Meridian Financial Advisors, LLC
CIK: 0002032629SEC EDGAR →
Portfolio Value
$183.6B
Holdings
141
As of
Q4 2025
New Positions
141
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 204,135 | $10.3B | 5.62% |
| 2 | ISHARES TR | 14,988 | $10.3B | 5.59% |
| 3 | SCHWAB STRATEGIC TR | 349,101 | $9.6B | 5.21% |
| 4 | INVESCO QQQ TR | 14,867 | $9.1B | 4.97% |
| 5 | ISHARES TR | 123,169 | $8.6B | 4.66% |
| 6 | ISHARES TR | 62,224 | $7.5B | 4.07% |
| 7 | ISHARES TR | 107,518 | $7.1B | 3.86% |
| 8 | SPDR SERIES TRUST | 71,179 | $5.7B | 3.11% |
| 9 | VANGUARD INDEX FDS | 16,538 | $4.8B | 2.61% |
| 10 | WISDOMTREE TR | 49,228 | $4.4B | 2.40% |
Quarterly Changes
New Positions (141)
$10.3B · 204K shares
$10.3B · 15K shares
$9.6B · 349K shares
$9.1B · 15K shares
$8.6B · 123K shares
$7.5B · 62K shares
$7.1B · 108K shares
$5.7B · 71K shares
$4.8B · 17K shares
$4.4B · 49K shares
$4.0B · 21K shares
$3.7B · 26K shares
$3.6B · 14K shares
$3.5B · 14K shares
$3.5B · 7K shares
$3.0B · 65K shares
$2.6B · 33K shares
$2.5B · 9K shares
$2.3B · 21K shares
$2.3B · 10K shares
$2.2B · 93K shares
$2.1B · 28K shares
$2.0B · 17K shares
$1.9B · 3K shares
$1.9B · 7K shares
$1.9B · 3K shares
$1.8B · 31K shares
$1.8B · 58K shares
$1.7B · 5K shares
$1.6B · 16K shares
$1.4B · 39K shares
$1.3B · 14K shares
$1.3B · 53K shares
$1.3B · 6K shares
$1.2B · 2K shares
$1.1B · 44K shares
$1.1B · 5K shares
$1.1B · 7K shares
$1.1B · 15K shares
$1.0B · 20K shares
$1.0B · 24K shares
$1.0B · 12K shares
$987.0M · 17K shares
$975.0M · 13K shares
$949.0M · 17K shares
$923.0M · 3K shares
$903.0M · 27K shares
$877.0M · 10K shares
$853.0M · 6K shares
$798.0M · 11K shares
$788.0M · 2K shares
$784.0M · 8K shares
$763.0M · 4K shares
$754.0M · 2K shares
$699.0M · 5K shares
$667.0M · 2K shares
$650.0M · 6K shares
$627.0M · 4K shares
$619.0M · 18K shares
$608.0M · 4K shares
$599.0M · 4K shares
$564.0M · 3K shares
$554.0M · 10K shares
$547.0M · 4K shares
$546.0M · 8K shares
$530.0M · 19K shares
$526.0M · 10K shares
$523.0M · 2K shares
$522.0M · 4K shares
$520.0M · 13K shares
$514.0M · 2K shares
$500.0M · 8K shares
$487.0M · 6K shares
$482.0M · 12K shares
$476.0M · 3K shares
$458.0M · 2K shares
$458.0M · 978 shares
$449.0M · 928 shares
$448.0M · 5K shares
$446.0M · 5K shares
$439.0M · 17K shares
$423.0M · 8K shares
$416.0M · 14K shares
$412.0M · 7K shares
$407.0M · 12K shares
$402.0M · 4K shares
$402.0M · 1K shares
$396.0M · 1K shares
$388.0M · 11K shares
$381.0M · 759 shares
$371.0M · 8K shares
$368.0M · 4K shares
$368.0M · 3K shares
$350.0M · 996 shares
$348.0M · 7K shares
$347.0M · 4K shares
$346.0M · 4K shares
$340.0M · 2K shares
$336.0M · 690 shares
$336.0M · 6K shares
$336.0M · 8K shares
$326.0M · 943 shares
$320.0M · 4K shares
$313.0M · 11K shares
$303.0M · 6K shares
$291.0M · 5K shares
$289.0M · 728 shares
$285.0M · 813 shares
$283.0M · 2K shares
$283.0M · 5K shares
$282.0M · 5K shares
$281.0M · 2K shares
$279.0M · 1K shares
$276.0M · 575 shares
$275.0M · 4K shares
$272.0M · 7K shares
$272.0M · 5K shares
$268.0M · 6K shares
$265.0M · 5K shares
$256.0M · 6K shares
$256.0M · 1K shares
$252.0M · 1K shares
$251.0M · 2K shares
$251.0M · 2K shares
$247.0M · 2K shares
$244.0M · 3K shares
$242.0M · 1K shares
$239.0M · 5K shares
$230.0M · 4K shares
$229.0M · 950 shares
$228.0M · 3K shares
$227.0M · 4K shares
$223.0M · 2K shares
$223.0M · 1K shares
$221.0M · 3K shares
$221.0M · 3K shares
$216.0M · 458 shares
$215.0M · 9K shares
$213.0M · 3K shares
$206.0M · 661 shares
$200.0M · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 103 | $153.8B | 83.8% |
| Unknown | 5 | $10.5B | 5.7% |
| Technology | 8 | $8.2B | 4.5% |
| Healthcare | 7 | $3.5B | 1.9% |
| Communication Services | 3 | $1.9B | 1.1% |
| Consumer Cyclical | 3 | $1.8B | 1.0% |
| Industrials | 4 | $1.7B | 0.9% |
| Utilities | 5 | $1.4B | 0.7% |
| Consumer Defensive | 2 | $479.0M | 0.3% |
| Energy | 1 | $283.0M | 0.2% |