Filed: 7/16/2025ACC: 0002032629-25-000005
📋 What this filing means
MERIDIAN FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $154.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$154.54M
Total AUM (reported)
2.02M
Total Shares
Allocation by class
COM$17.35M11.2%
ULTRA SHRT ETF$10.35M6.7%
US DIVIDEND EQ$9.65M6.2%
CORE S&P500 ETF$9.38M6.1%
CORE DIV GRWTH$7.55M4.9%
CORE S&P SCP ETF$7.41M4.8%
CORE S&P MCP ETF$7.32M4.7%
Portfolio Concentration
Top 3$29.38M19.0%
4–10$39.00M25.2%
11–25$35.51M23.0%
Rest$50.65M32.8%
Top 3 weight
19.0%
Top 10 weight
44.2%
Voting Authority Distribution
Total shares with voting rights: 2.02M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.02M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole127
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings127
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares204.16K
TypeSH
Market value$10.35M
6.69%
Sole
0.00
Shared
0.00
None
203.38K
SCHWAB STRATEGIC TR
SOLEShares364.23K
TypeSH
Market value$9.65M
6.25%
Sole
0.00
Shared
0.00
None
363.33K
ISHARES TR
SOLEShares15.11K
TypeSH
Market value$9.38M
6.07%
Sole
0.00
Shared
0.00
None
15.11K
ISHARES TR
SOLEShares118.02K
TypeSH
Market value$7.55M
4.88%
Sole
0.00
Shared
0.00
None
117.62K
ISHARES TR
SOLEShares67.81K
TypeSH
Market value$7.41M
4.80%
Sole
0.00
Shared
0.00
None
67.81K
ISHARES TR
SOLEShares118K
TypeSH
Market value$7.32M
4.74%
Sole
0.00
Shared
0.00
None
118K
VANGUARD INDEX FDS
SOLEShares17.50K
TypeSH
Market value$4.90M
3.17%
Sole
0.00
Shared
0.00
None
17.47K
SPDR SERIES TRUST
SOLEShares59.73K
TypeSH
Market value$4.34M
2.81%
Sole
0.00
Shared
0.00
None
59.23K
INVESCO EXCHANGE TRADED FD T
SOLEShares21.57K
TypeSH
Market value$3.92M
2.54%
Sole
0.00
Shared
0.00
None
21.57K
SPDR SERIES TRUST
SOLEShares26.28K
TypeSH
Market value$3.57M
2.31%
Sole
0.00
Shared
0.00
None
26.28K
MICROSOFT CORP
SOLEShares7.07K
TypeSH
Market value$3.52M
2.28%
Sole
0.00
Shared
0.00
None
7.07K
WISDOMTREE TR
SOLEShares40.25K
TypeSH
Market value$3.37M
2.18%
Sole
0.00
Shared
0.00
None
39.70K
VANGUARD INDEX FDS
SOLEShares13.97K
TypeSH
Market value$3.31M
2.14%
Sole
0.00
Shared
0.00
None
13.94K
INVESCO EXCH TRADED FD TR II
SOLEShares13.24K
TypeSH
Market value$3.01M
1.95%
Sole
0.00
Shared
0.00
None
13.04K
SPDR SERIES TRUST
SOLEShares65.07K
TypeSH
Market value$2.77M
1.79%
Sole
0.00
Shared
0.00
None
64.87K
VANGUARD INDEX FDS
SOLEShares8.99K
TypeSH
Market value$2.56M
1.65%
Sole
0.00
Shared
0.00
None
8.99K
ALPS ETF TR
SOLEShares91.92K
TypeSH
Market value$2.14M
1.38%
Sole
0.00
Shared
0.00
None
91.92K
VANGUARD SPECIALIZED FUNDS
SOLEShares10.35K
TypeSH
Market value$2.12M
1.37%
Sole
0.00
Shared
0.00
None
10.35K
SPDR SERIES TRUST
SOLEShares22.11K
TypeSH
Market value$2.11M
1.36%
Sole
0.00
Shared
0.00
None
21.88K
INVESCO EXCHANGE TRADED FD T
SOLEShares26.23K
TypeSH
Market value$1.87M
1.21%
Sole
0.00
Shared
0.00
None
26.23K
VANGUARD SCOTTSDALE FDS
SOLEShares23.47K
TypeSH
Market value$1.87M
1.21%
