Portfolio (Quarterly) Guide ↗

Meridian Financial Advisors, LLC

· CIK 0002032629

13F Portfolio $208M AUM 146 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 12 New 50 Added 55 Reduced 7 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	JMUB	J P MORGAN EXCHANGE TRADED F	—	7,392.0	$374K	0.18%	+500.0	+7.2%	$50.66	-3.0%
42	SYK	STRYKER CORPORATION	Healthcare	1,183.0	$373K	0.18%	+187.0	+18.8%	$314.90	+0.8%
43	ANGL	VANECK ETF TRUST	—	11,246.0	$329K	0.16%	+560.0	+5.2%	$29.24	-1.8%
44	CVX	CHEVRON CORPORATION	Energy	1,960.0	$325K	0.16%	+100.0	+5.4%	$165.72	+27.4%
45	D	DOMINION ENERGY INC	Utilities	4,735.0	$323K	0.15%	+79.0	+1.7%	$68.30	-2.8%
46	CIBR	FIRST TR EXCHANGE-TRADED FD	—	3,443.0	$309K	0.15%	+450.0	+15.0%	$89.85	+7.1%
47	XLE	SELECT SECTOR SPDR TR	—	5,624.0	$299K	0.14%	+260.0	+4.8%	$53.11	+22.0%
48	KO	COCA COLA CO	Consumer Defensive	3,365.0	$273K	0.13%	+100.0	+3.1%	$81.27	+8.3%
49	PG	PROCTER & GAMBLE CO	Consumer Defensive	1,805.0	$265K	0.13%	+50.0	+2.9%	$146.65	-0.3%
50	IWF	ISHARES TR	—	1,832.0	$227K	0.11%	+1K	+300.0%	$124.17	-2.4%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 47.9%

Technology 22.7%

Healthcare 10.1%

Consumer Cyclical 4.9%

Industrials 4.4%

Utilities 4.3%

Communication Services 3.2%

Consumer Defensive 1.5%

Energy 0.9%