Meridian Financial Advisors, LLC

← Tracker

Institutional

CIK 0002032629

$208.1M

Reported AUM

146

Positions

Q2 2026

Period

2026-07-22

Filed

Editorial summary

Summary for Meridian Financial Advisors, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	IVV	ISHARES TR	$745.23	1.65%	20.00%	75.17%	$10.9M	5.26%	—	HELD
2	SCHD	SCHWAB STRATEGIC TR	$33.41	-1.24%	32.95%	56.13%	$10.7M	5.12%	—	HELD
3	QQQ	INVESCO QQQ TR	$683.36	3.27%	20.05%	79.46%	$10.3M	4.93%	—	HELD
4	JPST	J P MORGAN EXCHANGE TRADED F	$50.54	0.00%	3.90%	19.93%	$9.9M	4.75%	—	HELD
5	DGRO	ISHARES TR	$78.23	-0.05%	23.80%	64.88%	$9.4M	4.51%	—	HELD
6	IJR	ISHARES TR	$145.50	0.82%	34.80%	39.06%	$8.5M	4.08%	—	HELD
7	IJH	ISHARES TR	$75.35	0.83%	21.62%	45.60%	$7.7M	3.70%	—	HELD
8	SPYM	SPDR SERIES TRUST	$87.31	1.61%	18.80%	73.56%	$6.8M	3.28%	—	HELD
9	DGRW	WISDOMTREE TR	$95.99	0.88%	15.04%	67.13%	$5.7M	2.76%	—	HELD
10	VO	VANGUARD INDEX FDS	$80.99	0.46%	15.49%	39.87%	$5.1M	2.45%	—	HELD
11	QQQM	INVESCO EXCH TRADED FD TR II	$281.35	3.24%	20.11%	80.14%	$5.0M	2.41%	—	HELD
12	RSP	INVESCO EXCHANGE TRADED FD T	$215.36	-0.17%	19.83%	48.78%	$4.2M	2.03%	—	HELD
13	VB	VANGUARD INDEX FDS	$295.82	0.96%	25.00%	39.48%	$4.0M	1.93%	—	HELD
14	SDY	SPDR SERIES TRUST	$155.44	-1.46%	16.49%	41.76%	$4.0M	1.92%	—	HELD
15	SPSM	SPDR SERIES TRUST	$56.57	0.84%	34.89%	39.46%	$3.9M	1.87%	—	HELD
16	RWL	INVESCO EXCH TRADED FD TR II	$131.10	0.05%	29.58%	85.45%	$3.8M	1.82%	—	HELD
17	VCSH	VANGUARD SCOTTSDALE FDS	$78.67	0.07%	3.06%	12.13%	$2.8M	1.35%	—	HELD
18	MSFT	MICROSOFT CORP	$451.14	15.52%	-13.24%	55.41%	$2.6M	1.23%	—	HELD
19	SPHQ	INVESCO EXCHANGE TRADED FD T	$85.07	2.22%	18.95%	74.94%	$2.5M	1.19%	—	HELD
20	VOT	VANGUARD INDEX FDS	$294.90	1.55%	2.27%	21.12%	$2.5M	1.19%	—	HELD
21	SPYG	SPDR SERIES TRUST	$115.47	3.18%	19.09%	75.27%	$2.4M	1.16%	—	HELD
22	VIG	VANGUARD SPECIALIZED FUNDS	$240.06	0.63%	18.96%	61.34%	$2.4M	1.14%	—	HELD
23	LVHI	LEGG MASON ETF INVT	$43.02	0.44%	36.55%	116.92%	$2.3M	1.08%	—	HELD
24	SPMD	SPDR SERIES TRUST	$66.03	0.87%	21.90%	46.10%	$2.2M	1.04%	—	HELD
25	RIGS	ALPS ETF TR	$22.56	-0.30%	1.80%	9.94%	$2.1M	0.99%	—	HELD
26	AAPL	APPLE INC	$333.60	-1.36%	67.77%	128.17%	$2.0M	0.94%	—	HELD
27	SPY	STATE STR SPDR S&P 500 ETF T	$741.92	1.71%	18.63%	72.84%	$1.9M	0.94%	—	HELD
28	VBK	VANGUARD INDEX FDS	$341.55	2.22%	20.90%	17.88%	$1.9M	0.91%	—	HELD
29	SPSB	SPDR SERIES TRUST	$29.96	0.07%	3.48%	14.72%	$1.9M	0.91%	—	HELD
