Meridian Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
202
Total value ($000)
$756,366
Net value change ($000)
+34,191 (4.7%)
New positions
25
Sold out positions
8
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 16,890 44.7%
TCBX 6,500 905.3%
IAU 5,251 11.3%
VO 4,683 26.2%
NFLX 3,412 NEW
USMV 3,350 18.0%
HON 3,190 249.6%
AESI 3,181 34.1%
AVDE 3,067 28.5%
UBER 2,426 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -5,474 -20.6%
CRM -4,396 -81.7%
MMM -3,822 -85.1%
UNP -3,045 -52.2%
V -2,832 -31.0%
VOO -2,790 -14.8%
MRK -2,609 -45.8%
JPM -2,448 -13.8%
UNH -2,378 -63.3%
AAPL -2,116 -8.2%
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