Meridian Wealth Advisors, LLC
212 holdingsFiling period: 2026-06-30Current AUM: $963.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 126.4K | $94.7M | $95.9M | 9.96% | +4.2K | 2026-06-30 |
| 2 | IAU | ISHARES GOLD TR | 641.4K | $48.4M | $51.8M | 5.38% | +56.3K | 2026-06-30 |
| 3 | XOM | EXXON MOBIL CORP | 322.4K | $44.1M | $54.6M | 5.67% | +249 | 2026-06-30 |
| 4 | XOM | EXXON MOBIL CORP | 322.4K | $44.1M | $54.6M | 5.67% | +249 | 2026-06-30 |
| 5 | VO | VANGUARD INDEX FDS | 349.9K | $28.2M | $28.0M | 2.91% | +271.4K | 2026-06-30 |
| 6 | AAPL | APPLE INC | 94.0K | $27.2M | $31.1M | 3.23% | +526 | 2026-06-30 |
| 7 | USMV | ISHARES TR | 255.0K | $24.6M | $25.3M | 2.63% | +18.2K | 2026-06-30 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 32.0K | $23.9M | $24.2M | 2.52% | +628 | 2026-06-30 |
| 9 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 476.5K | $23.5M | $23.2M | 2.41% | +468.1K | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 58.9K | $22.0M | $29.3M | 3.04% | +1.8K | 2026-06-30 |
| 11 | GOOGL | ALPHABET INC | 52.1K | $18.6M | $18.0M | 1.87% | -82 | 2026-06-30 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | 259.6K | $18.5M | $18.6M | 1.93% | +41.9K | 2026-06-30 |
| 13 | VOO | VANGUARD INDEX FDS | 25.9K | $17.8M | $18.0M | 1.87% | -862 | 2026-06-30 |
| 14 | JPM | JPMORGAN CHASE & CO | 53.8K | $17.6M | $19.0M | 1.97% | +1.7K | 2026-06-30 |
| 15 | NVDA | NVIDIA CORPORATION | 87.4K | $17.5M | $18.6M | 1.93% | +3.1K | 2026-06-30 |
| 16 | OEF | ISHARES TR | 44.7K | $16.3M | $16.8M | 1.75% | -1,900 | 2026-06-30 |
| 17 | AVDE | AMERICAN CENTY ETF TR | 182.2K | $16.3M | $16.7M | 1.74% | +19.4K | 2026-06-30 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | 27.0K | $15.7M | $13.6M | 1.41% | +495 | 2026-06-30 |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | 62.5K | $14.8M | $14.8M | 1.54% | +997 | 2026-06-30 |
| 20 | AMZN | AMAZON COM INC | 58.4K | $13.9M | $14.5M | 1.51% | +3.0K | 2026-06-30 |
| 21 | AESI | ATLAS ENERGY SOLUTIONS INC | 789.3K | $13.1M | $10.8M | 1.12% | -164,659 | 2026-06-30 |
| 22 | PTLC | PACER FDS TR | 203.9K | $11.9M | $12.0M | 1.25% | -- | 2026-06-30 |
| 23 | — | EATON CORP PLC | 25.6K | $10.9M | $10.9M | 1.13% | +509 | 2026-06-30 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 10.6K | $9.9M | $9.5M | 0.99% | +225 | 2026-06-30 |
| 25 | IWF | ISHARES TR | 75.8K | $9.4M | $9.1M | 0.95% | +56.9K | 2026-06-30 |
← Scroll →
Page 1 of 9