Meridian Wealth Advisors, LLC
CIK: 0001768095SEC EDGAR →
Portfolio Value
$722.2M
Holdings
185
As of
Q4 2025
New Positions
12
Closed Positions
13
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 117,868 | $80.7M | 11.18% |
| 2 | ISHARES GOLD TR | 570,745 | $46.3M | 6.41% |
| 3 | EXXON MOBIL CORP | 313,860 | $37.8M | 5.23% |
| 4 | MICROSOFT CORP | 55,052 | $26.6M | 3.69% |
| 5 | APPLE INC | 95,049 | $25.8M | 3.58% |
| 6 | SPDR S&P 500 ETF TR | 31,076 | $21.2M | 2.93% |
| 7 | VANGUARD INDEX FDS | 29,959 | $18.8M | 2.60% |
| 8 | ISHARES TR | 197,634 | $18.6M | 2.58% |
| 9 | VANGUARD INDEX FDS | 61,593 | $17.9M | 2.48% |
| 10 | JPMORGAN CHASE & CO. | 55,142 | $17.8M | 2.46% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 74 | $334.1M | 46.3% |
| Technology | 25 | $108.0M | 15.0% |
| Unknown | 13 | $70.1M | 9.7% |
| Energy | 14 | $56.9M | 7.9% |
| Healthcare | 17 | $36.5M | 5.1% |
| Consumer Cyclical | 11 | $31.3M | 4.3% |
| Communication Services | 6 | $29.8M | 4.1% |
| Industrials | 12 | $28.2M | 3.9% |
| Consumer Defensive | 6 | $21.6M | 3.0% |
| Real Estate | 4 | $3.0M | 0.4% |
| Basic Materials | 1 | $2.2M | 0.3% |
| Utilities | 2 | $497K | 0.1% |