Meridian Financial Advisors, LLC
Sector Allocation
- Other73.4%$156.9M
- Financials15.9%$34.1M
- Technology5.8%$12.5M
- Healthcare1.9%$4.0M
- Utilities0.9%$1.9M
- Consumer Discretionary0.8%$1.6M
- Industrials0.6%$1.2M
- Energy0.3%$641,329
- Consumer Staples0.3%$580,381
- Communication Services0.1%$235,624
AUM History
13fpro.ai/research/fund/meridian-financial-advisors-llc-2032629
Conviction and streaks
Diversifying · top 10 = 39.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$11.1M
- SCHWAB$10.9M
- J$10.4M
QQQ
$10.3M- ISHARES$9.5M
- ISHARES$7.7M
- ISHARES$7.1M
- SPDR$7.1M
WT
$6.0MIVZ
$5.1M- VANGUARD$4.9M
- $4.5M
- $4.3M
- SPDR$4.0M
MSFT
$3.8M- VANGUARD$3.8M
- SPDR$3.6M
- VANGUARD$2.8M
AAPL
$2.7M- LEGG$2.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/meridian-financial-advisors-llc-2032629
Meridian Financial Advisors, LLC 13F holdings — Q3 2026
$213.9M portfolio (+2.8% QoQ) · 154 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$11.1M
5.2% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$10.9M
5.1% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
$10.4M
4.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $10.3M
4.8% of stocks
-0.3%This quarter-2.3%Since filed5 qtrsHeld- 5
ISHARES TR - CORE DIV GRWTH
$9.5M
4.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE S&P SCP ETF
$7.7M
3.6% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE S&P MCP ETF
$7.1M
3.3% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SPDR SERIES TRUST - ST STR P500ETF
$7.1M
3.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $6.0M
2.8% of stocks
+3%This quarter-0.5%Since filed8+ qtrsHeld$5.1M
2.4% of stocks
+1%This quarter+2.1%Since filed8+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $11.1M | 5.2% | -1% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $10.9M | 5.1% | -0.7% | — | — | — | — | |
| 3 | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $10.4M | 4.9% | +6% | — | — | — | — | |
| 4 | $10.3M | 4.8% | -0.3% | -2.3% | 5 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - CORE DIV GRWTH | $9.5M | 4.5% | +2% | — | — | — | — | |
| 6 | ISHARES TR - CORE S&P SCP ETF | $7.7M | 3.6% | -0.7% | — | — | — | — | |
| 7 | ISHARES TR - CORE S&P MCP ETF | $7.1M | 3.3% | -0.9% | — | — | — | — | |
| 8 | SPDR SERIES TRUST - ST STR P500ETF | $7.1M | 3.3% | +1% | — | — | — | — | |
| 9 | $6.0M | 2.8% | +3% | -0.5% | 8+ qtrs | 61.4#787 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $5.1M | 2.4% | +1% | +2.1% | 8+ qtrsAdded 6 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Meridian Financial Advisors, LLC (Q3 2026)
154 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $4.9M | 2.3% | 62K | -2% | — | — | 13F |
| 12 | Invesco Ltd. | Financials | $4.5M | 2.1% | 21K | +8% | 8+ qtrsAdded 6 qtrs in a row | — | 13F | |
| 13 | Invesco Ltd. | Financials | $4.3M | 2.0% | 33K | +12% | 8+ qtrsAdded 6 qtrs in a row | — | 13F | |
| 14 | — | SPDR SERIES TRUST - ST STR SP DIVetf/fund | — | $4.0M | 1.9% | 27K | +5% | — | — | 13F |
| 15 | MICROSOFT CORP | Technology | $3.8M | 1.8% | 7,434 | +9% | 8+ qtrsAdded 2 qtrs in a row | 79.8 | 13F | |
| 16 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $3.8M | 1.8% | 13K | -0.3% | — | — | 13F |
| 17 | — | SPDR SERIES TRUST - ST STR SP600 SMLetf/fund | — | $3.6M | 1.7% | 68K | +1% | — | — | 13F |
| 18 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $2.8M | 1.3% | 36K | +1% | — | — | 13F |
