§ 13F · FUND PROFILE
Meridian Financial Advisors, LLC.
AUM · $178M (13F)Positions · 140Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 15K | $11M | 5.3% | −2% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 336K | $11M | 5.1% | −1% |
| 3 | QQQ | INVESCO QQQ TR | 14K | $10M | 4.9% | −2% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 195K | $10M | 4.7% | −2% |
| 5 | DGRO | ISHARES TR | 124K | $9M | 4.5% | ±0% |
| 6 | IJR | ISHARES TR | 57K | $9M | 4.1% | −2% |
| 7 | IJH | ISHARES TR | 100K | $8M | 3.7% | −2% |
| 8 | SPYM | SPDR SERIES TRUST | 78K | $7M | 3.3% | +5% |
| 9 | DGRW | WISDOMTREE TR | 60K | $6M | 2.8% | +7% |
| 10 | VO | VANGUARD INDEX FDS | 63K | $5M | 2.5% | +294% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERIDIAN SIGNAL
AC read
Meridian Financial Advisors, LLC is a Other fund managing $178 million in assets. The fund runs a portfolio of 140 positions.
Read the full dossier →