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Meridian Wealth Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $892,884,558
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $87,675,620
- EXXONMOBIL HOLDINGS CORP · COM SHS · 30233Q108 · shares: $52,490,743
- ISHARES GOLD TR · ISHARES NEW · 464285204 · shares: $51,600,826
- APPLE INC · COM · 037833100 · shares: $31,055,543
- MICROSOFT CORP · COM · 594918104 · shares: $30,038,784
- VANGUARD INDEX FDS · MRNGSTR MID CAP · 922908629 · shares: $29,671,540
- CAPITAL GROUP DIVIDEND VALUE · SHS CREAT UNIT · 14020W106 · shares: $26,620,472
- ISHARES TR · MSCI USA MIN ETF · 46429B697 · shares: $26,207,788
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $19,912,911
- NVIDIA CORPORATION · COM · 67066G104 · shares: $19,714,294
Reported holdings
215 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 114,481 shares | $87,675,620 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 322,524 shares | $52,490,743 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 660,702 shares | $51,600,826 |
| APPLE INC | COM | 037833100 | — | 93,254 shares | $31,055,543 |
| MICROSOFT CORP | COM | 594918104 | — | 58,567 shares | $30,038,784 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 378,367 shares | $29,671,540 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | 14020W106 | — | 544,943 shares | $26,620,472 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 268,963 shares | $26,207,788 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 282,013 shares | $19,912,911 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 86,322 shares | $19,714,294 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 206,028 shares | $18,565,196 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 25,800 shares | $18,082,219 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 52,487 shares | $18,059,591 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 53,913 shares | $17,835,999 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 26,695 shares | $16,330,935 |
| AMAZON COM INC | COM | 023135106 | — | 58,628 shares | $14,607,166 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 60,777 shares | $14,179,985 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 36,512 shares | $13,950,527 |
| PACER FDS TR | TRENDP US LAR CP | 69374H105 | — | 202,786 shares | $12,067,796 |
| EATON CORP PLC | SHS | G29183103 | — | 25,790 shares | $11,082,137 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 12,867 shares | $9,812,939 |
| MARATHON PETE CORP | COM | 56585A102 | — | 24,753 shares | $9,787,822 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 10,733 shares | $9,770,905 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 75,881 shares | $9,504,880 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 59,842 shares | $8,765,644 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 21,064 shares | $8,368,938 |
| BROADCOM INC | COM | 11135F101 | — | 22,763 shares | $7,994,040 |
| THIRD COAST BANCSHARES INC | COM | 88422P109 | — | 182,765 shares | $7,747,408 |
| VISA INC | COM CL A | 92826C839 | — | 21,489 shares | $7,721,684 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 11,554 shares | $7,587,506 |
| ATLAS ENERGY SOLUTIONS INC | COM NEW | 642045108 | — | 616,299 shares | $7,401,751 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 36,483 shares | $7,141,529 |
| WALMART INC | COM | 931142103 | — | 68,416 shares | $7,109,810 |
| ELI LILLY & CO | COM | 532457108 | — | 6,045 shares | $6,994,015 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 13,106 shares | $6,526,133 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 9,583 shares | $6,469,340 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 17,736 shares | $6,043,435 |
| META PLATFORMS INC | CL A | 30303M102 | — | 8,265 shares | $5,993,888 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 41,989 shares | $5,973,336 |
| ALLSTATE CORP | COM | 020002101 | — | 26,295 shares | $5,833,901 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | — | 125,362 shares | $5,828,081 |
| MCKESSON CORP | COM | 58155Q103 | — | 6,806 shares | $5,811,123 |
| S&P GLOBAL INC | COM | 78409V104 | — | 14,343 shares | $5,657,910 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 64,046 shares | $5,470,169 |
| HOME DEPOT INC | COM | 437076102 | — | 18,462 shares | $5,252,223 |
| CISCO SYS INC | COM | 17275R102 | — | 40,001 shares | $4,305,357 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 22,762 shares | $4,280,992 |
| APPLIED MATLS INC | COM | 038222105 | — | 8,166 shares | $4,175,813 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 19,856 shares | $4,042,484 |
| COCA COLA CO | COM | 191216100 | — | 46,654 shares | $4,016,007 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 16,834 shares | $3,998,638 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 8,691 shares | $3,928,218 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 3,688 shares | $3,928,126 |
| MERCK & CO INC | COM | 58933Y105 | — | 25,481 shares | $3,702,658 |
| AMGEN INC | COM | 031162100 | — | 516 shares | $3,470,713 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 12,325 shares | $3,429,227 |
| ANALOG DEVICES INC | COM | 032654105 | — | 8,613 shares | $3,416,961 |
| STARBUCKS CORP | COM | 855244109 | — | 35,726 shares | $3,356,829 |
| GE AEROSPACE | COM NEW | 369604301 | — | 10,603 shares | $3,311,222 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 44,529 shares | $3,203,837 |
| UNION PAC CORP | COM | 907818108 | — | 11,389 shares | $3,099,270 |
| IRON MTN INC DEL | COM | 46284V101 | — | 27,363 shares | $3,035,881 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 11,070 shares | $2,930,771 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 3,857 shares | $2,853,515 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 12,486 shares | $2,745,961 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 7,282 shares | $2,725,319 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 12,486 shares | $2,597,338 |
| CUMMINS INC | COM | 231021106 | — | 4,814 shares | $2,487,011 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 2,525 shares | $2,412,556 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 8,733 shares | $2,313,372 |
| T-MOBILE US INC | COM | 872590104 | — | 14,042 shares | $2,289,998 |
| ABBVIE INC | COM | 00287Y109 | — | 8,438 shares | $2,207,204 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 5,391 shares | $2,053,108 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 5,147 shares | $1,889,251 |
| CHEVRON CORPORATION | COM | 166764100 | — | 9,138 shares | $1,866,060 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | — | 16,613 shares | $1,864,685 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 4,151 shares | $1,851,032 |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 128125101 | — | 85,722 shares | $1,747,872 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 5,217 shares | $1,648,860 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 5,731 shares | $1,592,622 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 2,829 shares | $1,560,145 |
| LISTED FDS TR | HORI KI INFL ETF | 53656F623 | — | 31,098 shares | $1,559,245 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 42,904 shares | $1,527,811 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 11,765 shares | $1,478,560 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 3,232 shares | $1,474,343 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 9,160 shares | $1,447,463 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 69,383 shares | $1,371,698 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 20,974 shares | $1,322,171 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 14,655 shares | $1,320,562 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 3,120 shares | $1,298,326 |
| LOWES COS INC | COM | 548661107 | — | 6,612 shares | $1,218,485 |
| PACER FDS TR | TRENDP US MID CP | 69374H204 | — | 31,037 shares | $1,213,857 |
| THE CIGNA GROUP | COM | 125523100 | — | 4,459 shares | $1,212,045 |
| PFIZER INC | COM | 717081103 | — | 42,419 shares | $1,209,790 |
| SALESFORCE INC | COM | 79466L302 | — | 5,162 shares | $1,185,146 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | 14020V108 | — | 26,056 shares | $1,159,508 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 11,955 shares | $1,049,639 |
| BLACKROCK INC | COM | 09290D101 | — | 976 shares | $1,032,928 |
| KLA CORP | COM NEW | 482480100 | — | 5,250 shares | $1,023,382 |
| CHUBB LIMITED | COM | H1467J104 | — | 3,087 shares | $1,003,958 |