| 19 | Apple Inc. | Technology | $2.7M | 1.3% | 8,098 | +19% | 8+ qtrs | 75.7 | 13F | |
| 20 | — | LEGG MASON ETF INVT - FRANKLIN INTL LWetf/fund | — | $2.7M | 1.3% | 64K | +15% | — | — | 13F |
| 21 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $2.5M | 1.2% | 20K | -0.1% | — | — | 13F |
| 22 | Invesco Ltd. | Financials | $2.4M | 1.1% | 28K | +2% | 8+ qtrsAdded 6 qtrs in a row | — | 13F | |
| 23 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $2.3M | 1.1% | 9,991 | -0.3% | — | — | 13F |
| 24 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GRetf/fund | — | $2.3M | 1.1% | 7,969 | -1% | — | — | 13F |
| 25 | — | SPDR SERIES TRUST - ST STR P400MIDetf/fund | — | $2.1M | 1.0% | 33K | +4% | — | — | 13F |
| 26 | $MRK | Merck & Co., Inc. | Healthcare | $2.1M | 1.0% | 14K | -2% | |||
| 27 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.9M | 0.9% | 2,545 | -3% | |||
| 28 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $1.9M | 0.9% | 65K | +3% | |||
| 29 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $1.9M | 0.9% | 69K | +6% | |||
| 30 | — | ALPS ETF TR - STRATEGIC INCOME | — | $1.9M | 0.9% | 86K | -5% | |||
| 31 | — | INVESCO ACTIVELY MANAGED EXC - AAA CLO FLTNG RT | — | $1.8M | 0.8% | 70K | +15% | |||
| 32 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $1.7M | 0.8% | 5,152 | -0.6% | |||
| 33 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.6M | 0.8% | 2,288 | +15% | |||
| 34 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.6M | 0.7% | 2,397 | -9% | |||
| 35 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $1.4M | 0.7% | 14K | -1% | |||
| 36 | — | ISHARES INC - CORE MSCI EMKT | — | $1.4M | 0.7% | 17K | +16% | |||
| 37 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.4M | 0.7% | 13K | — | |||
| 38 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $1.4M | 0.6% | 5,892 | -1% | |||
| 39 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.3M | 0.6% | 5,252 | +13% | |||
| 40 | — | ISHARES TR - CORE S&P US GWT | — | $1.3M | 0.6% | 6,574 | +0.7% | |||
| 41 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.2M | 0.6% | 22K | +0.6% | |||
| 42 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.6% | 17K | +13% | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.5% | 7,666 | +9% | |||
| 44 | $JPM | JPMORGAN CHASE & CO | Financials | $1.1M | 0.5% | 3,466 | +19% | |||
| 45 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.5% | 18K | +5% | |||
| 46 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.1M | 0.5% | 4,068 | +316% | |||
| 47 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $1.0M | 0.5% | 32K | +5% | |||
| 48 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.0M | 0.5% | 5,281 | — | |||
| 49 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $1.0M | 0.5% | 10K | +1% | |||
| 50 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $987K | 0.5% | 13K | +3% | |||
| 51 | $WT | WisdomTree, Inc. | Financials | $969K | 0.5% | 18K | -3% | |||
| 52 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $911K | 0.4% | 23K | +0.1% | |||
| 53 | $GOOGL | Alphabet Inc. | Technology | $909K | 0.4% | 2,641 | +23% | |||
| 54 | — | INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | — | $878K | 0.4% | 20K | +4% | |||
| 55 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $874K | 0.4% | 14K | -2% | |||
| 56 | — | ISHARES TR - S&P MC 400VL ETF | — | $868K | 0.4% | 6,302 | +2% | |||
