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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 IVV, SCHD, QQQ, JPST, DGRO, and represent 24.57% of Meridian Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VO, RWL, VUG, LVHI, SPMO, IDMO, NOBL, QQQM, DGRW, OMFL.
Started 11 new stock positions in IEV, CIBR, JMHI, IWF, BLOK, IQLT, OMFL, IJS, WCBR, SCHY. TRV.
Reduced shares in these 10 stocks: VZ, IVV, QQQ, JPST, , , , IJR, AVY, BSJQ.
Sold out of its positions in AVY, XOM, BSJQ, EFAV, UTHR, VZ.
Meridian Financial Advisors was a net buyer of stock by $9.2M.
Meridian Financial Advisors has $208M in assets under management (AUM), dropping by 13.76%.
Central Index Key (CIK): 0002032629

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Portfolio Holdings for Meridian Financial Advisors

Meridian Financial Advisors holds 146 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.3	$11M	-2%	15k	748.89	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.1	$11M		336k	31.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.9	$10M	-2%	14k	736.39	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.7	$9.9M	-2%	195k	50.57	View chart
Ishares Tr Core Div Grwth (DGRO)	4.5	$9.4M		124k	75.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$8.5M	-2%	57k	148.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.7	$7.7M	-2%	100k	77.11	View chart
Spdr Series Trust St Str P500etf (SPYM)	3.3	$6.8M	+4%	78k	87.88	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.8	$5.7M	+6%	60k	95.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$5.1M	+293%	63k	80.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.4	$5.0M	+8%	17k	302.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.0	$4.2M	-2%	20k	212.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$4.0M		13k	303.13	View chart
Spdr Series Trust St Str Sp Div (SDY)	1.9	$4.0M	+4%	26k	152.18	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.9	$3.9M		67k	57.67	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.8	$3.8M	+24%	30k	127.76	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.3	$2.8M	+3%	36k	79.03	View chart
Microsoft Corporation (MSFT)	1.2	$2.6M	+2%	6.8k	373.03	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.2	$2.5M	-2%	28k	90.10	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.2	$2.5M	-3%	8.1k	306.30	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.2	$2.4M		20k	118.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$2.4M		10k	236.61	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.1	$2.3M	+26%	56k	40.59	View chart
Spdr Series Trust St Str P400mid (SPMD)	1.0	$2.2M		32k	67.56	View chart
Alps Etf Tr Strategic Income (RIGS)	1.0	$2.1M		91k	22.79	View chart
Apple (AAPL)	0.9	$2.0M	-2%	6.8k	289.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$1.9M		2.6k	746.77	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$1.9M		5.2k	365.67	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.9	$1.9M	+3%	63k	30.01	View chart
Merck & Co (MRK)	0.9	$1.9M		15k	128.50	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.9	$1.8M		2.6k	703.44	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$1.8M	+5%	65k	27.70	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.8	$1.6M	+7%	61k	25.58	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.7	$1.5M		14k	109.11	View chart
Cisco Systems (CSCO)	0.7	$1.5M	+3%	13k	117.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$1.5M		6.0k	243.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.4M		2.0k	686.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.2M	+5%	22k	56.48	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.2M	+17%	15k	82.84	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.2M	-5%	6.5k	188.09	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$1.1M	+69%	7.0k	161.54	View chart
Amazon (AMZN)	0.5	$1.1M	-3%	4.6k	238.34	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$1.1M		15k	74.90	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.5	$1.0M	-3%	23k	45.34	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$1.0M		19k	56.52	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.5	$1.0M	+63%	17k	60.29	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.5	$1.0M	+11%	31k	33.46	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$1.0M		12k	82.65	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$1.0M	+7%	5.3k	190.52	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$981k	+6%	10k	98.20	View chart
JPMorgan Chase & Co. (JPM)	0.5	$953k		2.9k	327.37	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$909k	-2%	6.2k	147.73	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$881k	-9%	14k	62.11	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.4	$859k	+9%	20k	43.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$850k	+4%	2.4k	353.33	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$829k	+492%	9.6k	86.14	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$816k	-2%	4.1k	197.60	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$784k	+18%	4.6k	170.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$769k		2.2k	357.37	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$755k	+99%	13k	56.16	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$748k	+13%	28k	27.24	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$746k		978.00	763.14	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.4	$742k	-5%	9.4k	79.08	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$692k	-3%	3.9k	178.60	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$666k		5.9k	112.87	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$637k	-7%	4.0k	158.03	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$613k	-7%	4.0k	154.30	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$607k	+34%	12k	51.00	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$594k	+13%	11k	53.17	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$580k		3.7k	158.65	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.3	$578k		14k	42.72	View chart
