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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 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTX RTX CORPORATION Industrials 2,599.0 $493K 0.24% $189.73 +8.1%
82 CVS CVS HEALTH CORP Healthcare 4,594.0 $475K 0.23% +560.0 +13.9% $103.46 -5.7%
83 IBM INTERNATIONAL BUSINESS MACHS Technology 1,688.0 $475K 0.23% -50.0 -2.9% $281.21 -17.7%
84 LMT LOCKHEED MARTIN CORP Industrials 928.0 $473K 0.23% $509.71 +6.8%
85 FPXI FIRST TR EXCHANGE-TRADED FD 5,463.0 $457K 0.22% -3K -35.4% $83.74 -17.4%
86 SCHM SCHWAB STRATEGIC TR 12,335.0 $455K 0.22% -2K -10.9% $36.87 -4.6%
87 XLI SELECT SECTOR SPDR TR 2,336.0 $433K 0.21% +138.0 +6.3% $185.23 -6.7%
88 SCHG SCHWAB STRATEGIC TR 12,563.0 $425K 0.20% +75.0 +0.6% $33.84 +4.2%
89 RWJ INVESCO EXCH TRADED FD TR II 7,105.0 $423K 0.20% +2K +29.1% $59.50 +0.7%
90 IMFL INVESCO EXCH TRD SLF IDX FD 12,100.0 $416K 0.20% NEW $34.34 +0.6%
91 VIGI VANGUARD WHITEHALL FDS 4,399.0 $411K 0.20% $93.37 +4.5%
92 SO SOUTHERN CO Utilities 4,227.0 $405K 0.19% $95.71 -8.0%
93 SLYG SPDR SERIES TRUST 3,386.0 $403K 0.19% -300.0 -8.1% $119.14 -6.0%
94 GTO INVESCO ACTIVELY MANAGED EXC 8,582.0 $402K 0.19% NEW $46.87 -2.1%
95 SJNK SPDR SERIES TRUST 15,799.0 $395K 0.19% -2K -8.9% $25.03 -1.3%
96 XLB SELECT SECTOR SPDR TR 7,679.0 $390K 0.19% -505.0 -6.2% $50.83 +2.4%
97 BERKSHIRE HATHAWAY INC DEL 775.0 $388K 0.19% +16.0 +2.1% $500.39
98 SPDW SPDR INDEX SHS FDS 7,614.0 $384K 0.18% $50.39 +1.5%
99 VV VANGUARD INDEX FDS 1,100.0 $378K 0.18% -160.0 -12.7% $343.91 +2.0%
100 JMUB J P MORGAN EXCHANGE TRADED F 7,392.0 $374K 0.18% +500.0 +7.2% $50.66 -3.0%
Page 5 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%