Meridian Financial Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$183.0M
Q ending 2026-03-31
Prior quarter
$183.6M
Q ending 2025-12-31
Change
-0.4% QoQ · +28.4% YoY
Positions
141
reported holdings
Largest positions
Top 100 of 141 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHD | Shares | $10.4M | 339K |
| J P Morgan Exchange Traded F | JPST | Shares | $10.1M | 200K |
| Ishares Tr | IVV | Shares | $9.8M | 15K |
| Ishares Tr | DGRO | Shares | $8.7M | 123K |
| Invesco Qqq Tr | QQQ | Shares | $8.2M | 14K |
| Ishares Tr | IJR | Shares | $7.3M | 59K |
| Ishares Tr | IJH | Shares | $6.9M | 102K |
| Spdr Series Trust | SPYM | Shares | $5.7M | 74K |
| Wisdomtree Tr | DGRW | Shares | $4.9M | 56K |
| Vanguard Index Fds | VO | Shares | $4.6M | 16K |
| Invesco Exchange Traded Fd T | RSP | Shares | $3.9M | 20K |
| Spdr Series Trust | SDY | Shares | $3.7M | 25K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $3.6M | 15K |
| Vanguard Index Fds | VB | Shares | $3.5M | 13K |
| Spdr Series Trust | SPSM | Shares | $3.2M | 66K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $2.7M | 24K |
| Vanguard Scottsdale Fds | VCSH | Shares | $2.7M | 34K |
| Microsoft Corp | MSFT | Shares | $2.5M | 7K |
| Vanguard Specialized Funds | VIG | Shares | $2.2M | 10K |
| Vanguard Index Fds | VOT | Shares | $2.1M | 8K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $2.1M | 28K |
| Alps Etf Tr | RIGS | Shares | $2.1M | 92K |
| Spdr Series Trust | SPYG | Shares | $2.0M | 21K |
| Spdr Series Trust | SPMD | Shares | $1.9M | 32K |
| Spdr Series Trust | SPSB | Shares | $1.8M | 60K |
| Legg Mason Etf Invt | LVHI | Shares | $1.8M | 44K |
| Apple Inc | AAPL | Shares | $1.8M | 7K |
| Merck & Co Inc | MRK | Shares | $1.8M | 15K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.7M | 3K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $1.6M | 3K |
| Vanguard Index Fds | VBK | Shares | $1.6M | 5K |
| Schwab Strategic Tr | SCHF | Shares | $1.5M | 61K |
| Invesco Actively Managed Exc | ICLO | Shares | $1.5M | 57K |
| Spdr Series Trust | SLYV | Shares | $1.3M | 14K |
| Vanguard Index Fds | VBR | Shares | $1.3M | 6K |
| J P Morgan Exchange Traded F | JEPI | Shares | $1.2M | 21K |
| Vanguard Index Fds | VOO | Shares | $1.2M | 2K |
| Select Sector Spdr Tr | XLU | Shares | $1.1M | 24K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $1.1M | 15K |
| Ishares Tr | IUSG | Shares | $1.1M | 7K |
| Vanguard Scottsdale Fds | VCIT | Shares | $1.0M | 12K |
| Amazon Com Inc | AMZN | Shares | $1.0M | 5K |
| Wisdomtree Tr | DON | Shares | $972K | 19K |
| Cisco Sys Inc | CSCO | Shares | $966K | 12K |
| Spdr Series Trust | SPIB | Shares | $923K | 28K |
| Ishares Inc | IEMG | Shares | $890K | 13K |
| Vanguard Whitehall Fds | VYMI | Shares | $880K | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $842K | 3K |
| Ishares Tr | IJJ | Shares | $835K | 6K |
| Fidelity Covington Trust | FBCG | Shares | $787K | 16K |
| Vanguard Index Fds | VOE | Shares | $779K | 4K |
| Cambria Etf Tr | SYLD | Shares | $753K | 10K |
| Proshares Tr | NOBL | Shares | $713K | 7K |
| Vanguard Index Fds | VUG | Shares | $709K | 2K |
| Alphabet Inc | GOOG | Shares | $661K | 2K |
| Select Sector Spdr Tr | XLK | Shares | $655K | 5K |
| Ishares Tr | FALN | Shares | $648K | 24K |
| Vanguard Whitehall Fds | VYM | Shares | $648K | 4K |
| Invesco Exch Traded Fd Tr Ii | IDHQ | Shares | $634K | 18K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $619K | 6K |
| Alphabet Inc | GOOGL | Shares | $619K | 2K |
| Waste Mgmt Inc Del | WM | Shares | $591K | 3K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $581K | 11K |
| Ishares Tr | IJT | Shares | $579K | 4K |
| Ishares Tr | SUSA | Shares | $568K | 4K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $562K | 4K |
| Lockheed Martin Corp | LMT | Shares | $561K | 928 |
| Select Sector Spdr Tr | XLV | Shares | $545K | 4K |
| Johnson & Johnson | JNJ | Shares | $541K | 2K |
| Franklin Templeton Etf Tr | DIVI | Shares | $534K | 13K |
| Ishares Tr | IGIB | Shares | $522K | 10K |
| Rtx Corporation | RTX | Shares | $492K | 3K |
| Spdr Series Trust | SPDG | Shares | $477K | 11K |
| Ishares Tr | EFA | Shares | $476K | 5K |
| Select Sector Spdr Tr | XLF | Shares | $475K | 10K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $466K | 4K |
| Spdr Series Trust | MDYV | Shares | $465K | 5K |
| Ishares Tr | IJK | Shares | $451K | 4K |
| J P Morgan Exchange Traded F | JMST | Shares | $450K | 9K |
| First Tr Exchange-Traded Fd | FPXI | Shares | $442K | 7K |
| Ishares Tr | IEFA | Shares | $436K | 5K |
| Schwab Strategic Tr | SCHM | Shares | $414K | 13K |
| Mcdonalds Corp | MCD | Shares | $409K | 1K |
| Southern Co | SO | Shares | $408K | 4K |
| International Business Machs | IBM | Shares | $407K | 2K |
| Spdr Series Trust | SJNK | Shares | $405K | 16K |
| Ishares Tr | DIVB | Shares | $398K | 7K |
| Select Sector Spdr Tr | XLB | Shares | $397K | 8K |
| Vanguard Whitehall Fds | VIGI | Shares | $390K | 4K |
| Chevron Corporation | CVX | Shares | $385K | 2K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $382K | 978 |
| Invesco Exch Trd Slf Idx Fd | IMFL | Shares | $377K | 12K |
| Select Sector Spdr Tr | XLI | Shares | $373K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $364K | 759 |
| Schwab Strategic Tr | SCHG | Shares | $360K | 12K |
| Vanguard Index Fds | VV | Shares | $359K | 1K |
| Spdr Series Trust | SLYG | Shares | $356K | 4K |
| Etf Ser Solutions | DSTL | Shares | $347K | 6K |
| Spdr Index Shs Fds | SPDW | Shares | $346K | 8K |
| Hartford Fds Exchange Traded | HFSI | Shares | $345K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.