MERIDIAN FINANCIAL ADVISORS, LLC

Filed: 10/20/2025ACC: 0002032629-25-000009

📋 What this filing means

MERIDIAN FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $177.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

140

Positions

$177.53M

Total AUM (reported)

2.15M

Total Shares

Allocation by class

COM$18.57M10.5%

ULTRA SHRT ETF$10.48M5.9%

CORE S&P500 ETF$10.13M5.7%

US DIVIDEND EQ$9.90M5.6%

UNIT SER 1$8.98M5.1%

CORE DIV GRWTH$8.22M4.6%

CORE S&P SCP ETF$7.80M4.4%

Portfolio Concentration

Top 3$30.52M17.2%

4–10$46.45M26.2%

11–25$40.52M22.8%

Rest$60.04M33.8%

Top 3 weight

17.2%

Top 10 weight

43.4%

Voting Authority Distribution

Total shares with voting rights: 2.13M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.13M

% of voting shares100.0%

Investment Discretion (by position count)

Sole140

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings140

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares206.58K

TypeSH

Market value$10.48M

5.90%

Sole

0.00

Shared

0.00

None

203.99K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares15.14K

TypeSH

Market value$10.13M

5.71%

Sole

0.00

Shared

0.00

None

15.14K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares362.79K

TypeSH

Market value$9.90M

5.58%

Sole

0.00

Shared

0.00

None

360.99K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares14.96K

TypeSH

Market value$8.98M

5.06%

Sole

0.00

Shared

0.00

None

14.95K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares120.71K

TypeSH

Market value$8.22M

4.63%

Sole

0.00

Shared

0.00

None

120.28K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares65.65K

TypeSH

Market value$7.80M

4.39%

Sole

0.00

Shared

0.00

None

65.55K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares112.92K

TypeSH

Market value$7.37M

4.15%

Sole

0.00

Shared

0.00

None

112.92K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares17.44K

TypeSH

Market value$5.12M

2.89%

Sole

0.00

Shared

0.00

None

17.41K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares63.61K

TypeSH

Market value$4.98M

2.81%

Sole

0.00

Shared

0.00

None

62.68K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares20.95K

TypeSH

Market value$3.97M

2.24%

Sole

0.00

Shared

0.00

None

20.90K

WISDOMTREE TR

SOLE

US QTLY DIV GRT

Shares43.96K

TypeSH

Market value$3.91M

2.20%

Sole

0.00

Shared

0.00

None

43K

MICROSOFT CORP

SOLE

COM

Shares7.25K

TypeSH

Market value$3.75M

2.11%

Sole

0.00

Shared

0.00

None

7.25K

SPDR SERIES TRUST

SOLE

S&P DIVID ETF

Shares26.67K

TypeSH

Market value$3.74M

2.10%

Sole

0.00

Shared

0.00

None

26.67K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares13.86K

TypeSH

Market value$3.52M

1.99%

Sole

0.00

Shared

0.00

None

13.84K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares13.76K

TypeSH

Market value$3.40M

1.91%

Sole

0.00

Shared

0.00

None

13.43K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P600

Shares65.65K

TypeSH

Market value$3.04M

1.71%

Sole

0.00

Shared

0.00

None

65.15K

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares8.90K

TypeSH

Market value$2.61M

1.47%

Sole

0.00

Shared

0.00

None

8.90K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares22.04K

TypeSH

Market value$2.30M

1.30%

Sole

0.00

Shared

0.00

None

21.81K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares28.45K

TypeSH

Market value$2.27M

1.28%

Sole

0.00

Shared

0.00

None

28.45K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares10.38K

TypeSH

Market value$2.24M

1.26%

Sole

0.00

Shared

0.00

None

10.38K

ALPS ETF TR

SOLE

RIVRFRNT STR INC

Shares93.24K

TypeSH

Market value$2.17M

1.22%

Sole

0.00

Shared

0.00

None

93.24K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 QUALITY

Shares26.75K

TypeSH

Market value$1.96M

1.10%

Sole

0.00

Shared

0.00

None

26.75K

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares3.19K

TypeSH

Market value$1.90M

1.07%

Sole

0.00

Shared

0.00

None

3.19K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares2.83K

TypeSH

Market value$1.89M

1.06%

Sole

0.00

Shared

0.00

None

2.71K

APPLE INC

SOLE

COM

Shares7.09K

TypeSH

Market value$1.81M

1.02%

Sole

0.00

Shared

0.00

None

7.09K

Issuer	Class	Shares	Type	Value / Portfolio %	None
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	206.58K	SH	$10.48M 5.90%	203.99K
ISHARES TRSOLE	CORE S&P500 ETF	15.14K	SH	$10.13M 5.71%	15.14K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	362.79K	SH	$9.90M 5.58%	360.99K
INVESCO QQQ TRSOLE	UNIT SER 1	14.96K	SH	$8.98M 5.06%	14.95K
ISHARES TRSOLE	CORE DIV GRWTH	120.71K	SH	$8.22M 4.63%	120.28K
ISHARES TRSOLE	CORE S&P SCP ETF	65.65K	SH	$7.80M 4.39%	65.55K
ISHARES TRSOLE	CORE S&P MCP ETF	112.92K	SH	$7.37M 4.15%	112.92K
VANGUARD INDEX FDSSOLE	MID CAP ETF	17.44K	SH	$5.12M 2.89%	17.41K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	63.61K	SH	$4.98M 2.81%	62.68K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	20.95K	SH	$3.97M 2.24%	20.90K
WISDOMTREE TRSOLE	US QTLY DIV GRT	43.96K	SH	$3.91M 2.20%	43K
MICROSOFT CORPSOLE	COM	7.25K	SH	$3.75M 2.11%	7.25K
SPDR SERIES TRUSTSOLE	S&P DIVID ETF	26.67K	SH	$3.74M 2.10%	26.67K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	13.86K	SH	$3.52M 1.99%	13.84K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	13.76K	SH	$3.40M 1.91%	13.43K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P600	65.65K	SH	$3.04M 1.71%	65.15K
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	8.90K	SH	$2.61M 1.47%	8.90K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	22.04K	SH	$2.30M 1.30%	21.81K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	28.45K	SH	$2.27M 1.28%	28.45K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	10.38K	SH	$2.24M 1.26%	10.38K
ALPS ETF TRSOLE	RIVRFRNT STR INC	93.24K	SH	$2.17M 1.22%	93.24K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 QUALITY	26.75K	SH	$1.96M 1.10%	26.75K
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	3.19K	SH	$1.90M 1.07%	3.19K
SPDR S&P 500 ETF TRSOLE	TR UNIT	2.83K	SH	$1.89M 1.06%	2.71K
APPLE INCSOLE	COM	7.09K	SH	$1.81M 1.02%	7.09K

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