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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Meridian Wealth Advisors, LLC

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001951757-26-000470

Total Value
$722.2M
Positions
185
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (185)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200117,868$80.7M11.18%
2ISHARES GOLD TRIAU570,745$46.3M6.41%
3EXXON MOBIL CORPXOM313,860$37.8M5.23%
4MICROSOFT CORPMSFT55,052$26.6M3.69%
5APPLE INCAAPL95,049$25.8M3.58%
6SPDR S&P 500 ETF TRSPY31,076$21.2M2.93%
7VANGUARD INDEX FDS92290836329,959$18.8M2.60%
8ISHARES TR46429B697197,634$18.6M2.58%
9VANGUARD INDEX FDS92290862961,593$17.9M2.48%
10JPMORGAN CHASE & CO.VYLD55,142$17.8M2.46%
11ALPHABET INCGOOG52,830$16.5M2.29%
12ISHARES TR46428710146,523$16.0M2.21%
13NVIDIA CORPORATIONNVDA80,566$15.0M2.08%
14VANGUARD SPECIALIZED FUNDS92190884462,806$13.8M1.91%
15VANGUARD TAX-MANAGED FDS921943858186,068$11.6M1.61%
16AMAZON COM INCAMZN49,207$11.4M1.57%
17PACER FDS TR69374H105203,487$11.3M1.57%
18AMERICAN CENTY ETF TR025072703130,534$10.7M1.49%
19ATLAS ENERGY SOLUTIONS INCAESI990,958$9.3M1.29%
20COSTCO WHSL CORP NEW22160K10510,742$9.3M1.28%
21VISA INCV26,046$9.1M1.26%
22EATON CORP PLCETN25,963$8.3M1.15%
23ISHARES TR46428761415,575$7.4M1.02%
24WALMART INCWMT65,544$7.3M1.01%
25SPDR S&P MIDCAP 400 ETF TRMDY11,753$7.1M0.98%
26SPDR SERIES TRUST78464A76349,950$7.0M0.96%
27ELI LILLY & COLLY6,374$6.8M0.95%
28BERKSHIRE HATHAWAY INC DELBRK-A13,439$6.8M0.94%
29BROADCOM INCAVGO18,736$6.5M0.90%
30META PLATFORMS INCMETA9,715$6.4M0.89%
31ADVANCED MICRO DEVICES INCAMD29,295$6.3M0.87%
32S&P GLOBAL INCSPGI11,712$6.1M0.85%
33OREILLY AUTOMOTIVE INC67103H10766,907$6.1M0.85%
34MCKESSON CORPMCK7,203$5.9M0.82%
35UNION PAC CORPUNP25,229$5.8M0.81%
36HOME DEPOT INCHD16,572$5.7M0.79%
37MERCK & CO INCMRK54,154$5.7M0.79%
38ALPHABET INCGOOG17,968$5.6M0.78%
39SELECT SECTOR SPDR TR81369Y80339,150$5.6M0.78%
40ALLSTATE CORPALL-PJ26,859$5.6M0.77%
41SALESFORCE INCCRM20,321$5.4M0.75%
42ISHARES TR46428730941,804$5.2M0.71%
43NXP SEMICONDUCTORS N VNXPI21,745$4.7M0.65%
443M COMMM28,053$4.5M0.62%
45MORGAN STANLEYMS-PQ24,959$4.4M0.61%
46IQVIA HLDGS INCIQV18,244$4.1M0.57%
47MARATHON PETE CORPMARA24,788$4.0M0.56%
48AMPLIFY ETF TR03210840990,525$4.0M0.56%
49UNITEDHEALTH GROUP INCUNH11,379$3.8M0.52%
50TRANE TECHNOLOGIES PLCTT9,557$3.7M0.52%
51INTERNATIONAL BUSINESS MACHSINTR12,424$3.7M0.51%
52STARBUCKS CORPSBUX34,617$2.9M0.40%
53COCA COLA COKO41,267$2.9M0.40%
54AMGEN INCAMGN8,232$2.7M0.37%
55INVESCO EXCHANGE TRADED FD TIVZ12,486$2.4M0.33%
56JOHNSON & JOHNSONJNJ11,022$2.3M0.32%
57AIR PRODS & CHEMS INCAIIR8,997$2.2M0.31%
58SPDR GOLD TRGLD5,604$2.2M0.31%
59INVESCO QQQ TRIVZ3,599$2.2M0.31%
60PALO ALTO NETWORKS INCPANW11,714$2.2M0.30%