| 57 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $837K | 0.4% | 9,288 | -3% | |||
| 58 | $GOOG | Alphabet Inc. | Technology | $819K | 0.4% | 2,405 | — | |||
| 59 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $795K | 0.4% | 2,123 | New | |||
| 60 | — | ISHARES TR - FALN ANGLS USD | — | $793K | 0.4% | 31K | +11% | |||
| 61 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $791K | 0.4% | 4,045 | -2% | |||
| 62 | — | CAMBRIA ETF TR - SHSHLD YIELD ETF | — | $757K | 0.3% | 9,388 | +0.0% | |||
| 63 | $IVZ | Invesco Ltd. | Financials | $724K | 0.3% | 4,935 | +7% | |||
| 64 | — | PROSHARES TR - S&P 500 DV ARIST | — | $679K | 0.3% | 13K | -7% | |||
| 65 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $641K | 0.3% | 4,132 | +2% | |||
| 66 | $IVZ | Invesco Ltd. | Financials | $634K | 0.3% | 5,680 | -4% | |||
| 67 | — | ISHARES TR - S&P SML 600 GWT | — | $619K | 0.3% | 3,862 | -0.4% | |||
| 68 | — | ISHARES TR - ESG OPTIMIZED | — | $619K | 0.3% | 3,975 | — | |||
| 69 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $613K | 0.3% | 3,642 | -0.4% | |||
| 70 | $JNJ | JOHNSON & JOHNSON | Healthcare | $612K | 0.3% | 2,311 | +4% | |||
| 71 | $NVDA | NVIDIA CORP | Technology | $608K | 0.3% | 2,664 | +113% | |||
| 72 | — | ISHARES TR - CORE MSCI EAFE | — | $604K | 0.3% | 6,237 | +6% | |||
| 73 | — | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | — | $595K | 0.3% | 14K | +3% | |||
| 74 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $582K | 0.3% | 12K | -3% | |||
| 75 | — | ISHARES TR - CORE DIVID ETF | — | $557K | 0.3% | 8,640 | +0.1% | |||
| 76 | $IVZ | Invesco Ltd. | Financials | $553K | 0.3% | 9,828 | +38% | |||
| 77 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | — | $527K | 0.3% | 22K | +38% | |||
| 78 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $527K | 0.3% | 6,200 | New | |||
| 79 | $WM | WASTE MANAGEMENT INC | Utilities | $524K | 0.3% | 2,571 | — | |||
| 80 | — | ISHARES TR - MSCI EAFE ETF | — | $521K | 0.2% | 5,013 | — | |||
| 81 | — | ISHARES TR - ISHS 5-10YR INVT | — | $508K | 0.2% | 10K | -10% | |||
| 82 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $503K | 0.2% | 9,418 | — | |||
| 83 | — | SPDR SERIES TRUST - ST STR SP400VAL | — | $484K | 0.2% | 5,463 | — | |||
| 84 | $RTX | RTX Corp | Industrials | $483K | 0.2% | 2,599 | — | |||
| 85 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $482K | 0.2% | 968 | +25% | |||
| 86 | — | ISHARES TR - S&P MC 400GR ETF | — | $481K | 0.2% | 4,391 | -0.7% | |||
| 87 | $LMT | LOCKHEED MARTIN CORP | Industrials | $473K | 0.2% | 928 | — | |||
| 88 | — | SPDR SERIES TRUST - ST STR SECTO ETF | — | $468K | 0.2% | 10K | -5% | |||
| 89 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $451K | 0.2% | 13K | — | |||
| 90 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $419K | 0.2% | 12K | -0.1% | |||
| 91 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $418K | 0.2% | 4,424 | +0.6% | |||
| 92 | $IVZ | Invesco Ltd. | Financials | $404K | 0.2% | 12K | — | |||
| 93 | — | ETF SER SOLUTIONS - DISTILLATE US | — | $403K | 0.2% | 6,300 | +5% | |||
| 94 | $CVX | CHEVRON CORP | Energy | $400K | 0.2% | 1,960 | — | |||
| 95 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $390K | 0.2% | 7,774 | +2% | |||
| 96 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $390K | 0.2% | 2,336 | — | |||
| 97 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $387K | 0.2% | 1,100 | — | |||
