Meridian Wealth Advisors, LLC
Long book
$756.4M
Q1 2026
Positions
202
Top-10 weight
43%
concentration
Last quarter
+10.0%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsMeridian Wealth Advisors, LLC is an institutional manager, running a $756.4M US long book across 202 positions.
The portfolio is moderately concentrated (top 10 ≈ 43% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, EXXON MOBIL CORP, ISHARES GOLD TRUST, APPLE INC, VANGUARD MID-CAP ETF.
Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.3%
Q2 2024
+6.3%
Q3 2024
+0.4%
Q4 2024
-2.9%
Q1 2025
+4.5%
Q2 2025
+6.4%
Q3 2025
+2.3%
Q4 2025
+0.1%
Q1 2026
+10.0%
Sector allocation
Technology 32%
Energy 20%
Consumer discretionary 14%
Financials 12%
Healthcare 7%
Industrials 6%
Services media 5%
Consumer staples 1%
Long book by quarter
What does Meridian Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| XOM EXXON MOBIL CORP | Energy | 322.2K | $54.7M | 7.2% | +2.6% |
| AAPL APPLE INC | Technology | 93.5K | $23.7M | 3.1% | -1.7% |
| MSFT MICROSOFT CORP | Technology | 57.1K | $21.1M | 2.8% | +3.8% |
| JPM JPMORGAN CHASE & CO | Financials | 52.1K | $15.3M | 2.0% | -5.6% |
| GOOGL ALPHABET INC-CL A | Technology | 52.2K | $15.0M | 2.0% | -1.2% |
| NVDA NVIDIA CORP | Technology | 84.4K | $14.7M | 1.9% | +4.7% |
| AESI ATLAS ENERGY SOLUTIONS INC | Energy | 954.0K | $12.5M | 1.7% | -3.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 55.4K | $11.5M | 1.5% | +12.6% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 10.4K | $10.3M | 1.4% | -3.5% |
| ETN EATON CORP PLC | Industrials | 25.1K | $9.0M | 1.2% | -3.4% |
| WMT WALMART INC | Consumer discretionary | 63.0K | $7.8M | 1.0% | -3.8% |
| TCBX THIRD COAST BANCSHARES INC | Financials | 190.8K | $7.2M | 1.0% | +910.4% |
| AVGO BROADCOM INC | Technology | 20.7K | $6.4M | 0.8% | +10.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 13.2K | $6.3M | 0.8% | -1.5% |
| V VISA INC-CLASS A SHARES | Services media | 20.9K | $6.3M | 0.8% | -19.9% |
| MPC MARATHON PETROLEUM CORP | Energy | 24.4K | $6.0M | 0.8% | -1.4% |
| SPGI S&P GLOBAL INC | Services media | 13.7K | $5.8M | 0.8% | +16.6% |
| HD HOME DEPOT INC | Consumer discretionary | 17.6K | $5.8M | 0.8% | +6.3% |
| ORLY O'REILLY AUTOMOTIVE INC | Consumer discretionary | 62.1K | $5.7M | 0.8% | -7.2% |
| LLY ELI LILLY & CO | Healthcare | 6.2K | $5.7M | 0.8% | -2.3% |
| MCK MCKESSON CORP | Consumer discretionary | 6.4K | $5.5M | 0.7% | -11.1% |
| AMD ADVANCED MICRO DEVICES | Technology | 26.5K | $5.4M | 0.7% | -9.6% |
| ALL ALLSTATE CORP | Financials | 25.3K | $5.2M | 0.7% | -5.8% |
| GOOG ALPHABET INC-CL C | Technology | 17.8K | $5.1M | 0.7% | -0.9% |
| META META PLATFORMS INC-CLASS A | Technology | 8.9K | $5.1M | 0.7% | -8.3% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 19.8K | $4.5M | 0.6% | +201.7% |
| IQV IQVIA HOLDINGS INC | Healthcare | 24.1K | $4.1M | 0.5% | +32.1% |
| TT TRANE TECHNOLOGIES PLC | Technology | 8.7K | $3.6M | 0.5% | -9.2% |
| KO COCA-COLA CO/THE | Consumer staples | 47.2K | $3.6M | 0.5% | +14.3% |
| MS MORGAN STANLEY | Financials | 21.7K | $3.6M | 0.5% | -12.9% |
| NFLX NETFLIX INC | Services media | 35.5K | $3.4M | 0.5% | New |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 11.3K | $3.3M | 0.4% | +25.9% |
| PANW PALO ALTO NETWORKS INC | Technology | 20.5K | $3.3M | 0.4% | +74.6% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 13.3K | $3.2M | 0.4% | +7.3% |
| NXPI NXP SEMICONDUCTORS NV | Technology | 16.0K | $3.2M | 0.4% | -26.3% |
| MRK MERCK & CO. INC. | Healthcare | 25.7K | $3.1M | 0.4% | -52.5% |
| CSCO CISCO SYSTEMS INC | Technology | 39.4K | $3.1M | 0.4% | +242.1% |
| SBUX STARBUCKS CORP | Consumer discretionary | 33.5K | $3.0M | 0.4% | -3.3% |
| AMGN AMGEN INC | Healthcare | 8.4K | $2.9M | 0.4% | +1.6% |
| UNP UNION PACIFIC CORP | Industrials | 11.5K | $2.8M | 0.4% | -54.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 11.0K | $2.7M | 0.4% | +0.1% |
| AMAT APPLIED MATERIALS INC | Technology | 7.8K | $2.7M | 0.4% | +505.5% |
| UBER UBER TECHNOLOGIES INC | Services media | 33.7K | $2.4M | 0.3% | New |
| MDT MEDTRONIC PLC | Healthcare | 27.2K | $2.4M | 0.3% | New |
| SNOW SNOWFLAKE INC | Technology | 14.7K | $2.2M | 0.3% | +129.5% |
| DOV DOVER CORP | Industrials | 10.1K | $2.1M | 0.3% | New |
| CVX CHEVRON CORP | Energy | 9.2K | $1.9M | 0.3% | +9.9% |
| LOW LOWE'S COS INC | Consumer discretionary | 6.8K | $1.6M | 0.2% | +0.3% |
| ADI ANALOG DEVICES INC | Technology | 4.8K | $1.5M | 0.2% | +0.5% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 40.4K | $1.5M | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 202 | $756.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 185 | $722.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 186 | $704.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 180 | $632.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 5, 2025 | 170 | $589.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 175 | $606.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 24, 2024 | 176 | $598.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 2, 2024 | 175 | $560.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 176 | $532.4M | canonical | SEC ↗ |
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