Meridian Financial

Meridian Financial Advisors as of Dec. 31, 2025

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