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Meridian Wealth Advisors, LLC
hedge fundUpdated 27 days agoManaged by Meridian Wealth Advisors, Llc • Latest filing Q2 2026
Portfolio value
$880M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
24.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $399.5M |
| Q2 2023 | $413.3M |
| Q3 2023 | $400.2M |
| Q4 2023 | $456.7M |
| Q1 2024 | $532.4M |
| Q2 2024 | $560.7M |
| Q3 2024 | $598M |
| Q4 2024 | $606.3M |
| Q1 2025 | $589M |
| Q2 2025 | $632.5M |
| Q3 2025 | $704.4M |
| Q4 2025 | $722.2M |
| Q1 2026 | $756.4M |
| Q2 2026 | $880M |
Top holdings
211 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $94.7M | 126.4K | 10.76% | — |
| 2 | I IAU ISHARES GOLD TR | $48.4M | 641.4K | 5.50% | — |
| 3 | X XOM EXXON MOBIL CORP | $44.1M | 322.4K | 5.01% | — |
| 4 | V VGES VANGUARD INDEX FDS | $28.2M | 349.9K | 3.20% | — |
| 5 | A AAPL APPLE INC | $27.2M | 94.0K | 3.09% | — |
| 6 | E ETHA ISHARES TR | $24.6M | 255.0K | 2.80% | — |
| 7 | S SPY STATE STR SPDR S&P 500 ETF T | $23.9M | 32.0K | 2.71% | — |
| 8 | C COF-PN CAPITAL GROUP DIVIDEND VALUE | $23.5M | 476.5K | 2.67% | — |
| 9 | M MSFT MICROSOFT CORP | $22M | 58.9K | 2.50% | — |
| 10 | G GOOGN ALPHABET INC | $18.6M | 52.1K | 2.12% | — |
| 11 | V VGES VANGUARD TAX-MANAGED FDS | $18.5M | 259.6K | 2.10% | — |
| 12 | V VGES VANGUARD INDEX FDS | $17.8M | 25.9K | 2.02% | — |
| 13 | J JPM-PM JPMORGAN CHASE & CO | $17.6M | 53.8K | 2.00% | — |
| 14 | N NVDA NVIDIA CORPORATION | $17.5M | 87.4K | 1.99% | — |
| 15 | E ETHA ISHARES TR | $16.3M | 44.7K | 1.86% | — |
| 16 | ? N/A AMERICAN CENTY ETF TR | $16.3M | 182.2K | 1.85% | — |
| 17 | A AMD ADVANCED MICRO DEVICES INC | $15.7M | 27.0K | 1.78% | — |
| 18 | B BX VANGUARD SPECIALIZED FUNDS | $14.8M | 62.5K | 1.68% | — |
| 19 | A AMZN AMAZON COM INC | $13.9M | 58.4K | 1.58% | — |
| 20 | A AESI ATLAS ENERGY SOLUTIONS INC | $13.1M | 789.3K | 1.49% | — |