Meridian Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Austin, TX
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
185
Total value ($000)
$722,175
Net value change ($000)
+17,802 (2.5%)
New positions
12
Sold out positions
13
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AVDE 10,746 NEW
VOO 9,108 94.1%
USMV 5,221 39.0%
VO 4,767 36.4%
IVV 4,550 6.0%
MS 4,431 NEW
IAU 4,057 9.6%
SBUX 2,915 NEW
VEA 2,578 28.5%
XOM 2,562 7.3%
Top Reduces (Value $000, Stocks/ETFs)
AESI -18,512 -66.5%
O -3,902 -83.9%
FISV -3,593 -100.0%
MSFT -3,196 -10.7%
ADBE -2,952 -81.9%
CMG -2,223 -100.0%
ETN -1,909 -18.8%
ORLY -1,712 -21.9%
APD -1,531 -40.8%
COST -1,336 -12.6%
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