Q3 2026 13F · SEC CIK 2032629

Meridian Financial Advisors, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $213.9M
Reported positions: 154
Holdings vs S&P 500, 3 yrs: —
Assets under management: $283.9M

Meridian Financial Advisors, LLC is a wealth manager that reported 154 positions worth $213.9M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Ishares Tr (IVV, 5.2%), Schwab Strategic Tr (SCHD, 5.1%), J P Morgan Exchange Traded F (JPST, 4.9%).

Meridian Financial Advisors, LLC holdings largest 50 of 154 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	5.2%	5.3%	14,451	-1.2%	$11.1M
SCHDSchwab Strategic Tr	5.1%	5.1%	333,910	-0.7%	$10.9M
JPSTJ P Morgan Exchange Traded F	4.9%	4.7%	207,218	+6.1%	$10.4M
QQQInvesco Qqq Tr	4.8%	4.9%	13,902	-0.3%	$10.3M
DGROIshares Tr	4.4%	4.5%	126,135	+1.8%	$9.5M
IJRIshares Tr	3.6%	4.1%	56,933	-0.7%	$7.7M
IJHIshares Tr	3.3%	3.7%	99,004	-0.9%	$7.1M
SPLGSpdr Series Trust	3.3%	3.3%	78,813	+1.4%	$7.1M
DGRWWisdomtree Tr	2.8%	2.8%	61,652	+2.6%	$6.0M
QQQMInvesco Exch Traded Fd Tr II	2.4%	2.4%	16,733	+1.1%	$5.1M
VOVanguard Index Fds	2.3%	2.5%	62,303	-1.6%	$4.9M
RSPInvesco Exchange Traded Fd T	2.1%	2.0%	21,429	+8.1%	$4.5M
RWLInvesco Exch Traded Fd Tr II	2.0%	1.8%	33,326	+12.1%	$4.3M
SDYSpdr Ser Tr	1.9%	1.9%	27,475	+4.8%	$4.0M
MSFTMicrosoft Corp	1.8%	1.2%	7,434	+8.7%	$3.8M
VBVanguard Index Fds	1.8%	1.9%	13,230	-0.3%	$3.8M
SPSMSpdr Series Trust	1.7%	1.9%	68,202	+1.3%	$3.6M
VCSHVanguard Scottsdale Fds	1.3%	1.3%	36,040	+1.5%	$2.8M
AAPLApple Inc	1.3%	0.9%	8,098	+19.2%	$2.7M
LVHILegg Mason ETF Invt	1.2%	1.1%	63,892	+15.2%	$2.7M
SPYGState Street Spdr Portfolio S&p 500 Grow	1.2%	1.2%	20,315	-0.1%	$2.5M
SPHQInvesco Exchange Traded Fd T	1.1%	1.2%	28,116	+1.9%	$2.4M
VIGVanguard Specialized Funds	1.1%	1.1%	9,991	-0.3%	$2.3M
VOTVanguard Index Fds	1.1%	1.2%	7,969	-1.1%	$2.3M
SPMDSpdr Series Trust	1.0%	1.0%	33,471	+4.5%	$2.1M
MRKMerck & Co Inc	1.0%	0.9%	14,312	-2.2%	$2.1M
SPYState Str Spdr S&p 500 ETF T	0.9%	0.9%	2,545	-2.5%	$1.9M
SPSBSpdr Series Trust	0.9%	0.9%	64,920	+3.3%	$1.9M
SCHFSchwab Strategic Tr	0.9%	0.9%	68,598	+6.3%	$1.9M
RIGSAlps ETF Tr	0.9%	1.0%	86,119	-4.9%	$1.9M
ICLOInvesco Actively Managed Exc	0.8%	0.8%	70,147	+14.6%	$1.8M
VBKVanguard Index Fds	0.8%	0.9%	5,152	-0.6%	$1.7M
VOOVanguard Index Fds	0.8%	0.7%	2,288	+14.7%	$1.6M
MDYState Str Spdr S&p Midcap 40	0.7%	0.9%	2,397	-8.6%	$1.6M
SLYVSpdr Series Trust	0.7%	0.7%	14,007	-1.2%	$1.4M
IEMGIshares Inc	0.7%	0.6%	17,386	+16.2%	$1.4M
CSCOCisco Sys Inc	0.6%	0.7%	12,892	+0.0%	$1.4M
VBRVanguard Index Fds	0.6%	0.7%	5,892	-1.3%	$1.4M
AMZNAmazon Com Inc	0.6%	0.5%	5,252	+13.4%	$1.3M
IUSGIshares Tr	0.6%	0.6%	6,574	+0.7%	$1.3M
JEPIJ P Morgan Exchange Traded F	0.6%	0.6%	22,123	+0.6%	$1.2M
SPLVInvesco Exch Traded Fd Tr II	0.5%	0.5%	16,604	+13.1%	$1.2M
SPMOInvesco Exch Traded Fd Tr II	0.5%	0.5%	7,666	+8.8%	$1.2M
JPMJpmorgan Chase & Co	0.5%	—	3,466	—	$1.1M
IDMOInvesco Exch Traded Fd Tr II	0.5%	0.5%	18,217	+5.2%	$1.1M
CRWDCrowdstrike Hldgs Inc	0.5%	—	4,068	—	$1.1M
SPIBSpdr Series Trust	0.5%	0.5%	32,202	+4.5%	$1.0M
XLKSelect Sector Spdr Tr	0.5%	0.5%	5,281	+0.0%	$1.0M
VYMIVanguard Whitehall Fds	0.5%	0.5%	10,087	+1.0%	$1.0M
VCITVanguard Scottsdale Fds	0.5%	0.5%	12,609	+2.5%	$987K

What Meridian Financial Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$213.9M	154
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 Q3 2026 and filed Oct 14, 2026, lists 154 positions worth $213.9M. The largest are Ishares Tr (IVV) at 5.2%, Schwab Strategic Tr (SCHD) at 5.1%, J P Morgan Exchange Traded F (JPST) at 4.9%, Invesco Qqq Tr (QQQ) at 4.8% and Ishares Tr (DGRO) at 4.4%.

What did Meridian Financial Advisors, LLC buy last quarter?

In Q3 2026, Meridian Financial Advisors, LLC added Apple Inc (AAPL) (+19.2% shares), Ishares Inc (IEMG) (+16.2% shares) and Legg Mason ETF Invt (LVHI) (+15.2% shares), compared with its Q2 2026 filing.

What did Meridian Financial Advisors, LLC sell last quarter?

In Q3 2026, Meridian Financial Advisors, LLC cut from its top 50 Select Sector Spdr Tr (XLU), cut from its top 50 Wisdomtree Tr (DON) and State Str Spdr S&p Midcap 40 (MDY) (-8.6% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $213.9M.