Meridian Wealth Advisors, LLC
CIK: 0001768095SEC EDGAR →
Portfolio Value
$722K
Holdings
185
As of
Q4 2025
New Positions
9
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 570,745 | $46.3M | 6414.93% |
| 2 | EXXON MOBIL CORP | 313,860 | $37.8M | 5229.90% |
| 3 | MICROSOFT CORP | 55,052 | $26.6M | 3686.64% |
| 4 | APPLE INC | 95,049 | $25.8M | 3577.94% |
| 5 | ISHARES TR | 197,634 | $18.6M | 2576.80% |
| 6 | VANGUARD INDEX FDS | 61,593 | $17.9M | 2475.16% |
| 7 | JPMORGAN CHASE & CO. | 55,142 | $17.8M | 2460.21% |
| 8 | ALPHABET INC | 52,830 | $16.5M | 2289.61% |
| 9 | ISHARES TR | 46,523 | $16.0M | 2209.44% |
| 10 | NVIDIA CORPORATION | 80,566 | $15.0M | 2080.52% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 74 | $196.5M | 35.9% |
| Technology | 25 | $107.4M | 19.6% |
| Unknown | 13 | $60.6M | 11.1% |
| Energy | 14 | $56.9M | 10.4% |
| Consumer Cyclical | 11 | $30.9M | 5.7% |
| Industrials | 12 | $27.6M | 5.0% |
| Healthcare | 17 | $25.9M | 4.7% |
| Communication Services | 6 | $23.4M | 4.3% |
| Consumer Defensive | 6 | $12.3M | 2.3% |
| Real Estate | 4 | $2.7M | 0.5% |
| Basic Materials | 1 | $2.2M | 0.4% |
| Utilities | 2 | $497K | 0.1% |