Meridian Wealth Advisors, LLC: 13F holdings
CIK 17680952026Q2
| Positions | 211 |
|---|---|
| Reported value | $880.0m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 126,391 | $94.7m | 10.8% |
| IAU ISHARES GOLD TR | 641,393 | $48.4m | 5.5% |
| EXXON MOBIL CORP | 322,421 | $44.1m | 5.0% |
| VO VANGUARD INDEX FDS | 349,947 | $28.2m | 3.2% |
| AAPL APPLE INC | 94,005 | $27.2m | 3.1% |
| USMV ISHARES TR | 255,013 | $24.6m | 2.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 31,988 | $23.9m | 2.7% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 476,503 | $23.5m | 2.7% |
| MSFT MICROSOFT CORP | 58,941 | $22.0m | 2.5% |
| GOOGL ALPHABET INC | 52,129 | $18.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1768095")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.