Meridian Financial

Meridian Financial Advisors as of June 30, 2026

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