Meridian Financial

Meridian Financial Advisors as of March 31, 2026

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