Meridian Financial Advisors, LLC Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$154.5M

Holdings

127

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (127 positions)

#	Stock	Shares	Value	% Portfolio
1	JPSTJ P MORGAN EXCHANGE TRADED F	204,155	$10.3M	6.69%
2	SCHDSCHWAB STRATEGIC TR	364,231	$9.7M	6.25%
3	IVVISHARES TR	15,109	$9.4M	6.07%
4	DGROISHARES TR	118,024	$7.5M	4.88%
5	IJRISHARES TR	67,805	$7.4M	4.80%
6	IJHISHARES TR	118,001	$7.3M	4.74%
7	VOVANGUARD INDEX FDS	17,496	$4.9M	3.17%
8	SPYMSPDR SERIES TRUST	59,729	$4.3M	2.81%
9	RSPINVESCO EXCHANGE TRADED FD T	21,571	$3.9M	2.54%
10	SDYSPDR SERIES TRUST	26,277	$3.6M	2.31%
11	MSFTMICROSOFT CORP	7,073	$3.5M	2.28%
12	DGRWWISDOMTREE TR	40,251	$3.4M	2.18%
13	VBVANGUARD INDEX FDS	13,967	$3.3M	2.14%
14	QQQMINVESCO EXCH TRADED FD TR II	13,237	$3.0M	1.95%
15	SPSMSPDR SERIES TRUST	65,070	$2.8M	1.79%
16	VOTVANGUARD INDEX FDS	8,988	$2.6M	1.65%
17	RIGSALPS ETF TR	91,918	$2.1M	1.38%
18	VIGVANGUARD SPECIALIZED FUNDS	10,350	$2.1M	1.37%
19	SPYGSPDR SERIES TRUST	22,114	$2.1M	1.36%
20	SPHQINVESCO EXCHANGE TRADED FD T	26,226	$1.9M	1.21%
21	VCSHVANGUARD SCOTTSDALE FDS	23,470	$1.9M	1.21%
22	MDYSPDR S&P MIDCAP 400 ETF TR	3,243	$1.8M	1.19%
23	SPYSPDR S&P 500 ETF TR	2,833	$1.8M	1.13%
24	SPMDSPDR SERIES TRUST	30,901	$1.7M	1.09%
25	VBKVANGUARD INDEX FDS	5,831	$1.6M	1.04%
26	SPSBSPDR SERIES TRUST	52,643	$1.6M	1.03%
27	AAPLAPPLE INC	7,719	$1.6M	1.02%
28	MRKMERCK & CO INC	16,295	$1.3M	0.83%
29	VBRVANGUARD INDEX FDS	6,213	$1.2M	0.78%
30	SLYVSPDR SERIES TRUST	15,149	$1.2M	0.78%
31	AMZNAMAZON COM INC	5,250	$1.2M	0.75%
32	VOOVANGUARD INDEX FDS	1,884	$1.1M	0.69%
33	DONWISDOMTREE TR	20,794	$1.0M	0.67%
34	SPLVINVESCO EXCH TRADED FD TR II	14,009	$1.0M	0.66%
35	VCITVANGUARD SCOTTSDALE FDS	12,001	$995K	0.64%
36	CSCOCISCO SYS INC	13,863	$962K	0.62%
37	JPMJPMORGAN CHASE & CO.	3,095	$897K	0.58%
38	SYLDCAMBRIA ETF TR	13,634	$887K	0.57%
39	IJJISHARES TR	7,011	$866K	0.56%
40	XLUSELECT SECTOR SPDR TR	10,407	$850K	0.55%
41	NOBLPROSHARES TR	8,332	$839K	0.54%
42	FBCGFIDELITY COVINGTON TRUST	17,379	$838K	0.54%
43	IUSGISHARES TR	5,331	$802K	0.52%
44	VYMIVANGUARD WHITEHALL FDS	9,547	$765K	0.49%
45	SPIBSPDR SERIES TRUST	22,110	$742K	0.48%
46	VOEVANGUARD INDEX FDS	4,507	$741K	0.48%
47	XMHQINVESCO EXCHANGE TRADED FD T	7,182	$706K	0.46%
48	VUGVANGUARD INDEX FDS	1,599	$701K	0.45%
