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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 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYG SPDR SERIES TRUST 20,339.0 $2.4M 1.16% -1K -5.0% $118.99 +0.6%
22 VIG VANGUARD SPECIALIZED FUNDS 10,018.0 $2.4M 1.14% -304.0 -3.0% $236.61 +1.9%
23 LVHI LEGG MASON ETF INVT 55,485.0 $2.3M 1.08% +17K +43.0% $40.59 +6.0%
24 SPMD SPDR SERIES TRUST 32,034.0 $2.2M 1.04% +855.0 +2.7% $67.56 -3.3%
25 RIGS ALPS ETF TR 90,591.0 $2.1M 0.99% -3K -3.0% $22.79 -1.5%
26 AAPL APPLE INC Technology 6,792.0 $2.0M 0.94% -212.0 -3.0% $289.34 +12.4%
27 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%
28 VBK VANGUARD INDEX FDS 5,182.0 $1.9M 0.91% -310.0 -5.6% $365.67 -5.8%
29 SPSB SPDR SERIES TRUST 62,842.0 $1.9M 0.91% +5K +8.2% $30.01 -0.8%
30 MRK MERCK & CO INC Healthcare 14,634.0 $1.9M 0.90% -947.0 -6.1% $128.50 +16.7%
31 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%
32 SCHF SCHWAB STRATEGIC TR 64,523.0 $1.8M 0.86% +12K +21.8% $27.70 +0.9%
33 ICLO INVESCO ACTIVELY MANAGED EXC 61,209.0 $1.6M 0.75% +17K +39.0% $25.58 +0.1%
34 SLYV SPDR SERIES TRUST 14,171.0 $1.5M 0.74% $109.11 -1.3%
35 CSCO CISCO SYS INC Technology 12,892.0 $1.5M 0.73% +225.0 +1.8% $117.46 -6.6%
36 VBR VANGUARD INDEX FDS 5,969.0 $1.5M 0.70% -37.0 -0.6% $243.01 +0.3%
37 VOO VANGUARD INDEX FDS 1,994.0 $1.4M 0.66% +30.0 +1.5% $686.77 +2.0%
38 JEPI J P MORGAN EXCHANGE TRADED F 21,988.0 $1.2M 0.60% +5K +27.5% $56.48 +0.9%
39 IEMG ISHARES INC 14,959.0 $1.2M 0.59% +7K +84.1% $82.84 -1.7%
40 IUSG ISHARES TR 6,531.0 $1.2M 0.59% $188.09 +0.3%
Page 2 of 8  ·  146 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%