30	MRK	MERCK & CO INC	$129.80	-0.43%	66.99%	96.29%	$1.9M	0.90%	—	HELD
31	MDY	STATE STR SPDR S&P MIDCAP 40	$687.02	0.86%	—	—	$1.8M	0.89%	—	HELD
32	SCHF	SCHWAB STRATEGIC TR	$27.59	3.18%	—	—	$1.8M	0.86%	—	HELD
33	ICLO	INVESCO ACTIVELY MANAGED EXC	$25.58	0.02%	—	—	$1.6M	0.75%	—	HELD
34	SLYV	SPDR SERIES TRUST	$108.31	-0.06%	—	—	$1.5M	0.74%	—	HELD
35	CSCO	CISCO SYS INC	$113.56	0.96%	—	—	$1.5M	0.73%	—	HELD
36	VBR	VANGUARD INDEX FDS	$245.11	0.04%	—	—	$1.5M	0.70%	—	HELD
37	VOO	VANGUARD INDEX FDS	$681.61	1.64%	—	—	$1.4M	0.66%	—	HELD
38	JEPI	J P MORGAN EXCHANGE TRADED F	$57.24	0.56%	—	—	$1.2M	0.60%	—	HELD
39	IEMG	ISHARES INC	$77.05	3.91%	—	—	$1.2M	0.60%	—	HELD
40	IUSG	ISHARES TR	$182.34	3.05%	—	—	$1.2M	0.59%	—	HELD
41	SPMO	INVESCO EXCH TRADED FD TR II	$143.42	5.17%	—	—	$1.1M	0.55%	—	HELD
42	AMZN	AMAZON COM INC	$235.66	3.98%	—	—	$1.1M	0.53%	—	HELD
43	SPLV	INVESCO EXCH TRADED FD TR II	$76.38	-1.50%	—	—	$1.1M	0.53%	—	HELD
44	XLU	SELECT SECTOR SPDR TR	$44.66	-0.56%	—	—	$1.0M	0.50%	—	HELD
45	DON	WISDOMTREE TR	$57.57	-0.24%	—	—	$1.0M	0.50%	—	HELD
46	IDMO	INVESCO EXCH TRADED FD TR II	$60.61	4.07%	—	—	$1.0M	0.50%	—	HELD
47	SPIB	SPDR SERIES TRUST	$33.16	0.09%	—	—	$1.0M	0.50%	—	HELD
48	VCIT	VANGUARD SCOTTSDALE FDS	$81.38	0.15%	—	—	$1.0M	0.49%	—	HELD
49	XLK	SELECT SECTOR SPDR TR	$175.74	5.51%	—	—	$1.0M	0.48%	—	HELD
50	VYMI	VANGUARD WHITEHALL FDS	$104.09	2.08%	—	—	$981K	0.47%	—	HELD
51	JPM	JPMORGAN CHASE & CO	$350.93	1.80%	—	—	$953K	0.46%	—	HELD
52	IJJ	ISHARES TR	$148.22	0.17%	—	—	$909K	0.44%	—	HELD
53	FBCG	FIDELITY COVINGTON TRUST	$59.10	2.93%	—	—	$881K	0.42%	—	HELD
54	IDHQ	INVESCO EXCH TRADED FD TR II	$44.25	2.26%	—	—	$859K	0.41%	—	HELD
55	GOOG	ALPHABET INC	$333.53	-0.66%	—	—	$850K	0.41%	—	HELD
56	VUG	VANGUARD INDEX FDS	$84.27	2.68%	—	—	$829K	0.40%	—	HELD
57	VOE	VANGUARD INDEX FDS	$205.22	-0.34%	—	—	$816K	0.39%	—	HELD
58	XMMO	INVESCO EXCHANGE TRADED FD T	$153.95	2.87%	—	—	$784K	0.38%	—	HELD
59	GOOGL	ALPHABET INC	$333.62	-0.92%	—	—	$769K	0.37%	—	HELD
60	NOBL	PROSHARES TR	$57.19	-1.75%	—	—	$755K	0.36%	—	HELD
61	FALN	ISHARES TR	$26.94	0.30%	—	—	$748K	0.36%	—	HELD
62	CRWD	CROWDSTRIKE HLDGS INC	$185.35	3.33%	—	—	$746K	0.36%	—	HELD
63	SYLD	CAMBRIA ETF TR	$83.78	-1.04%	—	—	$742K	0.36%	—	HELD
64	IJT	ISHARES TR	$173.07	1.74%	—	—	$692K	0.33%	—	HELD
65	XMHQ	INVESCO EXCHANGE TRADED FD T	$114.62	0.36%	—	—	$666K	0.32%	—	HELD
66	VYM	VANGUARD WHITEHALL FDS	$161.96	0.18%	—	—	$637K	0.31%	—	HELD
