Meridian Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Meridian Financial Advisors, LLC held in its portfolio 129 assets valued at $183,624,932 (i.e. $183.63M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($22.42M), J P MORGAN EXCHANGE TRADED F ($10.33M), and ISHARES TR ($10.27M).
The chart below shows the top 10 valuable assets, and the table below shows the top 129 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Meridian Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 353312 | 22421914 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 204135 | 10327207 | ULTRA SHRT ETF |
| ISHARES TR | 14988 | 10265920 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 349101 | 9575851 | US DIVIDEND EQ |
| INVESCO QQQ TR | 14867 | 9132708 | UNIT SER 1 |
| ISHARES TR | 123169 | 8550364 | CORE DIV GRWTH |
| ISHARES TR | 62224 | 7478093 | CORE S&P SCP ETF |
| ISHARES TR | 107518 | 7096171 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 16538 | 4799715 | MID CAP ETF |
| WISDOMTREE TR | 49228 | 4402448 | US QTLY DIV GRT |
| INVESCO EXCHANGE TRADED FD T | 20980 | 4018963 | S&P500 EQL WGT |
| INVESCO EXCH TRADED FD TR II | 14223 | 3597281 | NASDAQ 100 ETF |
| VANGUARD INDEX FDS | 13645 | 3519827 | SMALL CP ETF |
| MICROSOFT CORP | 7177 | 3471025 | COM |
| VANGUARD SCOTTSDALE FDS | 32870 | 2620701 | SHRT TRM CORP BD |
| VANGUARD INDEX FDS | 8802 | 2456990 | MCAP GR IDXVIP |
| VANGUARD SPECIALIZED FUNDS | 10322 | 2268506 | DIV APP ETF |
| ALPS ETF TR | 93379 | 2152396 | RIVRFRNT STR INC |
| INVESCO EXCHANGE TRADED FD T | 27680 | 2077384 | S&P500 QUALITY |
| INVESCO EXCH TRADED FD TR II | 17439 | 1996766 | S&P 500 REVENUE |
| SPDR S&P 500 ETF TR | 2833 | 1931879 | TR UNIT |
| APPLE INC | 7004 | 1904005 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 3123 | 1883897 | UTSER1 S&PDCRP |
| VANGUARD INDEX FDS | 5492 | 1659057 | SML CP GRW ETF |
| MERCK & CO INC | 15581 | 1640073 | COM |
| LEGG MASON ETF INVT | 38808 | 1428911 | FRANKLIN INTL LW |
| SCHWAB STRATEGIC TR | 52978 | 1273591 | INTL EQTY ETF |
| VANGUARD INDEX FDS | 6006 | 1272103 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 1964 | 1231613 | S&P 500 ETF SHS |
| INVESCO ACTIVELY MANAGED EXC | 44034 | 1125071 | AAA CLO FLTNG RT |
| AMAZON COM INC | 4791 | 1105859 | COM |
| ISHARES TR | 6506 | 1092618 | CORE S&P US GWT |
| INVESCO EXCH TRADED FD TR II | 15011 | 1072053 | S&P500 LOW VOL |
| WISDOMTREE TR | 20113 | 1037818 | US MIDCAP DIVID |
| SELECT SECTOR SPDR TR | 24015 | 1025221 | STATE STREET UTI |
| VANGUARD SCOTTSDALE FDS | 12129 | 1015830 | INT-TERM CORP |
| J P MORGAN EXCHANGE TRADED F | 17250 | 987408 | EQUITY PREMIUM |
| CISCO SYS INC | 12667 | 975760 | COM |
| FIDELITY COVINGTON TRUST | 17309 | 949222 | BLUE CHIP GRWTH |
| JPMORGAN CHASE & CO. | 2865 | 923286 | COM |
| VANGUARD WHITEHALL FDS | 9746 | 877117 | INTL HIGH ETF |
| ISHARES TR | 6487 | 853580 | S&P MC 400VL ETF |
| CAMBRIA ETF TR | 11487 | 798584 | SHSHLD YIELD ETF |
| VANGUARD INDEX FDS | 1616 | 788382 | GROWTH ETF |
| PROSHARES TR | 7536 | 784277 | S&P 500 DV ARIST |
| VANGUARD INDEX FDS | 4304 | 763337 | MCAP VL IDXVIP |
| ALPHABET INC | 2405 | 754689 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 4861 | 699853 | STATE STREET TEC |
| ALPHABET INC | 2131 | 667003 | CAP STK CL A |
| INVESCO EXCHANGE TRADED FD T | 6355 | 650832 | S&P MDCP QUALITY |
| VANGUARD WHITEHALL FDS | 4372 | 627473 | HIGH DIV YLD |
| INVESCO EXCH TRADED FD TR II | 17621 | 619364 | S&P INTL QULTY |
| SELECT SECTOR SPDR TR | 3933 | 608801 | STATE STREET HEA |
| ISHARES TR | 4300 | 599183 | ESG OPTIMIZED |
| WASTE MGMT INC DEL | 2571 | 564892 | COM |
| SELECT SECTOR SPDR TR | 10126 | 554622 | STATE STREET FIN |
| ISHARES TR | 3877 | 547277 | S&P SML 600 GWT |
