Meridian Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Meridian Wealth Advisors, LLC held in its portfolio 182 assets valued at $722,175,258 (i.e. $722.18M).
The most valuable assets in the portfolio included: ISHARES TR ($80.73M), ISHARES GOLD TR ($46.33M), and EXXON MOBIL CORP ($37.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 182 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Meridian Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 117868 | 80732459 | CORE S&P500 ETF |
| ISHARES GOLD TR | 570745 | 46327335 | ISHARES NEW |
| EXXON MOBIL CORP | 313860 | 37769893 | COM |
| MICROSOFT CORP | 55052 | 26624118 | COM |
| APPLE INC | 95049 | 25839960 | COM |
| SPDR S&P 500 ETF TR | 31076 | 21191425 | TR UNIT |
| VANGUARD INDEX FDS | 29959 | 18788306 | S&P 500 ETF SHS |
| ISHARES TR | 197634 | 18609221 | MSCI USA MIN VOL |
| VANGUARD INDEX FDS | 61593 | 17875645 | MID CAP ETF |
| JPMORGAN CHASE & CO. | 55142 | 17767864 | COM |
| ALPHABET INC | 52830 | 16535879 | CAP STK CL A |
| ISHARES TR | 46523 | 15956087 | S&P 100 ETF |
| NVIDIA CORPORATION | 80566 | 15025598 | COM |
| VANGUARD SPECIALIZED FUNDS | 62806 | 13803417 | DIV APP ETF |
| VANGUARD TAX-MANAGED FDS | 186068 | 11623691 | VAN FTSE DEV MKT |
| AMAZON COM INC | 49207 | 11357960 | COM |
| PACER FDS TR | 203487 | 11309815 | TRENDP US LAR CP |
| AMERICAN CENTY ETF TR | 130534 | 10745538 | INTL EQT ETF |
| ATLAS ENERGY SOLUTIONS INC | 990958 | 9334823 | COM NEW |
| COSTCO WHSL CORP NEW | 10742 | 9263183 | COM |
| VISA INC | 26046 | 9134625 | COM CL A |
| EATON CORP PLC | 25963 | 8269396 | SHS |
| SPDR SERIES TRUST | 55658 | 7496400 | STATE STREET SPD |
| ISHARES TR | 15575 | 7371810 | RUS 1000 GRW ETF |
| WALMART INC | 65544 | 7302296 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 11753 | 7090569 | UTSER1 S&PDCRP |
| ELI LILLY & CO | 6374 | 6849966 | COM |
| BERKSHIRE HATHAWAY INC DEL | 13439 | 6755113 | CL B NEW |
| BROADCOM INC | 18736 | 6484595 | COM |
| META PLATFORMS INC | 9715 | 6412689 | CL A |
| ADVANCED MICRO DEVICES INC | 29295 | 6273818 | COM |
| S&P GLOBAL INC | 11712 | 6120824 | COM |
| OREILLY AUTOMOTIVE INC | 66907 | 6102588 | COM |
| MCKESSON CORP | 7203 | 5908619 | COM |
| UNION PAC CORP | 25229 | 5835969 | COM |
| HOME DEPOT INC | 16572 | 5702287 | COM |
| MERCK & CO INC | 54154 | 5700275 | COM |
| ALPHABET INC | 17968 | 5638368 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 39150 | 5636377 | STATE STREET TEC |
| ALLSTATE CORP | 26859 | 5590728 | COM |
| SALESFORCE INC | 20321 | 5383363 | COM |
| ISHARES TR | 41804 | 5152786 | S&P 500 GRWT ETF |
| NXP SEMICONDUCTORS N V | 21745 | 4719872 | COM |
| 3M CO | 28053 | 4491312 | COM |
| MORGAN STANLEY | 24959 | 4430972 | COM NEW |
| IQVIA HLDGS INC | 18244 | 4112380 | COM |
| MARATHON PETE CORP | 24788 | 4031326 | COM |
| AMPLIFY ETF TR | 90525 | 4028357 | CWP ENHANCED DIV |
| UNITEDHEALTH GROUP INC | 11379 | 3756249 | COM |
| TRANE TECHNOLOGIES PLC | 9557 | 3719517 | SHS |
| INTERNATIONAL BUSINESS MACHS | 12424 | 3679999 | COM |
| STARBUCKS CORP | 34617 | 2915059 | COM |
| COCA COLA CO | 41267 | 2884964 | COM |
| AMGEN INC | 8232 | 2694463 | COM |
