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Meridian Financial

Latest statistics and disclosures from Meridian Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are JPST, IVV, SCHD, QQQ, DGRO, and represent 26.88% of Meridian Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$9.0M), RWL, ICLO, LVHI, VCSH, DGRW, JEPI, SPLG, SCHF, SPMO.
Started 14 new stock positions in CYTK, FALN, BLOK, IJS, SCHY, XLE, NVDA, QQQ, ICLO, RWL. SPMO, SCHG, IWF, MS.
Reduced shares in these 10 stocks: IJH, IJR, RDDT, VTV, AAPL, XLV, RSP, FPXI, IHF, NOBL.
Sold out of its position in VTV.
Meridian Financial Advisors was a net buyer of stock by $14M.
Meridian Financial Advisors has $178M in assets under management (AUM), dropping by 14.87%.
Central Index Key (CIK): 0002032629

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Portfolio Holdings for Meridian Financial Advisors

Meridian Financial Advisors holds 140 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.9	$11M		207k	50.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.7	$10M		15k	669.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.6	$9.9M		363k	27.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.1	$9.0M	NEW	15k	600.35	View chart
Ishares Tr Core Div Grwth (DGRO)	4.6	$8.2M	+2%	121k	68.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.4	$7.8M	-3%	66k	118.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.2	$7.4M	-4%	113k	65.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.9	$5.1M		17k	293.74	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.8	$5.0M	+6%	64k	78.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.2	$4.0M	-2%	21k	189.70	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.2	$3.9M	+9%	44k	88.96	View chart
Microsoft Corporation (MSFT)	2.1	$3.8M	+2%	7.2k	517.96	View chart
Spdr Series Trust S&p Divid Etf (SDY)	2.1	$3.7M		27k	140.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$3.5M		14k	254.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.9	$3.4M	+3%	14k	247.12	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	1.7	$3.0M		66k	46.32	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.5	$2.6M		8.9k	293.79	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.3	$2.3M		22k	104.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.3	$2.3M	+21%	29k	79.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$2.2M		10k	215.78	View chart
Alps Etf Tr Rivrfrnt Str Inc (RIGS)	1.2	$2.2M		93k	23.28	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$2.0M	+2%	27k	73.29	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.1	$1.9M		3.2k	595.98	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$1.9M		2.8k	666.18	View chart
Apple (AAPL)	1.0	$1.8M	-8%	7.1k	254.62	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	1.0	$1.8M		31k	57.19	View chart
Spdr Series Trust Portfolio Short (SPSB)	1.0	$1.7M	+7%	57k	30.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$1.7M	-2%	5.7k	297.60	View chart
Merck & Co (MRK)	0.8	$1.3M		16k	83.93	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.7	$1.3M	-3%	15k	88.65	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$1.3M		6.1k	208.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.2M	+3%	2.0k	612.35	View chart
Amazon (AMZN)	0.6	$1.1M		5.2k	219.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$1.1M	+4%	15k	73.48	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.6	$1.1M		21k	52.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.6	$1.0M	NEW	9.1k	110.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.0M		12k	84.11	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$992k	+13%	6.0k	164.54	View chart
JPMorgan Chase & Co. (JPM)	0.5	$976k		3.1k	315.47	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$964k	+6%	11k	87.21	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.5	$944k	+74%	27k	34.75	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.5	$933k		17k	53.66	View chart
Cisco Systems (CSCO)	0.5	$898k	-5%	13k	68.42	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$861k	-5%	6.6k	129.71	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.5	$858k	-8%	13k	68.66	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$815k		9.6k	84.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$800k	+4%	1.7k	479.61	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.4	$786k	+4%	23k	33.89	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$777k	-9%	7.5k	103.06	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$761k	-3%	4.4k	174.59	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$732k	-2%	7.0k	104.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$729k	+70%	31k	23.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$672k	+3%	4.8k	140.95	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$664k		2.4k	281.87	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$600k		2.5k	243.55	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$600k	+115%	11k	57.10	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$592k	+11%	18k	33.65	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$584k	-8%	4.1k	141.50	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$583k	-8%	4.3k	135.65	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.3	$575k	-15%	9.6k	59.92	View chart
Waste Management (WM)	0.3	$568k		2.6k	220.84	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$543k	-18%	3.9k	139.16	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.3	$530k	NEW	21k	25.61	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$527k	+9%	9.8k	53.87	View chart
Reddit Cl A (RDDT)	0.3	$524k	-29%	2.3k	229.99	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$513k	-9%	5.4k	95.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$513k		2.1k	243.10	View chart
International Business Machines (IBM)	0.3	$502k		1.8k	282.16	View chart