| ISHARES INC | 8125 | 546163 | CORE MSCI EMKT |
| ISHARES TR | 19417 | 530086 | FALN ANGLS USD |
| ISHARES TR | 9777 | 526785 | ISHS 5-10YR INVT |
| REDDIT INC | 2278 | 523644 | CL A |
| INVESCO EXCHANGE TRADED FD T | 3775 | 522687 | S&P MDCP MOMNTUM |
| FRANKLIN TEMPLETON ETF TR | 13374 | 520115 | INTL COR DIV TIL |
| INTERNATIONAL BUSINESS MACHS | 1738 | 514813 | COM |
| FIRST TR EXCHANGE TRADED FD | 8460 | 500338 | INTL EQUITY OPP |
| RTX CORPORATION | 2599 | 476657 | COM |
| CROWDSTRIKE HLDGS INC | 978 | 458447 | CL A |
| JOHNSON & JOHNSON | 2215 | 458394 | COM |
| LOCKHEED MARTIN CORP | 928 | 449064 | COM |
| ISHARES TR | 4633 | 448845 | S&P MC 400GR ETF |
| ISHARES TR | 4648 | 446358 | MSCI EAFE ETF |
| ISHARES TR | 7966 | 423408 | CORE DIVID ETF |
| SCHWAB STRATEGIC TR | 13839 | 416149 | US MID-CAP ETF |
| ETF SER SOLUTIONS | 7000 | 412300 | DISTILLATE US |
| SCHWAB STRATEGIC TR | 12488 | 407359 | US LCAP GR ETF |
| VANGUARD WHITEHALL FDS | 4400 | 402354 | INTL DVD ETF |
| MCDONALDS CORP | 1315 | 402038 | COM |
| VANGUARD INDEX FDS | 1260 | 396648 | LARGE CAP ETF |
| HARTFORD FDS EXCHANGE TRADED | 10950 | 388506 | STRATEGIC INCOME |
| BERKSHIRE HATHAWAY INC DEL | 759 | 381511 | CL B NEW |
| SELECT SECTOR SPDR TR | 8184 | 371144 | STATE STREET MAT |
| SOUTHERN CO | 4227 | 368586 | COM |
| INVESCO EXCH TRADED FD TR II | 3085 | 368102 | S&P 500 MOMNTM |
| STRYKER CORPORATION | 996 | 350143 | COM |
| J P MORGAN EXCHANGE TRADED F | 6892 | 348046 | MUNICIPAL ETF |
| ISHARES TR | 4474 | 346852 | EAFE SML CP ETF |
| SELECT SECTOR SPDR TR | 2198 | 340954 | STATE STREET IND |
| SPDR INDEX SHS FDS | 7578 | 336536 | PORTFOLIO DEVLPD |
| UNITED THERAPEUTICS CORP DEL | 690 | 336203 | COM |
| INVESCO EXCH TRADED FD TR II | 6050 | 336199 | S&P INTL MOMNT |
| BROADCOM INC | 943 | 326372 | COM |
| CVS HEALTH CORP | 4034 | 320169 | COM |
| VANECK ETF TRUST | 10686 | 313785 | FALLEN ANGEL HG |
| J P MORGAN EXCHANGE TRADED F | 5960 | 303598 | ULTRA SHT MUNCPL |
| US BANCORP DEL | 5465 | 291586 | COM NEW |
| ALNYLAM PHARMACEUTICALS INC | 728 | 289489 | COM |
| VISA INC | 813 | 285127 | COM CL A |
| CHEVRON CORP NEW | 1860 | 283411 | COM |
| BANK AMERICA CORP | 5151 | 283282 | COM |
| VANGUARD TAX-MANAGED FDS | 4524 | 282614 | VAN FTSE DEV MKT |
| INVESCO EXCHANGE TRADED FD T | 1800 | 281934 | AEROSPACE DEFN |
| ORACLE CORP | 1433 | 279278 | COM |
| SPDR DOW JONES INDL AVERAGE | 575 | 276328 | UT SER 1 |
| INVESCO EXCH TRADED FD TR II | 4411 | 275103 | S&P MIDCP LOW |
| DOMINION ENERGY INC | 4656 | 272797 | COM |
| VERIZON COMMUNICATIONS INC | 6694 | 272633 | COM |
| INVESCO EXCH TRADED FD TR II | 5505 | 268204 | S&P SMALLCAP 600 |
| BALL CORP | 5010 | 265380 | COM |
| WISDOMTREE TR | 5832 | 256901 | YIELD ENHANCD US |
| ABBVIE INC | 1122 | 256458 | COM |
| MORGAN STANLEY | 1423 | 252625 | COM NEW |
| AMERICAN ELEC PWR CO INC | 2181 | 251490 | COM |
| PROCTER AND GAMBLE CO | 1755 | 251469 | COM |
| SELECT SECTOR SPDR TR | 2100 | 247212 | STATE STREET COM |
| NEXTERA ENERGY INC | 3044 | 244373 | COM |
| NVIDIA CORPORATION | 1301 | 242637 | COM |
| SELECT SECTOR SPDR TR | 5364 | 239820 | STATE STREET ENE |
| AMPLIFY ETF TR | 4060 | 230973 | BLOCKCHAIN TECHN |
| COCA COLA CO | 3265 | 228227 | COM |
| CYTOKINETICS INC | 3583 | 227664 | COM NEW |
| AVERY DENNISON CORP | 1231 | 223935 | COM |
| DUKE ENERGY CORP NEW | 1908 | 223655 | COM NEW |
| PROSHARES TR | 2631 | 221615 | S&P MDCP 400 DIV |
| ISHARES TR | 2568 | 221497 | MSCI EAFE MIN VL |
| ISHARES TR | 458 | 216771 | RUS 1000 GRW ETF |
| INVESCO EXCH TRD SLF IDX FD | 9219 | 215171 | INVSCO BLSH 26 |
| FIRST TR EXCHANGE TRADED FD | 2993 | 213850 | NASDAQ CYB ETF |
| CHUBB LIMITED | 661 | 206296 | COM |
| ISHARES TR | 2930 | 200998 | EUROPE ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.