Meridian Wealth Advisors, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 880,021
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 211 | 880,021 | 13F-HR | Meridian Wealth Advisors, LLC |
| Q1 2026 | 5/11/2026 | 202 | 756,366 | 13F-HR | Meridian Wealth Advisors, LLC |
| Q4 2025 | 2/17/2026 | 185 | 722,175 | 13F-HR | Meridian Wealth Advisors, LLC |
| Q3 2025 | 11/12/2025 | 186 | 704,373 | 13F-HR | Meridian Wealth Advisors, LLC |
| Q2 2025 | 8/12/2025 | 180 | 632,480 | 13F-HR | Meridian Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 487.4 K | 55.4% | 74.07 K | 0 | 74.07 K |
| ETFs | 392.6 K | 44.6% | 49.58 K | 0 | 49.58 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
880,021
Holdings
211
QoQ value change ($000)
123,655
(16.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.