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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 4 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FALN ISHARES TR 27,455.0 $748K 0.36% +8K +41.4% $27.24 -1.7%
62 CRWD CROWDSTRIKE HLDGS INC Technology 978.0 $746K 0.36% $190.79 +12.7%
63 SYLD CAMBRIA ETF TR 9,386.0 $742K 0.36% -2K -18.3% $79.08 +8.2%
64 IJT ISHARES TR 3,877.0 $692K 0.33% $178.60 -6.1%
65 XMHQ INVESCO EXCHANGE TRADED FD T 5,898.0 $666K 0.32% -457.0 -7.2% $112.87 +3.1%
66 VYM VANGUARD WHITEHALL FDS 4,032.0 $637K 0.31% -340.0 -7.8% $158.03 +3.3%
67 SUSA ISHARES TR 3,975.0 $613K 0.29% -325.0 -7.6% $154.30 +1.6%
68 JMST J P MORGAN EXCHANGE TRADED F 11,900.0 $607K 0.29% +6K +99.7% $51.00 -0.4%
69 IGIB ISHARES TR 11,174.0 $594K 0.28% +1K +14.3% $53.17 -2.7%
70 XLV SELECT SECTOR SPDR TR 3,658.0 $580K 0.28% -275.0 -7.0% $158.65 +8.2%
71 DIVI FRANKLIN TEMPLETON ETF TR 13,540.0 $578K 0.28% +166.0 +1.2% $42.72 +2.9%
72 WM WASTE MGMT INC DEL Industrials 2,571.0 $573K 0.28% $222.89 -1.4%
73 IEFA ISHARES TR 5,868.0 $567K 0.27% NEW $96.58 +2.9%
74 JNJ JOHNSON & JOHNSON Healthcare 2,215.0 $563K 0.27% $253.97 +6.8%
75 DIVB ISHARES TR 8,631.0 $532K 0.26% +665.0 +8.3% $61.60 +11.8%
76 EFA ISHARES TR 5,013.0 $521K 0.25% +365.0 +7.8% $103.87 +2.5%
77 IJK ISHARES TR 4,423.0 $520K 0.25% -210.0 -4.5% $117.50 -5.0%
78 MDYV SPDR SERIES TRUST 5,463.0 $518K 0.25% -300.0 -5.2% $94.85 -1.5%
79 SPDG SPDR SERIES TRUST 10,990.0 $509K 0.24% -847.0 -7.2% $46.33 -0.2%
80 XLF SELECT SECTOR SPDR TR 9,418.0 $505K 0.24% -708.0 -7.0% $53.61 +6.7%
Page 4 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%