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Portfolio (Quarterly) Guide ↗

Meridian Wealth Advisors, LLC

· CIK 0001768095
13F Portfolio $756M AUM 202 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 65 Added 61 Reduced 8 Exited
Page 4 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IRM IRON MTN INC DEL Real Estate 25,399.0 $2.6M 0.34% +5K +25.0% $102.14 +25.2%
62 GLD SPDR GOLD TR Financial Services 5,646.0 $2.4M 0.32% +42.0 +0.8% $430.29 -10.0%
63 UBER UBER TECHNOLOGIES INC Technology 33,734.0 $2.4M 0.32% NEW $71.93 -0.4%
64 RSP INVESCO EXCHANGE TRADED FD T 12,486.0 $2.4M 0.32% $191.92 +9.4%
65 MDT MEDTRONIC PLC Healthcare 27,248.0 $2.4M 0.31% NEW $86.65 -8.4%
66 QQQ INVESCO QQQ TR Financial Services 3,886.0 $2.2M 0.30% +287.0 +8.0% $577.21 +28.3%
67 SNOW SNOWFLAKE INC Technology 14,656.0 $2.2M 0.29% +8K +129.5% $150.82 +54.0%
68 DOV DOVER CORP Industrials 10,139.0 $2.1M 0.28% NEW $208.45 +7.3%
69 CVX CHEVRON CORPORATION Energy 9,160.0 $1.9M 0.25% +824.0 +9.9% $206.89 -16.1%
70 VTI VANGUARD INDEX FDS 5,443.0 $1.7M 0.23% +431.0 +8.6% $320.81 +15.3%
71 VTWO VANGUARD SCOTTSDALE FDS 16,613.0 $1.7M 0.22% $100.17 +19.2%
72 LOW LOWES COS INC Consumer Cyclical 6,761.0 $1.6M 0.21% $236.27 -6.0%
73 ADI ANALOG DEVICES INC Technology 4,813.0 $1.5M 0.20% $318.13 +36.6%
74 EPD ENTERPRISE PRODS PARTNERS L Energy 40,448.0 $1.5M 0.20% $37.84 -3.3%
75 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 85,722.0 $1.5M 0.19% -12K -12.3% $17.12 +19.9%
76 IYW ISHARES TR 8,076.0 $1.5M 0.19% $181.42 +39.8%
77 MA MASTERCARD INCORPORATED Financial Services 2,839.0 $1.4M 0.19% +52.0 +1.9% $499.66 -2.0%
78 RJF RAYMOND JAMES FINL INC Financial Services 9,579.0 $1.4M 0.18% $144.79 +7.6%
79 UNH UNITEDHEALTH GROUP INC Healthcare 5,091.0 $1.4M 0.18% -6K -55.3% $270.62 +48.2%
80 VHT VANGUARD WORLD FD 5,001.0 $1.4M 0.18% $272.32 +3.0%
Page 4 of 11  ·  202 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 29.8%
Technology 21.0%
Energy 16.9%
Consumer Cyclical 6.9%
Communication Services 6.3%
Healthcare 6.1%
Industrials 6.0%
Consumer Defensive 5.1%
Real Estate 0.9%
Basic Materials 0.8%