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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 6 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SYK STRYKER CORPORATION Healthcare 1,183.0 $373K 0.18% +187.0 +18.8% $314.90 +0.8%
102 DSTL ETF SER SOLUTIONS 6,000.0 $359K 0.17% -1K -14.3% $59.90 +15.7%
103 RDDT REDDIT INC Communication Services 2,059.0 $357K 0.17% -219.0 -9.6% $173.58 -16.7%
104 MCD MCDONALDS CORP Consumer Cyclical 1,315.0 $356K 0.17% $270.40 -3.4%
105 AVGO BROADCOM INC Technology 893.0 $337K 0.16% -50.0 -5.3% $377.75 -2.1%
106 HFSI HARTFORD FDS EXCHANGE TRADED 9,466.0 $333K 0.16% -1K -13.6% $35.16 -1.4%
107 USB US BANCORP Financial Services 5,482.0 $331K 0.16% $60.40 +1.3%
108 ANGL VANECK ETF TRUST 11,246.0 $329K 0.16% +560.0 +5.2% $29.24 -1.8%
109 CVX CHEVRON CORPORATION Energy 1,960.0 $325K 0.16% +100.0 +5.4% $165.72 +27.4%
110 D DOMINION ENERGY INC Utilities 4,735.0 $323K 0.15% +79.0 +1.7% $68.30 -2.8%
111 VEA VANGUARD TAX-MANAGED FDS 4,528.0 $323K 0.15% $71.25 +1.2%
112 PPA INVESCO EXCHANGE TRADED FD T 1,800.0 $318K 0.15% $176.65 -6.5%
113 OMFL INVESCO EXCH TRD SLF IDX FD 4,519.0 $310K 0.15% NEW $68.54 +2.3%
114 CIBR FIRST TR EXCHANGE-TRADED FD 3,443.0 $309K 0.15% +450.0 +15.0% $89.85 +7.1%
115 SCZ ISHARES TR 3,675.0 $302K 0.14% -799.0 -17.9% $82.28 +4.6%
116 DIA STATE STR SPDR DOW JONES IND Financial Services 575.0 $300K 0.14% $522.39 +1.0%
117 AEP AMERICAN ELEC PWR CO INC Utilities 2,189.0 $299K 0.14% $136.78 -10.1%
118 XLE SELECT SECTOR SPDR TR 5,624.0 $299K 0.14% +260.0 +4.8% $53.11 +22.0%
119 MS MORGAN STANLEY Financial Services 1,423.0 $297K 0.14% $209.04 +1.0%
120 BAC BANK OF AMER CORP Financial Services 5,151.0 $293K 0.14% $56.98 +8.8%
Page 6 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%