61ARISTA NETWORKS INCANET14,919$2.0M0.27%
62CALAMOS STRATEGIC TOTAL RETUCSQ97,722$1.9M0.26%
63IRON MTN INC DEL46284V10120,314$1.7M0.23%
64VANGUARD INDEX FDS9229087695,012$1.7M0.23%
65VANGUARD SCOTTSDALE FDS92206C66416,613$1.7M0.23%
66ISHARES TR46428750724,712$1.6M0.23%
67LOWES COS INC5486611076,743$1.6M0.23%
68ISHARES TR4642877218,076$1.6M0.22%
69MASTERCARD INCORPORATEDMA2,787$1.6M0.22%
70RAYMOND JAMES FINL INC7547301099,569$1.5M0.21%
71VANGUARD WORLD FD92204A5045,000$1.4M0.20%
72SNOWFLAKE INCSNOW6,387$1.4M0.19%
73ANALOG DEVICES INCADI4,790$1.3M0.18%
74ENTERPRISE PRODS PARTNERS L29379210740,448$1.3M0.18%
75MCDONALDS CORPMCD4,240$1.3M0.18%
76HONEYWELL INTL INC4385161066,551$1.3M0.18%
77CHEVRON CORP NEWCVX8,336$1.3M0.18%
78ISHARES TR4642876554,847$1.2M0.17%
79ISHARES TR4642876223,185$1.2M0.16%
80LISTED FDS TR53656F62325,898$1.2M0.16%
81ENERGY TRANSFER L PET-PI68,428$1.1M0.16%
82PEPSICO INCPEP7,854$1.1M0.16%
83BLACKSTONE INCBX7,280$1.1M0.16%
84BLACKROCK INCBLK1,038$1.1M0.15%
85PACER FDS TR69374H20431,037$1.1M0.15%
86PFIZER INCPFE43,951$1.1M0.15%
87VANECK ETF TRUST92189F10611,955$1.0M0.14%
88LOCKHEED MARTIN CORPLMT2,091$1.0M0.14%
89CHUBB LIMITEDCB3,182$993,0820.14%
90RTX CORPORATIONRTX5,397$989,7860.14%
91VANGUARD INDEX FDS9229087362,016$983,5260.14%
92TAIWAN SEMICONDUCTOR MFG LTD8740391003,166$961,9780.13%
93QUALCOMM INCQCOM5,435$929,6570.13%
94ABBOTT LABSABLZF7,365$922,7610.13%
95GOLDMAN SACHS GROUP INCGSCE1,037$911,8000.13%
96CISCO SYS INCCSCO11,510$886,6520.12%
97TJX COS INC NEW8725401095,716$877,9940.12%
98AMERICAN EXPRESS COAXP2,343$866,7930.12%
99VANGUARD INDEX FDS9229086372,750$865,7000.12%
100AT&T INCT-PC33,862$841,1320.12%
101INHIBRX BIOSCIENCES INCINBX10,500$829,5000.11%
102SPROTT ASSET MANAGEMENT LPSII23,469$774,9460.11%
103THERMO FISHER SCIENTIFIC INCTMO1,335$773,5660.11%
104FIDELITY WISE ORIGIN BITCOINFBTC10,000$762,3000.11%
105REALTY INCOME CORPO13,325$751,1370.10%
106SELECT SECTOR SPDR TR81369Y7044,805$745,3520.10%
107PROCTER AND GAMBLE CO7427181095,073$727,0370.10%
108THIRD COAST BANCSHARES INCTCBX18,882$717,7050.10%
109SELECT SECTOR SPDR TR81369Y2094,565$706,6620.10%
110ISHARES TR4642878045,873$705,8270.10%
111SPROTT ETF TRUSTSII10,000$696,3000.10%
112SELECT SECTOR SPDR TR81369Y60512,582$689,1160.10%
113MOTOROLA SOLUTIONS INCMSI1,772$679,0610.09%
114ISHARES TR4642876714,000$671,7600.09%
115DANAHER CORPORATION2358511022,925$669,5910.09%
116ADOBE INCADBE1,861$651,3320.09%
117KLA CORPKLAC527$640,3470.09%
118SCHWAB STRATEGIC TR80852479722,818$625,8980.09%
119ISHARES TR46434V80315,125$625,5700.09%
120VANGUARD WORLD FD9219108732,488$624,9110.09%
121SELECT SECTOR SPDR TR81369Y4075,200$620,9320.09%
122CATERPILLAR INCCAT1,068$611,9920.08%
123ISHARES TR4642875982,858$601,1520.08%
124ORACLE CORPORCL-PD2,980$580,8140.08%
