Universe · entity
Meridian Wealth Advisors, LLC
Institutional manager (13F) · CIK 1768095
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $624M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $80M | 122,183 |
| 2 | EXXON MOBIL CORP | $55M | 322,172 |
| 3 | ISHARES GOLD TR | $52M | 585,046 |
| 4 | APPLE INC | $24M | 93,479 |
| 5 | VANGUARD INDEX FDS | $23M | 78,552 |
| 6 | ISHARES TR | $22M | 236,775 |
| 7 | MICROSOFT CORP | $21M | 57,135 |
| 8 | STATE STR SPDR S&P 500 ETF T | $20M | 31,360 |
| 9 | VANGUARD INDEX FDS | $16M | 26,772 |
| 10 | JPMORGAN CHASE & CO | $15M | 52,079 |
| 11 | ALPHABET INC | $15M | 52,211 |
| 12 | ISHARES TR | $15M | 46,576 |
| 13 | NVIDIA CORPORATION | $15M | 84,386 |
| 14 | VANGUARD TAX-MANAGED FDS | $14M | 217,706 |
| 15 | AMERICAN CENTY ETF TR | $14M | 162,811 |
| 16 | VANGUARD SPECIALIZED FUNDS | $13M | 61,520 |
| 17 | ATLAS ENERGY SOLUTIONS INC | $13M | 953,958 |
| 18 | AMAZON COM INC | $12M | 55,402 |
| 19 | PACER FDS TR | $11M | 203,946 |
| 20 | COSTCO WHOLESALE CORPORATION | $10M | 10,361 |
| 21 | EATON CORP PLC | $9M | 25,080 |
| 22 | SPDR SERIES TRUST | $8M | 58,158 |
| 23 | ISHARES TR | $8M | 18,971 |
| 24 | WALMART INC | $8M | 63,044 |
| 25 | STATE STR SPDR S&P MIDCAP 40 | $7M | 11,906 |
| 26 | THIRD COAST BANCSHARES INC | $7M | 190,792 |
| 27 | BROADCOM INC | $6M | 20,668 |
| 28 | BERKSHIRE HATHAWAY INC DEL | $6M | 13,233 |
| 29 | VISA INC | $6M | 20,853 |
| 30 | MARATHON PETE CORP | $6M | 24,430 |
| 31 | S&P GLOBAL INC | $6M | 13,655 |
| 32 | HOME DEPOT INC | $6M | 17,612 |
| 33 | OREILLY AUTOMOTIVE INC | $6M | 62,074 |
| 34 | ELI LILLY & CO | $6M | 6,229 |
| 35 | MCKESSON CORP | $6M | 6,400 |
| 36 | ADVANCED MICRO DEVICES INC | $5M | 26,473 |
| 37 | ALLSTATE CORP | $5M | 25,288 |
| 38 | ALPHABET INC | $5M | 17,803 |
| 39 | META PLATFORMS INC | $5M | 8,906 |
| 40 | ISHARES TR | $5M | 41,924 |
| 41 | AMPLIFY ETF TR | $5M | 105,422 |
| 42 | SELECT SECTOR SPDR TR | $5M | 34,601 |
| 43 | HONEYWELL INTL INC | $4M | 19,766 |
| 44 | IQVIA HLDGS INC | $4M | 24,093 |
| 45 | TRANE TECHNOLOGIES PLC | $4M | 8,681 |
| 46 | COCA COLA CO | $4M | 47,164 |
| 47 | MORGAN STANLEY | $4M | 21,745 |
| 48 | NETFLIX INC. | $3M | 35,486 |
| 49 | AIR PRODUCTS AND CHEMICALS I | $3M | 11,329 |
| 50 | PALO ALTO NETWORKS INC | $3M | 20,456 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.