Meridian Financial Advisors, LLC holds a diversified book of 146 reported positions worth $208.1M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Invesco Russell 1000 Dyn M/F and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+12.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Meridian Financial Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Meridian Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Meridian Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 12 / 80 | $1.0B |
| BCK Partners, Inc. | 13 / 80 | $190.8M |
| Hoffman, Alan N Investment Management | 8 / 80 | $151.8M |
| Fortune 45 LLC | 8 / 80 | $201.1M |
| GR Financial Group, LLC | 9 / 80 | $628.9M |
| LTG Capital LLC | 14 / 80 | $124.4M |
| Roth Financial Partners LLC | 13 / 80 | $278.0M |
| Moment Partners, LLC | 23 / 80 | $452.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Meridian Financial Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $10.9M | 14.6K | 5.3% | ▼−2.4% Reduced · −365 sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $10.7M | 336.2K | 5.1% | ▼−0.9% Reduced · −3K sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $10.3M | 13.9K | 4.9% | ▼−2.4% Reduced · −345 sh | |
| 4 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $9.9M | 195.3K | 4.7% | ▼−2.5% Reduced · −5K sh | |
| 5 | Ishares TR CORE DIV GRWTH | $9.4M | 123.9K | 4.5% | ▲+0.4% Added · +478 sh | |
| 6 | Ishares TR CORE S&P SCP ETF | $8.5M | 57.3K | 4.1% | ▼−2.4% Reduced · −1K sh | |
| 7 | Ishares TR CORE S&P MCP ETF | $7.7M | 99.9K | 3.7% | ▼−2.3% Reduced · −2K sh | |
| 8 | SPDR Series Trust ST STR P500ETF | $6.8M | 77.7K | 3.3% | ▲+4.7% Added · +3K sh | |
| 9 | Wisdomtree TR US QTLY DIV GRT | $5.7M | 60.1K | 2.8% | ▲+6.8% Added · +4K sh | |
| 10 | Vanguard Index FDS MID CAP ETF | $5.1M | 63.3K | 2.5% | ▲+294% Added · +47K sh | |
| 11 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $5.0M | 16.6K | 2.4% | ▲+8.0% Added · +1K sh | |
| 12 | Invesco Exchange Traded FD T S&P500 EQL WGT | $4.2M | 19.8K | 2.0% | ▼−2.0% Reduced · −414 sh | |
| 13 | Vanguard Index FDS SMALL CP ETF | $4.0M | 13.3K | 1.9% | ▲+0.3% Added · +46 sh | |
| 14 | SPDR Series Trust ST STR SP DIV | $4.0M | 26.2K | 1.9% | ▲+4.3% Added · +1K sh | |
| 15 | SPDR Series Trust ST STR SP600 SML | $3.9M | 67.4K | 1.9% | ▲+1.6% Added · +1K sh | |
| 16 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $3.8M | 29.7K | 1.8% | ▲+25% Added · +6K sh | |
| 17 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $2.8M | 35.5K | 1.3% | ▲+3.5% Added · +1K sh | |
| 18 | Microsoft Corp COM | $2.6M | 6.8K | 1.2% | ▲+2.5% Added · +165 sh | |
| 19 | Invesco Exchange Traded FD T S&P500 QUALITY | $2.5M | 27.6K | 1.2% | ▼−2.3% Reduced · −661 sh | |
| 20 | Vanguard Index FDS MCAP GR IDXVIP | $2.5M | 8.1K | 1.2% | ▼−3.3% Reduced · −277 sh | |
| 21 | SPDR Series Trust ST STR P500GRW | $2.4M | 20.3K | 1.2% | ▼−1.3% Reduced · −273 sh | |
| 22 | Vanguard Specialized Funds DIV APP ETF | $2.4M | 10.0K | 1.1% | ▼−1.2% Reduced · −119 sh | |
| 23 | Legg Mason ETF Invt FRANKLIN INTL LW | $2.3M | 55.5K | 1.1% | ▲+27% Added · +12K sh | |