125TESLA INCTSLA1,241$558,1030.08%
126AUTOMATIC DATA PROCESSING INADP2,147$552,2730.08%
127GLOBAL X FDS37954Y65729,000$548,3900.08%
128VANGUARD INDEX FDS9229087442,842$542,7010.08%
129CME GROUP INCCME1,972$538,3800.07%
130VANGUARD INDEX FDS9229085381,855$517,7010.07%
131REPUBLIC SVCS INC7607591002,422$513,2940.07%
132ILLINOIS TOOL WKS INC4523081092,076$511,3190.07%
133VANGUARD WORLD FD92204A6031,708$509,4940.07%
134ISHARES TR4642874325,757$501,7670.07%
135PNC FINL SVCS GROUP INC6934751052,292$478,4090.07%
136MERCADOLIBRE INCMELI232$467,3080.06%
137TEXAS INSTRS INC8825081042,468$428,1730.06%
138BANK AMERICA CORP0605051047,602$418,1070.06%
139WASTE MGMT INC DEL94106L1091,760$386,7570.05%
140ACCENTURE PLC IRELANDACN1,350$362,2810.05%
141NOVARTIS AGNVSEF2,601$358,6000.05%
142VIPER ENERGY INCVNOM9,258$357,6370.05%
143SERVICENOW INCNOW2,230$341,6140.05%
144ISHARES TR46428822420,357$334,4660.05%
145APPLIED MATLS INC0382221051,290$331,5170.05%
146EQUINIX INCEQIX426$326,2320.05%
147AUTOZONE INCAZO95$322,1920.04%
148FIRST TR EXCHANGE-TRADED ALP33735K1081,975$315,7550.04%
149EXPAND ENERGY CORPORATIONEXE2,850$314,5260.04%
150MARSH & MCLENNAN COS INC5717481021,657$307,4610.04%
151ABBVIE INCABBV1,342$306,7480.04%
152SPDR SERIES TRUST78464A8543,808$305,5130.04%
153ISHARES BITCOIN TRUST ETFIBIT6,060$300,8790.04%
154WILLIAMS COS INC9694571005,000$300,5500.04%
155DISNEY WALT CO2546871062,626$298,7600.04%
156CITIGROUP INCC-PR2,522$294,2670.04%
157ZOETIS INCZTS2,290$288,1280.04%
158NIKE INCNKE4,457$283,9510.04%
159SELECT SECTOR SPDR TR81369Y3083,580$278,0940.04%
160MONDELEZ INTL INC6092071055,109$275,0170.04%
161ISHARES TR4642898593,070$274,9530.04%
162LIBERTY ENERGY INCLBRT14,800$273,2080.04%
163VANGUARD WORLD FD92204A702346$261,1300.04%
164CONSTELLATION ENERGY CORPCEG732$258,5940.04%
165GILEAD SCIENCES INCGILD2,057$252,5090.03%
166STARWOOD PPTY TR INCSTHO13,950$251,2400.03%
167INVESCO EXCHANGE TRADED FD TIVZ5,356$249,9790.03%
168CONOCOPHILLIPSCOP2,633$246,4750.03%
169VERIZON COMMUNICATIONS INCVZ5,934$241,6760.03%
170SPDR SERIES TRUST78468R5561,900$239,8940.03%
171NEXTERA ENERGY INCNEE-PW2,982$239,3800.03%
172ONEOK INC NEWOKE3,176$233,4360.03%
173ISHARES TR46429B6892,590$223,3880.03%
174KIMBELL RTY PARTNERS LP49435R10218,900$222,2640.03%
175CENCORA INCCOR638$215,5070.03%
176INTERCONTINENTAL EXCHANGE IN45866F1041,313$212,6260.03%
177ISHARES SILVER TRSLV3,300$212,5860.03%
178VANGUARD INDEX FDS922908611995$210,6450.03%
179CROWDSTRIKE HLDGS INCCRWD448$210,0040.03%
180FIRST TR EXCH TRADED FD III33739E10810,366$188,8770.03%
181EATON VANCE TAX-MANAGED GLOBETN17,936$170,9300.02%
182PROPETRO HLDG CORPPUMP10,000$95,1000.01%
183RESERVOIR MEDIA INCRSVRW10,000$75,7000.01%
184REIN THERAPEUTICS INCRNTX28,486$33,0440.00%
185KINDLY MD INC49457M10611,000$3,8620.00%