Meridian Financial Advisors, LLC — 13F holdings

Meridian Financial Advisors, LLC reported 154 holdings worth $214M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. IVV ISHARES TR — $11.1M (5.2%)
  2. SCHD SCHWAB STRATEGIC TR — $10.9M (5.1%)
  3. JPST J P MORGAN EXCHANGE TRADED F — $10.4M (4.9%)
  4. QQQ Invesco Qqq Tr — $10.3M (4.8%)
  5. DGRO ISHARES TR — $9.51M (4.4%)
  6. IJR ISHARES TR — $7.75M (3.6%)
  7. IJH ISHARES TR — $7.12M (3.3%)
  8. SPYM SPDR SERIES TRUST — $7.07M (3.3%)
  9. DGRW WISDOMTREE TR — $5.99M (2.8%)
  10. QQQM INVESCO EXCH TRADED FD TR II — $5.10M (2.4%)