Meridian Financial Advisors, LLC

Est. AUM

$181.9M

13F long equity, this entity only

Positions

140

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.4M	339426	5.73%	SOLE
2	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$10.1M	200245	5.57%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$9.8M	14985	5.38%	SOLE
4	ISHARES TR	CORE DIV GRWTH	$8.7M	123381	4.76%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$8.2M	14293	4.54%	SOLE
6	ISHARES TR	CORE S&P SCP ETF	$7.3M	58752	4.02%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$6.9M	102205	3.80%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$5.7M	74249	3.12%	SOLE
9	WISDOMTREE TR	US QTLY DIV GRT	$4.9M	56263	2.72%	SOLE
10	VANGUARD INDEX FDS	MID CAP ETF	$4.6M	16071	2.54%	SOLE
11	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.9M	20245	2.14%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$3.7M	25118	2.02%	SOLE
13	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.6M	15325	2.00%	SOLE
14	VANGUARD INDEX FDS	SMALL CP ETF	$3.5M	13228	1.91%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	66296	1.76%	SOLE
16	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$2.7M	23803	1.50%	SOLE
17	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.7M	34329	1.50%	SOLE
18	MICROSOFT CORP	COM	$2.5M	6673	1.36%	SOLE
19	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.2M	10137	1.20%	SOLE
20	VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.1M	8336	1.18%	SOLE
21	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$2.1M	28250	1.17%	SOLE
22	ALPS ETF TR	RIVRFRNT STR INC	$2.1M	92260	1.16%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	20612	1.11%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	31520	1.03%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	60499	1.00%	SOLE
26	LEGG MASON ETF INVT	FRANKLIN INTL LW	$1.8M	43835	0.98%	SOLE
27	APPLE INC	COM	$1.8M	6941	0.97%	SOLE
28	MERCK & CO INC	COM	$1.8M	14634	0.97%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	2602	0.93%	SOLE
30	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.6M	2647	0.90%	SOLE
31	VANGUARD INDEX FDS	SML CP GRW ETF	$1.6M	5227	0.87%	SOLE
32	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.5M	61115	0.83%	SOLE
33	INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$1.5M	57114	0.80%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	14171	0.74%	SOLE
35	VANGUARD INDEX FDS	SM CP VAL ETF	$1.3M	5990	0.72%	SOLE
36	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	20875	0.65%	SOLE
37	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	1961	0.64%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.1M	23816	0.60%	SOLE
39	ISHARES TR	CORE S&P US GWT	$1.1M	6904	0.59%	SOLE
40	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.0M	12305	0.56%	SOLE
41	AMAZON COM INC	COM	$1.0M	4812	0.55%	SOLE
42	WISDOMTREE TR	US MIDCAP DIVID	$972K	18504	0.53%	SOLE
43	CISCO SYS INC	COM	$966K	12450	0.53%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$923K	27515	0.51%	SOLE
45	ISHARES INC	CORE MSCI EMKT	$890K	12766	0.49%	SOLE
46	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$880K	9336	0.48%	SOLE
47	JPMORGAN CHASE & CO	COM	$842K	2862	0.46%	SOLE
48	ISHARES TR	S&P MC 400VL ETF	$835K	6302	0.46%	SOLE
49	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$787K	15703	0.43%	SOLE
50	VANGUARD INDEX FDS	MCAP VL IDXVIP	$779K	4226	0.43%	SOLE

1–50 of 140

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.