Meridian Wealth Advisors, LLC
CIK 1768095
13F filing for Q2 2026・No. 2,787
- Holdings
- US$880.02M
- Quarter change
- +US$123.66M
- Entries
- 211
- Net bought (estimate)
- +US$58.18M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 26
- Sold out 17
- Cut 38
- Added 108
- Corporate actions 2
- Unchanged 39
Largest holdings
211 stocks worth US$880.02M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 126,391 | US$94.65M | 10.76% |
| ISHARES GOLD TRISHARES NEW | Added | 641,393 | US$48.43M | 5.50% |
| 9666655DEXXON MOBIL CORPCOM | Added | 322,421 | US$44.08M | 5.01% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 349,947 | US$28.2M | 3.20% |
| AAPLAppleCOM | Added | 94,005 | US$27.2M | 3.09% |
| ISHARES TRMSCI USA MIN ETF | Added | 255,013 | US$24.6M | 2.80% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 31,988 | US$23.89M | 2.71% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 476,503 | US$23.48M | 2.67% |
| MSFTMicrosoftCOM | Added | 58,941 | US$21.99M | 2.50% |
| GOOGLAlphabetCAP STK CL A | Cut | 52,129 | US$18.63M | 2.12% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.