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CIK: 0002032629
Total reported value
$213.9M
$213.9M
146 檔
23.9%
During the Q2 2026 filing period, Meridian Financial Advisors, LLC (CIK: 0002032629) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $213.9M across 146 reported positions.
In Q2 2026, Meridian Financial Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 63 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHD, QQQ) accounted for 23.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
OMFL
市值: $309.7K
Top Position Liquidated / Trimmed
VZ
前期市值: $274.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.26% | -0.09% | -2.44% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.12% | -0.04% | -0.95% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.93% | -0.12% | -2.41% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.75% | +0.13% | -2.45% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.51% | -0.06% | +0.39% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.08% | -0.46% | -2.44% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.70% | -0.37% | -2.28% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.28% | +0.03% | +4.69% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.76% | +0.04% | +6.78% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.45% | -0.17% | +293.98% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.41% | -0.03% | +8.02% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.03% | +0.05% | -2.04% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.93% | -0.17% | +0.35% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.92% | -0.04% | +4.36% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.87% | -0.18% | +1.59% | |
| 16 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.82% | +0.19% | +24.88% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.35% | -0.05% | +3.47% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | +0.55% | +2.47% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.19% | -0.08% | -2.34% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.19% | -0.10% | -3.32% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.16% | +0.01% | -1.32% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.14% | -0.05% | -1.17% | |
| 23 | LVHI | Franklin International Low V | ETF-Other | 1.08% | +0.17% | +26.58% | |
| 24 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.04% | -0.05% | +1.63% | |
| 25 | RIGS | Alps Strategic Incme Fd-usdi | ETF-Other | 0.99% | -0.11% | -1.81% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.32% | -2.15% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | -0.03% | +0.35% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.91% | -0.10% | -0.86% | |
| 29 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.91% | -0.01% | +3.87% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.90% | +0.07% | — | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.89% | -0.15% | -0.94% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.86% | +0.02% | +5.58% | |
| 33 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 0.75% | +0.09% | +7.17% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.74% | -0.07% | — | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | -0.08% | +3.55% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.70% | -0.06% | -0.35% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.09% | +1.68% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.60% | -0.02% | +5.33% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | +0.06% | +17.18% | |
| 40 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.59% | +0.01% | -5.40% | |
| 41 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.55% | -0.01% | +69.53% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.08% | -3.76% | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.53% | +0.02% | -0.67% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.50% | -0.07% | -3.11% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.50% | -0.05% | +0.04% | |
| 46 | IDMO | Invesco S&p International De | ETF-Other | 0.50% | +0.02% | +63.44% | |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.50% | -0.01% | +11.99% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.49% | -0.03% | -0.03% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | — | +7.10% | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.47% | +0.01% | +6.95% |
According to official SEC Form 13F filings, Meridian Financial Advisors, LLC reported a total U.S. public equity portfolio value of $213.9M across 146 disclosed positions in Q2 2026.
During Q2 2026, Meridian Financial Advisors, LLC's top holdings by market value included IVV (5.3%)、SCHD (5.1%)、QQQ (4.9%). The largest single position, IVV, represented 5.3% of total portfolio value.
In Q2 2026, Meridian Financial Advisors, LLC made 127 total portfolio adjustments, initiating 11 new buys, adding to 63 positions, trimming 47 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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