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Portfolio (Quarterly) Guide ↗

Meridian Wealth Advisors, LLC

· CIK 0001768095
13F Portfolio $722M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 185 New
Page 4 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ANET ARISTA NETWORKS INC Technology 14,919.0 $2.0M 0.27% NEW $131.03 +29.5%
62 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 97,722.0 $1.9M 0.26% NEW $19.20 +6.9%
63 IRM IRON MTN INC DEL Real Estate 20,314.0 $1.7M 0.23% NEW $82.95 +54.1%
64 VTI VANGUARD INDEX FDS 5,012.0 $1.7M 0.23% NEW $335.27 +10.4%
65 VTWO VANGUARD SCOTTSDALE FDS 16,613.0 $1.7M 0.23% NEW $99.52 +19.9%
66 IJH ISHARES TR 24,712.0 $1.6M 0.23% NEW $66.00 +14.8%
67 LOW LOWES COS INC Consumer Cyclical 6,743.0 $1.6M 0.23% NEW $241.14 -7.9%
68 IYW ISHARES TR 8,076.0 $1.6M 0.22% NEW $199.68 +27.0%
69 MA MASTERCARD INCORPORATED Financial Services 2,787.0 $1.6M 0.22% NEW $570.88 -14.2%
70 RJF RAYMOND JAMES FINL INC Financial Services 9,569.0 $1.5M 0.21% NEW $160.59 -2.9%
71 VHT VANGUARD WORLD FD 5,000.0 $1.4M 0.20% NEW $287.84 -2.6%
72 SNOW SNOWFLAKE INC Technology 6,387.0 $1.4M 0.19% NEW $219.36 +5.9%
73 ADI ANALOG DEVICES INC Technology 4,790.0 $1.3M 0.18% NEW $271.20 +60.2%
74 EPD ENTERPRISE PRODS PARTNERS L Energy 40,448.0 $1.3M 0.18% NEW $32.06 +14.2%
75 MCD MCDONALDS CORP Consumer Cyclical 4,240.0 $1.3M 0.18% NEW $305.63 -8.8%
76 HON HONEYWELL INTL INC Industrials 6,551.0 $1.3M 0.18% NEW $195.10 +17.4%
77 CVX CHEVRON CORP NEW Energy 8,336.0 $1.3M 0.18% NEW $152.41 +13.9%
78 IWM ISHARES TR 4,847.0 $1.2M 0.17% NEW $246.14 +20.1%
79 IWB ISHARES TR 3,185.0 $1.2M 0.17% NEW $373.44 +9.4%
80 INFL LISTED FDS TR 25,898.0 $1.2M 0.16% NEW $44.46 +12.1%
Page 4 of 10  ·  185 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.5%
Technology 23.9%
Energy 12.6%
Healthcare 7.1%
Consumer Cyclical 7.0%
Communication Services 6.7%
Industrials 6.3%
Consumer Defensive 4.8%
Real Estate 0.7%
Basic Materials 0.5%