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 $208.1M across 146 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($10.9M, 5.26%), SCHD ($10.7M, 5.12%), QQQ ($10.3M, 4.93%), JPST ($9.9M, 4.75%), DGRO ($9.4M, 4.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $10.9M | 5.26% | 14,620 | Trimmed |
| 2 | SCHD | SCHWAB STRATEGIC TR | $10.7M | 5.12% | 336,197 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $10.3M | 4.93% | 13,948 | Trimmed |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $9.9M | 4.75% | 195,332 | Trimmed |
| 5 | DGRO | ISHARES TR | $9.4M | 4.51% | 123,859 | Added |
| 6 | IJR | ISHARES TR | $8.5M | 4.08% | 57,316 | Trimmed |
| 7 | IJH | ISHARES TR | $7.7M | 3.70% | 99,873 | Trimmed |
| 8 | SPLG | SPDR SERIES TRUST | $6.8M | 3.28% | 77,729 | Added |
| 9 | DGRW | WISDOMTREE TR | $5.7M | 2.76% | 60,080 | Added |
| 10 | VO | VANGUARD INDEX FDS | $5.1M | 2.45% | 63,316 | Added |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $5.0M | 2.41% | 16,554 | Added |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $4.2M | 2.03% | 19,831 | Trimmed |
| 13 | VB | VANGUARD INDEX FDS | $4.0M | 1.93% | 13,274 | Added |
| 14 | SDY | SPDR SERIES TRUST | $4.0M | 1.92% | 26,212 | Added |
| 15 | SPSM | SPDR SERIES TRUST | $3.9M | 1.87% | 67,352 | Added |
| 16 | RWL | INVESCO EXCH TRADED FD TR II | $3.8M | 1.82% | 29,725 | Added |
| 17 | VCSH | VANGUARD SCOTTSDALE FDS | $2.8M | 1.35% | 35,521 | Added |
| 18 | MSFT | MICROSOFT CORP | $2.6M | 1.23% | 6,838 | Added |
| 19 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.5M | 1.19% | 27,589 | Trimmed |
| 20 | VOT | VANGUARD INDEX FDS | $2.5M | 1.19% | 8,059 | Trimmed |
| 21 | SPYG | SPDR SERIES TRUST | $2.4M | 1.16% | 20,339 | Trimmed |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $2.4M | 1.14% | 10,018 | Trimmed |
| 23 | LVHI | LEGG MASON ETF INVT | $2.3M | 1.08% | 55,485 | Added |
| 24 | SPMD | SPDR SERIES TRUST | $2.2M | 1.04% | 32,034 | Added |
| 25 | RIGS | ALPS ETF TR | $2.1M | 0.99% | 90,591 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30