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Meridian Wealth Advisors, LLCCoreConcentrated trader

CIK: 0001768095 | AUSTIN, TX

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR211$880.0M2026-08-14SEC ↗
Q1 2026
13F-HR202$756.4M2026-05-11SEC ↗
Q4 2025
13F-HR185$722.2M2026-02-17SEC ↗
Q3 2025
13F-HR186$704.4M2025-11-12SEC ↗
Q2 2025
13F-HR180$632.5M2025-08-12SEC ↗
Q1 2025
13F-HR170$589.0M2025-05-05SEC ↗
Q4 2024
13F-HR175$606.3M2025-02-11SEC ↗
Q3 2024
13F-HR176$598.0M2024-10-24SEC ↗
Q2 2024
13F-HR175$560.7M2024-08-02SEC ↗
Q1 2024
13F-HR176$532.4M2024-05-10SEC ↗
Q4 2023
13F-HR177$456.7M2024-02-06SEC ↗
Q3 2023
13F-HR178$400.2M2023-11-13SEC ↗
Q2 2023
13F-HR183$413.3M2023-08-02SEC ↗
Q1 2023
13F-HR188$399.5M2023-05-02SEC ↗
Q4 2022
13F-HR191$388.0M2023-01-23SEC ↗
Q3 2022
13F-HR187$21.3M2022-10-19SEC ↗
Q2 2022
13F-HR196$16.4M2022-07-26SEC ↗
Q1 2022
13F-HR212$12.6M2022-05-12SEC ↗
Q4 2021
13F-HR203$10.7M2022-02-02SEC ↗
Q3 2021
13F-HR196$8.9M2021-11-12SEC ↗
Q2 2021
13F-HR194$8.6M2021-08-10SEC ↗
Q1 2021
13F-HR184$7.0M2021-05-07SEC ↗
Q4 2020Amended
13F-HR/A243$160.5K2021-02-16SEC ↗
Q3 2020
13F-HR164$5.4M2020-11-16SEC ↗
Q2 2020
13F-HR164$5.1M2020-08-14SEC ↗
Q1 2020
13F-HR142$3.7M2020-05-15SEC ↗
Q4 2019
13F-HR169$4.9M2020-02-12SEC ↗
Q3 2019
13F-HR153$4.1M2019-11-08SEC ↗
Q2 2019
13F-HR130$143.4K2019-08-08SEC ↗
Q1 2019
13F-HR127$2.1M2019-05-07SEC ↗
Q4 2018
13F-HR463$2.5M2019-02-14SEC ↗