Filed: 4/21/2026ACC: 0002032629-26-000002
📋 What this filing means
MERIDIAN FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 141 equity positions with a total reported market value of $182.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
141
Positions
$182.95M
Total AUM (reported)
2.32M
Total Shares
Allocation by class
STATE STREET SPD$22.81M12.5%
COM$17.22M9.4%
US DIVIDEND EQ$10.41M5.7%
ULTRA SHRT ETF$10.13M5.5%
CORE S&P500 ETF$9.79M5.4%
CORE DIV GRWTH$8.66M4.7%
UNIT SER 1$8.25M4.5%
Portfolio Concentration
Top 3$30.34M16.6%
4–10$46.35M25.3%
11–25$40.05M21.9%
Rest$66.21M36.2%
Top 3 weight
16.6%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 2.20M
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
2.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole141
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings141
Rows:
SCHWAB STRATEGIC TR
SOLEShares339.43K
TypeSH
Market value$10.41M
5.69%
Sole
0.00
Shared
0.00
None
328.21K
J P MORGAN EXCHANGE TRADED F
SOLEShares200.25K
TypeSH
Market value$10.13M
5.54%
Sole
0.00
Shared
0.00
None
186.95K
ISHARES TR
SOLEShares14.98K
TypeSH
Market value$9.79M
5.35%
Sole
0.00
Shared
0.00
None
14.80K
ISHARES TR
SOLEShares123.38K
TypeSH
Market value$8.66M
4.73%
Sole
0.00
Shared
0.00
None
117.33K
INVESCO QQQ TR
SOLEShares14.29K
TypeSH
Market value$8.25M
4.51%
Sole
0.00
Shared
0.00
None
14.03K
ISHARES TR
SOLEShares58.75K
TypeSH
Market value$7.30M
3.99%
Sole
0.00
Shared
0.00
None
57.93K
ISHARES TR
SOLEShares102.20K
TypeSH
Market value$6.90M
3.77%
Sole
0.00
Shared
0.00
None
101.38K
SPDR SERIES TRUST
SOLEShares74.25K
TypeSH
Market value$5.68M
3.11%
Sole
0.00
Shared
0.00
None
66.39K
WISDOMTREE TR
SOLEShares56.26K
TypeSH
Market value$4.94M
2.70%
Sole
0.00
Shared
0.00
None
50.09K
VANGUARD INDEX FDS
SOLEShares16.07K
TypeSH
Market value$4.62M
2.52%
Sole
0.00
Shared
0.00
None
15.92K
INVESCO EXCHANGE TRADED FD T
SOLEShares20.25K
TypeSH
Market value$3.89M
2.12%
Sole
0.00
Shared
0.00
None
19.40K
SPDR SERIES TRUST
SOLEShares25.12K
TypeSH
Market value$3.67M
2.00%
Sole
0.00
Shared
0.00
None
24.38K
INVESCO EXCH TRADED FD TR II
SOLEShares15.32K
TypeSH
Market value$3.64M
1.99%
Sole
0.00
Shared
0.00
None
14.01K
VANGUARD INDEX FDS
SOLEShares13.23K
TypeSH
Market value$3.46M
1.89%
Sole
0.00
Shared
0.00
None
12.72K
SPDR SERIES TRUST
SOLEShares66.30K
TypeSH
Market value$3.20M
1.75%
Sole
0.00
Shared
0.00
None
61.38K
INVESCO EXCH TRADED FD TR II
SOLEShares23.80K
TypeSH
Market value$2.74M
1.50%
Sole
0.00
Shared
0.00
None
19.69K
VANGUARD SCOTTSDALE FDS
SOLEShares34.33K
TypeSH
Market value$2.72M
1.49%
Sole
0.00
Shared
0.00
None
31.70K
MICROSOFT CORP
SOLEShares6.67K
TypeSH
Market value$2.47M
1.35%
Sole
0.00
Shared
0.00
None
6.56K
VANGUARD SPECIALIZED FUNDS
SOLEShares10.14K
TypeSH
Market value$2.18M
1.19%
Sole
0.00
Shared
0.00
None
10.14K
VANGUARD INDEX FDS
SOLEShares8.34K
TypeSH
Market value$2.15M
1.17%
Sole
0.00
Shared
0.00
None
8.23K
INVESCO EXCHANGE TRADED FD T
SOLEShares28.25K
TypeSH
Market value$2.12M
