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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 SCHD, JPST, IVV, DGRO, QQQ, and represent 25.82% of Meridian Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: RWL, DGRW, IEFA, IMFL, ICLO, IEMG, GTO, QQQM, IDMO, JEPQ.
Started 6 new stock positions in JEPQ, XOM, IMFL, IEFA, VTEB, GTO.
Reduced shares in these 10 stocks: IJR, IJH, QQQ, SCHD, MDY, , BLOK, CYTK, IWF, CIBR.
Sold out of its positions in ALNY, BLOK, CYTK, CIBR, IWF, IEV.
Meridian Financial Advisors was a net buyer of stock by $174k.
Meridian Financial Advisors has $183M in assets under management (AUM), dropping by -0.37%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.7	$10M	-2%	339k	30.68	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.5	$10M		200k	50.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.4	$9.8M		15k	653.19	View chart
Ishares Tr Core Div Grwth (DGRO)	4.7	$8.7M		123k	70.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.5	$8.2M	-3%	14k	577.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.0	$7.3M	-5%	59k	124.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.8	$6.9M	-4%	102k	67.53	View chart
Spdr Series Trust State Street Spd (SPYM)	3.1	$5.7M	+4%	74k	76.54	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.7	$4.9M	+14%	56k	87.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$4.6M	-2%	16k	287.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.1	$3.9M	-3%	20k	191.92	View chart
Spdr Series Trust State Street Spd (SDY)	2.0	$3.7M	-4%	25k	145.94	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.0	$3.6M	+7%	15k	237.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$3.5M	-3%	13k	261.93	View chart
Spdr Series Trust State Street Spd (SPSM)	1.8	$3.2M	+2%	66k	48.32	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.5	$2.7M	+36%	24k	114.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.5	$2.7M	+4%	34k	79.27	View chart
Microsoft Corporation (MSFT)	1.4	$2.5M	-7%	6.7k	370.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$2.2M		10k	215.05	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.2	$2.1M	-5%	8.3k	257.35	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.2	$2.1M	+2%	28k	75.19	View chart
Alps Etf Tr Rivrfrnt Str Inc (RIGS)	1.2	$2.1M		92k	22.86	View chart
Spdr Series Trust State Street Spd (SPYG)	1.1	$2.0M	-3%	21k	97.91	View chart
Spdr Series Trust State Street Spd (SPMD)	1.0	$1.9M		32k	59.22	View chart
Spdr Series Trust State Street Spd (SPSB)	1.0	$1.8M	+4%	61k	30.07	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.0	$1.8M	+12%	44k	40.54	View chart
Apple (AAPL)	1.0	$1.8M		6.9k	253.78	View chart
Merck & Co (MRK)	1.0	$1.8M	-6%	15k	120.29	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$1.7M	-8%	2.6k	650.34	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.9	$1.6M	-15%	2.6k	616.84	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$1.6M	-4%	5.2k	302.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.5M	+15%	61k	24.75	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.8	$1.5M	+29%	57k	25.51	View chart
Spdr Series Trust State Street Spd (SLYV)	0.7	$1.3M		14k	94.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$1.3M		6.0k	217.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.2M	+21%	21k	56.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.2M		2.0k	597.52	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.6	$1.1M		24k	45.89	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$1.1M		15k	73.14	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.1M	+6%	6.9k	155.11	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.0M		12k	82.75	View chart
Amazon (AMZN)	0.5	$1.0M		4.8k	208.27	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$972k	-7%	19k	52.54	View chart
Cisco Systems (CSCO)	0.5	$966k		13k	77.59	View chart
Spdr Series Trust State Street Spd (SPIB)	0.5	$923k	+2%	28k	33.54	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$890k	+57%	13k	69.75	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$880k	-4%	9.3k	94.24	View chart
JPMorgan Chase & Co. (JPM)	0.5	$842k		2.9k	294.20	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$835k	-2%	6.3k	132.50	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$787k	-9%	16k	50.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$779k		4.2k	184.26	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.4	$753k	-13%	10k	75.41	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$713k	-10%	6.7k	106.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$709k		1.6k	436.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$661k	-4%	2.3k	286.86	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$655k		4.9k	132.90	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$648k	+24%	24k	26.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$648k		4.4k	148.10	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.3	$634k		18k	35.37	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$619k	-5%	6.0k	103.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$619k		2.2k	287.56	View chart
Waste Management (WM)	0.3	$591k		2.6k	229.80	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.3	$581k	+75%	11k	54.84	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$579k	+3%	4.0k	144.71	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$568k		4.3k	132.10	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$562k	+2%	3.9k	145.02	View chart
