Meridian Wealth Advisors
Meridian Wealth Advisors reported 211 stocks worth $880M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IVV (10.8%), IAU (5.5%) and XOM (5.0%). Compared with Q1 2026, the fund opened new positions in GE, ANET and CMI, added to IVV, IAU and VO, trimmed GOOGL, VOO and OEF and sold out of MDT, SNOW and DOV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $94.7M | 10.8% | 126K | +4,208 (+3%) | 8 of 8 | |
| 2 |  IAU Ishares Gold TR | $48.4M | 5.5% | 641K | +56K (+10%) | 8 of 8 | |
| 3 |  XOM Exxon Mobil Corp | $44.1M | 5.0% | 322K | No change | 8 of 8 | |
| 4 |  VO Vanguard Index Fds | $28.2M | 3.2% | 350K | +271K (+345%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $27.2M | 3.1% | 94K | +526 (+1%) | 8 of 8 | |
| 6 |  USMV Ishares TR | $24.6M | 2.8% | 255K | +18K (+8%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $23.9M | 2.7% | 32K | +628 (+2%) | 8 of 8 | |
| 8 |  CGDV Capital Group Dividend | $23.5M | 2.7% | 477K | +468K (+5593%) | 2 of 8 | |
| 9 |  MSFT Microsoft Corp | $22M | 2.5% | 59K | +1,806 (+3%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $18.6M | 2.1% | 52K | −82 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $4.5M | 20K |
 MDT Medtronic PLC F | $2.4M | 27K |
 SNOW Snowflake Inc | $2.2M | 15K |
 DOV Dover Corp | $2.1M | 10K |
 AKRE Akre Focus ETF | $313K | 5,931 |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Meridian Wealth Advisors 13F FAQ
What does Meridian Wealth Advisors own?
Meridian Wealth Advisors reported 211 stocks worth $880M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IVV (10.8%), IAU (5.5%) and XOM (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Meridian Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 26 new positions, 103 added to, 35 trimmed and 17 sold out. New positions include GE, ANET and CMI. It sold all of MDT, SNOW and DOV.
When will Meridian Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Meridian Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $880M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.