Filed: 5/11/2026ACC: 0001951757-26-000818
📋 What this filing means
MERIDIAN WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 202 equity positions with a total reported market value of $756.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
202
Positions
$756.37M
Total AUM (reported)
5.87M
Total Shares
Allocation by class
COM$317.20M41.9%
CORE S&P500 ETF$79.81M10.6%
ISHARES NEW$51.58M6.8%
MID CAP ETF$22.56M3.0%
MSCI USA MIN VOL$21.96M2.9%
TR UNIT$20.39M2.7%
COM NEW$17.91M2.4%
Portfolio Concentration
Top 3$186.05M24.6%
4–10$141.10M18.7%
11–25$171.34M22.7%
Rest$257.87M34.1%
Top 3 weight
24.6%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 5.87M
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
5.87M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole202
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings202
Rows:
ISHARES TR
SOLEShares122.18K
TypeSH
Market value$79.81M
10.55%
Sole
0.00
Shared
0.00
None
122.18K
EXXON MOBIL CORP
SOLEShares322.17K
TypeSH
Market value$54.66M
7.23%
Sole
0.00
Shared
0.00
None
322.17K
ISHARES GOLD TR
SOLEShares585.05K
TypeSH
Market value$51.58M
6.82%
Sole
0.00
Shared
0.00
None
585.05K
APPLE INC
SOLEShares93.48K
TypeSH
Market value$23.72M
3.14%
Sole
0.00
Shared
0.00
None
93.48K
VANGUARD INDEX FDS
SOLEShares78.55K
TypeSH
Market value$22.56M
2.98%
Sole
0.00
Shared
0.00
None
78.55K
ISHARES TR
SOLEShares236.78K
TypeSH
Market value$21.96M
2.90%
Sole
0.00
Shared
0.00
None
236.78K
MICROSOFT CORP
SOLEShares57.13K
TypeSH
Market value$21.15M
2.80%
Sole
0.00
Shared
0.00
None
57.13K
STATE STR SPDR S&P 500 ETF T
SOLEShares31.36K
TypeSH
Market value$20.39M
2.70%
Sole
0.00
Shared
0.00
None
31.36K
VANGUARD INDEX FDS
SOLEShares26.77K
TypeSH
Market value$16.00M
2.12%
Sole
0.00
Shared
0.00
None
26.77K
JPMORGAN CHASE & CO
SOLEShares52.08K
TypeSH
Market value$15.32M
2.03%
Sole
0.00
Shared
0.00
None
52.08K
ALPHABET INC
SOLEShares52.21K
TypeSH
Market value$15.01M
1.98%
Sole
0.00
Shared
0.00
None
52.21K
ISHARES TR
SOLEShares46.58K
TypeSH
Market value$14.81M
1.96%
Sole
0.00
Shared
0.00
None
46.58K
NVIDIA CORPORATION
SOLEShares84.39K
TypeSH
Market value$14.72M
1.95%
Sole
0.00
Shared
0.00
None
84.39K
VANGUARD TAX-MANAGED FDS
SOLEShares217.71K
TypeSH
Market value$13.95M
1.84%
Sole
0.00
Shared
0.00
None
217.71K
AMERICAN CENTY ETF TR
SOLEShares162.81K
TypeSH
Market value$13.81M
1.83%
Sole
0.00
Shared
0.00
None
162.81K
VANGUARD SPECIALIZED FUNDS
SOLEShares61.52K
TypeSH
Market value$13.23M
1.75%
Sole
0.00
Shared
0.00
None
61.52K
ATLAS ENERGY SOLUTIONS INC
SOLEShares953.96K
TypeSH
Market value$12.52M
1.65%
Sole
0.00
Shared
0.00
None
953.96K
AMAZON COM INC
SOLEShares55.40K
TypeSH
Market value$11.54M
1.53%
Sole
0.00
Shared
0.00
None
55.40K
PACER FDS TR
SOLEShares203.95K
TypeSH
Market value$10.70M
1.41%
Sole
0.00
Shared
0.00
None
203.95K
COSTCO WHOLESALE CORPORATION
SOLEShares10.36K
TypeSH
Market value$10.32M
1.37%
