Filed: 8/14/2026ACC: 0001951757-26-001265
📋 What this filing means
MERIDIAN WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 211 equity positions with a total reported market value of $880.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
211
Positions
$880.02M
Total AUM (reported)
6.73M
Total Shares
Allocation by class
COM$351.82M40.0%
CORE S&P500 ETF$94.65M10.8%
ISHARES NEW$48.43M5.5%
MID CAP ETF$28.20M3.2%
MSCI USA MIN ETF$24.60M2.8%
COM NEW$24.30M2.8%
SHS CREAT UNIT$23.97M2.7%
Portfolio Concentration
Top 3$187.17M21.3%
4–10$167.98M19.1%
11–25$212.82M24.2%
Rest$312.05M35.5%
Top 3 weight
21.3%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 6.73M
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
6.73M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole211
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings211
Rows:
ISHARES TR
SOLEShares126.39K
TypeSH
Market value$94.65M
10.76%
Sole
0.00
Shared
0.00
None
126.39K
ISHARES GOLD TR
SOLEShares641.39K
TypeSH
Market value$48.43M
5.50%
Sole
0.00
Shared
0.00
None
641.39K
EXXON MOBIL CORP
SOLEShares322.42K
TypeSH
Market value$44.08M
5.01%
Sole
0.00
Shared
0.00
None
322.42K
VANGUARD INDEX FDS
SOLEShares349.95K
TypeSH
Market value$28.20M
3.20%
Sole
0.00
Shared
0.00
None
349.95K
APPLE INC
SOLEShares94K
TypeSH
Market value$27.20M
3.09%
Sole
0.00
Shared
0.00
None
94K
ISHARES TR
SOLEShares255.01K
TypeSH
Market value$24.60M
2.80%
Sole
0.00
Shared
0.00
None
255.01K
STATE STR SPDR S&P 500 ETF T
SOLEShares31.99K
TypeSH
Market value$23.89M
2.71%
Sole
0.00
Shared
0.00
None
31.99K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares476.50K
TypeSH
Market value$23.48M
2.67%
Sole
0.00
Shared
0.00
None
476.50K
MICROSOFT CORP
SOLEShares58.94K
TypeSH
Market value$21.99M
2.50%
Sole
0.00
Shared
0.00
None
58.94K
ALPHABET INC
SOLEShares52.13K
TypeSH
Market value$18.63M
2.12%
Sole
0.00
Shared
0.00
None
52.13K
VANGUARD TAX-MANAGED FDS
SOLEShares259.61K
TypeSH
Market value$18.50M
2.10%
Sole
0.00
Shared
0.00
None
259.61K
VANGUARD INDEX FDS
SOLEShares25.91K
TypeSH
Market value$17.80M
2.02%
Sole
0.00
Shared
0.00
None
25.91K
JPMORGAN CHASE & CO
SOLEShares53.78K
TypeSH
Market value$17.60M
2.00%
Sole
0.00
Shared
0.00
None
53.78K
NVIDIA CORPORATION
SOLEShares87.44K
TypeSH
Market value$17.50M
1.99%
Sole
0.00
Shared
0.00
None
87.44K
ISHARES TR
SOLEShares44.68K
TypeSH
Market value$16.35M
1.86%
Sole
0.00
Shared
0.00
None
44.68K
AMERICAN CENTY ETF TR
SOLEShares182.18K
TypeSH
Market value$16.25M
1.85%
Sole
0.00
Shared
0.00
None
182.18K
ADVANCED MICRO DEVICES INC
SOLEShares26.97K
TypeSH
Market value$15.67M
1.78%
Sole
0.00
Shared
0.00
None
26.97K
VANGUARD SPECIALIZED FUNDS
SOLEShares62.52K
TypeSH
Market value$14.79M
1.68%
Sole
0.00
Shared
0.00
None
62.52K
AMAZON COM INC
SOLEShares58.41K
TypeSH
Market value$13.92M
1.58%
Sole
0.00
Shared
0.00
None
58.41K
ATLAS ENERGY SOLUTIONS INC
SOLEShares789.30K
TypeSH
Market value$13.11M
1.49%
Sole
0.00