49	XLVSELECT SECTOR SPDR TR	4,802	$647K	0.42%
50	FPXIFIRST TR EXCHANGE TRADED FD	11,387	$643K	0.42%
51	VYMVANGUARD WHITEHALL FDS	4,599	$613K	0.40%
52	SUSAISHARES TR	4,718	$598K	0.39%
53	IJTISHARES TR	4,489	$597K	0.39%
54	XLKSELECT SECTOR SPDR TR	2,345	$594K	0.38%
55	WMWASTE MGMT INC DEL	2,571	$588K	0.38%
56	IJKISHARES TR	5,944	$541K	0.35%
57	IBMINTERNATIONAL BUSINESS MACHS	1,779	$524K	0.34%
58	IDHQINVESCO EXCH TRADED FD TR II	15,786	$521K	0.34%
59	LVHILEGG MASON ETF INVT	15,569	$507K	0.33%
60	CRWDCROWDSTRIKE HLDGS INC	982	$500K	0.32%
61	RDDTREDDIT INC	3,239	$488K	0.32%
62	SPDGSPDR SERIES TRUST	12,507	$486K	0.31%
63	XLFSELECT SECTOR SPDR TR	8,913	$467K	0.30%
64	MDYVSPDR SERIES TRUST	5,763	$458K	0.30%
65	GOOGALPHABET INC	2,515	$446K	0.29%
66	SCHMSCHWAB STRATEGIC TR	15,550	$436K	0.28%
67	LMTLOCKHEED MARTIN CORP	928	$430K	0.28%
68	IGIBISHARES TR	7,990	$426K	0.28%
69	DIVIFRANKLIN TEMPLETON ETF TR	11,714	$417K	0.27%
70	EFAISHARES TR	4,632	$414K	0.27%
71	RTXRTX CORPORATION	2,819	$412K	0.27%
72	SCHFSCHWAB STRATEGIC TR	18,339	$405K	0.26%
73	XMMOINVESCO EXCHANGE TRADED FD T	3,150	$405K	0.26%
74	JNJJOHNSON & JOHNSON	2,616	$400K	0.26%
75	VIGIVANGUARD WHITEHALL FDS	4,393	$396K	0.26%
76	DIVBISHARES TR	7,840	$395K	0.26%
77	SYKSTRYKER CORPORATION	991	$392K	0.25%
78	SOSOUTHERN CO	4,227	$388K	0.25%
79	VVVANGUARD INDEX FDS	1,360	$388K	0.25%
80	DSTLETF SER SOLUTIONS	6,900	$382K	0.25%
81	MCDMCDONALDS CORP	1,302	$381K	0.25%
82	CVSCVS HEALTH CORP	5,457	$376K	0.24%
83	BRK/BBERKSHIRE HATHAWAY INC DEL	759	$369K	0.24%
84	SCZISHARES TR	5,072	$369K	0.24%
85	GOOGLALPHABET INC	2,079	$366K	0.24%
86	SLYGSPDR SERIES TRUST	4,031	$358K	0.23%
87	XLBSELECT SECTOR SPDR TR	3,927	$345K	0.22%
88	XLISELECT SECTOR SPDR TR	2,165	$319K	0.21%
89	BACVERIZON COMMUNICATIONS INC	7,291	$315K	0.20%
90	BALLBALL CORP	5,485	$308K	0.20%
91	KOMPSPDR SERIES TRUST	5,657	$308K	0.20%
92	ORCLORACLE CORP	1,395	$305K	0.20%
93	AQLTISHARES TR	6,265	$305K	0.20%
94	PGPROCTER AND GAMBLE CO	1,855	$295K	0.19%
95	JMUBJ P MORGAN EXCHANGE TRADED F	5,938	$295K	0.19%
96	SJNKSPDR SERIES TRUST	11,124	$283K	0.18%
97	XMLVINVESCO EXCH TRADED FD TR II	4,511	$278K	0.18%
98	JEPIJ P MORGAN EXCHANGE TRADED F	4,880	$277K	0.18%
99	JMSTJ P MORGAN EXCHANGE TRADED F	5,340	$272K	0.18%
100	CVXCHEVRON CORP NEW	1,860	$266K	0.17%

Page 1 of 2Next