Meridian Wealth Advisors, LLC
CIK:0001768095
Investment Adviser
$145M AUM
180 holdings
Austin, TX, United States
Meridian Wealth Advisors, LLC is an SEC-registered investment adviser providing investment management, tax planning, and estate planning services to high net worth clients.
Investment Strategy
The firm focuses on prudent, disciplined investment and planning, emphasizing independence and objectivity in recommendations.
Latest 13F Filing Activity
Meridian Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 180 equity positions with a total 13F market value of $632M. The fund increased holdings in Ishares TR, Microsoft Corp., Ishares TR among other positions. Meridian Wealth Advisors, LLC reduced exposure to Atlas Energy Solutions Inc., Exxon Mobil Corp., Trane Technologies PLC among others.
Top Buys
O
OEFISHARES TR+$14.4M
M
MSFTMICROSOFT CORP+$7.1M
I
IVVISHARES TR+$4.8M
I
IAUISHARES GOLD TR+$4.0M
A
AVGOBROADCOM INC+$3.7M
Top Sells
A
AESIATLAS ENERGY SOLUTIONS INC-$14.1M
X
XOMEXXON MOBIL CORP-$3.3M
T
TTTRANE TECHNOLOGIES PLC-$2.7M
U
UNHUNITEDHEALTH GROUP INC-$2.6M
A
ALLALLSTATE CORP-$1.4M
Top Holdings
I
IVVISHARES TR+10.7%$67.6M
I
IAUISHARES GOLD TR+5.4%$34.0M
X
XOMEXXON MOBIL CORP+5.2%$33.1M
A
AESIATLAS ENERGY SOLUTIONS INC+5.2%$33.1M
M
MSFTMICROSOFT CORP+4.4%$28.1M
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.68% | $67.6M | 108,820 | $377.82 | $620.90 | +$4.8M |
I IAU | ISHARES GOLD TR | 5.38% | $34.0M | 545,373 | $40.21 | $62.36 | +$4.0M |
X XOM | EXXON MOBIL CORP | 5.24% | $33.1M | 307,308 | $77.15 | $107.80 | -$3.3M |
A AESI | ATLAS ENERGY SOLUTIONS INC | 5.24% | $33.1M | 2,477,436 | $19.55 | $13.37 | -$14.1M |
M MSFT | MICROSOFT CORP | 4.44% | $28.1M | 56,411 | $165.52 | $497.41 | +$7.1M |
Industry Allocation
PETROLEUM REFINING
+6.2%
SERVICES-PREPACKAGED SOFTWARE
+6.2%
COMMODITY CONTRACTS BROKERS & DEALERS
+5.8%
CRUDE PETROLEUM & NATURAL GAS
+5.4%
MINING & QUARRYING OF NONMETALLIC MINERALS (NO FUELS)
+5.2%