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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 4 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SUSA ISHARES TR 4,300.0 $599K 0.33% $139.34 +6.8%
62 WM WASTE MGMT INC DEL Industrials 2,571.0 $565K 0.31% $219.72 +1.4%
63 XLF SELECT SECTOR SPDR TR 10,126.0 $555K 0.30% +347.0 +3.5% $54.77 -6.7%
64 IJT ISHARES TR 3,877.0 $547K 0.30% -251.0 -6.1% $141.16 +11.5%
65 IEMG ISHARES INC 8,125.0 $546K 0.30% NEW $67.22 +16.8%
66 FALN ISHARES TR 19,417.0 $530K 0.29% +11K +131.8% $27.30 -2.1%
67 IGIB ISHARES TR 9,777.0 $527K 0.29% +1K +17.8% $53.88 -2.6%
68 RDDT REDDIT INC Communication Services 2,278.0 $524K 0.28% $229.87 -30.8%
69 XMMO INVESCO EXCHANGE TRADED FD T 3,775.0 $523K 0.28% +275.0 +7.9% $138.46 +14.9%
70 DIVI FRANKLIN TEMPLETON ETF TR 13,374.0 $520K 0.28% +600.0 +4.7% $38.89 +8.2%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 1,738.0 $515K 0.28% -41.0 -2.3% $296.21 -24.8%
72 FPXI FIRST TR EXCHANGE TRADED FD 8,460.0 $500K 0.27% -1K -11.8% $59.14 +18.8%
73 MDYV SPDR SERIES TRUST 5,763.0 $488K 0.27% $84.65 +4.3%
74 SPDG SPDR SERIES TRUST 11,837.0 $483K 0.26% -355.0 -2.9% $40.78 +10.6%
75 RTX RTX CORPORATION Industrials 2,599.0 $477K 0.26% +30.0 +1.2% $183.40 -4.1%
76 CRWD CROWDSTRIKE HLDGS INC Technology 978.0 $458K 0.25% $468.76 +32.0%
77 JNJ JOHNSON & JOHNSON Healthcare 2,215.0 $458K 0.25% -258.0 -10.4% $206.95 +10.6%
78 LMT LOCKHEED MARTIN CORP Industrials 928.0 $449K 0.24% $483.91 +9.2%
79 IJK ISHARES TR 4,633.0 $449K 0.24% -721.0 -13.5% $96.88 +12.1%
80 EFA ISHARES TR 4,648.0 $446K 0.24% $96.03 +6.1%
Page 4 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%