Meridian Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Austin, TX
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
186
Total value ($000)
$704,373
Net value change ($000)
+71,893 (11.4%)
New positions
9
Sold out positions
3
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 8,615 12.8%
IAU 8,261 24.3%
VOO 7,767 406.0%
AAPL 5,347 26.8%
IWF 4,397 153.0%
GOOGL 4,173 38.0%
NVDA 2,549 19.7%
SDY 2,487 60.4%
IVW 2,414 91.9%
JPM 2,081 12.4%
Top Reduces (Value $000, Stocks/ETFs)
AESI -5,276 -15.9%
CMG -1,228 -35.6%
FISV -1,091 -23.3%
CRM -675 -11.9%
SPGI -442 -7.0%
DIS -315 -45.7%
SB -313 -100.0%
ARCC -296 -100.0%
ADBE -295 -7.6%
COST -238 -2.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type