67	SUSA	ISHARES TR	$152.86	1.49%	—	—	$613K	0.29%	—	HELD
68	JMST	J P MORGAN EXCHANGE TRADED F	$50.92	-0.02%	—	—	$607K	0.29%	—	HELD
69	IGIB	ISHARES TR	$52.35	0.15%	—	—	$594K	0.29%	—	HELD
70	XLV	SELECT SECTOR SPDR TR	$163.53	-1.63%	—	—	$580K	0.28%	—	HELD
71	DIVI	FRANKLIN TEMPLETON ETF TR	$43.77	2.63%	—	—	$578K	0.28%	—	HELD
72	WM	WASTE MGMT INC DEL	$226.33	-4.34%	—	—	$573K	0.28%	—	HELD
73	IEFA	ISHARES TR	$98.88	2.75%	—	—	$567K	0.27%	—	HELD
74	JNJ	JOHNSON & JOHNSON	$255.84	-3.65%	—	—	$563K	0.27%	—	HELD
75	DIVB	ISHARES TR	$65.68	-1.51%	—	—	$532K	0.26%	—	HELD
76	EFA	ISHARES TR	$106.24	2.78%	—	—	$521K	0.25%	—	HELD
77	IJK	ISHARES TR	$111.96	1.54%	—	—	$520K	0.25%	—	HELD
78	MDYV	SPDR SERIES TRUST	$95.21	0.15%	—	—	$518K	0.25%	—	HELD
79	SPDG	SPDR SERIES TRUST	$45.75	-0.63%	—	—	$509K	0.24%	—	HELD
80	XLF	SELECT SECTOR SPDR TR	$57.00	0.56%	—	—	$505K	0.24%	—	HELD
81	RTX	RTX CORPORATION	$214.38	-0.40%	—	—	$493K	0.24%	—	HELD
82	CVS	CVS HEALTH CORP	$105.11	-0.76%	—	—	$475K	0.23%	—	HELD
83	IBM	INTERNATIONAL BUSINESS MACHS	$221.64	-2.12%	—	—	$475K	0.23%	—	HELD
84	LMT	LOCKHEED MARTIN CORP	$574.11	0.86%	—	—	$473K	0.23%	—	HELD
85	FPXI	FIRST TR EXCHANGE-TRADED FD	$68.21	4.42%	—	—	$457K	0.22%	—	HELD
86	SCHM	SCHWAB STRATEGIC TR	$34.79	1.90%	—	—	$455K	0.22%	—	HELD
87	XLI	SELECT SECTOR SPDR TR	$178.39	0.98%	—	—	$433K	0.21%	—	HELD
88	SCHG	SCHWAB STRATEGIC TR	$33.79	1.65%	—	—	$425K	0.20%	—	HELD
89	RWJ	INVESCO EXCH TRADED FD TR II	$61.02	-0.81%	—	—	$423K	0.20%	—	HELD
90	IMFL	INVESCO EXCH TRD SLF IDX FD	$34.50	1.92%	—	—	$416K	0.20%	—	HELD
91	VIGI	VANGUARD WHITEHALL FDS	$98.05	1.57%	—	—	$411K	0.20%	—	HELD
92	SO	SOUTHERN CO	$94.34	-1.78%	—	—	$405K	0.19%	—	HELD
93	SLYG	SPDR SERIES TRUST	$115.61	1.77%	—	—	$403K	0.19%	—	HELD
94	GTO	INVESCO ACTIVELY MANAGED EXC	$46.15	0.02%	—	—	$402K	0.19%	—	HELD
95	SJNK	SPDR SERIES TRUST	$24.85	0.32%	—	—	$395K	0.19%	—	HELD
96	XLB	SELECT SECTOR SPDR TR	$51.64	-0.19%	—	—	$390K	0.19%	—	HELD
97	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$388K	0.19%	—	HELD
98	SPDW	SPDR INDEX SHS FDS	$50.42	3.05%	—	—	$384K	0.18%	—	HELD
99	VV	VANGUARD INDEX FDS	$341.27	1.73%	—	—	$378K	0.18%	—	HELD
100	JMUB	J P MORGAN EXCHANGE TRADED F	$49.79	-0.11%	—	—	$374K	0.18%	—	HELD
101	SYK	STRYKER CORPORATION	—	—	—	—	$373K	0.18%	—	HELD
102	DSTL	ETF SER SOLUTIONS	—	—	—	—	$359K	0.17%	—	HELD
103	RDDT	REDDIT INC	—	—	—	—	$357K	0.17%	—	HELD
104	MCD	MCDONALDS CORP	—	—	—	—	$356K	0.17%	—	HELD
