Filed: 8/12/2025ACC: 0001951757-25-001066
📋 What this filing means
MERIDIAN WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 180 equity positions with a total reported market value of $632.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
180
Positions
$632.48M
Total AUM (reported)
6.54M
Total Shares
Allocation by class
COM$288.60M45.6%
CORE S&P500 ETF$67.57M10.7%
COM NEW$34.85M5.5%
ISHARES NEW$34.01M5.4%
TR UNIT$20.37M3.2%
SHS$15.20M2.4%
S&P 100 ETF$14.42M2.3%
Portfolio Concentration
Top 3$134.70M21.3%
4–10$145.63M23.0%
11–25$143.09M22.6%
Rest$209.06M33.1%
Top 3 weight
21.3%
Top 10 weight
44.3%
Voting Authority Distribution
Total shares with voting rights: 6.54M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.54M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole180
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings180
Rows:
ISHARES TR
SOLEShares108.82K
TypeSH
Market value$67.57M
10.68%
Sole
0.00
Shared
0.00
None
108.82K
ISHARES GOLD TR
SOLEShares545.37K
TypeSH
Market value$34.01M
5.38%
Sole
0.00
Shared
0.00
None
545.37K
EXXON MOBIL CORP
SOLEShares307.31K
TypeSH
Market value$33.13M
5.24%
Sole
0.00
Shared
0.00
None
307.31K
ATLAS ENERGY SOLUTIONS INC
SOLEShares2.48M
TypeSH
Market value$33.12M
5.24%
Sole
0.00
Shared
0.00
None
2.48M
MICROSOFT CORP
SOLEShares56.41K
TypeSH
Market value$28.06M
4.44%
Sole
0.00
Shared
0.00
None
56.41K
SPDR S&P 500 ETF TR
SOLEShares32.97K
TypeSH
Market value$20.37M
3.22%
Sole
0.00
Shared
0.00
None
32.97K
APPLE INC
SOLEShares97.25K
TypeSH
Market value$19.95M
3.15%
Sole
0.00
Shared
0.00
None
97.25K
JPMORGAN CHASE & CO.
SOLEShares57.76K
TypeSH
Market value$16.75M
2.65%
Sole
0.00
Shared
0.00
None
57.76K
ISHARES TR
SOLEShares47.40K
TypeSH
Market value$14.42M
2.28%
Sole
0.00
Shared
0.00
None
47.40K
NVIDIA CORPORATION
SOLEShares81.98K
TypeSH
Market value$12.95M
2.05%
Sole
0.00
Shared
0.00
None
81.98K
VANGUARD SPECIALIZED FUNDS
SOLEShares62.82K
TypeSH
Market value$12.86M
2.03%
Sole
0.00
Shared
0.00
None
62.82K
ISHARES TR
SOLEShares136.75K
TypeSH
Market value$12.84M
2.03%
Sole
0.00
Shared
0.00
None
136.75K
AMAZON COM INC
SOLEShares54.88K
TypeSH
Market value$12.04M
1.90%
Sole
0.00
Shared
0.00
None
54.88K
VANGUARD INDEX FDS
SOLEShares40.66K
TypeSH
Market value$11.38M
1.80%
Sole
0.00
Shared
0.00
None
40.66K
ALPHABET INC
SOLEShares62.35K
TypeSH
Market value$10.99M
1.74%
Sole
0.00
Shared
0.00
None
62.35K
COSTCO WHSL CORP NEW
SOLEShares10.95K
TypeSH
Market value$10.84M
1.71%
Sole
0.00
Shared
0.00
None
10.95K
PACER FDS TR
SOLEShares204.37K
TypeSH
Market value$10.37M
1.64%
Sole
0.00
Shared
0.00
None
204.37K
EATON CORP PLC
SOLEShares26.93K
TypeSH
Market value$9.61M
1.52%
Sole
0.00
Shared
0.00
None
26.93K
VISA INC
SOLEShares27.02K
TypeSH
Market value$9.59M
1.52%
Sole
0.00
Shared
0.00
None
27.02K
VANGUARD TAX-MANAGED FDS
SOLEShares144.53K
TypeSH
Market value$8.24M
1.30%
