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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, JPST, QQQ, DGRO, and represent 24.39% of Meridian Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: CRWD, VTI, JPST, VXUS, RWL, AAPL, LVHI, RSP, NVDA, MSFT.
Started 12 new stock positions in XOM, VXUS, LLY, EFAV, AVY, AMD, SCHB, VZ, GLD, HACK. VTI, FTMA.
Reduced shares in these 10 stocks: AGGY, REGL, , IEV, MDY, IVV, RIGS, FPXI, VO, SCHD.
Sold out of its positions in IEV, ORCL, REGL, AGGY.
Meridian Financial Advisors was a net buyer of stock by $8.6M.
Meridian Financial Advisors has $214M in assets under management (AUM), dropping by 2.76%.
Central Index Key (CIK): 0002032629

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Portfolio Holdings for Meridian Financial Advisors

Meridian Financial Advisors holds 154 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.2	$11M		15k	765.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.1	$11M		334k	32.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.9	$10M	+6%	207k	50.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.8	$10M		14k	739.76	View chart
Ishares Tr Core Div Grwth (DGRO)	4.4	$9.5M		126k	75.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.6	$7.7M		57k	136.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.3	$7.1M		99k	71.95	View chart
Spdr Series Trust St Str P500etf (SPYM)	3.3	$7.1M		79k	89.76	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.8	$6.0M	+2%	62k	97.24	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.4	$5.1M		17k	304.64	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	2.3	$4.9M		62k	78.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.1	$4.5M	+8%	21k	208.02	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	2.0	$4.3M	+12%	33k	128.68	View chart
Spdr Series Trust St Str Sp Div (SDY)	1.9	$4.0M	+4%	28k	146.48	View chart
Microsoft Corporation (MSFT)	1.8	$3.8M	+8%	7.4k	512.89	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	1.8	$3.8M		13k	284.50	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.7	$3.6M		68k	52.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.3	$2.8M		36k	77.25	View chart
Apple (AAPL)	1.3	$2.7M	+19%	8.1k	333.00	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.2	$2.7M	+15%	64k	41.71	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.2	$2.5M		20k	123.08	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$2.4M		28k	84.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$2.3M		10k	233.30	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	1.1	$2.3M		8.0k	292.10	View chart
Spdr Series Trust St Str P400mid (SPMD)	1.0	$2.1M	+4%	34k	63.04	View chart
Merck & Co (MRK)	1.0	$2.1M	-2%	14k	145.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$1.9M	-2%	2.5k	762.63	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.9	$1.9M	+3%	65k	29.59	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$1.9M	+6%	69k	27.47	View chart
Alps Etf Tr Strategic Income (RIGS)	0.9	$1.9M	-4%	86k	21.85	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.8	$1.8M	+14%	70k	25.59	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.8	$1.7M		5.2k	337.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.6M	+14%	2.3k	700.83	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.7	$1.6M	-8%	2.4k	656.81	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.7	$1.4M		14k	102.15	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$1.4M	+16%	17k	81.16	View chart
Cisco Systems (CSCO)	0.6	$1.4M		13k	107.63	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.6	$1.4M		5.9k	231.05	View chart
Amazon (AMZN)	0.6	$1.3M	+13%	5.3k	249.15	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.3M		6.6k	193.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.2M		22k	56.22	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$1.2M	+13%	17k	70.51	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$1.2M	+8%	7.7k	151.58	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.1M	+19%	3.5k	330.87	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.5	$1.1M	+5%	18k	61.04	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$1.1M	+315%	4.1k	264.75	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.5	$1.0M	+4%	32k	32.28	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$1.0M		5.3k	195.75	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$1.0M		10k	101.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$987k	+2%	13k	78.31	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.5	$970k	-2%	18k	53.95	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$911k		23k	39.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$909k	+22%	2.6k	344.08	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.4	$878k	+3%	20k	43.13	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$874k	-2%	14k	63.21	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$868k	+2%	6.3k	137.71	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.4	$837k	-3%	9.3k	90.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$820k		2.4k	340.74	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.4	$795k	NEW	2.1k	374.24	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$793k	+11%	31k	25.93	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.4	$791k	-2%	4.0k	195.52	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.4	$757k		9.4k	80.59	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$724k	+7%	4.9k	146.75	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$679k	-6%	13k	54.10	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$641k	+2%	4.1k	155.20	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$634k	-3%	5.7k	111.64	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$619k		3.9k	160.33	View chart
Ishares Tr Esg Optimized (SUSA)	0.3	$619k		4.0k	155.68	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$613k		3.6k	168.41	View chart
Johnson & Johnson (JNJ)	0.3	$612k	+4%	2.3k	264.74	View chart
