StockDriftsStockDriftsTop 50 Meridian Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.17% | 14.5K | $11.1M | -1.16%(-169) | $456.23(+68.78%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.08% | 333.9K | $10.9M | -0.68%(-2.29K) | $25.52(+34.16%) | 2026-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.88% | 207.2K | $10.4M | +6.09%(+11.89K) | $50.49(-0.30%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 4.81% | 13.9K | $10.3M | -0.33%(-46) | $576.01(+24.71%) | 2026-09-30 | |
| DGRO | ISHARES TR | 4.45% | 126.1K | $9.5M | +1.84%(+2.28K) | $55.17(+42.28%) | 2026-09-30 | |
| IJR | ISHARES TR | 3.62% | 56.9K | $7.7M | -0.67%(-383) | $110.78(+22.61%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.33% | 99.0K | $7.1M | -0.87%(-869) | $54.53(+32.73%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 3.31% | 78.8K | $7.1M | +1.39%(+1.08K) | $59.88(+50.68%) | 2026-09-30 | |
| DGRW | WISDOMTREE TR | 2.8% | 61.7K | $6.0M | +2.62%(+1.57K) | $72.13(+37.01%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.38% | 16.7K | $5.1M | +1.08%(+179) | $169.65(+74.34%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.14% | +44.83% | — | — | +28.84% |
| Top 20 Holdings Unweighted | +13.64% | +46.76% | — | — | +29.96% |
Meridian Financial Advisors LLC reports $213.87M in US-listed equity holdings across 154 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.2%), SCHD (5.1%) and JPST (4.9%). The top 20 holdings account for 57.12% of reported assets. Its disclosed equity book has returned +44.83% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meridian Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2032629). View Meridian Financial Advisors LLC’s 13F filings on SEC