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Disclosed positions
Meridian Wealth Advisors, LLC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $94,652,895
- Reported amount
- 126,391
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001265Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $94,652,895 | 126,391 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $48,431,585 | 641,393 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $44,081,361 | 322,421 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $28,195,259 | 349,947 | SH | None |
| APPLE INC | AAPL | COM | $27,201,336 | 94,005 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $24,598,592 | 255,013 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $23,887,367 | 31,988 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $23,482,068 | 476,503 | SH | None |
| MICROSOFT CORP | MSFT | COM | $21,986,180 | 58,941 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $18,629,503 | 52,129 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $18,497,335 | 259,612 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $17,795,588 | 25,910 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $17,603,933 | 53,780 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $17,496,619 | 87,444 | SH | None |
| ISHARES TR | OEF | S&P 100 ETF | $16,345,444 | 44,676 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $16,250,822 | 182,184 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $15,665,983 | 26,968 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $14,792,670 | 62,517 | SH | None |
| AMAZON COM INC | AMZN | COM | $13,922,155 | 58,413 | SH | None |
| ATLAS ENERGY SOLUTIONS INC | AESI | COM NEW | $13,110,256 | 789,299 | SH | None |
| PACER FDS TR | PTLC | TRENDP US LAR CP | $11,881,895 | 203,946 | SH | None |
| EATON CORP PLC | ETN | SHS | $10,904,000 | 25,589 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $9,902,444 | 10,586 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $9,417,664 | 75,845 | SH | None |
| SPDR SERIES TRUST | SDY | ST STR SP DIV | $9,236,531 | 60,695 | SH | None |
| BROADCOM INC | AVGO | COM | $8,441,431 | 22,347 | SH | None |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $8,254,091 | 11,736 | SH | None |
| WALMART INC | WMT | COM | $7,622,656 | 67,302 | SH | None |
| ELI LILLY & CO | LLY | COM | $7,561,335 | 6,304 | SH | None |
| VISA INC | V | COM CL A | $7,326,687 | 21,355 | SH | None |
| THIRD COAST BANCSHARES INC | TCBX | COM | $7,290,948 | 180,469 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $7,181,541 | 21,059 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $6,771,500 | 35,542 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $6,635,672 | 13,261 | SH | None |
| HOME DEPOT INC | HD | COM | $6,434,397 | 18,244 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $6,392,127 | 18,091 | SH | None |
| MARATHON PETE CORP | MPC | COM | $6,364,180 | 24,892 | SH | None |
| ALLSTATE CORP | ALL | COM | $6,185,406 | 25,996 | SH | None |
| OREILLY AUTOMOTIVE INC | ORLY | COM | $5,858,306 | 63,615 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $5,836,681 | 8,073 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $5,768,684 | 41,945 | SH | None |
| S&P GLOBAL INC | SPGI | COM | $5,695,249 | 13,984 | SH | None |
| AMPLIFY ETF TR | DIVO | CWP ENHANCED DIV | $5,615,547 | 122,878 | SH | None |
| META PLATFORMS INC | META | CL A | $5,313,357 | 9,433 | SH | None |
| MCKESSON CORP | MCK | COM | $5,056,128 | 6,692 | SH | None |
| CISCO SYS INC | CSCO | COM | $4,798,164 | 40,849 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $4,688,221 | 9,351 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $4,686,683 | 22,420 | SH | None |
| NXP SEMICONDUCTORS N V | NXPI | COM | $4,628,868 | 16,471 | SH | None |
| TRANE TECHNOLOGIES PLC | TT | SHS | $4,268,295 | 8,690 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.