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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 26.06% of Meridian Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: RWL, SPYM, ICLO, XLU, IEMG, SCHF, DGRW, LVHI, HFSI, JEPI.
Started 6 new stock positions in IEMG, CB, IEV, HFSI, IDMO, CIBR.
Reduced shares in these 10 stocks: IJR, SCHD, IJH, KOMP, VO, ITW, IHF, IJS, SCHY, JPST.
Sold out of its positions in ITW, IJS, IHF, KOMP, SCHY.
Meridian Financial Advisors was a net buyer of stock by $4.8M.
Meridian Financial Advisors has $184M in assets under management (AUM), dropping by 3.43%.
Central Index Key (CIK): 0002032629

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Portfolio Holdings for Meridian Financial Advisors

Meridian Financial Advisors holds 141 positions in its portfolio as reported in the December 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)	5.6	$10M		204k	50.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.6	$10M		15k	684.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.2	$9.6M	-3%	349k	27.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.0	$9.1M		15k	614.30	View chart
Ishares Tr Core Div Grwth (DGRO)	4.7	$8.6M	+2%	123k	69.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$7.5M	-5%	62k	120.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.9	$7.1M	-4%	108k	66.00	View chart
Spdr Series Trust State Street Spd (SPYM)	3.1	$5.7M	+11%	71k	80.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.6	$4.8M	-5%	17k	290.22	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.4	$4.4M	+11%	49k	89.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.2	$4.0M		21k	191.56	View chart
Spdr Series Trust State Street Spd (SDY)	2.0	$3.7M		26k	139.16	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.0	$3.6M	+3%	14k	252.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$3.5M		14k	257.96	View chart
Microsoft Corporation (MSFT)	1.9	$3.5M		7.2k	483.63	View chart
Spdr Series Trust State Street Spd (SPSM)	1.7	$3.0M		65k	46.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.4	$2.6M	+15%	33k	79.73	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.3	$2.5M		8.8k	279.14	View chart
Spdr Series Trust State Street Spd (SPYG)	1.2	$2.3M	-2%	21k	106.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$2.3M		10k	219.77	View chart
Alps Etf Tr Rivrfrnt Str Inc (RIGS)	1.2	$2.2M		93k	23.05	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$2.1M	+3%	28k	75.05	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.1	$2.0M	+92%	17k	114.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$1.9M		2.8k	681.92	View chart
Apple (AAPL)	1.0	$1.9M		7.0k	271.85	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.0	$1.9M		3.1k	603.23	View chart
Spdr Series Trust State Street Spd (SPMD)	1.0	$1.8M		31k	57.91	View chart
Spdr Series Trust State Street Spd (SPSB)	1.0	$1.8M	+2%	58k	30.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$1.7M	-3%	5.5k	302.09	View chart
Merck & Co (MRK)	0.9	$1.6M	-2%	16k	105.26	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.8	$1.4M	+42%	39k	36.82	View chart
Spdr Series Trust State Street Spd (SLYV)	0.7	$1.3M	-2%	14k	90.97	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$1.3M	+69%	53k	24.04	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$1.3M		6.0k	211.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.2M		2.0k	627.09	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.6	$1.1M	+112%	44k	25.55	View chart
Amazon (AMZN)	0.6	$1.1M	-7%	4.8k	230.82	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.1M	+7%	6.5k	167.94	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$1.1M	+2%	15k	71.42	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.6	$1.0M		20k	51.60	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.6	$1.0M	+117%	24k	42.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.0M		12k	83.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$987k	+64%	17k	57.24	View chart
Cisco Systems (CSCO)	0.5	$976k	-3%	13k	77.03	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.5	$949k		17k	54.84	View chart
JPMorgan Chase & Co. (JPM)	0.5	$923k	-7%	2.9k	322.26	View chart
Spdr Series Trust State Street Spd (SPIB)	0.5	$904k	+15%	27k	33.81	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$877k		9.7k	90.00	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$854k	-2%	6.5k	131.58	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.4	$799k	-8%	12k	69.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$788k	-3%	1.6k	487.86	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$784k		7.5k	104.07	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$763k		4.3k	177.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$755k	-2%	2.4k	313.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$700k	+106%	4.9k	143.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$667k		2.1k	313.00	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$651k	-8%	6.4k	102.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$628k	-8%	4.4k	143.52	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$619k		18k	35.15	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$609k		3.9k	154.79	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$599k		4.3k	139.34	View chart
Waste Management (WM)	0.3	$565k		2.6k	219.72	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$555k	+3%	10k	54.77	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$547k	-6%	3.9k	141.16	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$546k	NEW	8.1k	67.22	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$530k	+131%	19k	27.30	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$527k	+17%	9.8k	53.88	View chart
