MERIDIAN FINANCIAL ADVISORS, LLC

Filed: 4/25/2025ACC: 0002032629-25-000004

📋 What this filing means

MERIDIAN FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $142.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

121

Positions

$142.52M

Total AUM (reported)

1.94M

Total Shares

Allocation by class

COM$16.59M11.6%

US DIVIDEND EQ$10.13M7.1%

ULTRA SHRT ETF$9.90M6.9%

CORE S&P500 ETF$8.60M6.0%

CORE S&P SCP ETF$7.11M5.0%

CORE DIV GRWTH$7.08M5.0%

CORE S&P MCP ETF$6.89M4.8%

Portfolio Concentration

Top 3$28.62M20.1%

4–10$36.31M25.5%

11–25$31.99M22.4%

Rest$45.59M32.0%

Top 3 weight

20.1%

Top 10 weight

45.6%

Voting Authority Distribution

Total shares with voting rights: 1.94M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.94M

% of voting shares100.0%

Investment Discretion (by position count)

Sole121

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings121

Rows:

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares362.38K

TypeSH

Market value$10.13M

7.11%

Sole

0.00

Shared

0.00

None

362.38K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares195.47K

TypeSH

Market value$9.90M

6.94%

Sole

0.00

Shared

0.00

None

195.47K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares15.30K

TypeSH

Market value$8.60M

6.03%

Sole

0.00

Shared

0.00

None

15.30K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares68.03K

TypeSH

Market value$7.11M

4.99%

Sole

0.00

Shared

0.00

None

68.03K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares114.57K

TypeSH

Market value$7.08M

4.97%

Sole

0.00

Shared

0.00

None

114.57K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares118.10K

TypeSH

Market value$6.89M

4.84%

Sole

0.00

Shared

0.00

None

118.10K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares17.42K

TypeSH

Market value$4.51M

3.16%

Sole

0.00

Shared

0.00

None

17.42K

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares57.35K

TypeSH

Market value$3.77M

2.65%

Sole

0.00

Shared

0.00

None

57.35K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares20.81K

TypeSH

Market value$3.60M

2.53%

Sole

0.00

Shared

0.00

None

20.81K

SPDR SER TR

SOLE

S&P DIVID ETF

Shares24.65K

TypeSH

Market value$3.34M

2.35%

Sole

0.00

Shared

0.00

None

24.65K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares13.93K

TypeSH

Market value$3.09M

2.17%

Sole

0.00

Shared

0.00

None

13.93K

WISDOMTREE TR

SOLE

US QTLY DIV GRT

Shares37.48K

TypeSH

Market value$2.99M

2.10%

Sole

0.00

Shared

0.00

None

37.48K

MICROSOFT CORP

SOLE

COM

Shares7.14K

TypeSH

Market value$2.68M

1.88%

Sole

0.00

Shared

0.00

None

7.14K

SPDR SER TR

SOLE

PORTFOLIO S&P600

Shares64.21K

TypeSH

Market value$2.62M

1.84%

Sole

0.00

Shared

0.00

None

64.21K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares12.81K

TypeSH

Market value$2.47M

1.73%

Sole

0.00

Shared

0.00

None

12.81K

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares8.95K

TypeSH

Market value$2.19M

1.54%

Sole

0.00

Shared

0.00

None

8.95K

ALPS ETF TR

SOLE

RIVRFRNT STR INC

Shares90.05K

TypeSH

Market value$2.08M

1.46%

Sole

0.00

Shared

0.00

None

90.05K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares10.35K

TypeSH

Market value$2.01M

1.41%

Sole

0.00

Shared

0.00

None

10.35K

APPLE INC

SOLE

COM

Shares8.55K

TypeSH

Market value$1.90M

1.33%

Sole

0.00

Shared

0.00

None

8.55K

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares3.34K

TypeSH

Market value$1.78M

1.25%

Sole

0.00

Shared

0.00

None

3.34K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares21.51K

TypeSH

Market value$1.70M

1.19%

Sole

0.00

Shared

0.00

None

21.51K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 QUALITY

Shares25.52K

TypeSH

Market value$1.69M

1.19%

Sole

0.00

Shared

0.00

None

25.52K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares2.92K

TypeSH

Market value$1.63M

1.15%

Sole

0.00

Shared

0.00

None

2.92K

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares20.27K

TypeSH

Market value$1.63M

1.14%

Sole

0.00

Shared

0.00

None

20.27K

SPDR SER TR

SOLE

PORTFOLIO S&P400

Shares29.89K

TypeSH

Market value$1.53M

1.07%

Sole

0.00

Shared

0.00

None

29.89K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	362.38K	SH	$10.13M 7.11%	362.38K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	195.47K	SH	$9.90M 6.94%	195.47K
ISHARES TRSOLE	CORE S&P500 ETF	15.30K	SH	$8.60M 6.03%	15.30K
ISHARES TRSOLE	CORE S&P SCP ETF	68.03K	SH	$7.11M 4.99%	68.03K
ISHARES TRSOLE	CORE DIV GRWTH	114.57K	SH	$7.08M 4.97%	114.57K
ISHARES TRSOLE	CORE S&P MCP ETF	118.10K	SH	$6.89M 4.84%	118.10K
VANGUARD INDEX FDSSOLE	MID CAP ETF	17.42K	SH	$4.51M 3.16%	17.42K
SPDR SER TRSOLE	PORTFOLIO S&P500	57.35K	SH	$3.77M 2.65%	57.35K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	20.81K	SH	$3.60M 2.53%	20.81K
SPDR SER TRSOLE	S&P DIVID ETF	24.65K	SH	$3.34M 2.35%	24.65K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	13.93K	SH	$3.09M 2.17%	13.93K
WISDOMTREE TRSOLE	US QTLY DIV GRT	37.48K	SH	$2.99M 2.10%	37.48K
MICROSOFT CORPSOLE	COM	7.14K	SH	$2.68M 1.88%	7.14K
SPDR SER TRSOLE	PORTFOLIO S&P600	64.21K	SH	$2.62M 1.84%	64.21K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	12.81K	SH	$2.47M 1.73%	12.81K
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	8.95K	SH	$2.19M 1.54%	8.95K
ALPS ETF TRSOLE	RIVRFRNT STR INC	90.05K	SH	$2.08M 1.46%	90.05K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	10.35K	SH	$2.01M 1.41%	10.35K
APPLE INCSOLE	COM	8.55K	SH	$1.90M 1.33%	8.55K
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	3.34K	SH	$1.78M 1.25%	3.34K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	21.51K	SH	$1.70M 1.19%	21.51K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 QUALITY	25.52K	SH	$1.69M 1.19%	25.52K
SPDR S&P 500 ETF TRSOLE	TR UNIT	2.92K	SH	$1.63M 1.15%	2.92K
SPDR SER TRSOLE	PRTFLO S&P500 GW	20.27K	SH	$1.63M 1.14%	20.27K
SPDR SER TRSOLE	PORTFOLIO S&P400	29.89K	SH	$1.53M 1.07%	29.89K

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