1.16%
Sole
0.00
Shared
0.00
None
27.42K
ALPS ETF TR
SOLEShares92.26K
TypeSH
Market value$2.11M
1.15%
Sole
0.00
Shared
0.00
None
90.96K
SPDR SERIES TRUST
SOLEShares20.61K
TypeSH
Market value$2.02M
1.10%
Sole
0.00
Shared
0.00
None
20.38K
SPDR SERIES TRUST
SOLEShares31.52K
TypeSH
Market value$1.87M
1.02%
Sole
0.00
Shared
0.00
None
27.36K
SPDR SERIES TRUST
SOLEShares60.50K
TypeSH
Market value$1.82M
0.99%
Sole
0.00
Shared
0.00
None
57.96K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 339.43K | SH | $10.41M 5.69% | 0.00 | 0.00 | 328.21K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 200.25K | SH | $10.13M 5.54% | 0.00 | 0.00 | 186.95K |
ISHARES TRSOLE | CORE S&P500 ETF | 14.98K | SH | $9.79M 5.35% | 0.00 | 0.00 | 14.80K |
ISHARES TRSOLE | CORE DIV GRWTH | 123.38K | SH | $8.66M 4.73% | 0.00 | 0.00 | 117.33K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 14.29K | SH | $8.25M 4.51% | 0.00 | 0.00 | 14.03K |
ISHARES TRSOLE | CORE S&P SCP ETF | 58.75K | SH | $7.30M 3.99% | 0.00 | 0.00 | 57.93K |
ISHARES TRSOLE | CORE S&P MCP ETF | 102.20K | SH | $6.90M 3.77% | 0.00 | 0.00 | 101.38K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 74.25K | SH | $5.68M 3.11% | 0.00 | 0.00 | 66.39K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 56.26K | SH | $4.94M 2.70% | 0.00 | 0.00 | 50.09K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 16.07K | SH | $4.62M 2.52% | 0.00 | 0.00 | 15.92K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 20.25K | SH | $3.89M 2.12% | 0.00 | 0.00 | 19.40K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 25.12K | SH | $3.67M 2.00% | 0.00 | 0.00 | 24.38K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 15.32K | SH | $3.64M 1.99% | 0.00 | 0.00 | 14.01K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 13.23K | SH | $3.46M 1.89% | 0.00 | 0.00 | 12.72K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 66.30K | SH | $3.20M 1.75% | 0.00 | 0.00 | 61.38K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 REVENUE | 23.80K | SH | $2.74M 1.50% | 0.00 | 0.00 | 19.69K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 34.33K | SH | $2.72M 1.49% | 0.00 | 0.00 | 31.70K |
MICROSOFT CORPSOLE | COM | 6.67K | SH | $2.47M 1.35% | 0.00 | 0.00 | 6.56K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 10.14K | SH | $2.18M 1.19% | 0.00 | 0.00 | 10.14K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 8.34K | SH | $2.15M 1.17% | 0.00 | 0.00 | 8.23K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 28.25K | SH | $2.12M 1.16% | 0.00 | 0.00 | 27.42K |
ALPS ETF TRSOLE | RIVRFRNT STR INC | 92.26K | SH | $2.11M 1.15% | 0.00 | 0.00 | 90.96K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 20.61K | SH | $2.02M 1.10% | 0.00 | 0.00 | 20.38K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 31.52K | SH | $1.87M 1.02% | 0.00 | 0.00 | 27.36K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 60.50K | SH | $1.82M 0.99% | 0.00 | 0.00 | 57.96K |
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