Meridian Wealth Advisors, LLC - Portfolio overview

Meridian Wealth Advisors, LLC has 218 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 10.42%
2. XOM - EXXON MOBIL CORP, 7.14%
3. IAU - ISHARES GOLD TR, 6.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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