Meridian Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
211
Total value ($000)
$880,021
Net value change ($000)
+123,655 (16.3%)
New positions
26
Sold out positions
17
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CGDV 23,126 6496.1%
IVV 14,842 18.6%
AMD 10,281 190.9%
VO 5,636 25.0%
VEA 4,546 32.6%
TMO 4,051 635.9%
PANW 3,902 119.0%
GE 3,799 NEW
GOOGL 3,616 24.1%
SPY 3,493 17.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -10,579 -19.4%
HON -4,468 -100.0%
IQV -3,740 -91.0%
IAU -3,146 -6.1%
MDT -2,361 -100.0%
SNOW -2,210 -100.0%
DOV -2,114 -100.0%
NFLX -669 -19.6%
MCK -483 -8.7%
GLD -443 -18.2%
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