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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
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 14,620.0 $10.9M 5.26% -368.0 -2.5% $748.89 +2.2%
2 SCHD SCHWAB STRATEGIC TR 336,197.0 $10.7M 5.12% -13K -3.7% $31.71 +9.8%
3 QQQ INVESCO QQQ TR Financial Services 13,948.0 $10.3M 4.93% -919.0 -6.2% $736.39 -3.9%
4 J P MORGAN EXCHANGE TRADED F 195,332.0 $9.9M 4.75% -9K -4.3% $50.57
5 IJR ISHARES TR 57,316.0 $8.5M 4.08% -5K -7.9% $148.31 -3.6%
6 IJH ISHARES TR 99,873.0 $7.7M 3.70% -8K -7.1% $77.11 -3.3%
7 RSP INVESCO EXCHANGE TRADED FD T 19,831.0 $4.2M 2.03% -1K -5.5% $212.77 +2.3%
8 VB VANGUARD INDEX FDS 13,274.0 $4.0M 1.93% -371.0 -2.7% $303.13 -2.4%
9 MSFT MICROSOFT CORP Technology 6,838.0 $2.6M 1.23% -339.0 -4.7% $373.03 +34.3%
10 VOT VANGUARD INDEX FDS 8,059.0 $2.5M 1.19% -743.0 -8.4% $306.30 -3.1%
11 SPYG SPDR SERIES TRUST 20,339.0 $2.4M 1.16% -1K -5.0% $118.99 +0.6%
12 VIG VANGUARD SPECIALIZED FUNDS 10,018.0 $2.4M 1.14% -304.0 -3.0% $236.61 +1.9%
13 RIGS ALPS ETF TR 90,591.0 $2.1M 0.99% -3K -3.0% $22.79 -1.5%
14 AAPL APPLE INC Technology 6,792.0 $2.0M 0.94% -212.0 -3.0% $289.34 +12.4%
15 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,611.0 $1.9M 0.94% -222.0 -7.8% $746.77 +2.0%
16 VBK VANGUARD INDEX FDS 5,182.0 $1.9M 0.91% -310.0 -5.6% $365.67 -5.8%
17 MRK MERCK & CO INC Healthcare 14,634.0 $1.9M 0.90% -947.0 -6.1% $128.50 +16.7%
18 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,622.0 $1.8M 0.89% -501.0 -16.0% $703.44 -3.3%
19 VBR VANGUARD INDEX FDS 5,969.0 $1.5M 0.70% -37.0 -0.6% $243.01 +0.3%
20 AMZN AMAZON COM INC Consumer Cyclical 4,631.0 $1.1M 0.53% -160.0 -3.3% $238.34 +7.0%
Page 1 of 3  ·  55 positions

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%