105	AVGO	BROADCOM INC	—	—	—	—	$337K	0.16%	—	HELD
106	HFSI	HARTFORD FDS EXCHANGE TRADED	—	—	—	—	$333K	0.16%	—	HELD
107	USB	US BANCORP	—	—	—	—	$331K	0.16%	—	HELD
108	ANGL	VANECK ETF TRUST	—	—	—	—	$329K	0.16%	—	HELD
109	CVX	CHEVRON CORPORATION	—	—	—	—	$325K	0.16%	—	HELD
110	D	DOMINION ENERGY INC	—	—	—	—	$323K	0.16%	—	HELD
111	VEA	VANGUARD TAX-MANAGED FDS	—	—	—	—	$323K	0.16%	—	HELD
112	PPA	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$318K	0.15%	—	HELD
113	OMFL	INVESCO EXCH TRD SLF IDX FD	—	—	—	—	$310K	0.15%	—	HELD
114	CIBR	FIRST TR EXCHANGE-TRADED FD	—	—	—	—	$309K	0.15%	—	HELD
115	SCZ	ISHARES TR	—	—	—	—	$302K	0.15%	—	HELD
116	DIA	STATE STR SPDR DOW JONES IND	—	—	—	—	$300K	0.14%	—	HELD
117	AEP	AMERICAN ELEC PWR CO INC	—	—	—	—	$299K	0.14%	—	HELD
118	XLE	SELECT SECTOR SPDR TR	—	—	—	—	$299K	0.14%	—	HELD
119	MS	MORGAN STANLEY	—	—	—	—	$297K	0.14%	—	HELD
120	BAC	BANK OF AMER CORP	—	—	—	—	$293K	0.14%	—	HELD
121	VTEB	VANGUARD MUN BD FDS	—	—	—	—	$293K	0.14%	—	HELD
122	XMLV	INVESCO EXCH TRADED FD TR II	—	—	—	—	$293K	0.14%	—	HELD
123	BALL	BALL CORP	—	—	—	—	$285K	0.14%	—	HELD
124	ABBV	ABBVIE INC	—	—	—	—	$282K	0.14%	—	HELD
125	JEPQ	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$275K	0.13%	—	HELD
126	KO	COCA COLA CO	—	—	—	—	$273K	0.13%	—	HELD
127	V	VISA INC	—	—	—	—	$270K	0.13%	—	HELD
128	XAR	SPDR SERIES TRUST	—	—	—	—	$270K	0.13%	—	HELD
129	NEE	NEXTERA ENERGY INC	—	—	—	—	$267K	0.13%	—	HELD
130	PG	PROCTER & GAMBLE CO	—	—	—	—	$265K	0.13%	—	HELD
131	NVDA	NVIDIA CORPORATION	—	—	—	—	$250K	0.12%	—	HELD
132	BLOK	AMPLIFY ETF TR	—	—	—	—	$248K	0.12%	—	HELD
133	AGGY	WISDOMTREE TR	—	—	—	—	$248K	0.12%	—	HELD
134	WCBR	WISDOMTREE TR	—	—	—	—	$242K	0.12%	—	HELD
135	DUK	DUKE ENERGY CORP NEW	—	—	—	—	$242K	0.12%	—	HELD
136	SCHY	SCHWAB STRATEGIC TR	—	—	—	—	$228K	0.11%	—	HELD
137	IWF	ISHARES TR	—	—	—	—	$227K	0.11%	—	HELD
138	CB	CHUBB LIMITED	—	—	—	—	$225K	0.11%	—	HELD
139	XLC	SELECT SECTOR SPDR TR	—	—	—	—	$225K	0.11%	—	HELD
140	TRV	TRAVELERS COMPANIES INC	—	—	—	—	$219K	0.11%	—	HELD
141	IJS	ISHARES TR	—	—	—	—	$215K	0.10%	—	HELD
142	IQLT	ISHARES TR	—	—	—	—	$212K	0.10%	—	HELD
143	JMHI	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$210K	0.10%	—	HELD
144	REGL	PROSHARES TR	—	—	—	—	$207K	0.10%	—	HELD
145	ORCL	ORACLE CORP	—	—	—	—	$203K	0.10%	—	HELD
146	IEV	ISHARES TR	—	—	—	—	$202K	0.10%	—	HELD

Source: SEC EDGAR · accession 0002032629-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.