Meridian Wealth Advisors, LLC
•CIK: 1768095•Filing: Q4 2025
**Meridian Wealth Advisors, LLC** manages $722M across a diversified portfolio of 185 positions. The strategy exhibits significant allocations to core market indices and established mega-cap technology names, evidenced by top holdings including IVV at $80.7M and MSFT at $26.6M. Notable concentration areas include broad market exposure via SPY ($21.2M) and VOO ($18.8M), alongside energy and financial sector anchors like XOM ($37.8M) and JPM ($17.8M). This structure suggests a disciplined, large-cap growth and income mandate.
Total AUM
$722.2M
QoQ Performance
+2.5%
Positions
149
Top 10 Concentration
43.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IAU*
XOM
IVV11.2%
IAU*6.4%
XOM5.2%
MSFT3.7%
AAPL3.6%
SPY2.9%
VOO2.6%
USMV2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.1%
Technology17.5%
ETF16.7%
Energy5.8%
Consumer5.6%
Financial5.5%
Healthcare3.5%
Industrial2.0%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW12 new positions
↑46 increased
↓90 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023