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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) |
|---|---|---|---|---|---|
| RTX CORPORATION | COM | 75513E101 | — | 5,389 shares | $1,000,413 |
| PEPSICO INC | COM | 713448108 | — | 7,873 shares | $997,668 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 2,750 shares | $967,588 |
| QUALCOMM INC | COM | 747525103 | — | 5,197 shares | $956,456 |
| MCDONALDS CORP | COM | 580135101 | — | 4,098 shares | $946,432 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 1,851 shares | $942,421 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 1,020 shares | $918,191 |
| CATERPILLAR INC | COM | 149123101 | — | 1,129 shares | $915,409 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 5,205 shares | $876,626 |
| INHIBRX BIOSCIENCES INC | COM | 45720N103 | — | 8,500 shares | $850,680 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 18,217 shares | $845,087 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 11,500 shares | $835,360 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 4,805 shares | $802,339 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 14,963 shares | $799,024 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 5,840 shares | $794,515 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 4,000 shares | $775,000 |
| AT&T INC | COM | 00206R102 | — | 31,740 shares | $774,456 |
| TJX COS INC NEW | COM | 872540109 | — | 5,694 shares | $753,358 |
| TEXAS INSTRS INC | COM | 882508104 | — | 2,688 shares | $752,882 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 22,818 shares | $742,270 |
| SPROTT ETF TRUST | GOLD MINERS ETF | 85210B102 | — | 10,000 shares | $740,800 |
| BLACKSTONE INC | COM | 09260D107 | — | 6,590 shares | $738,673 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 7,468 shares | $738,062 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | — | 23,469 shares | $733,876 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 2,858 shares | $708,584 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 8,339 shares | $708,481 |
| VANGUARD WORLD FD | MRNGSTR CAP ETF | 921910873 | — | 2,488 shares | $702,387 |
| 3M CO | COM | 88579Y101 | — | 4,205 shares | $690,259 |
| REALTY INCOME CORP | COM | 756109104 | — | 12,693 shares | $689,219 |
| SPDR SERIES TRUST | SP O&G EXPL PRO | 78468R556 | — | 3,800 shares | $681,454 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | — | 16,436 shares | $673,725 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 | — | 2,044 shares | $654,973 |
| DANAHER CORP DEL | COM | 235851102 | — | 2,948 shares | $653,135 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 4,371 shares | $635,019 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 19,856 shares | $634,668 |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | 922908538 | — | 2,106 shares | $615,273 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 5,386 shares | $586,212 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 2,616 shares | $581,432 |
| TESLA INC | COM | 88160R101 | — | 1,611 shares | $571,599 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 6,020 shares | $544,449 |
| HONEYWELL INTL INC | COM | 438516205 | — | 2,569 shares | $541,916 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 2,578 shares | $541,045 |
| BANK OF AMER CORP | COM | 060505104 | — | 9,820 shares | $534,479 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 2,066 shares | $531,541 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 2,392 shares | $516,783 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 | — | 29,000 shares | $510,400 |
| PPG INDS INC | COM | 693506107 | — | 4,805 shares | $501,306 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,918 shares | $494,959 |
| CME GROUP INC | COM | 12572Q105 | — | 1,811 shares | $474,453 |
| INFLEQTION INC | COM SHS | 45676K103 | — | 34,673 shares | $467,045 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 3,790 shares | $466,473 |
| AMERICAN CENTY ETF TR | AVAN US VALU ETF | 025072133 | — | 5,831 shares | $445,052 |
| ISHARES TR | CORE 80 20 ETF | 464289859 | — | 4,496 shares | $437,349 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 1,571 shares | $422,363 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,586 shares | $419,894 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 232 shares | $401,019 |
| CITIGROUP INC | COM NEW | 172967424 | — | 3,079 shares | $398,608 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 2,570 shares | $398,273 |
| EQUINIX INC | COM | 29444U700 | — | 381 shares | $385,350 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 3,188 shares | $375,507 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 4,170 shares | $374,264 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 2,601 shares | $370,825 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735K108 | — | 1,975 shares | $350,362 |
| ORACLE CORP | COM | 68389X105 | — | 2,517 shares | $345,560 |
| WILLIAMS COS INC | COM | 969457100 | — | 5,045 shares | $342,909 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 4,200 shares | $340,860 |
| PHILLIPS 66 | COM | 718546104 | — | 1,319 shares | $336,781 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,745 shares | $333,003 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 | — | 19,557 shares | $332,469 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 2,620 shares | $327,931 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | — | 4,044 shares | $314,535 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | — | 5,363 shares | $313,053 |
| VIPER ENERGY INC | CL A | 64361Q101 | — | 7,746 shares | $308,988 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 2,052 shares | $305,819 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 1,485 shares | $302,724 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 595 shares | $302,587 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 3,175 shares | $296,672 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 3,580 shares | $288,548 |
| FIRST TR EXCHANGE-TRADED FD | CLOUD COMPUTING | 33734X192 | — | 1,750 shares | $286,982 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 1,676 shares | $286,086 |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | 14020G101 | — | 5,987 shares | $283,963 |
| IMMUNITYBIO INC | COM | 45256X103 | — | 29,960 shares | $282,822 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 1,811 shares | $273,207 |
| CAMECO CORP | COM | 13321L108 | — | 3,138 shares | $271,939 |
| AUTOZONE INC | COM | 053332102 | — | 95 shares | $268,852 |
| INTEL CORP | COM | 458140100 | — | 2,199 shares | $264,386 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 4,316 shares | $263,837 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 5,534 shares | $261,980 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 1,713 shares | $260,403 |
| ONEOK INC NEW | COM | 30609A109 | — | 3,035 shares | $258,794 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | — | 1,410 shares | $249,688 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 4,309 shares | $249,146 |
| ISHARES TR | US AER DEF ETF | 464288760 | — | 1,173 shares | $243,022 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 3,185 shares | $241,168 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 | — | 3,906 shares | $240,428 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 1,307 shares | $239,583 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | — | 2,590 shares | $236,001 |
| PARK NATL CORP | COM | 700658107 | — | 1,310 shares | $234,045 |
| APPLIED AEROSPACE & DEFENSE | COMMON STOCK | 03815J107 | — | 19,455 shares | $234,044 |
| COHERENT CORP | COM | 19247G107 | — | 805 shares | $231,687 |