Spdr Series Trust Spdr Portfolio S (SPDG)	0.3	$490k	-2%	12k	40.20	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$482k		982.00	490.38	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.3	$481k		5.8k	83.41	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.3	$477k	+9%	13k	37.31	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$473k	+11%	3.5k	135.23	View chart
Lockheed Martin Corporation (LMT)	0.3	$464k		928.00	499.45	View chart
Johnson & Johnson (JNJ)	0.3	$459k	-5%	2.5k	185.42	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$449k	+3%	8.3k	54.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$432k		4.6k	93.36	View chart
Raytheon Technologies Corp (RTX)	0.2	$430k	-8%	2.6k	167.33	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$420k	-8%	14k	29.64	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$419k		1.4k	307.86	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$416k		8.0k	52.25	View chart
Southern Company (SO)	0.2	$401k		4.2k	94.77	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$400k		6.9k	57.96	View chart
McDonald's Corporation (MCD)	0.2	$396k		1.3k	303.99	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$394k		4.4k	89.56	View chart
Oracle Corporation (ORCL)	0.2	$392k		1.4k	281.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$382k		759.00	502.74	View chart
Alnylam Pharmaceuticals (ALNY)	0.2	$378k	+3%	828.00	456.00	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.2	$368k	-3%	3.9k	94.32	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$367k	+4%	4.1k	89.62	View chart
Stryker Corporation (SYK)	0.2	$366k		991.00	369.75	View chart
CVS Caremark Corporation (CVS)	0.2	$365k	-11%	4.8k	75.40	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$358k	-7%	4.7k	76.71	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.2	$341k	+19%	13k	25.60	View chart
United Therapeutics Corporation (UTHR)	0.2	$327k		780.00	419.21	View chart
Verizon Communications (VZ)	0.2	$324k		7.4k	43.95	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$323k	-3%	2.1k	154.23	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$303k	+11%	5.9k	51.04	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$300k	+10%	7.0k	42.79	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$300k		5.9k	50.47	View chart
Broadcom (AVGO)	0.2	$294k	-5%	890.00	329.91	View chart
Chevron Corporation (CVX)	0.2	$289k		1.9k	155.25	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$289k	NEW	2.4k	121.06	View chart
Dominion Resources (D)	0.2	$283k		4.6k	61.18	View chart
Visa Com Cl A (V)	0.2	$281k	+37%	824.00	341.38	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.2	$280k	-2%	4.4k	63.56	View chart
Ball Corporation (BALL)	0.2	$277k		5.5k	50.42	View chart
Bank of America Corporation (BAC)	0.2	$276k		5.4k	51.59	View chart
Spdr Series Trust S&p Kensho New (KOMP)	0.2	$276k	-21%	4.4k	62.26	View chart
Procter & Gamble Company (PG)	0.2	$270k	-5%	1.8k	153.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$267k	+6%	4.5k	59.92	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$267k		575.00	463.74	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$264k	+13%	1.7k	155.45	View chart
Us Bancorp Del Com New (USB)	0.1	$264k		5.5k	48.33	View chart
Abbvie (ABBV)	0.1	$256k		1.1k	231.62	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$256k	-4%	5.8k	44.27	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.1	$253k	NEW	3.8k	67.04	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$249k		2.1k	118.37	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$248k	+16%	8.3k	29.73	View chart
American Electric Power Company (AEP)	0.1	$245k		2.2k	112.49	View chart
Duke Energy Corp Com New (DUK)	0.1	$242k		2.0k	123.76	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$242k	+2%	5.0k	48.30	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$240k	NEW	2.7k	89.34	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$233k	NEW	8.4k	27.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$232k	NEW	7.3k	31.91	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$230k		980.00	234.96	View chart
Nextera Energy (NEE)	0.1	$227k		3.0k	75.49	View chart
Cytokinetics Com New (CYTK)	0.1	$226k	NEW	4.1k	54.96	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$224k		2.6k	85.35	View chart
NVIDIA Corporation (NVDA)	0.1	$224k	NEW	1.2k	186.58	View chart
Morgan Stanley Com New (MS)	0.1	$223k	NEW	1.4k	158.96	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$222k		9.5k	23.41	View chart
Illinois Tool Works (ITW)	0.1	$218k		835.00	260.73	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$217k		2.6k	84.83	View chart
Avery Dennison Corporation (AVY)	0.1	$216k		1.3k	162.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$215k	NEW	458.00	468.41	View chart
Coca-Cola Company (KO)	0.1	$213k		3.2k	66.31	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.1	$211k	-31%	4.3k	49.39	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$205k	NEW	1.8k	110.60	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$200k	NEW	7.2k	27.94	View chart

Past Filings by Meridian Financial Advisors

SEC 13F filings are viewable for Meridian Financial Advisors going back to 2024

Meridian Financial Advisors 2025 Q3 filed Oct. 20, 2025
Meridian Financial 2025 Q2 filed July 16, 2025
Meridian Financial 2025 Q1 filed April 25, 2025
Meridian Financial 2024 Q4 filed Jan. 15, 2025
Meridian Financial 2024 Q3 filed Oct. 15, 2024
Meridian Financial 2021 Q4 filed Aug. 13, 2024
Meridian Financial 2022 Q1 filed Aug. 13, 2024
Meridian Financial 2022 Q2 filed Aug. 13, 2024
Meridian Financial 2022 Q3 filed Aug. 13, 2024
Meridian Financial 2022 Q4 filed Aug. 13, 2024
Meridian Financial 2023 Q1 filed Aug. 13, 2024
Meridian Financial 2023 Q2 filed Aug. 13, 2024
Meridian Financial 2023 Q3 filed Aug. 13, 2024
Meridian Financial 2023 Q4 filed Aug. 13, 2024
Meridian Financial 2024 Q1 filed Aug. 13, 2024
Meridian Financial 2024 Q2 filed Aug. 13, 2024

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