Reddit Cl A (RDDT)	0.3	$524k		2.3k	229.87	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$523k	+7%	3.8k	138.46	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.3	$520k	+4%	13k	38.89	View chart
International Business Machines (IBM)	0.3	$515k	-2%	1.7k	296.21	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.3	$500k	-11%	8.5k	59.14	View chart
Spdr Series Trust State Street Spd (MDYV)	0.3	$488k		5.8k	84.65	View chart
Spdr Series Trust State Street Spd (SPDG)	0.3	$483k	-2%	12k	40.78	View chart
Raytheon Technologies Corp (RTX)	0.3	$477k		2.6k	183.40	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$458k		978.00	468.76	View chart
Johnson & Johnson (JNJ)	0.2	$458k	-10%	2.2k	206.95	View chart
Lockheed Martin Corporation (LMT)	0.2	$449k		928.00	483.91	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$449k	-13%	4.6k	96.88	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$446k		4.6k	96.03	View chart
Spdr Series Trust State Street Spd (SJNK)	0.2	$439k	+30%	17k	25.32	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$423k		8.0k	53.15	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$416k	-2%	14k	30.07	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$412k		7.0k	58.90	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$407k	+72%	13k	32.62	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$402k		4.4k	91.44	View chart
McDonald's Corporation (MCD)	0.2	$402k		1.3k	305.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$397k	-7%	1.3k	314.80	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.2	$389k	NEW	11k	35.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$382k		759.00	502.65	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$371k	+100%	8.2k	45.35	View chart
Southern Company (SO)	0.2	$369k		4.2k	87.20	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$368k	+29%	3.1k	119.32	View chart
Stryker Corporation (SYK)	0.2	$350k		996.00	351.55	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$348k	+16%	6.9k	50.50	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$347k	-5%	3.7k	94.20	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$347k	-4%	4.5k	77.53	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$341k	+4%	2.2k	155.12	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$337k	+7%	7.6k	44.41	View chart
United Therapeutics Corporation (UTHR)	0.2	$336k	-11%	690.00	487.25	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.2	$336k	NEW	6.1k	55.57	View chart
Broadcom (AVGO)	0.2	$326k	+5%	943.00	346.10	View chart
CVS Caremark Corporation (CVS)	0.2	$320k	-16%	4.0k	79.37	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$314k	+28%	11k	29.36	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$304k		6.0k	50.94	View chart
Us Bancorp Del Com New (USB)	0.2	$292k		5.5k	53.36	View chart
Alnylam Pharmaceuticals (ALNY)	0.2	$290k	-12%	728.00	397.65	View chart
Visa Com Cl A (V)	0.2	$285k		813.00	350.71	View chart
Chevron Corporation (CVX)	0.2	$283k		1.9k	152.37	View chart
Bank of America Corporation (BAC)	0.2	$283k	-3%	5.2k	55.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$283k		4.5k	62.47	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$282k	+5%	1.8k	156.63	View chart
Oracle Corporation (ORCL)	0.2	$279k	+2%	1.4k	194.89	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$276k		575.00	480.57	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$275k		4.4k	62.37	View chart
Dominion Resources (D)	0.1	$273k		4.7k	58.59	View chart
Verizon Communications (VZ)	0.1	$273k	-9%	6.7k	40.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$268k	+9%	5.5k	48.72	View chart
Ball Corporation (BALL)	0.1	$265k	-8%	5.0k	52.97	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$257k		5.8k	44.05	View chart
Abbvie (ABBV)	0.1	$257k		1.1k	228.57	View chart
Morgan Stanley Com New (MS)	0.1	$253k		1.4k	177.53	View chart
American Electric Power Company (AEP)	0.1	$252k		2.2k	115.31	View chart
Procter & Gamble Company (PG)	0.1	$252k		1.8k	143.29	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$247k		2.1k	117.72	View chart
Nextera Energy (NEE)	0.1	$244k		3.0k	80.28	View chart
NVIDIA Corporation (NVDA)	0.1	$243k	+8%	1.3k	186.50	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$240k	+100%	5.4k	44.71	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.1	$231k	+7%	4.1k	56.89	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$229k	-3%	950.00	241.24	View chart
Coca-Cola Company (KO)	0.1	$228k		3.3k	69.90	View chart
Cytokinetics Com New (CYTK)	0.1	$228k	-12%	3.6k	63.54	View chart
Avery Dennison Corporation (AVY)	0.1	$224k	-7%	1.2k	181.91	View chart
Duke Energy Corp Com New (DUK)	0.1	$224k	-2%	1.9k	117.22	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$222k		2.6k	84.23	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$222k		2.6k	86.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$217k		458.00	473.30	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$215k	-2%	9.2k	23.34	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$214k	NEW	3.0k	71.45	View chart
Chubb (CB)	0.1	$206k	NEW	661.00	312.10	View chart
Ishares Tr Europe Etf (IEV)	0.1	$201k	NEW	2.9k	68.60	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 Q4 filed Jan. 23, 2026
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

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