Meridian Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
215
Total value ($000)
$892,885
Net value change ($000)
+12,864 (1.5%)
New positions
20
Sold out positions
16
Turnover %
12.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 52,491 NEW
MSFT 8,053 36.6%
AAPL 3,855 14.2%
MPC 3,424 53.8%
IAU 3,169 6.5%
CGDV 3,138 13.4%
MU 2,728 227.3%
AVDE 2,314 14.2%
TMUS 2,290 NEW
NVDA 2,217 12.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -44,081 -100.0%
SPY -14,074 -58.9%
IVV -6,977 -7.4%
AESI -5,708 -43.5%
NFLX -2,743 -100.0%
UBER -2,583 -100.0%
OEF -2,394 -14.6%
AKAM -1,866 -100.0%
AMAT -1,661 -28.5%
HD -1,182 -18.4%
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