Waste Management (WM)	0.3	$573k		2.6k	222.89	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$567k	+21%	5.9k	96.58	View chart
Johnson & Johnson (JNJ)	0.3	$563k		2.2k	253.97	View chart
Ishares Tr Core Divid Etf (DIVB)	0.3	$532k	+17%	8.6k	61.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$521k	+2%	5.0k	103.87	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$520k		4.4k	117.50	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$518k		5.5k	94.85	View chart
Spdr Series Trust St Str Secto Etf (SPDG)	0.2	$509k	-3%	11k	46.33	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$505k	-2%	9.4k	53.61	View chart
Raytheon Technologies Corp (RTX)	0.2	$493k		2.6k	189.73	View chart
CVS Caremark Corporation (CVS)	0.2	$475k	+13%	4.6k	103.46	View chart
International Business Machines (IBM)	0.2	$475k		1.7k	281.21	View chart
Lockheed Martin Corporation (LMT)	0.2	$473k		928.00	509.71	View chart
First Tr Exchange-traded Intl Equity Opp (FPXI)	0.2	$458k	-23%	5.5k	83.74	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$455k	-7%	12k	36.87	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$433k		2.3k	185.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$425k		13k	33.84	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$423k	+29%	7.1k	59.50	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.2	$416k		12k	34.34	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$411k		4.4k	93.37	View chart
Southern Company (SO)	0.2	$405k		4.2k	95.71	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$403k	-8%	3.4k	119.14	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$402k	+31%	8.6k	46.87	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.2	$396k	-2%	16k	25.03	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.2	$390k	-3%	7.7k	50.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$388k	+2%	775.00	500.39	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$384k		7.6k	50.39	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$378k	-8%	1.1k	343.91	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$374k	+7%	7.4k	50.66	View chart
Stryker Corporation (SYK)	0.2	$373k	+18%	1.2k	314.90	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$359k		6.0k	59.90	View chart
Reddit Cl A (RDDT)	0.2	$357k		2.1k	173.58	View chart
McDonald's Corporation (MCD)	0.2	$356k		1.3k	270.40	View chart
Broadcom (AVGO)	0.2	$337k		893.00	377.75	View chart
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)	0.2	$333k	-4%	9.5k	35.16	View chart
Us Bancorp Com New (USB)	0.2	$331k		5.5k	60.40	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$329k		11k	29.24	View chart
Chevron Corporation (CVX)	0.2	$325k	+5%	2.0k	165.72	View chart
Dominion Resources (D)	0.2	$323k		4.7k	68.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$323k		4.5k	71.25	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$318k		1.8k	176.65	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$310k	NEW	4.5k	68.54	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$309k	NEW	3.4k	89.85	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$302k	-7%	3.7k	82.28	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$300k		575.00	522.39	View chart
American Electric Power Company (AEP)	0.1	$299k		2.2k	136.78	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$299k		5.6k	53.11	View chart
Morgan Stanley Com New (MS)	0.1	$298k		1.4k	209.04	View chart
Bank of America Corporation (BAC)	0.1	$294k		5.2k	56.98	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$293k	+22%	5.8k	50.58	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$293k		4.4k	66.33	View chart
Ball Corporation (BALL)	0.1	$285k		4.6k	62.40	View chart
Abbvie (ABBV)	0.1	$282k		1.1k	251.73	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$275k		4.5k	61.46	View chart
Coca-Cola Company (KO)	0.1	$274k	+4%	3.4k	81.27	View chart
Visa Com Cl A (V)	0.1	$270k	-3%	788.00	343.09	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$270k		950.00	283.79	View chart
Nextera Energy (NEE)	0.1	$267k		3.0k	87.77	View chart
Procter & Gamble Company (PG)	0.1	$265k	+5%	1.8k	146.65	View chart
NVIDIA Corporation (NVDA)	0.1	$250k		1.2k	200.09	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.1	$248k	NEW	4.0k	62.63	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$248k	-3%	5.7k	43.48	View chart
Wisdomtree Tr Cybersecurity Fd (WCBR)	0.1	$242k	NEW	6.7k	36.22	View chart
Duke Energy Corp Com New (DUK)	0.1	$242k		1.9k	126.59	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$228k	NEW	7.2k	31.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$228k	NEW	1.8k	124.17	View chart
Chubb (CB)	0.1	$225k		661.00	340.71	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$225k		2.1k	107.13	View chart
Travelers Companies (TRV)	0.1	$219k	NEW	662.00	330.15	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$215k	NEW	1.6k	136.69	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$213k	NEW	4.3k	49.55	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$210k	NEW	4.1k	50.63	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$207k	-4%	2.3k	91.56	View chart
Oracle Corporation (ORCL)	0.1	$203k	-3%	1.4k	146.54	View chart
Ishares Tr Europe Etf (IEV)	0.1	$202k	NEW	2.8k	72.85	View chart

Past Filings by Meridian Financial Advisors

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

Meridian Financial Advisors 2026 Q2 filed July 22, 2026
Meridian Financial Advisors 2026 Q1 filed April 21, 2026
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

View all past filings

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