| INVESCO EXCHANGE TRADED FD T | 12486 | 2391818 | S&P500 EQL WGT |
| JOHNSON & JOHNSON | 11022 | 2280930 | COM |
| AIR PRODS & CHEMS INC | 8997 | 2222518 | COM |
| SPDR GOLD TR | 5604 | 2220921 | GOLD SHS |
| INVESCO QQQ TR | 3599 | 2210889 | UNIT SER 1 |
| PALO ALTO NETWORKS INC | 11714 | 2157719 | COM |
| ARISTA NETWORKS INC | 14919 | 1954837 | COM SHS |
| CALAMOS STRATEGIC TOTAL RETU | 97722 | 1876262 | COM SH BEN INT |
| IRON MTN INC DEL | 20314 | 1685047 | COM |
| VANGUARD INDEX FDS | 5012 | 1680389 | TOTAL STK MKT |
| VANGUARD SCOTTSDALE FDS | 16613 | 1653363 | VNG RUS2000IDX |
| ISHARES TR | 24712 | 1631012 | CORE S&P MCP ETF |
| LOWES COS INC | 6743 | 1626028 | COM |
| ISHARES TR | 8076 | 1612616 | U.S. TECH ETF |
| MASTERCARD INCORPORATED | 2787 | 1591043 | CL A |
| RAYMOND JAMES FINL INC | 9569 | 1536686 | COM |
| VANGUARD WORLD FD | 5000 | 1439214 | HEALTH CAR ETF |
| SNOWFLAKE INC | 6387 | 1401053 | COM SHS |
| ANALOG DEVICES INC | 4790 | 1299065 | COM |
| ENTERPRISE PRODS PARTNERS L | 40448 | 1296763 | COM |
| MCDONALDS CORP | 4240 | 1295876 | COM |
| HONEYWELL INTL INC | 6551 | 1278119 | COM |
| CHEVRON CORP NEW | 8336 | 1270490 | COM |
| ISHARES TR | 4847 | 1193059 | RUSSELL 2000 ETF |
| ISHARES TR | 3185 | 1189406 | RUS 1000 ETF |
| LISTED FDS TR | 25898 | 1151425 | HORIZON KINETICS |
| ENERGY TRANSFER L P | 68428 | 1128378 | COM UT LTD PTN |
| PEPSICO INC | 7854 | 1127207 | COM |
| BLACKSTONE INC | 7280 | 1122139 | COM |
| BLACKROCK INC | 1038 | 1111056 | COM |
| PACER FDS TR | 31037 | 1107090 | TRENDP US MID CP |
| PFIZER INC | 43951 | 1094380 | COM |
| VANECK ETF TRUST | 11955 | 1025371 | GOLD MINERS ETF |
| LOCKHEED MARTIN CORP | 2091 | 1011308 | COM |
| CHUBB LIMITED | 3182 | 993082 | COM |
| RTX CORPORATION | 5397 | 989786 | COM |
| VANGUARD INDEX FDS | 2016 | 983526 | GROWTH ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 3166 | 961978 | SPONSORED ADS |
| QUALCOMM INC | 5435 | 929657 | COM |
| ABBOTT LABS | 7365 | 922761 | COM |
| GOLDMAN SACHS GROUP INC | 1037 | 911800 | COM |
| SELECT SECTOR SPDR TR | 8780 | 899026 | STATE STREET CON |
| CISCO SYS INC | 11510 | 886652 | COM |
| TJX COS INC NEW | 5716 | 877994 | COM |
| AMERICAN EXPRESS CO | 2343 | 866793 | COM |
| VANGUARD INDEX FDS | 2750 | 865700 | LARGE CAP ETF |
| AT&T INC | 33862 | 841132 | COM |
| INHIBRX BIOSCIENCES INC | 10500 | 829500 | COM |
| SPROTT ASSET MANAGEMENT LP | 23469 | 774946 | PHYSICAL GOLD TR |
| THERMO FISHER SCIENTIFIC INC | 1335 | 773566 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 10000 | 762300 | SHS |
| REALTY INCOME CORP | 13325 | 751137 | COM |
| SELECT SECTOR SPDR TR | 4805 | 745352 | STATE STREET IND |
| PROCTER AND GAMBLE CO | 5073 | 727037 | COM |
| THIRD COAST BANCSHARES INC | 18882 | 717705 | COM |
| SELECT SECTOR SPDR TR | 4565 | 706662 | STATE STREET HEA |
| ISHARES TR | 5873 | 705827 | CORE S&P SCP ETF |
| SPROTT ETF TRUST | 10000 | 696300 | GOLD MINERS ETF |
| SELECT SECTOR SPDR TR | 12582 | 689116 | STATE STREET FIN |
| MOTOROLA SOLUTIONS INC | 1772 | 679061 | COM NEW |
| ISHARES TR | 4000 | 671760 | CORE S&P US GWT |
| DANAHER CORPORATION | 2925 | 669591 | COM |
| ADOBE INC | 1861 | 651332 | COM |
