Long-term investor
Meridian Wealth Advisors, LLC @meridianwealthadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001768095).
Record
- Tracked since 2025-06-30 (434 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +6.7% · 6 months +8.3% · 1 year +14.7% · all +14.7%
- Max drawdown -0.2% · Sharpe 1.26 · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 10.8% · long · since 2025-06-30
- IAU · 5.5% · long · since 2025-06-30
- XOM · 5.0% · long · since 2025-06-30
- VO · 3.2% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- USMV · 2.8% · long · since 2025-06-30
- SPY · 2.7% · long · since 2025-06-30
- CGDV · 2.7% · long · since 2026-03-31
- MSFT · 2.5% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30
- VEA · 2.1% · long · since 2025-06-30
- VOO · 2.0% · long · since 2025-06-30