1y return+17.4%S&P 500 +20.9%
3y return+47.3%S&P 500 +68.5%
5y return+59.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $239 against $299 in the S&P 500.2
Meridian Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $94.7M | 10.8% | +3.4% |
| IAUIshares Gold Tr | $48.4M | 5.5% | +9.6% |
| Exxon Mobil CorpCUSIP 30231G102 | $44.1M | 5.0% | |
| VOVanguard Index Fds | $28.2M | 3.2% | +11.4% |
| AAPLApple Inc | $27.2M | 3.1% | |
| USMVIshares Tr | $24.6M | 2.8% | +7.7% |
| SPYState Str Spdr S&p 500 Etf T | $23.9M | 2.7% | +2.0% |
| CGDVCapital Group Dividend Value | $23.5M | 2.7% | +5593.0% |
| MSFTMicrosoft Corp | $22.0M | 2.5% | +3.2% |
| GOOGLAlphabet Inc | $18.6M | 2.1% | |
| VEAVanguard Tax-managed Fds | $18.5M | 2.1% | +19.2% |
| VOOVanguard Index Fds | $17.8M | 2.0% | −3.2% |
| JPMJpmorgan Chase & Co | $17.6M | 2.0% | +3.3% |
| NVDANvidia Corporation | $17.5M | 2.0% | +3.6% |
| OEFIshares Tr | $16.3M | 1.9% | −4.1% |
| AVDEAmerican Centy Etf Tr | $16.3M | 1.8% | +11.9% |
| AMDAdvanced Micro Devices Inc | $15.7M | 1.8% | +1.9% |
| VIGVanguard Specialized Funds | $14.8M | 1.7% | +1.6% |
| AMZNAmazon Com Inc | $13.9M | 1.6% | +5.4% |
| AESIAtlas Energy Solutions Inc | $13.1M | 1.5% | −17.3% |
| PTLCPacer Fds Tr | $11.9M | 1.4% | |
| Eaton Corp PLCCUSIP G29183103 | $10.9M | 1.2% | +2.0% |
| COSTCostco Wholesale Corporation | $9.9M | 1.1% | +2.2% |
| IWFIshares Tr | $9.4M | 1.1% | |
| SDYSpdr Series Trust | $9.2M | 1.0% | +4.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $17.5M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $8.4M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $15.7M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $7.6M |
| MPCMarathon Pete Corp | December 31, 2020 | +518.2% | $6.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $18.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $6.4M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $10.9M |
| PANWPalo Alto Networks Inc | June 30, 2022 | +314.3% | $7.2M |
| AMATApplied Matls Inc | June 30, 2025 | +294.9% | $5.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $4.5M
- Medtronic PLCCUSIP G5960L103 was $2.4M
- SNOWSnowflake Inc was $2.2M
- DOVDover Corp was $2.1M
- AKREProfesionally Managed Portfo was $313K
- EXEExpand Energy Corporation was $313K
- ZTSZoetis Inc was $275K
- SNDASonida Senior Living Inc was $274K
- NKENike Inc was $256K
- Accenture PLC IrelandCUSIP G1151C101 was $253K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −0.2% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +4.0% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +10.6% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +6.6% | +8.3% |
| March 31, 2023 | +4.0% | +7.0% |
| December 31, 2022 | +9.1% | +7.1% |
| September 30, 2022 | −4.1% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −2.4% | −4.9% |
| December 31, 2021 | +10.7% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Meridian Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1768095&type=13F-HR&dateb=&owner=include&count=40CIK 1768095
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1768095/000195175726001265/Filed August 14, 2026 · accession 0001951757-26-001265