY MANAGED PORTFO	5,931	$313,453	0.0%	NEW
160	EXEEXPAND ENERGY CORPORATION	2,850	$312,873	0.0%	HOLD
161	UPSUNITED PARCEL SERVICE INC	3,165	$311,373	0.0%	NEW
162	VWOVANGUARD INTL EQUITY INDEX F	5,641	$304,896	0.0%	NEW
163	FTCFIRST TR EXCHANGE-TRADED ALP	1,975	$304,432	0.0%	HOLD
164	GILDGILEAD SCIENCES INC	2,114	$294,631	0.0%	ADD 3%
165	MRSHMARSH & MCLENNAN COS INC	1,695	$293,929	0.0%	ADD 2%
166	AVLVAMERICAN CENTY ETF TR	3,643	$293,662	0.0%	NEW
167	XLPSELECT SECTOR SPDR TR	3,580	$293,488	0.0%	HOLD
168	CCITIGROUP INC	2,558	$290,081	0.0%	HOLD
169	ZTSZOETIS INC	2,326	$274,956	0.0%	HOLD
170	OKEONEOK INC NEW	3,035	$274,334	0.0%	TRIM −4%
171	SNDASONIDA SENIOR LIVING INC	8,501	$274,157	0.0%	NEW
172	AOAISHARES TR	3,070	$271,668	0.0%	HOLD
173	ICEINTERCONTINENTAL EXCHANGE IN	1,716	$269,871	0.0%	ADD 31%
174	MUBISHARES TR	2,418	$256,671	0.0%	NEW
175	NKENIKE INC	4,849	$256,145	0.0%	ADD 9%
176	MDLZMONDELEZ INTL INC	4,397	$253,443	0.0%	TRIM −14%
177	ACNACCENTURE PLC IRELAND	1,277	$253,133	0.0%	TRIM −5%
178	RPGINVESCO EXCHANGE TRADED FD T	5,358	$250,420	0.0%	HOLD
179	VGTVANGUARD WORLD FD	346	$241,709	0.0%	HOLD
180	EFAVISHARES TR	2,590	$236,648	0.0%	HOLD
181	NEENEXTERA ENERGY INC	2,522	$234,243	0.0%	TRIM −15%
182	FANGDIAMONDBACK ENERGY INC	1,169	$231,271	0.0%	NEW
183	PSXPHILLIPS 66	1,269	$231,186	0.0%	NEW
184	IBRXIMMUNITYBIO INC	29,960	$229,793	0.0%	NEW
185	SLVISHARES SILVER TR	3,300	$224,862	0.0%	HOLD
186	VZVERIZON COMMUNICATIONS INC	4,375	$219,634	0.0%	TRIM −26%
187	VBRVANGUARD INDEX FDS	995	$216,088	0.0%	HOLD
188	GDGENERAL DYNAMICS CORP	629	$216,033	0.0%	NEW
189	PRKPARK NATL CORP	1,310	$214,120	0.0%	NEW
190	CEGCONSTELLATION ENERGY CORP	764	$213,358	0.0%	ADD 4%
191	ADBEADOBE INC	875	$212,695	0.0%	TRIM −53%
192	IBITISHARES BITCOIN TRUST ETF	5,534	$212,616	0.0%	TRIM −9%
193	CORCENCORA INC	674	$211,860	0.0%	ADD 6%
194	NOCNORTHROP GRUMMAN CORP	296	$201,943	0.0%	NEW
195	DEDEERE & CO	358	$201,661	0.0%	NEW
196	STWDSTARWOOD PPTY TR INC	11,250	$193,725	0.0%	TRIM −19%
197	KRPKIMBELL RTY PARTNERS LP	12,900	$186,663	0.0%	TRIM −32%
198	FPEFirst Trust Preferred Secs & Inc ETF	10,511	$186,574	0.0%	HOLD
199	XEXGXEATON VANCE TAX-MANAGED GLOB	17,936	$155,326	0.0%	HOLD
200	RSVRRESERVOIR MEDIA INC	10,000	$97,900	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

106K

112K

109K

114K

118K

122K

$80M

XOMEXXON MOBIL CORP

312K

306K

307K

312K

314K

322K

$55M

IAUISHARES GOLD TR

473K

510K

545K

581K

571K

585K

$52M

AAPLAPPLE INC

98K

96K

97K

99K

95K

93K

$24M

VOVANGUARD INDEX FDS

34K

37K

41K

45K

62K

79K

$23M

USMVISHARES TR

122K

137K

141K

198K

237K

$22M

MSFTMICROSOFT CORP

55K

56K

58K

55K

57K

$21M

SPYSTATE STR SPDR S&P 500 ETF T

34K

33K

31K

$20M

VOOVANGUARD INDEX FDS

16K

30K

27K

$16M

JPMJPMORGAN CHASE & CO

57K

58K

60K

55K

52K

$15M

GOOGLALPHABET INC

59K

60K

62K

53K

52K

$15M

OEFISHARES TR

—

47K

$15M

NVDANVIDIA CORPORATION

58K

88K

82K

83K

81K

84K

$15M

VEAVANGUARD TAX-MANAGED FDS

111K

116K

145K

151K

186K

218K

$14M

AVDEAMERICAN CENTY ETF TR

—

131K

163K

$14M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Meridian Wealth Advisors, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 202 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Meridian Wealth Advisors, LLC