Meridian Financial Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Meridian Financial Advisors, LLC reported 121 stock positions worth $142.5 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 7.1% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 6.9%) and iShares Core S&P 500 ETF (IVV, 6.0%). Compared with Q4 2024, it opened 9 new positions, sold out of 7, added to 47 and reduced 37. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +1%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HOLLISTON, MA
- CIK
- 0002032629
- Portfolio Value
- $142.5M (Q1 2025)
- SEC Filing
- 0002032629-25-000004 ↗ filed Apr 25, 2025
Holdings Value
Holdings 121 stocks · $142.5M
| SCHD Schwab US DVD Equity ETF | 7.11% | 362,375 | $10.1M | Add +1.1% |
| JPST JPMorgan Ultra-Short Income | 6.94% | 195,475 | $9.9M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 6.03% | 15,297 | $8.6M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 4.99% | 68,026 | $7.1M | Add +0.6% |
| DGRO iShares Core Dividend Growth | 4.97% | 114,573 | $7.1M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 4.84% | 118,103 | $6.9M | Add +0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.16% | 17,422 | $4.5M | Reduce -1.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.65% | 57,353 | $3.8M | Add +1.6% |
| RSP Invesco S&P 500 Equal Weight | 2.53% | 20,808 | $3.6M | Add +7.5% |
| SDY SS SPDR S&P Dividend ETF | 2.35% | 24,650 | $3.3M | Add +2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.17% | 13,928 | $3.1M | Reduce -0.8% |
| DGRW Wisdomtree U.S. Quality Divi | 2.10% | 37,476 | $3.0M | Add +2.7% |
| MSFT Microsoft Corp. | 1.88% | 7,137 | $2.7M | Reduce -1.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.84% | 64,208 | $2.6M | Add +3.7% |
| QQQM Invesco Nasdaq 100 ETF | 1.73% | 12,808 | $2.5M | Reduce -0.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.54% | 8,953 | $2.2M | Reduce -1.8% |
| RIGS Alps Strategic Income Fund | 1.46% | 90,045 | $2.1M | Add +2.7% |
| VIG Vanguard Dividend Apprec ETF | 1.41% | 10,350 | $2.0M | Add +0.3% |
| AAPL Apple Inc. | 1.33% | 8,552 | $1.9M | Reduce -1.4% |
| MDY State Street SPDR S&P Midcap | 1.25% | 3,343 | $1.8M | Reduce -3.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.19% | 21,512 | $1.7M | Add +5.9% |
| SPHQ Invesco S&P 500 Quality ETF | 1.19% | 25,524 | $1.7M | Add +3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.15% | 2,921 | $1.6M | Reduce -1.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.14% | 20,266 | $1.6M | Add +2.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.07% | 29,889 | $1.5M | Add +3.4% |
| MRK Merck & Co. Inc. | 1.03% | 16,395 | $1.5M | Add +0.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.03% | 5,811 | $1.5M | Add +0.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.99% | 47,096 | $1.4M | Add +27.3% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.82% | 14,987 | $1.2M | Add +2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.77% | 5,895 | $1.1M | Add +2.9% |
| DON Wisdomtree US Midcap Dividen | 0.74% | 21,385 | $1.1M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.70% | 5,230 | $995K | Reduce -0.4% |
| VCIT Vanguard Int-Term Corporate | 0.68% | 11,939 | $976K | Reduce -3.7% |
| SPLV Invesco S&P 500 Low Volatili | 0.68% | 13,008 | $972K | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.63% | 14,458 | $892K | Reduce -1.0% |
| SYLD Cambria Shareholder Yield Et | 0.61% | 13,696 | $874K | Add +0.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.60% | 7,139 | $855K | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.58% | 1,609 | $827K | Add +21.8% |
| NOBL Proshares S&P 500 Dividend A | 0.55% | 7,682 | $785K | Reduce -2.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.54% | 9,781 | $771K | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 0.53% | 3,095 | $759K | Reduce -0.5% |