| 98 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $382K | 0.2% | 8,033 | +9% | |||
| 99 | $CVS | CVS HEALTH Corp | Healthcare | $379K | 0.2% | 4,420 | -4% | |||
| 100 | $V | VISA INC. | Financials | $377K | 0.2% | 1,048 | +33% | |||
| 101 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $374K | 0.2% | 7,679 | — | |||
| 102 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $371K | 0.2% | 1,688 | — | |||
| 103 | $IVZ | Invesco Ltd. | Financials | $365K | 0.2% | 8,195 | -5% | |||
| 104 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $362K | 0.2% | 3,386 | — | |||
| 105 | $SO | SOUTHERN CO | Utilities | $350K | 0.2% | 4,227 | — | |||
| 106 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $346K | 0.2% | 5,625 | +0.0% | |||
| 107 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $341K | 0.2% | 3,308 | -4% | |||
| 108 | $SYK | STRYKER CORP | Healthcare | $326K | 0.1% | 1,183 | — | |||
| 109 | $IVZ | Invesco Ltd. | Financials | $322K | 0.1% | 4,619 | +2% | |||
| 110 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $320K | 0.1% | 4,532 | +0.1% | |||
| 111 | $MCD | MCDONALDS CORP | Consumer Discretionary | $320K | 0.1% | 1,385 | +5% | |||
| 112 | $USB | US BANCORP \DE\ | Financials | $317K | 0.1% | 5,490 | +0.1% | |||
| 113 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $316K | 0.1% | 11K | +1% | |||
| 114 | $AVGO | Broadcom Inc. | Technology | $314K | 0.1% | 893 | — | |||
| 115 | — | HARTFORD FDS EXCHANGE TRADED - STRAT INCOM ETF | — | $312K | 0.1% | 9,299 | -2% | |||
| 116 | — | ISHARES TR - EAFE SML CP ETF | — | $310K | 0.1% | 3,675 | — | |||
| 117 | $WT | WisdomTree, Inc. | Financials | $301K | 0.1% | 6,570 | -1% | |||
| 118 | $D | DOMINION ENERGY, INC | Utilities | $295K | 0.1% | 4,876 | +3% | |||
| 119 | $ABBV | AbbVie Inc. | Healthcare | $294K | 0.1% | 1,122 | — | |||
| 120 | $RDDT | Reddit, Inc. | Technology | $293K | 0.1% | 2,059 | — | |||
| 121 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $292K | 0.1% | 575 | — | |||
| 122 | $NEE | NEXTERA ENERGY INC | Utilities | $292K | 0.1% | 3,859 | +27% | |||
| 123 | $KO | COCA COLA CO | Consumer Staples | $292K | 0.1% | 3,391 | +0.8% | |||
| 124 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $288K | 0.1% | 1,985 | +10% | |||
| 125 | $LLY | ELI LILLY & Co | Healthcare | $287K | 0.1% | 248 | New | |||
| 126 | — | FIRST TR EXCHANGE-TRADED FD - INTL EQUITY OPP | — | $284K | 0.1% | 4,215 | -23% | |||
| 127 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $283K | 0.1% | 5,984 | +3% | |||
| 128 | $IVZ | Invesco Ltd. | Financials | $278K | 0.1% | 1,800 | — | |||
| 129 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $278K | 0.1% | 5,106 | -0.9% | |||
| 130 | $IVZ | Invesco Ltd. | Financials | $278K | 0.1% | 4,411 | — | |||
| 131 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $276K | 0.1% | 4,508 | +0.7% | |||
| 132 | $MS | MORGAN STANLEY | Financials | $268K | 0.1% | 1,423 | — | |||
| 133 | $GLD | SPDR GOLD TRUST | Financials | $262K | 0.1% | 687 | New | |||
| 134 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $260K | 0.1% | 2,193 | +0.2% | |||
| 135 | $BALL | BALL Corp | Industrials | $255K | 0.1% | 4,560 | — | |||
| 136 | — | SCHWAB STRATEGIC TR - INTERNL DIVID | — | $249K | 0.1% | 7,935 | +11% | |||
| 137 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $241K | 0.1% | 1,481 | New | |||
