Meridian Wealth Advisors, LLC ETF holdings
Austin, TX
Reported $431.7M in 71 ETFs in its Form 13F for June 30, 2026.
ETF value
$431.7M
ETFs held
71
Change from prior quarter
+20.5%
With price moves
ETFs as a share of its 13F
49.1%
of $880.0M
Top 10 of 71 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $94.7M | 126,391 | +4,208 shares |
| IAU | iShares Gold Trust | $48.4M | 641,393 | +56,347 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $28.2M | 349,947 | +271,395 shares |
| USMV | iShares MSCI USA Min Vol Factor ETF | $24.6M | 255,013 | +18,238 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $23.9M | 31,988 | +628 shares |
| CGDV | Capital Group Dividend Value ETF | $23.5M | 476,503 | +468,133 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $18.5M | 259,612 | +41,906 shares |
| VOO | Vanguard S&P 500 ETF | $17.8M | 25,910 | −862 shares |
| OEF | iShares S&P 100 ETF | $16.3M | 44,676 | −1,900 shares |
| AVDE | Avantis International Equity ETF | $16.3M | 182,184 | +19,373 shares |
61 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001768095. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Meridian Wealth Advisors, LLC own?
Meridian Wealth Advisors, LLC reported 71 ETF positions worth $431.7M in its Form 13F for June 30, 2026. The largest was IVV, at $94.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.