Lockheed Martin Corporation (LMT)	0.3	$561k		928.00	604.68	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$545k	-5%	3.7k	146.60	View chart
Johnson & Johnson (JNJ)	0.3	$541k		2.2k	244.44	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.3	$534k		13k	39.81	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$522k		9.8k	53.22	View chart
Raytheon Technologies Corp (RTX)	0.3	$492k		2.5k	192.90	View chart
Spdr Series Trust State Street Spd (SPDG)	0.3	$477k	-3%	11k	41.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$476k	+5%	4.9k	97.13	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$475k	-4%	9.6k	49.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$466k	+34%	4.2k	112.11	View chart
Spdr Series Trust State Street Spd (MDYV)	0.3	$465k	-5%	5.5k	85.15	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$451k	-3%	4.5k	100.62	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$450k	+48%	8.8k	50.98	View chart
First Tr Exchange-traded Intl Equity Opp (FPXI)	0.2	$442k	-15%	7.2k	61.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$436k	NEW	4.8k	90.53	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$414k	-3%	13k	30.96	View chart
McDonald's Corporation (MCD)	0.2	$409k		1.3k	310.89	View chart
Southern Company (SO)	0.2	$408k		4.2k	96.52	View chart
International Business Machines (IBM)	0.2	$407k	-3%	1.7k	242.39	View chart
Spdr Series Trust State Street Spd (SJNK)	0.2	$406k	-6%	16k	24.98	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$398k	-7%	7.4k	53.95	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$397k	-2%	7.9k	49.97	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$390k		4.4k	88.47	View chart
Chevron Corporation (CVX)	0.2	$385k		1.9k	206.85	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$382k		978.00	390.41	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.2	$377k	NEW	12k	31.64	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$373k	+5%	2.3k	161.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$364k		759.00	479.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$360k		12k	29.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$359k	-4%	1.2k	298.85	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$356k		3.7k	96.63	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$347k	-14%	6.0k	57.88	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$346k		7.6k	45.65	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.2	$346k	-9%	10k	34.72	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$345k		6.9k	49.99	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$344k	+4%	5.6k	61.26	View chart
Stryker Corporation (SYK)	0.2	$327k		996.00	328.66	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$321k	+4%	11k	28.72	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$312k	-11%	4.0k	78.41	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$306k	NEW	6.5k	46.83	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$298k		1.8k	165.70	View chart
Dominion Resources (D)	0.2	$290k		4.7k	61.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$290k		4.5k	64.08	View chart
CVS Caremark Corporation (CVS)	0.2	$290k		4.0k	71.83	View chart
American Electric Power Company (AEP)	0.2	$286k		2.2k	131.06	View chart
Us Bancorp Com New (USB)	0.2	$285k		5.5k	52.01	View chart
Nextera Energy (NEE)	0.2	$283k		3.0k	92.88	View chart
Broadcom (AVGO)	0.2	$280k	-4%	903.00	309.51	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$278k		5.5k	50.48	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.2	$278k		4.4k	62.97	View chart
Reddit Cl A (RDDT)	0.2	$277k	-9%	2.1k	134.65	View chart
Verizon Communications (VZ)	0.1	$274k	-18%	5.5k	50.20	View chart
Ball Corporation (BALL)	0.1	$270k	-8%	4.6k	59.11	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$266k		575.00	463.19	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$256k		5.9k	43.45	View chart
Bank of America Corporation (BAC)	0.1	$251k		5.2k	48.75	View chart
Duke Energy Corp Com New (DUK)	0.1	$250k		1.9k	130.95	View chart
Procter & Gamble Company (PG)	0.1	$246k	-2%	1.7k	144.42	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$246k	NEW	4.4k	55.52	View chart
Visa Com Cl A (V)	0.1	$246k		813.00	302.24	View chart
Coca-Cola Company (KO)	0.1	$245k		3.2k	76.04	View chart
Abbvie (ABBV)	0.1	$244k		1.1k	217.57	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$241k		950.00	253.98	View chart
Exxon Mobil Corporation (XOM)	0.1	$240k	NEW	1.4k	169.64	View chart
United Therapeutics Corporation (UTHR)	0.1	$237k	-42%	400.00	592.98	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$235k	NEW	4.7k	49.89	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$235k		2.6k	91.37	View chart
Morgan Stanley Com New (MS)	0.1	$234k		1.4k	164.57	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$233k		2.1k	110.86	View chart
NVIDIA Corporation (NVDA)	0.1	$218k	-3%	1.2k	174.40	View chart
Chubb (CB)	0.1	$215k		661.00	325.91	View chart
Avery Dennison Corporation (AVY)	0.1	$213k		1.2k	172.71	View chart
Oracle Corporation (ORCL)	0.1	$211k		1.4k	147.10	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$210k		9.0k	23.18	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$204k	-10%	2.4k	86.40	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 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
Meridian Financial 2023 Q4 filed Aug. 13, 2024

View all past filings

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