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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 5 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INFL LISTED FDS TR 25,898.0 $1.3M 0.18% $52.06 -4.2%
82 ET ENERGY TRANSFER L P Energy 68,365.0 $1.3M 0.17% $19.30 -2.8%
83 MCD MCDONALDS CORP Consumer Cyclical 4,162.0 $1.3M 0.17% -78.0 -1.8% $310.82 -10.4%
84 PFE PFIZER INC Healthcare 44,643.0 $1.3M 0.17% +692.0 +1.6% $28.08 -10.2%
85 PEP PEPSICO INC Consumer Defensive 7,962.0 $1.2M 0.16% +108.0 +1.4% $155.29 -8.5%
86 LMT LOCKHEED MARTIN CORP Industrials 1,948.0 $1.2M 0.16% -143.0 -6.8% $604.41 -15.5%
87 IWM ISHARES TR 4,669.0 $1.2M 0.15% -178.0 -3.7% $247.98 +19.2%
88 SPMD SPDR SERIES TRUST 19,288.0 $1.1M 0.15% NEW $59.22 +12.4%
89 IWB ISHARES TR 3,190.0 $1.1M 0.15% $356.56 +14.5%
90 PTMC PACER FDS TR 31,037.0 $1.1M 0.15% $36.57 +12.6%
91 GDX VANECK ETF TRUST 11,955.0 $1.1M 0.14% $91.77 -10.1%
92 ROL ROLLINS INC Consumer Cyclical 20,316.0 $1.1M 0.14% NEW $53.41 -15.8%
93 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,166.0 $1.1M 0.14% $337.91 +36.8%
94 RTX RTX CORPORATION Industrials 5,333.0 $1.0M 0.14% -64.0 -1.2% $192.89 -3.8%
95 CB CHUBB LTD SWITZ Financial Services 3,116.0 $1.0M 0.13% -66.0 -2.1% $325.93 -0.8%
96 CRM SALESFORCE INC Technology 5,285.0 $987K 0.13% -15K -74.0% $186.67 -18.7%
97 T AT&T INC Communication Services 32,941.0 $955K 0.13% -921.0 -2.7% $28.99 -24.1%
98 BLK BLACKROCK INC Financial Services 987.0 $949K 0.12% -51.0 -4.9% $961.71 +9.2%
99 TJX TJX COS INC NEW Consumer Cyclical 5,736.0 $916K 0.12% $159.71 +2.6%
100 VUG VANGUARD INDEX FDS 2,016.0 $881K 0.12% $436.79 -80.1%
Page 5 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%