StockDriftsStockDriftsTop 50 Meridian Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.76% | 126.4K | $94.7M | +3.44%(+4.21K) | $411.19(+89.43%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 5.5% | 641.4K | $48.4M | +9.63%(+56.35K) | $45.00(+84.41%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 5.01% | 322.4K | $44.1M | +0.08%(+249) | $85.48(+88.14%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.2% | 349.9K | $28.2M | +11.37%(+35.74K) | $65.72(+28.32%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.09% | 94.0K | $27.2M | +0.56%(+526) | $92.66(+229.58%) | 2026-06-30 | |
| USMV | ISHARES TR | 2.8% | 255.0K | $24.6M | +7.70%(+18.24K) | $76.85(+31.08%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.71% | 32.0K | $23.9M | +2.00%(+628) | $354.78(+118.54%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.67% | 476.5K | $23.5M | +5592.99%(+468.13K) | $45.33(+12.21%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.5% | 58.9K | $22.0M | +3.16%(+1.81K) | $188.86(+157.37%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.12% | 52.1K | $18.6M | -0.16%(-82) | $93.69(+267.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.25% | +49.15% | +10.64% | +65.82% |
| Top 20 Holdings Unweighted | +17.97% | +64.18% | +12.05% | +76.59% |
Meridian Wealth Advisors LLC reports $880.02M in US-listed equity holdings across 211 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.8%), IAU (5.5%) and XOM (5.0%). The top 20 holdings account for 58.71% of reported assets. Its disclosed equity book has returned +49.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Meridian Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Meridian Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1768095). View Meridian Wealth Advisors LLC’s 13F filings on SEC