Institutional Fund
Meridian Wealth Advisors, LLC
Austin, TXCIK 17680955 filings on record
Portfolio Value
$756.37M
Q1 2026
Holdings
202
Reported positions
New Buys
25
Opened this quarter
QoQ Change
+4.7%
from $722.18M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.6%
- Exxon Mobil Corp7.2%
- Ishares Gold Tr6.8%
- Apple Inc3.1%
- Vanguard Index Fds3.0%
- Ishares Tr2.9%
- Other66.4%
Portfolio Holdings
202 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 122.2K | $79.81M | 10.6% | +4.3K | Added |
| 2 | Exxon Mobil Corp | 322.2K | $54.66M | 7.2% | +8.3K | Added |
| 3 | Ishares Gold Tr | 585.0K | $51.58M | 6.8% | +14.3K | Added |
| 4 | Apple Inc | 93.5K | $23.72M | 3.1% | −1.6K | Reduced |
| 5 | Vanguard Index Fds | 78.6K | $22.56M | 3.0% | +17.0K | Added |
| 6 | Ishares Tr | 236.8K | $21.96M | 2.9% | +39.1K | Added |
| 7 | Microsoft Corp | 57.1K | $21.15M | 2.8% | +2.1K | Added |
| 8 | Spdr S&P 500 ETF Tr | 31.4K | $20.39M | 2.7% | +284 | Added |
| 9 | Vanguard Index Fds | 26.8K | $16.00M | 2.1% | −3.2K | Reduced |
| 10 | Jpmorgan Chase & Co. | 52.1K | $15.32M | 2.0% | −3.1K | Reduced |
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