| FBCG Fidelity Blue Chip Grow ETF | 0.51% | 18,029 | $721K | Reduce -3.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.49% | 4,357 | $699K | Add +0.1% |
| XLV SS Health Care Select Sector | 0.48% | 4,664 | $681K | Add +1.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.45% | 7,082 | $648K | Reduce -6.1% |
| WM Waste Management Inc. | 0.45% | 2,771 | $642K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.44% | 19,010 | $632K | Add +21.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 1,580 | $586K | Add +1.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.40% | 7,689 | $567K | Add +7.6% |
| IUSG iShares Core S&P U.S. Growth | 0.40% | 4,446 | $565K | Add +21.2% |
| SUSA iShares ESG Optimized MSCI U | 0.40% | 4,918 | $565K | Reduce -2.0% |
| VYM Vanguard High DVD Yield ETF | 0.39% | 4,315 | $556K | Add +6.8% |
| SCHM Schwab US Mid Cap ETF | 0.39% | 21,097 | $553K | Reduce -2.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.38% | 4,398 | $548K | Add +4.1% |
| FPXI First Trust International Eq | 0.38% | 11,578 | $545K | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 0.36% | 3,310 | $517K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.34% | 5,869 | $489K | Add +4.0% |
| JNJ Johnson & Johnson | 0.32% | 2,770 | $459K | No change |
| IDHQ Invesco S&P International DE | 0.32% | 15,260 | $457K | Add +0.2% |
| XLK SS Technology Select Sector | 0.32% | 2,199 | $454K | Reduce -1.6% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.31% | 5,763 | $444K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 1,779 | $442K | No change |
| LMT Lockheed Martin Corp. | 0.29% | 928 | $415K | No change |
| SPDG SS SPDR P S&P Sec N D ETF | 0.29% | 10,928 | $413K | Add +6.7% |
| XLF SS Financial Select Sector | 0.29% | 8,253 | $411K | Add +6.1% |
| GOOGL Alphabet Inc. Class A | 0.29% | 2,644 | $409K | Reduce -5.0% |
| MCD McDonald's Corp. | 0.29% | 1,302 | $407K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 759 | $404K | Reduce -1.8% |
| DIVB iShares Core Dividend ETF | 0.27% | 8,030 | $390K | Add +4.0% |
| SO The Southern Co. | 0.27% | 4,227 | $389K | Reduce -8.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.27% | 7,344 | $386K | Reduce -31.3% |
| EFA iShares MSCI Eafe ETF | 0.26% | 4,615 | $377K | Reduce -0.0% |
| RTX RTX Corp. | 0.26% | 2,819 | $373K | Reduce -1.7% |
| IHF iShares U.S. Healthcare Prov | 0.26% | 7,065 | $373K | No change |
| CVS CVS Health Corp. | 0.26% | 5,457 | $370K | No change |
| SYK Stryker Corp. | 0.26% | 991 | $369K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.25% | 4,366 | $362K | Add +10.6% |
| XMMO Invesco S&P Midcap Momentum | 0.25% | 3,150 | $358K | Reduce -3.1% |
| DIVI Franklin International Core | 0.25% | 10,743 | $350K | Add +4.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 1,360 | $350K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.24% | 982 | $346K | No change |
| RDDT Reddit Inc. Class A | 0.24% | 3,286 | $345K | New |
| VZ Verizon Communications Inc. | 0.24% | 7,547 | $342K | Add +1.1% |
| XLB SS Materials Select Sector | 0.24% | 3,927 | $338K | Reduce -2.5% |
| DSTL Distillate US Fundamental St | 0.24% | 6,200 | $336K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.23% | 5,070 | $322K | Add +0.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.22% | 3,858 | $320K | Add +3.0% |
| PG The Procter & Gamble Co. | 0.22% | 1,855 | $316K | No change |
| CVX Chevron Corp. | 0.22% | 1,860 | $311K | No change |
| JMUB JPMorgan Municipal ETF | 0.21% | 5,938 | $297K | No change |
| BALL Ball Corp. | 0.20% | 5,485 | $286K | No change |
| XLI SS Industrial Select Sector | 0.20% | 2,165 | $284K | Reduce -1.6% |
| KOMP SS SPDR S&P Kensho Ne Comp | 0.20% | 6,006 | $279K | Reduce -7.0% |
| XMLV Invesco S&P Midcap Low Volat | 0.20% | 4,511 | $278K | No change |
