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Portfolio (Quarterly) Guide ↗

Meridian Financial Advisors, LLC

· CIK 0002032629
13F Portfolio $184M AUM 142 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 52 Added 54 Reduced 5 Exited
Page 1 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 J P MORGAN EXCHANGE TRADED F 204,135.0 $10.3M 5.62% -2K -1.2% $50.59
2 IVV ISHARES TR 14,988.0 $10.3M 5.59% -154.0 -1.0% $684.94 +7.6%
3 SCHD SCHWAB STRATEGIC TR 349,101.0 $9.6M 5.21% -14K -3.8% $27.43 +17.0%
4 QQQ INVESCO QQQ TR Financial Services 14,867.0 $9.1M 4.97% -95.0 -0.6% $614.29 +14.2%
5 IJR ISHARES TR 62,224.0 $7.5M 4.07% -3K -5.2% $120.18 +10.8%
6 IJH ISHARES TR 107,518.0 $7.1M 3.86% -5K -4.8% $66.00 +8.3%
7 VO VANGUARD INDEX FDS 16,538.0 $4.8M 2.61% -899.0 -5.2% $290.22 -73.7%
8 SDY SPDR SERIES TRUST 26,277.0 $3.7M 1.99% -395.0 -1.5% $139.16 +6.2%
9 VB VANGUARD INDEX FDS 13,645.0 $3.5M 1.92% -217.0 -1.6% $257.96 +8.2%
10 MSFT MICROSOFT CORP Technology 7,177.0 $3.5M 1.89% -68.0 -0.9% $483.63 -12.4%
11 SPSM SPDR SERIES TRUST 64,722.0 $3.0M 1.65% -929.0 -1.4% $46.86 +10.6%
12 VOT VANGUARD INDEX FDS 8,802.0 $2.5M 1.34% -96.0 -1.1% $279.14 +0.9%
13 SPYG SPDR SERIES TRUST 21,407.0 $2.3M 1.24% -637.0 -2.9% $106.70 +9.1%
14 VIG VANGUARD SPECIALIZED FUNDS 10,322.0 $2.3M 1.24% -57.0 -0.6% $219.77 +4.4%
15 AAPL APPLE INC Technology 7,004.0 $1.9M 1.04% -91.0 -1.3% $271.85 +10.0%
16 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 3,123.0 $1.9M 1.03% -63.0 -2.0% $603.23 +8.1%
17 SPMD SPDR SERIES TRUST 31,179.0 $1.8M 0.98% -210.0 -0.7% $57.91 +8.2%
18 VBK VANGUARD INDEX FDS 5,492.0 $1.7M 0.90% -200.0 -3.5% $302.09 +10.0%
19 MRK MERCK & CO INC Healthcare 15,581.0 $1.6M 0.89% -414.0 -2.6% $105.26 +6.9%
20 SLYV SPDR SERIES TRUST 14,171.0 $1.3M 0.70% -386.0 -2.6% $90.97 +9.7%
Page 1 of 3  ·  54 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 43.8%
Technology 23.1%
Healthcare 11.0%
Communication Services 6.3%
Consumer Cyclical 5.0%
Industrials 4.9%
Utilities 3.9%
Consumer Defensive 1.4%
Energy 0.8%