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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) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 995 shares | $229,814 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 376 shares | $228,984 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 1,198 shares | $220,204 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 163 shares | $219,598 |
| DEERE & CO | COM | 244199105 | — | 316 shares | $212,210 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 | — | 7,746 shares | $210,037 |
| NEWMONT CORP | COM | 651639106 | — | 1,815 shares | $209,342 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 398 shares | $208,078 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 1,700 shares | $202,130 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 518 shares | $200,825 |
| KIMBELL RTY PARTNERS LP | UNIT | 49435R102 | — | 13,900 shares | $198,492 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | — | 10,830 shares | $184,648 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829F108 | — | 17,936 shares | $168,778 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | — | 12,020 shares | $59,980 |
| REIN THERAPEUTICS INC | COM NEW | 00887A204 | — | 28,486 shares | $22,903 |