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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 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPLV INVESCO EXCH TRADED FD TR II 14,677.0 $1.1M 0.53% -334.0 -2.2% $74.90 -0.5%
22 XLU SELECT SECTOR SPDR TR 23,076.0 $1.0M 0.50% -939.0 -3.9% $45.34 -6.1%
23 DON WISDOMTREE TR 18,511.0 $1.0M 0.50% -2K -8.0% $56.52 +0.9%
24 IJJ ISHARES TR 6,152.0 $909K 0.44% -335.0 -5.2% $147.73 -1.5%
25 FBCG FIDELITY COVINGTON TRUST 14,178.0 $881K 0.42% -3K -18.1% $62.11 -2.0%
26 VOE VANGUARD INDEX FDS 4,130.0 $816K 0.39% -174.0 -4.0% $197.60 +4.1%
27 SYLD CAMBRIA ETF TR 9,386.0 $742K 0.36% -2K -18.3% $79.08 +8.2%
28 XMHQ INVESCO EXCHANGE TRADED FD T 5,898.0 $666K 0.32% -457.0 -7.2% $112.87 +3.1%
29 VYM VANGUARD WHITEHALL FDS 4,032.0 $637K 0.31% -340.0 -7.8% $158.03 +3.3%
30 SUSA ISHARES TR 3,975.0 $613K 0.29% -325.0 -7.6% $154.30 +1.6%
31 XLV SELECT SECTOR SPDR TR 3,658.0 $580K 0.28% -275.0 -7.0% $158.65 +8.2%
32 IJK ISHARES TR 4,423.0 $520K 0.25% -210.0 -4.5% $117.50 -5.0%
33 MDYV SPDR SERIES TRUST 5,463.0 $518K 0.25% -300.0 -5.2% $94.85 -1.5%
34 SPDG SPDR SERIES TRUST 10,990.0 $509K 0.24% -847.0 -7.2% $46.33 -0.2%
35 XLF SELECT SECTOR SPDR TR 9,418.0 $505K 0.24% -708.0 -7.0% $53.61 +6.7%
36 IBM INTERNATIONAL BUSINESS MACHS Technology 1,688.0 $475K 0.23% -50.0 -2.9% $281.21 -17.7%
37 FPXI FIRST TR EXCHANGE-TRADED FD 5,463.0 $457K 0.22% -3K -35.4% $83.74 -17.4%
38 SCHM SCHWAB STRATEGIC TR 12,335.0 $455K 0.22% -2K -10.9% $36.87 -4.6%
39 SLYG SPDR SERIES TRUST 3,386.0 $403K 0.19% -300.0 -8.1% $119.14 -6.0%
40 SJNK SPDR SERIES TRUST 15,799.0 $395K 0.19% -2K -8.9% $25.03 -1.3%
Page 2 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%