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Portfolio (Quarterly) Guide ↗

Meridian Financial Advisors, LLC

· CIK 0002032629
13F Portfolio $178M AUM Filed Oct 20, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 140 New
Page 2 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RIGS ALPS ETF TR 93,236.0 $2.2M 1.22% NEW $23.28 -2.8%
22 SPHQ INVESCO EXCHANGE TRADED FD T 26,753.0 $2.0M 1.10% NEW $73.29 +12.3%
23 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 3,186.0 $1.9M 1.07% NEW $595.98 +9.8%
24 SPY SPDR S&P 500 ETF TR Financial Services 2,833.0 $1.9M 1.06% NEW $666.18 +10.5%
25 AAPL APPLE INC Technology 7,095.0 $1.8M 1.02% NEW $254.62 +17.3%
26 SPMD SPDR SERIES TRUST 31,389.0 $1.8M 1.01% NEW $57.19 +10.0%
27 SPSB SPDR SERIES TRUST 56,843.0 $1.7M 0.97% NEW $30.29 -1.2%
28 VBK VANGUARD INDEX FDS 5,692.0 $1.7M 0.95% NEW $297.60 +11.6%
29 MRK MERCK & CO INC Healthcare 15,995.0 $1.3M 0.76% NEW $83.93 +36.4%
30 SLYV SPDR SERIES TRUST 14,557.0 $1.3M 0.73% NEW $88.65 +13.0%
31 VBR VANGUARD INDEX FDS 6,126.0 $1.3M 0.72% NEW $208.72 +8.7%
32 VOO VANGUARD INDEX FDS 1,959.0 $1.2M 0.68% NEW $612.35 +10.5%
33 AMZN AMAZON COM INC Consumer Cyclical 5,200.0 $1.1M 0.64% NEW $219.57 +17.5%
34 SPLV INVESCO EXCH TRADED FD TR II 14,610.0 $1.1M 0.60% NEW $73.48 +0.2%
35 DON WISDOMTREE TR 20,516.0 $1.1M 0.60% NEW $52.30 +3.7%
36 RWL INVESCO EXCH TRADED FD TR II 9,066.0 $1.0M 0.56% NEW $110.66 +12.9%
37 VCIT VANGUARD SCOTTSDALE FDS 11,905.0 $1.0M 0.56% NEW $84.11 -3.0%
38 IUSG ISHARES TR 6,027.0 $992K 0.56% NEW $164.54 +12.0%
39 JPM JPMORGAN CHASE & CO. Financial Services 3,095.0 $976K 0.55% NEW $315.47 -5.4%
40 XLU SELECT SECTOR SPDR TR 11,051.0 $964K 0.54% NEW $87.21 -49.1%
Page 2 of 7  ·  140 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 43.1%
Technology 23.9%
Healthcare 10.6%
Communication Services 5.6%
Industrials 5.4%
Consumer Cyclical 5.2%
Utilities 4.0%
Consumer Defensive 1.4%
Energy 0.8%