Meridian Wealth Advisors, LLC
203 holdingsFiling period: 2026-03-31Current AUM: $881.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 122.2K | $79.8M | $91.7M | 10.41% | +4.3K | 2026-03-31 |
| 2 | XOM | EXXON MOBIL CORP | 322.2K | $54.7M | $50.1M | 5.68% | +8.3K | 2026-03-31 |
| 3 | XOM | EXXON MOBIL CORP | 322.2K | $54.7M | $50.1M | 5.68% | +8.3K | 2026-03-31 |
| 4 | IAU | ISHARES GOLD TR | 585.0K | $51.6M | $44.6M | 5.06% | +14.3K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 93.5K | $23.7M | $28.9M | 3.28% | -1,570 | 2026-03-31 |
| 6 | VO | VANGUARD INDEX FDS | 78.6K | $22.6M | $25.4M | 2.89% | +17.0K | 2026-03-31 |
| 7 | USMV | ISHARES TR | 236.8K | $22.0M | $23.2M | 2.63% | +39.1K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 57.1K | $21.1M | $26.6M | 3.01% | +2.1K | 2026-03-31 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 31.4K | $20.4M | $23.4M | 2.66% | +284 | 2026-03-31 |
| 10 | VOO | VANGUARD INDEX FDS | 26.8K | $16.0M | $18.4M | 2.09% | -3,187 | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 52.1K | $15.3M | $18.3M | 2.08% | -3,063 | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 52.2K | $15.0M | $18.6M | 2.11% | -619 | 2026-03-31 |
| 13 | OEF | ISHARES TR | 46.6K | $14.8M | $17.2M | 1.95% | +53 | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 84.4K | $14.7M | $16.9M | 1.92% | +3.8K | 2026-03-31 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | 217.7K | $13.9M | $15.4M | 1.74% | +31.6K | 2026-03-31 |
| 16 | AVDE | AMERICAN CENTY ETF TR | 162.8K | $13.8M | $14.8M | 1.69% | +32.3K | 2026-03-31 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | 61.5K | $13.2M | $14.7M | 1.67% | -1,286 | 2026-03-31 |
| 18 | AESI | ATLAS ENERGY SOLUTIONS INC | 954.0K | $12.5M | $10.3M | 1.17% | -37,000 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 55.4K | $11.5M | $15.0M | 1.71% | +6.2K | 2026-03-31 |
| 20 | PTLC | PACER FDS TR | 203.9K | $10.7M | $11.9M | 1.35% | +459 | 2026-03-31 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | 10.4K | $10.3M | $9.9M | 1.12% | -381 | 2026-03-31 |
| 22 | — | EATON CORP PLC | 25.1K | $9.0M | $9.0M | 1.02% | -883 | 2026-03-31 |
| 23 | SDY | SPDR SERIES TRUST | 58.2K | $8.5M | $9.0M | 1.02% | +8.2K | 2026-03-31 |
| 24 | IWF | ISHARES TR | 19.0K | $8.1M | $9.0M | 1.02% | +3.4K | 2026-03-31 |
| 25 | WMT | WALMART INC | 63.0K | $7.8M | $7.0M | 0.80% | -2,500 | 2026-03-31 |
← Scroll →
Page 1 of 9