Managers / Q1 2026
Meridian Wealth Advisors, LLC
CIK 0001768095 · 3600 N. CAPITAL OF TEXAS HIGHWAY, BUILDING B, SUITE 150, AUSTIN, TX, 78746 · 5127175580
Reported Value
$756M
Q1 2026
Positions
202
Filings on Record
31
2019–present window
Filed
May 11, 2026
original filing
Summary
Meridian Wealth Advisors, Llc reported $756M in U.S.-listed holdings across 202 positions for Q1 2026.
Its largest position, IVV, represents 10.6% of the portfolio.
Compared with Q4 2025, the fund opened 25 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $756M | 202 | May 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $722M | 185 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $704M | 186 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $632M | 180 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $589M | 170 | May 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $606M | 175 | Feb 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $598M | 176 | Oct 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $561M | 175 | Aug 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $532M | 176 | May 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $457M | 177 | Feb 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $400M | 178 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $413M | 183 | Aug 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $399M | 188 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $388.0B | 191 | Jan 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $355M | 187 | Oct 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $376M | 196 | Jul 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $431M | 212 | May 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $411M | 203 | Feb 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $359M | 196 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $353M | 194 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $274M | 178 | May 7, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2020 | $160M | 243 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $233M | 164 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $216M | 164 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $181M | 142 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $254M | 169 | Feb 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $234M | 153 | Nov 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $143M | 130 | Aug 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $137M | 127 | May 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $130M | 463 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.