Sole
0.00
Shared
0.00
None
10.36K
EATON CORP PLC
SOLEShares25.08K
TypeSH
Market value$8.97M
1.19%
Sole
0.00
Shared
0.00
None
25.08K
SPDR SERIES TRUST
SOLEShares58.16K
TypeSH
Market value$8.49M
1.12%
Sole
0.00
Shared
0.00
None
58.16K
ISHARES TR
SOLEShares18.97K
TypeSH
Market value$8.09M
1.07%
Sole
0.00
Shared
0.00
None
18.97K
WALMART INC
SOLEShares63.04K
TypeSH
Market value$7.84M
1.04%
Sole
0.00
Shared
0.00
None
63.04K
STATE STR SPDR S&P MIDCAP 40
SOLEShares11.91K
TypeSH
Market value$7.34M
0.97%
Sole
0.00
Shared
0.00
None
11.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 122.18K | SH | $79.81M 10.55% | 0.00 | 0.00 | 122.18K |
EXXON MOBIL CORPSOLE | COM | 322.17K | SH | $54.66M 7.23% | 0.00 | 0.00 | 322.17K |
ISHARES GOLD TRSOLE | ISHARES NEW | 585.05K | SH | $51.58M 6.82% | 0.00 | 0.00 | 585.05K |
APPLE INCSOLE | COM | 93.48K | SH | $23.72M 3.14% | 0.00 | 0.00 | 93.48K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 78.55K | SH | $22.56M 2.98% | 0.00 | 0.00 | 78.55K |
ISHARES TRSOLE | MSCI USA MIN VOL | 236.78K | SH | $21.96M 2.90% | 0.00 | 0.00 | 236.78K |
MICROSOFT CORPSOLE | COM | 57.13K | SH | $21.15M 2.80% | 0.00 | 0.00 | 57.13K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 31.36K | SH | $20.39M 2.70% | 0.00 | 0.00 | 31.36K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 26.77K | SH | $16.00M 2.12% | 0.00 | 0.00 | 26.77K |
JPMORGAN CHASE & COSOLE | COM | 52.08K | SH | $15.32M 2.03% | 0.00 | 0.00 | 52.08K |
ALPHABET INCSOLE | CAP STK CL A | 52.21K | SH | $15.01M 1.98% | 0.00 | 0.00 | 52.21K |
ISHARES TRSOLE | S&P 100 ETF | 46.58K | SH | $14.81M 1.96% | 0.00 | 0.00 | 46.58K |
NVIDIA CORPORATIONSOLE | COM | 84.39K | SH | $14.72M 1.95% | 0.00 | 0.00 | 84.39K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 217.71K | SH | $13.95M 1.84% | 0.00 | 0.00 | 217.71K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 162.81K | SH | $13.81M 1.83% | 0.00 | 0.00 | 162.81K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 61.52K | SH | $13.23M 1.75% | 0.00 | 0.00 | 61.52K |
ATLAS ENERGY SOLUTIONS INCSOLE | COM NEW | 953.96K | SH | $12.52M 1.65% | 0.00 | 0.00 | 953.96K |
AMAZON COM INCSOLE | COM | 55.40K | SH | $11.54M 1.53% | 0.00 | 0.00 | 55.40K |
PACER FDS TRSOLE | TRENDP US LAR CP | 203.95K | SH | $10.70M 1.41% | 0.00 | 0.00 | 203.95K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 10.36K | SH | $10.32M 1.37% | 0.00 | 0.00 | 10.36K |
EATON CORP PLCSOLE | SHS | 25.08K | SH | $8.97M 1.19% | 0.00 | 0.00 | 25.08K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 58.16K | SH | $8.49M 1.12% | 0.00 | 0.00 | 58.16K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 18.97K | SH | $8.09M 1.07% | 0.00 | 0.00 | 18.97K |
WALMART INCSOLE | COM | 63.04K | SH | $7.84M 1.04% | 0.00 | 0.00 | 63.04K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 11.91K | SH | $7.34M 0.97% | 0.00 | 0.00 | 11.91K |
Page 1 of 9
…