NVIDIA Corporation (NVDA)	0.3	$608k	+113%	2.7k	228.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$604k	+6%	6.2k	96.88	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.3	$595k	+3%	14k	42.66	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$582k	-3%	12k	50.56	View chart
Ishares Tr Core Divid Etf (DIVB)	0.3	$557k		8.6k	64.51	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.3	$553k	+38%	9.8k	56.22	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.2	$527k	+37%	22k	24.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$527k	NEW	6.2k	84.95	View chart
Waste Management (WM)	0.2	$524k		2.6k	203.93	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$521k		5.0k	103.88	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$509k	-9%	10k	50.35	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$503k		9.4k	53.40	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$484k		5.5k	88.51	View chart
Raytheon Technologies Corp (RTX)	0.2	$483k		2.6k	185.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$482k	+24%	968.00	497.95	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$481k		4.4k	109.61	View chart
Lockheed Martin Corporation (LMT)	0.2	$473k		928.00	509.50	View chart
Spdr Series Trust St Str Secto Etf (SPDG)	0.2	$468k	-4%	11k	44.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$451k		13k	35.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$419k		12k	34.02	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$418k		4.4k	94.42	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.2	$404k		12k	33.42	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$403k	+5%	6.3k	63.98	View chart
Chevron Corporation (CVX)	0.2	$400k		2.0k	204.25	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$390k	+2%	7.8k	50.21	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$390k		2.3k	166.98	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.2	$387k		1.1k	351.85	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$382k	+8%	8.0k	47.58	View chart
CVS Caremark Corporation (CVS)	0.2	$379k	-3%	4.4k	85.70	View chart
Visa Com Cl A (V)	0.2	$377k	+32%	1.0k	359.33	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.2	$374k		7.7k	48.70	View chart
International Business Machines (IBM)	0.2	$371k		1.7k	219.93	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$365k	-4%	8.2k	44.59	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$362k		3.4k	106.98	View chart
Southern Company (SO)	0.2	$350k		4.2k	82.89	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$346k		5.6k	61.50	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$341k	-3%	3.3k	103.09	View chart
Stryker Corporation (SYK)	0.2	$326k		1.2k	275.44	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$322k	+2%	4.6k	69.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$320k		4.5k	70.61	View chart
McDonald's Corporation (MCD)	0.1	$320k	+5%	1.4k	231.01	View chart
Us Bancorp Com New (USB)	0.1	$317k		5.5k	57.76	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$316k		11k	27.81	View chart
Broadcom (AVGO)	0.1	$314k		893.00	351.19	View chart
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)	0.1	$312k		9.3k	33.58	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$310k		3.7k	84.43	View chart
Wisdomtree Tr Cybersecurity Fd (WCBR)	0.1	$301k		6.6k	45.77	View chart
Dominion Resources (D)	0.1	$295k	+2%	4.9k	60.52	View chart
Abbvie (ABBV)	0.1	$294k		1.1k	261.68	View chart
Reddit Cl A (RDDT)	0.1	$293k		2.1k	142.44	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$292k		575.00	508.55	View chart
Nextera Energy (NEE)	0.1	$292k	+26%	3.9k	75.74	View chart
Coca-Cola Company (KO)	0.1	$292k		3.4k	86.09	View chart
Procter & Gamble Company (PG)	0.1	$289k	+9%	2.0k	145.32	View chart
Eli Lilly & Co. (LLY)	0.1	$287k	NEW	248.00	1157.08	View chart
First Tr Exchange-traded Intl Equity Opp (FPXI)	0.1	$284k	-22%	4.2k	67.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$283k	+3%	6.0k	47.36	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$278k		1.8k	154.62	View chart
Bank of America Corporation (BAC)	0.1	$278k		5.1k	54.43	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$278k		4.4k	62.97	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$276k		4.5k	61.26	View chart
Morgan Stanley Com New (MS)	0.1	$268k		1.4k	188.08	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$262k	NEW	687.00	380.84	View chart
American Electric Power Company (AEP)	0.1	$260k		2.2k	118.62	View chart
Ball Corporation (BALL)	0.1	$256k		4.6k	56.03	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$249k	+10%	7.9k	31.40	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$241k	NEW	1.5k	162.73	View chart
Travelers Companies (TRV)	0.1	$236k		662.00	356.54	View chart
Verizon Communications (VZ)	0.1	$236k	NEW	5.1k	45.87	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$233k		2.1k	110.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$230k		1.8k	125.26	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$220k		950.00	231.25	View chart
Duke Energy Corp Com New (DUK)	0.1	$218k		1.9k	114.02	View chart
Chubb (CB)	0.1	$215k		661.00	325.23	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$212k	NEW	1.8k	121.24	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$212k		4.3k	49.47	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.1	$212k	-12%	3.5k	61.23	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$210k	+7%	4.5k	46.94	View chart
Avery Dennison Corporation (AVY)	0.1	$210k	NEW	1.2k	170.70	View chart
Advanced Micro Devices (AMD)	0.1	$209k	NEW	342.00	611.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$207k	NEW	7.1k	29.31	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$205k	NEW	2.3k	91.11	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$202k		1.6k	128.11	View chart
Putnam Etf Trust Frank Mass Etf (FTMA)	0.1	$166k	NEW	19k	8.52	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 Q3 filed Oct. 14, 2026
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

View all past filings

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