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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLB SELECT SECTOR SPDR TR 7,679.0 $390K 0.19% -505.0 -6.2% $50.83 +2.4%
42 VV VANGUARD INDEX FDS 1,100.0 $378K 0.18% -160.0 -12.7% $343.91 +2.0%
43 DSTL ETF SER SOLUTIONS 6,000.0 $359K 0.17% -1K -14.3% $59.90 +15.7%
44 RDDT REDDIT INC Communication Services 2,059.0 $357K 0.17% -219.0 -9.6% $173.58 -16.7%
45 AVGO BROADCOM INC Technology 893.0 $337K 0.16% -50.0 -5.3% $377.75 -2.1%
46 HFSI HARTFORD FDS EXCHANGE TRADED 9,466.0 $333K 0.16% -1K -13.6% $35.16 -1.4%
47 SCZ ISHARES TR 3,675.0 $302K 0.14% -799.0 -17.9% $82.28 +4.6%
48 BALL BALL CORP Consumer Cyclical 4,560.0 $285K 0.14% -450.0 -9.0% $62.40 +0.6%
49 V VISA INC Financial Services 788.0 $270K 0.13% -25.0 -3.1% $343.09 +8.6%
50 NVDA NVIDIA CORPORATION Technology 1,249.0 $250K 0.12% -52.0 -4.0% $200.09 +8.7%
51 BLOK AMPLIFY ETF TR 3,960.0 $248K 0.12% -100.0 -2.5% $62.63 -3.2%
52 AGGY WISDOMTREE TR 5,693.0 $248K 0.12% -139.0 -2.4% $43.48 -2.4%
53 REGL PROSHARES TR 2,263.0 $207K 0.10% -368.0 -14.0% $91.56 +0.6%
54 ORCL ORACLE CORP Technology 1,383.0 $203K 0.10% -50.0 -3.5% $146.54 -3.6%
55 IEV ISHARES TR 2,769.0 $202K 0.10% -161.0 -5.5% $72.85 +1.8%
Page 3 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%