StockDriftsStockDriftsTop 50 Meridian Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.26% | 14.6K | $10.9M | -2.44%(-365) | $456.23(+70.73%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.12% | 336.2K | $10.7M | -0.95%(-3.23K) | $25.52(+34.63%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.93% | 13.9K | $10.3M | -2.41%(-345) | $576.01(+27.17%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.75% | 195.3K | $9.9M | -2.45%(-4.91K) | $50.49(+0.02%) | 2026-06-30 | |
| DGRO | ISHARES TR | 4.51% | 123.9K | $9.4M | +0.39%(+478) | $54.80(+45.22%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.08% | 57.3K | $8.5M | -2.44%(-1.44K) | $110.78(+35.37%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.7% | 99.9K | $7.7M | -2.28%(-2.33K) | $54.53(+44.04%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.28% | 77.7K | $6.8M | +4.69%(+3.48K) | $59.48(+53.43%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 2.76% | 60.1K | $5.7M | +6.78%(+3.82K) | $72.13(+38.11%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.45% | 63.3K | $5.1M | -1.51%(-968) | $60.45(+39.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.97% | +40.36% | — | — | +29.68% |
| Top 20 Holdings Unweighted | +12.16% | +41.10% | — | — | +30.26% |
Meridian Financial Advisors, LLC reports $208.13M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.3%), SCHD (5.1%) and QQQ (4.9%). The top 20 holdings account for 57.78% of reported assets. Its disclosed equity book has returned +40.36% on a three-year cumulative basis. Figures reflect the Q2 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