Managers / Q1 2023 · view latest →
Meridian Wealth Advisors, LLC
CIK 0001768095 · 3600 N. CAPITAL OF TEXAS HIGHWAY, BUILDING B, SUITE 150, AUSTIN, TX, 78746 · 5127175580
Reported Value
$399M
Q1 2023
Positions
188
Filings on Record
31
2019–present window
Filed
May 2, 2023
original filing
Summary
Meridian Wealth Advisors, Llc reported $399M in U.S.-listed holdings across 188 positions for Q1 2023.
Its largest position, IVV, represents 9.6% of the portfolio.
Compared with Q4 2022, the fund opened 5 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 57.5% · $230M
- ETP · 36.5% · $146M
- Other · 3.1% · $12M
- ADR · 1.0% · $4M
- REIT · 1.0% · $4M
- Other · 0.9% · $4M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2023
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 ↗.