Shared
0.00
None
789.30K
PACER FDS TR
SOLEShares203.95K
TypeSH
Market value$11.88M
1.35%
Sole
0.00
Shared
0.00
None
203.95K
EATON CORP PLC
SOLEShares25.59K
TypeSH
Market value$10.90M
1.24%
Sole
0.00
Shared
0.00
None
25.59K
COSTCO WHOLESALE CORPORATION
SOLEShares10.59K
TypeSH
Market value$9.90M
1.13%
Sole
0.00
Shared
0.00
None
10.59K
ISHARES TR
SOLEShares75.84K
TypeSH
Market value$9.42M
1.07%
Sole
0.00
Shared
0.00
None
75.84K
SPDR SERIES TRUST
SOLEShares60.70K
TypeSH
Market value$9.24M
1.05%
Sole
0.00
Shared
0.00
None
60.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 126.39K | SH | $94.65M 10.76% | 0.00 | 0.00 | 126.39K |
ISHARES GOLD TRSOLE | ISHARES NEW | 641.39K | SH | $48.43M 5.50% | 0.00 | 0.00 | 641.39K |
EXXON MOBIL CORPSOLE | COM | 322.42K | SH | $44.08M 5.01% | 0.00 | 0.00 | 322.42K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 349.95K | SH | $28.20M 3.20% | 0.00 | 0.00 | 349.95K |
APPLE INCSOLE | COM | 94K | SH | $27.20M 3.09% | 0.00 | 0.00 | 94K |
ISHARES TRSOLE | MSCI USA MIN ETF | 255.01K | SH | $24.60M 2.80% | 0.00 | 0.00 | 255.01K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 31.99K | SH | $23.89M 2.71% | 0.00 | 0.00 | 31.99K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 476.50K | SH | $23.48M 2.67% | 0.00 | 0.00 | 476.50K |
MICROSOFT CORPSOLE | COM | 58.94K | SH | $21.99M 2.50% | 0.00 | 0.00 | 58.94K |
ALPHABET INCSOLE | CAP STK CL A | 52.13K | SH | $18.63M 2.12% | 0.00 | 0.00 | 52.13K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 259.61K | SH | $18.50M 2.10% | 0.00 | 0.00 | 259.61K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 25.91K | SH | $17.80M 2.02% | 0.00 | 0.00 | 25.91K |
JPMORGAN CHASE & COSOLE | COM | 53.78K | SH | $17.60M 2.00% | 0.00 | 0.00 | 53.78K |
NVIDIA CORPORATIONSOLE | COM | 87.44K | SH | $17.50M 1.99% | 0.00 | 0.00 | 87.44K |
ISHARES TRSOLE | S&P 100 ETF | 44.68K | SH | $16.35M 1.86% | 0.00 | 0.00 | 44.68K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 182.18K | SH | $16.25M 1.85% | 0.00 | 0.00 | 182.18K |
ADVANCED MICRO DEVICES INCSOLE | COM | 26.97K | SH | $15.67M 1.78% | 0.00 | 0.00 | 26.97K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 62.52K | SH | $14.79M 1.68% | 0.00 | 0.00 | 62.52K |
AMAZON COM INCSOLE | COM | 58.41K | SH | $13.92M 1.58% | 0.00 | 0.00 | 58.41K |
ATLAS ENERGY SOLUTIONS INCSOLE | COM NEW | 789.30K | SH | $13.11M 1.49% | 0.00 | 0.00 | 789.30K |
PACER FDS TRSOLE | TRENDP US LAR CP | 203.95K | SH | $11.88M 1.35% | 0.00 | 0.00 | 203.95K |
EATON CORP PLCSOLE | SHS | 25.59K | SH | $10.90M 1.24% | 0.00 | 0.00 | 25.59K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 10.59K | SH | $9.90M 1.13% | 0.00 | 0.00 | 10.59K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 75.84K | SH | $9.42M 1.07% | 0.00 | 0.00 | 75.84K |
SPDR SERIES TRUSTSOLE | ST STR SP DIV | 60.70K | SH | $9.24M 1.05% | 0.00 | 0.00 | 60.70K |
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