| 138 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $236K | 0.1% | 662 | — | |||
| 139 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $236K | 0.1% | 5,137 | New | |||
| 140 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $233K | 0.1% | 2,100 | — | |||
| 141 | — | ISHARES TR - RUS 1000 GRW ETF | — | $229K | 0.1% | 1,832 | — | |||
| 142 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $220K | 0.1% | 950 | — | |||
| 143 | $DUK | Duke Energy CORP | Utilities | $218K | 0.1% | 1,908 | — | |||
| 144 | $CB | Chubb Ltd | Financials | $215K | 0.1% | 661 | — | |||
| 145 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $212K | 0.1% | 1,750 | New | |||
| 146 | — | ISHARES TR - MSCI INTL QUALTY | — | $212K | 0.1% | 4,288 | — | |||
| 147 | — | AMPLIFY ETF TR - BLOCK TECHN ETF | — | $212K | 0.1% | 3,460 | -13% | |||
| 148 | — | J P MORGAN EXCHANGE TRADED F - HIGH YIELD MUNI | — | $210K | 0.1% | 4,478 | +8% | |||
| 149 | $AVY | Avery Dennison Corp | Materials | $210K | 0.1% | 1,231 | New | |||
| 150 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $209K | 0.1% | 342 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 12 new, 67 added to, 38 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
- VANGUARD INDEX FDS - MRNGSTR TTL STK$795K
first bought this quarter
- VANGUARD STAR FDS - VG TL INTL STK F$527K
first bought this quarter
$LLYELI LILLY & Co$287K
first bought this quarter
$GLDSPDR GOLD TRUST$262K
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$241K
first bought this quarter
$VZVERIZON COMMUNICATIONS INC$236K
first bought this quarter
+6 more in the Excel export
Added to (67)
$CRWDCrowdStrike Holdings, Inc.+316%
now $1.1M · held 8+ qtrs
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+6%
now $10.4M
now $2.7M · held 8+ qtrs
- LEGG MASON ETF INVT - FRANKLIN INTL LW+15%
now $2.7M
$NVDANVIDIA CORP+113%
now $608K · held 5 qtrs
now $3.8M · held 8+ qtrs, 2 adds in a row
+61 more in the Excel export
Trimmed (38)
$MDYSPDR S&P MIDCAP 400 ETF TRUST-9%
now $1.6M · held 8+ qtrs
- ISHARES TR - CORE S&P500 ETF-1%
now $11.1M
- ALPS ETF TR - STRATEGIC INCOME-5%
now $1.9M
- FIRST TR EXCHANGE-TRADED FD - INTL EQUITY OPP-23%
now $284K
- VANGUARD INDEX FDS - MRNGSTR MID CAP-2%
now $4.9M
- SCHWAB STRATEGIC TR - US DIVIDEND EQ-0.7%
now $10.9M
+32 more in the Excel export
Sold out (3)
- PROSHARES TR - S&P MDCP 400 DIVwas $207K
$ORCLORACLE CORPwas $203K
held 5 qtrs
- ISHARES TR - EUROPE ETFwas $202K
Holdings by quarter
Every 13F Meridian Financial Advisors, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Meridian Financial Advisors's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+0.1%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 9% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Meridian Financial Advisors, LLC disclosed 154 positions worth $213.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 12 new positions and exited 3. The portfolio is most concentrated in Other (73.4% of disclosed assets). All figures are sourced directly from Meridian Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2032629.
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AI-Powered Hedge Fund Analysis: Meridian Financial Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Meridian Financial Advisors, LLC (SEC CIK: 2032629), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Meridian Financial Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.