| KLA CORP | 527 | 640347 | COM NEW |
| SCHWAB STRATEGIC TR | 22818 | 625898 | US DIVIDEND EQ |
| ISHARES TR | 15125 | 625570 | HDG MSCI EAFE |
| VANGUARD WORLD FD | 2488 | 624911 | MEGA CAP INDEX |
| CATERPILLAR INC | 1068 | 611992 | COM |
| ISHARES TR | 2858 | 601152 | RUS 1000 VAL ETF |
| ORACLE CORP | 2980 | 580814 | COM |
| TESLA INC | 1241 | 558103 | COM |
| AUTOMATIC DATA PROCESSING IN | 2147 | 552273 | COM |
| GLOBAL X FDS | 29000 | 548390 | US PFD ETF |
| VANGUARD INDEX FDS | 2842 | 542701 | VALUE ETF |
| CME GROUP INC | 1972 | 538380 | COM |
| VANGUARD INDEX FDS | 1855 | 517701 | MCAP GR IDXVIP |
| REPUBLIC SVCS INC | 2422 | 513294 | COM |
| ILLINOIS TOOL WKS INC | 2076 | 511319 | COM |
| VANGUARD WORLD FD | 1708 | 509494 | INDUSTRIAL ETF |
| ISHARES TR | 5757 | 501767 | 20 YR TR BD ETF |
| PNC FINL SVCS GROUP INC | 2292 | 478409 | COM |
| MERCADOLIBRE INC | 232 | 467308 | COM |
| TEXAS INSTRS INC | 2468 | 428173 | COM |
| BANK AMERICA CORP | 7602 | 418107 | COM |
| WASTE MGMT INC DEL | 1760 | 386757 | COM |
| ACCENTURE PLC IRELAND | 1350 | 362281 | SHS CLASS A |
| NOVARTIS AG | 2601 | 358600 | SPONSORED ADR |
| VIPER ENERGY INC | 9258 | 357637 | CL A |
| SERVICENOW INC | 2230 | 341614 | COM |
| ISHARES TR | 20357 | 334466 | GL CLEAN ENE ETF |
| APPLIED MATLS INC | 1290 | 331517 | COM |
| EQUINIX INC | 426 | 326232 | COM |
| AUTOZONE INC | 95 | 322192 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 1975 | 315755 | COM SHS |
| EXPAND ENERGY CORPORATION | 2850 | 314526 | COM |
| MARSH & MCLENNAN COS INC | 1657 | 307461 | COM |
| ABBVIE INC | 1342 | 306748 | COM |
| ISHARES BITCOIN TRUST ETF | 6060 | 300879 | SHS BEN INT |
| WILLIAMS COS INC | 5000 | 300550 | COM |
| DISNEY WALT CO | 2626 | 298760 | COM |
| CITIGROUP INC | 2522 | 294267 | COM NEW |
| ZOETIS INC | 2290 | 288128 | CL A |
| NIKE INC | 4457 | 283951 | CL B |
| MONDELEZ INTL INC | 5109 | 275017 | CL A |
| ISHARES TR | 3070 | 274953 | CORE 80/20 AGGRE |
| LIBERTY ENERGY INC | 14800 | 273208 | COM CL A |
| VANGUARD WORLD FD | 346 | 261130 | INF TECH ETF |
| CONSTELLATION ENERGY CORP | 732 | 258594 | COM |
| GILEAD SCIENCES INC | 2057 | 252509 | COM |
| STARWOOD PPTY TR INC | 13950 | 251240 | COM |
| INVESCO EXCHANGE TRADED FD T | 5356 | 249979 | S&P500 PUR GWT |
| CONOCOPHILLIPS | 2633 | 246475 | COM |
| VERIZON COMMUNICATIONS INC | 5934 | 241676 | COM |
| NEXTERA ENERGY INC | 2982 | 239380 | COM |
| ONEOK INC NEW | 3176 | 233436 | COM |
| ISHARES TR | 2590 | 223388 | MSCI EAFE MIN VL |
| KIMBELL RTY PARTNERS LP | 18900 | 222264 | UNIT |
| CENCORA INC | 638 | 215507 | COM |
| INTERCONTINENTAL EXCHANGE IN | 1313 | 212626 | COM |
| ISHARES SILVER TR | 3300 | 212586 | ISHARES |
| VANGUARD INDEX FDS | 995 | 210645 | SM CP VAL ETF |
| CROWDSTRIKE HLDGS INC | 448 | 210004 | CL A |
| FIRST TR EXCH TRADED FD III | 10366 | 188877 | PFD SECS INC ETF |
| EATON VANCE TAX-MANAGED GLOB | 17936 | 170930 | COM |
| PROPETRO HLDG CORP | 10000 | 95100 | COM |
| RESERVOIR MEDIA INC | 10000 | 75700 | COM |
| REIN THERAPEUTICS INC | 28486 | 33044 | COM NEW |
| KINDLY MD INC | 11000 | 3862 | COM |
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