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Deanna Gale

Meridian Wealth Advisors, Llc

Assets Managed
$756.366M
Holdings
202
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
4.74%(2Q avg: 3.64%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Meridian Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 202 positions.

Assets under management

The assets under management (AUM) of Meridian Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 756.366M in assets, with a quarterly growth rate of 4.74% and a 2-quarter average growth rate of 3.64%. The portfolio is managed by Deanna Gale, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.67%
10.56%
$79.811M
122,183 shares@ $653.22 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 2.65%
7.23%
$54.66M
322,172 shares@ $169.67 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 2.51%
6.82%
$51.578M
585,046 shares@ $88.17 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.65%
3.14%
$23.724M
93,479 shares@ $253.8 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 27.54%
2.99%
$22.559M
78,552 shares@ $287.19 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 19.81%
2.91%
$21.959M
236,775 shares@ $92.75 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.79%
2.8%
$21.15M
57,135 shares@ $370.17 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.92%
2.7%
$20.394M
31,360 shares@ $650.34 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -10.63%
2.12%
$15.998M
26,772 shares@ $597.56 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -5.55%
2.03%
$15.32M
52,079 shares@ $294.17 avg price

1-10 of 202