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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 3 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLU SELECT SECTOR SPDR TR 24,015.0 $1.0M 0.56% +13K +117.3% $42.69 +3.9%
42 VCIT VANGUARD SCOTTSDALE FDS 12,129.0 $1.0M 0.55% +224.0 +1.9% $83.75 -2.6%
43 JEPI J P MORGAN EXCHANGE TRADED F 17,250.0 $987K 0.54% +7K +64.3% $57.24 -2.0%
44 CSCO CISCO SYS INC Technology 12,667.0 $976K 0.53% -453.0 -3.5% $77.03 +54.3%
45 FBCG FIDELITY COVINGTON TRUST 17,309.0 $949K 0.52% $54.84 +9.1%
46 JPM JPMORGAN CHASE & CO. Financial Services 2,865.0 $923K 0.50% -230.0 -7.4% $322.26 -6.7%
47 SPIB SPDR SERIES TRUST 26,732.0 $904K 0.49% +4K +15.2% $33.81 -1.9%
48 VYMI VANGUARD WHITEHALL FDS 9,746.0 $877K 0.48% +118.0 +1.2% $90.00 +9.6%
49 IJJ ISHARES TR 6,487.0 $854K 0.47% -150.0 -2.3% $131.58 +4.4%
50 SYLD CAMBRIA ETF TR 11,487.0 $799K 0.43% -1K -8.1% $69.52 +10.9%
51 VUG VANGUARD INDEX FDS 1,616.0 $788K 0.43% -51.0 -3.1% $487.86 -82.3%
52 NOBL PROSHARES TR 7,536.0 $784K 0.43% $104.07 +2.3%
53 VOE VANGUARD INDEX FDS 4,304.0 $763K 0.42% -57.0 -1.3% $177.36 +7.8%
54 GOOG ALPHABET INC Communication Services 2,405.0 $755K 0.41% -60.0 -2.4% $313.80 +25.3%
55 XLK SELECT SECTOR SPDR TR 4,861.0 $700K 0.38% +3K +106.3% $143.97 +20.3%
56 GOOGL ALPHABET INC Communication Services 2,131.0 $667K 0.36% +22.0 +1.0% $313.00 +26.8%
57 XMHQ INVESCO EXCHANGE TRADED FD T 6,355.0 $651K 0.35% -619.0 -8.9% $102.41 +3.6%
58 VYM VANGUARD WHITEHALL FDS 4,372.0 $627K 0.34% -397.0 -8.3% $143.52 +8.6%
59 IDHQ INVESCO EXCH TRADED FD TR II 17,621.0 $619K 0.34% $35.15 +11.6%
60 XLV SELECT SECTOR SPDR TR 3,933.0 $609K 0.33% +32.0 +0.8% $154.79 -4.8%
Page 3 of 8  ·  141 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%