Q2 2026 13F · SEC CIK 2032629

Meridian Financial Advisors, LLC

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $208.1M
Reported positions: 146
Holdings vs S&P 500, 3 yrs: —
Assets under management: $283.9M

Meridian Financial Advisors, LLC is a wealth manager that reported 146 positions worth $208.1M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 5.3%), Schwab Strategic Tr (SCHD, 5.1%), Invesco Qqq Tr (QQQ, 4.9%).

Meridian Financial Advisors, LLC holdings largest 50 of 146 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meridian Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	5.3%	5.3%	14,620	-2.4%	$10.9M
SCHDSchwab Strategic Tr	5.1%	5.7%	336,197	-1.0%	$10.7M
QQQInvesco Qqq Tr	4.9%	4.5%	13,948	-2.4%	$10.3M
JPSTJ P Morgan Exchange Traded Fd	4.7%	5.5%	195,332	-2.5%	$9.9M
DGROIshares Core Dividend Growth ETF	4.5%	4.7%	123,859	+0.4%	$9.4M
IJRIshares Core S&p Small Cap ETF	4.1%	4.0%	57,316	-2.4%	$8.5M
IJHIshares Tr	3.7%	3.8%	99,873	-2.3%	$7.7M
SPLGSpdr Series Trust	3.3%	3.1%	77,729	+4.7%	$6.8M
DGRWWisdomTree US Quality Dividend Gr ETF To	2.8%	2.7%	60,080	+6.8%	$5.7M
VOVanguard Index Fds	2.5%	2.5%	63,316	+294.0%	$5.1M
QQQMInvesco Nasdaq 100 ETF	2.4%	2.0%	16,554	+8.0%	$5.0M
RSPInvesco S&p 500 Equal Weight ETF	2.0%	2.1%	19,831	-2.0%	$4.2M
VBVanguard Indx Fd	1.9%	1.9%	13,274	+0.3%	$4.0M
SDYSpdr Series Trust	1.9%	2.0%	26,212	+4.4%	$4.0M
SPSMSpdr Series Trust	1.9%	1.8%	67,352	+1.6%	$3.9M
RWLInvesco S&p 500 Revenue ETF	1.8%	1.5%	29,725	+24.9%	$3.8M
VCSHVanguard Scottsdale Fds	1.3%	1.5%	35,521	+3.5%	$2.8M
MSFTMicrosoft Corp	1.2%	1.4%	6,838	+2.5%	$2.6M
SPHQInvesco Exchange Traded Fd T	1.2%	1.2%	27,589	-2.3%	$2.5M
VOTVanguard Index Fds	1.2%	1.2%	8,059	-3.3%	$2.5M
SPYGSpdr Series Trust	1.2%	1.1%	20,339	-1.3%	$2.4M
VIGVanguard Dividend Appreciation ETF	1.1%	1.2%	10,018	-1.2%	$2.4M
LVHIFranklin International Low Volatility Hi	1.1%	1.0%	55,485	+26.6%	$2.3M
SPMDSpdr Series Trust	1.0%	1.0%	32,034	+1.6%	$2.2M
RIGSAlps ETF Tr	1.0%	1.2%	90,591	-1.8%	$2.1M
AAPLApple Inc	0.9%	1.0%	6,792	-2.1%	$2.0M
SPYSpdr S&p 500 ETF Tr	0.9%	0.9%	2,611	+0.3%	$1.9M
VBKVanguard Small Cap Growth ETF	0.9%	0.9%	5,182	-0.9%	$1.9M
SPSBSpdr Series Trust	0.9%	1.0%	62,842	+3.9%	$1.9M
MRKMerck & Co. Inc	0.9%	1.0%	14,634	+0.0%	$1.9M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.9%	0.9%	2,622	-0.9%	$1.8M
SCHFSchwab Intl Equity	0.9%	0.8%	64,523	+5.6%	$1.8M
ICLOInvesco Actively Managed Exc	0.8%	0.8%	61,209	+7.2%	$1.6M
SLYVSpdr Series Trust	0.7%	0.7%	14,171	+0.0%	$1.5M
CSCOCisco Sys Inc	0.7%	0.5%	12,892	+3.6%	$1.5M
VBRVanguard Small Cap Value ETF	0.7%	0.7%	5,969	-0.4%	$1.5M
VOOVanguard S&p 500 ETF	0.7%	0.6%	1,994	+1.7%	$1.4M
JEPIJpmorgan Equity Premium Income ETF	0.6%	0.6%	21,988	+5.3%	$1.2M
IEMGIshares	0.6%	0.5%	14,959	+17.2%	$1.2M
IUSGiShares ETFs/USA	0.6%	0.6%	6,531	-5.4%	$1.2M
SPMOInvesco Exch Traded Fd Tr II	0.5%	—	7,049	—	$1.1M
AMZNAmazon Com Inc Com	0.5%	0.5%	4,631	-3.8%	$1.1M
SPLVInvesco Exch Traded Fd Tr II	0.5%	0.6%	14,677	-0.7%	$1.1M
XLUSpdr	0.5%	0.6%	23,076	-3.1%	$1.0M
DONWisdomtree Tr	0.5%	0.5%	18,511	+0.0%	$1.0M
IDMOInvesco Exch Traded Fd Tr II	0.5%	—	17,312	—	$1.0M
SPIBSpdr Series Trust	0.5%	0.5%	30,814	+12.0%	$1.0M
VCITVanguard Scottsdale Fds	0.5%	0.6%	12,301	-0.0%	$1.0M
XLKState Street Technology Select Sector Sp	0.5%	—	5,281	—	$1.0M
VYMIVanguard International High Dividend Yie	0.5%	0.5%	9,985	+7.0%	$981K

What Meridian Financial Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$208.1M	146
Q1 2026	$183.0M	141
Q4 2025	$183.6M	141
Q3 2025	$177.5M	140
Q2 2025	$154.5M	127
Q1 2025	$142.5M	121
Q4 2024	$144.8M	119
Q3 2024	$149.7M	126
Q2 2024	$138.0M	120
Q1 2024	$134.0M	121

Questions about Meridian Financial Advisors, LLC's portfolio

What stocks does Meridian Financial Advisors, LLC own?

Meridian Financial Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 146 positions worth $208.1M. The largest are Ishares Core S&p 500 ETF (IVV) at 5.3%, Schwab Strategic Tr (SCHD) at 5.1%, Invesco Qqq Tr (QQQ) at 4.9%, J P Morgan Exchange Traded Fd (JPST) at 4.7% and Ishares Core Dividend Growth ETF (DGRO) at 4.5%.

What did Meridian Financial Advisors, LLC buy last quarter?

In Q2 2026, Meridian Financial Advisors, LLC added Vanguard Index Fds (VO) (+294.0% shares), Franklin International Low Volatility Hi (LVHI) (+26.6% shares) and Invesco S&p 500 Revenue ETF (RWL) (+24.9% shares), compared with its Q1 2026 filing.

What did Meridian Financial Advisors, LLC sell last quarter?

In Q2 2026, Meridian Financial Advisors, LLC cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 iShares S&P Midcap 400 Value (IJJ), cut from its top 50 Fidelity Blue Chip Growth ETF (FBCG) and iShares ETFs/USA (IUSG) (-5.4% shares), compared with its Q1 2026 filing.

When is Meridian Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meridian Financial Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meridian Financial Advisors, LLC manage?

Meridian Financial Advisors, LLC reported $283.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $208.1M.