| 24 | SPDR Series Trust ST STR P400MID | $2.2M | 32.0K | 1.0% | ▲+1.6% Added · +514 sh | |
| 25 | ALPS ETF TR STRATEGIC INCOME | $2.1M | 90.6K | 1.0% | ▼−1.8% Reduced · −2K sh | |
| 26 | Apple Inc COM | $2.0M | 6.8K | 0.9% | ▼−2.1% Reduced · −149 sh | |
| 27 | State STR SPDR S&P 500 ETF T TR UNIT | $1.9M | 2.6K | 0.9% | ▲+0.3% Added · +9 sh | |
| 28 | Vanguard Index FDS SML CP GRW ETF | $1.9M | 5.2K | 0.9% | ▼−0.9% Reduced · −45 sh | |
| 29 | SPDR Series Trust ST SHOR CORP ETF | $1.9M | 62.8K | 0.9% | ▲+3.9% Added · +2K sh | |
| 30 | Merck & Co Inc COM | $1.9M | 14.6K | 0.9% | —Held | |
| 31 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $1.8M | 2.6K | 0.9% | ▼−0.9% Reduced · −25 sh | |
| 32 | Schwab Strategic TR INTL EQTY ETF | $1.8M | 64.5K | 0.9% | ▲+5.6% Added · +3K sh | |
| 33 | Invesco Actively Managed Exc AAA CLO FLTNG RT | $1.6M | 61.2K | 0.8% | ▲+7.2% Added · +4K sh | |
| 34 | SPDR Series Trust ST STR SP600SM C | $1.5M | 14.2K | 0.7% | —Held | |
| 35 | Cisco Sys Inc COM | $1.5M | 12.9K | 0.7% | ▲+3.5% Added · +442 sh | |
| 36 | Vanguard Index FDS SM CP VAL ETF | $1.5M | 6.0K | 0.7% | ▼−0.3% Reduced · −21 sh | |
| 37 | Vanguard Index FDS S&P 500 ETF SHS | $1.4M | 2.0K | 0.7% | ▲+1.7% Added · +33 sh | |
| 38 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.2M | 22.0K | 0.6% | ▲+5.3% Added · +1K sh | |
| 39 | Ishares Inc CORE MSCI EMKT | $1.2M | 15.0K | 0.6% | ▲+17% Added · +2K sh | |
| 40 | Ishares TR CORE S&P US GWT | $1.2M | 6.5K | 0.6% | ▼−5.4% Reduced · −373 sh | |
| 41 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.1M | 7.0K | 0.5% | ▲+70% Added · +3K sh | |
| 42 | Amazon Com Inc COM | $1.1M | 4.6K | 0.5% | ▼−3.8% Reduced · −181 sh | |
| 43 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $1.1M | 14.7K | 0.5% | ▼−0.7% Reduced · −99 sh | |
| 44 | Select Sector SPDR TR ST STR UTIL ETF | $1.0M | 23.1K | 0.5% | ▼−3.1% Reduced · −740 sh | |
| 45 | Wisdomtree TR US MIDCAP DIVID | $1.0M | 18.5K | 0.5% | ▲~0% Added · +7 sh | |
| 46 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $1.0M | 17.3K | 0.5% | ▲+63% Added · +7K sh | |
| 47 | SPDR Series Trust ST INTER BD ETF | $1.0M | 30.8K | 0.5% | ▲+12% Added · +3K sh | |
| 48 | Vanguard Scottsdale FDS INT-TERM CORP | $1.0M | 12.3K | 0.5% | ▼~0% Reduced · −4 sh | |
| 49 | Select Sector SPDR TR ST STR TECHN ETF | $1.0M | 5.3K | 0.5% | ▲+7.1% Added · +350 sh | |
| 50 | Vanguard Whitehall FDS INTL HIGH ETF | $981K | 10.0K | 0.5% | ▲+7.0% Added · +649 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2032629/holdings"
Use Arkolith to show Meridian Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 146 | $208.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 141 | $183.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 142 | $183.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 140 | $177.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 119 | $144.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 15d | 126 | $149.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.