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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 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBR VANGUARD INDEX FDS 6,006.0 $1.3M 0.69% -120.0 -2.0% $211.81 +6.7%
22 AMZN AMAZON COM INC Consumer Cyclical 4,791.0 $1.1M 0.60% -409.0 -7.9% $230.82 +12.4%
23 DON WISDOMTREE TR 20,113.0 $1.0M 0.56% -403.0 -2.0% $51.60 +4.7%
24 CSCO CISCO SYS INC Technology 12,667.0 $976K 0.53% -453.0 -3.5% $77.03 +54.3%
25 JPM JPMORGAN CHASE & CO. Financial Services 2,865.0 $923K 0.50% -230.0 -7.4% $322.26 -6.7%
26 IJJ ISHARES TR 6,487.0 $854K 0.47% -150.0 -2.3% $131.58 +4.4%
27 SYLD CAMBRIA ETF TR 11,487.0 $799K 0.43% -1K -8.1% $69.52 +10.9%
28 VUG VANGUARD INDEX FDS 1,616.0 $788K 0.43% -51.0 -3.1% $487.86 -82.3%
29 VOE VANGUARD INDEX FDS 4,304.0 $763K 0.42% -57.0 -1.3% $177.36 +7.8%
30 GOOG ALPHABET INC Communication Services 2,405.0 $755K 0.41% -60.0 -2.4% $313.80 +25.3%
31 XMHQ INVESCO EXCHANGE TRADED FD T 6,355.0 $651K 0.35% -619.0 -8.9% $102.41 +3.6%
32 VYM VANGUARD WHITEHALL FDS 4,372.0 $627K 0.34% -397.0 -8.3% $143.52 +8.6%
33 IJT ISHARES TR 3,877.0 $547K 0.30% -251.0 -6.1% $141.16 +11.5%
34 IBM INTERNATIONAL BUSINESS MACHS Technology 1,738.0 $515K 0.28% -41.0 -2.3% $296.21 -24.8%
35 FPXI FIRST TR EXCHANGE TRADED FD 8,460.0 $500K 0.27% -1K -11.8% $59.14 +18.8%
36 SPDG SPDR SERIES TRUST 11,837.0 $483K 0.26% -355.0 -2.9% $40.78 +10.6%
37 JNJ JOHNSON & JOHNSON Healthcare 2,215.0 $458K 0.25% -258.0 -10.4% $206.95 +10.6%
38 IJK ISHARES TR 4,633.0 $449K 0.24% -721.0 -13.5% $96.88 +12.1%
39 SCHM SCHWAB STRATEGIC TR 13,839.0 $416K 0.23% -314.0 -2.2% $30.07 +11.6%
40 VV VANGUARD INDEX FDS 1,260.0 $397K 0.22% -100.0 -7.3% $314.80 +7.2%
Page 2 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%