Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Meridian Financial Advisors, LLC (CIK 2032629) reported $183.0M across 141 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($10.4M, 5.69%), JPST ($10.1M, 5.54%), IVV ($9.8M, 5.35%), DGRO ($8.7M, 4.73%), QQQ ($8.2M, 4.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $10.4M | 5.69% | 339,426 | Trimmed |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $10.1M | 5.54% | 200,245 | Trimmed |
| 3 | IVV | ISHARES TR | $9.8M | 5.35% | 14,985 | Trimmed |
| 4 | DGRO | ISHARES TR | $8.7M | 4.73% | 123,381 | Added |
| 5 | QQQ | INVESCO QQQ TR | $8.2M | 4.51% | 14,293 | Trimmed |
| 6 | IJR | ISHARES TR | $7.3M | 3.99% | 58,752 | Trimmed |
| 7 | IJH | ISHARES TR | $6.9M | 3.77% | 102,205 | Trimmed |
| 8 | SPLG | SPDR SERIES TRUST | $5.7M | 3.11% | 74,249 | Added |
| 9 | DGRW | WISDOMTREE TR | $4.9M | 2.70% | 56,263 | Added |
| 10 | VO | VANGUARD INDEX FDS | $4.6M | 2.52% | 16,071 | Trimmed |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $3.9M | 2.12% | 20,245 | Trimmed |
| 12 | SDY | SPDR SERIES TRUST | $3.7M | 2.00% | 25,118 | Trimmed |
| 13 | QQQM | INVESCO EXCH TRADED FD TR II | $3.6M | 1.99% | 15,325 | Added |
| 14 | VB | VANGUARD INDEX FDS | $3.5M | 1.89% | 13,228 | Trimmed |
| 15 | SPSM | SPDR SERIES TRUST | $3.2M | 1.75% | 66,296 | Added |
| 16 | RWL | INVESCO EXCH TRADED FD TR II | $2.7M | 1.50% | 23,803 | Added |
| 17 | VCSH | VANGUARD SCOTTSDALE FDS | $2.7M | 1.49% | 34,329 | Added |
| 18 | MSFT | MICROSOFT CORP | $2.5M | 1.35% | 6,673 | Trimmed |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $2.2M | 1.19% | 10,137 | Trimmed |
| 20 | VOT | VANGUARD INDEX FDS | $2.1M | 1.17% | 8,336 | Trimmed |
| 21 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.16% | 28,250 | Added |
| 22 | RIGS | ALPS ETF TR | $2.1M | 1.15% | 92,260 | Trimmed |
| 23 | SPYG | SPDR SERIES TRUST | $2.0M | 1.10% | 20,612 | Trimmed |
| 24 | SPMD | SPDR SERIES TRUST | $1.9M | 1.02% | 31,520 | Added |
| 25 | SPSB | SPDR SERIES TRUST | $1.8M | 0.99% | 60,499 | Added |
Source: SEC Form 13F filings · as of 2026-03-31