Sole
0.00
Shared
0.00
None
23.47K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares3.24K
TypeSH
Market value$1.84M
1.19%
Sole
0.00
Shared
0.00
None
3.24K
SPDR S&P 500 ETF TR
SOLEShares2.83K
TypeSH
Market value$1.75M
1.13%
Sole
0.00
Shared
0.00
None
2.82K
SPDR SERIES TRUST
SOLEShares30.90K
TypeSH
Market value$1.68M
1.09%
Sole
0.00
Shared
0.00
None
30.70K
VANGUARD INDEX FDS
SOLEShares5.83K
TypeSH
Market value$1.61M
1.04%
Sole
0.00
Shared
0.00
None
5.83K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 204.16K | SH | $10.35M 6.69% | 0.00 | 0.00 | 203.38K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 364.23K | SH | $9.65M 6.25% | 0.00 | 0.00 | 363.33K |
ISHARES TRSOLE | CORE S&P500 ETF | 15.11K | SH | $9.38M 6.07% | 0.00 | 0.00 | 15.11K |
ISHARES TRSOLE | CORE DIV GRWTH | 118.02K | SH | $7.55M 4.88% | 0.00 | 0.00 | 117.62K |
ISHARES TRSOLE | CORE S&P SCP ETF | 67.81K | SH | $7.41M 4.80% | 0.00 | 0.00 | 67.81K |
ISHARES TRSOLE | CORE S&P MCP ETF | 118K | SH | $7.32M 4.74% | 0.00 | 0.00 | 118K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 17.50K | SH | $4.90M 3.17% | 0.00 | 0.00 | 17.47K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 59.73K | SH | $4.34M 2.81% | 0.00 | 0.00 | 59.23K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 21.57K | SH | $3.92M 2.54% | 0.00 | 0.00 | 21.57K |
SPDR SERIES TRUSTSOLE | S&P DIVID ETF | 26.28K | SH | $3.57M 2.31% | 0.00 | 0.00 | 26.28K |
MICROSOFT CORPSOLE | COM | 7.07K | SH | $3.52M 2.28% | 0.00 | 0.00 | 7.07K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 40.25K | SH | $3.37M 2.18% | 0.00 | 0.00 | 39.70K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 13.97K | SH | $3.31M 2.14% | 0.00 | 0.00 | 13.94K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 13.24K | SH | $3.01M 1.95% | 0.00 | 0.00 | 13.04K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 65.07K | SH | $2.77M 1.79% | 0.00 | 0.00 | 64.87K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 8.99K | SH | $2.56M 1.65% | 0.00 | 0.00 | 8.99K |
ALPS ETF TRSOLE | RIVRFRNT STR INC | 91.92K | SH | $2.14M 1.38% | 0.00 | 0.00 | 91.92K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 10.35K | SH | $2.12M 1.37% | 0.00 | 0.00 | 10.35K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 22.11K | SH | $2.11M 1.36% | 0.00 | 0.00 | 21.88K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 26.23K | SH | $1.87M 1.21% | 0.00 | 0.00 | 26.23K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 23.47K | SH | $1.87M 1.21% | 0.00 | 0.00 | 23.47K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 3.24K | SH | $1.84M 1.19% | 0.00 | 0.00 | 3.24K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.83K | SH | $1.75M 1.13% | 0.00 | 0.00 | 2.82K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P400 | 30.90K | SH | $1.68M 1.09% | 0.00 | 0.00 | 30.70K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 5.83K | SH | $1.61M 1.04% | 0.00 | 0.00 | 5.83K |
Page 1 of 6
…