account_balance
Investment manager · 13F filer · SEC CIK 1768095
Meridian Wealth Advisors, LLC
Reported value$893Mas of Sep 30, 2026
Positions215 18 new, 14 sold out
Top 10 weight42.0%IVV alone is 10%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
9.8%Trimmed −9%
XOMExxonMobil Holdings Corp
5.9%
IAUiShares Gold Trust
5.8%Added +3%
AAPLApple Inc.
3.5%
MSFTMicrosoft Corp
3.4%
VOVanguard Index FDS
3.3%Added +8%
CGDVCapital Group Dividend Value
3.0%Added +14%
USMViShares Tr
2.9%Added +5%
VEAVanguard Tax-Managed FDS
2.2%+9%
NVDANVIDIA Corp
2.2%
AVDEAmerican Centy ETF Tr
2.1%+13%
VOOVanguard Index FDS
2.0%
IVViShares Tr
9.8%Trimmed −9%
XOMExxonMobil Holdings Corp
5.9%
IAUiShares Gold Trust
5.8%Added +3%
AAPL3.5%MSFT3.4%VOVanguard Index FDS
3.3%
CGDVCapital Group Dividend Value
3.0%
USMViShares Tr
2.9%
VEAVanguard Tax-Managed FDS
2.2%
AVDE2.1%
VOO2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 9.8% Trimmed −9%
XOM ExxonMobil Holdings Corp 5.9% HeldIAU iShares Gold Trust 5.8% Added +3%AAPL Apple Inc. 3.5% HeldMSFT Microsoft Corp 3.4% HeldVO Vanguard Index FDS 3.3% Added +8%
CGDV Capital Group Dividend Value 3.0% Added +14%
USMV iShares Tr 2.9% Added +5%
VEA Vanguard Tax-Managed FDS 2.2% Added +9%
NVDA NVIDIA Corp 2.2% HeldAVDE American Centy ETF Tr 2.1% Added +13%
VOO Vanguard Index FDS 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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