Meridian Financial Advisors, LLC holds a diversified book of 146 stocks worth $208.1M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +21% (+11.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Growth of $10,000 cloning Meridian Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Meridian Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.5B |
| MORGAN STANLEY | 79 / 80 | $401.7B |
| ROYAL BANK OF CANADA | 79 / 80 | $112.3B |
| LPL Financial LLC | 79 / 80 | $102.6B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $91.5B |
| Cetera Investment Advisers | 79 / 80 | $23.8B |
| Kestra Advisory Services, LLC | 79 / 80 | $8.0B |
| Private Advisor Group, LLC | 79 / 80 | $5.8B |
Ranked by how many of Meridian Financial Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 146 | $208.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 141 | $183.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 142 | $183.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 140 | $177.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 119 | $144.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 126 | $149.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.