Sole
0.00
Shared
0.00
None
144.53K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares12.67K
TypeSH
Market value$7.18M
1.13%
Sole
0.00
Shared
0.00
None
12.67K
META PLATFORMS INC
SOLEShares9.67K
TypeSH
Market value$7.14M
1.13%
Sole
0.00
Shared
0.00
None
9.67K
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.64K
TypeSH
Market value$7.11M
1.12%
Sole
0.00
Shared
0.00
None
14.64K
OREILLY AUTOMOTIVE INC
SOLEShares72.96K
TypeSH
Market value$6.58M
1.04%
Sole
0.00
Shared
0.00
None
72.96K
S&P GLOBAL INC
SOLEShares12.01K
TypeSH
Market value$6.33M
1.00%
Sole
0.00
Shared
0.00
None
12.01K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 108.82K | SH | $67.57M 10.68% | 0.00 | 0.00 | 108.82K |
ISHARES GOLD TRSOLE | ISHARES NEW | 545.37K | SH | $34.01M 5.38% | 0.00 | 0.00 | 545.37K |
EXXON MOBIL CORPSOLE | COM | 307.31K | SH | $33.13M 5.24% | 0.00 | 0.00 | 307.31K |
ATLAS ENERGY SOLUTIONS INCSOLE | COM NEW | 2.48M | SH | $33.12M 5.24% | 0.00 | 0.00 | 2.48M |
MICROSOFT CORPSOLE | COM | 56.41K | SH | $28.06M 4.44% | 0.00 | 0.00 | 56.41K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 32.97K | SH | $20.37M 3.22% | 0.00 | 0.00 | 32.97K |
APPLE INCSOLE | COM | 97.25K | SH | $19.95M 3.15% | 0.00 | 0.00 | 97.25K |
JPMORGAN CHASE & CO.SOLE | COM | 57.76K | SH | $16.75M 2.65% | 0.00 | 0.00 | 57.76K |
ISHARES TRSOLE | S&P 100 ETF | 47.40K | SH | $14.42M 2.28% | 0.00 | 0.00 | 47.40K |
NVIDIA CORPORATIONSOLE | COM | 81.98K | SH | $12.95M 2.05% | 0.00 | 0.00 | 81.98K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 62.82K | SH | $12.86M 2.03% | 0.00 | 0.00 | 62.82K |
ISHARES TRSOLE | MSCI USA MIN VOL | 136.75K | SH | $12.84M 2.03% | 0.00 | 0.00 | 136.75K |
AMAZON COM INCSOLE | COM | 54.88K | SH | $12.04M 1.90% | 0.00 | 0.00 | 54.88K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 40.66K | SH | $11.38M 1.80% | 0.00 | 0.00 | 40.66K |
ALPHABET INCSOLE | CAP STK CL A | 62.35K | SH | $10.99M 1.74% | 0.00 | 0.00 | 62.35K |
COSTCO WHSL CORP NEWSOLE | COM | 10.95K | SH | $10.84M 1.71% | 0.00 | 0.00 | 10.95K |
PACER FDS TRSOLE | TRENDP US LAR CP | 204.37K | SH | $10.37M 1.64% | 0.00 | 0.00 | 204.37K |
EATON CORP PLCSOLE | SHS | 26.93K | SH | $9.61M 1.52% | 0.00 | 0.00 | 26.93K |
VISA INCSOLE | COM CL A | 27.02K | SH | $9.59M 1.52% | 0.00 | 0.00 | 27.02K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 144.53K | SH | $8.24M 1.30% | 0.00 | 0.00 | 144.53K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 12.67K | SH | $7.18M 1.13% | 0.00 | 0.00 | 12.67K |
META PLATFORMS INCSOLE | CL A | 9.67K | SH | $7.14M 1.13% | 0.00 | 0.00 | 9.67K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.64K | SH | $7.11M 1.12% | 0.00 | 0.00 | 14.64K |
OREILLY AUTOMOTIVE INCSOLE | COM | 72.96K | SH | $6.58M 1.04% | 0.00 | 0.00 | 72.96K |
S&P GLOBAL INCSOLE | COM | 12.01K | SH | $6.33M 1.00% | 0.00 | 0.00 | 12.01K |
Page 1 of 8
…