| D Dominion Energy Inc. | 0.19% | 4,747 | $266K | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.18% | 503 | $263K | No change |
| AGGY Wisdomtree Yield Enhanced US | 0.18% | 5,951 | $258K | Reduce -18.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.17% | 575 | $241K | No change |
| UTHR United Therapeutics Corp. | 0.17% | 780 | $240K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 4,723 | $240K | Reduce -6.0% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -1.4% | 1.88% | −0.23 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 6.03% | −0.21 |
| AAPL Apple Inc. | Reduce -1.4% | 1.33% | −0.17 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.8% | 2.17% | −0.16 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.16 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.16 |
| RWJ Invesco S&P Smallcap 600 | Sold out | 0.00% | −0.16 |
| XHE SS SPDR S&P HC Equip ETF | Sold out | 0.00% | −0.15 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.15 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.9% | 1.73% | −0.14 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −0.14 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -31.3% | 0.27% | −0.11 |
| MDY State Street SPDR S&P Midcap | Reduce -3.0% | 1.25% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.70% | −0.10 |
| FBCG Fidelity Blue Chip Grow ETF | Reduce -3.8% | 0.51% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -5.0% | 0.29% | −0.08 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.8% | 1.54% | −0.06 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -6.1% | 0.45% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 1.15% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.0% | 3.16% | −0.05 |
| XLK SS Technology Select Sector | Reduce -1.6% | 0.32% | −0.04 |
| AGGY Wisdomtree Yield Enhanced US | Reduce -18.6% | 0.18% | −0.04 |
| KOMP SS SPDR S&P Kensho Ne Comp | Reduce -7.0% | 0.20% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.7% | 0.39% | −0.03 |
| XMMO Invesco S&P Midcap Momentum | Reduce -3.1% | 0.25% | −0.03 |
| SUSA iShares ESG Optimized MSCI U | Reduce -2.0% | 0.40% | −0.03 |
| DON Wisdomtree US Midcap Dividen | Reduce -0.9% | 0.74% | −0.02 |
| FPXI First Trust International Eq | Reduce -3.7% | 0.38% | −0.01 |
| JMST JPM Ultra-Short Muni Income | Reduce -6.0% | 0.17% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -3.7% | 0.68% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -1.6% | 0.20% | −0.00 |
| XLB SS Materials Select Sector | Reduce -2.5% | 0.24% | +0.00 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -11.1% | 0.15% | +0.01 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.5% | 0.55% | +0.01 |
| SO The Southern Co. | Reduce -8.6% | 0.27% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.6% | 0.54% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 0.53% | +0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.0% | 0.26% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -1.0% | 0.63% | +0.03 |
| RTX RTX Corp. | Reduce -1.7% | 0.26% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 0.28% | +0.04 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -0.8% | 0.68% | +0.05 |
| DGRO iShares Core Dividend Growth | Reduce -0.7% | 4.97% | +0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHD Schwab US DVD Equity ETF | Add +1.1% | 7.11% | +0.34 |
| RDDT Reddit Inc. Class A | New | 0.24% | +0.24 |
| SPSB SS SPDR P St C Corp. ETF | Add +27.3% | 0.99% | +0.23 |
| JPST JPMorgan Ultra-Short Income | Add +1.2% | 6.94% | +0.22 |
| RSP Invesco S&P 500 Equal Weight | Add +7.5% | 2.53% | +0.19 |
| AEP American Electric Power | New | 0.17% | +0.17 |
| KO The Coca-Cola Co. | New | 0.16% | +0.16 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.16% | +0.16 |
| SDY SS SPDR S&P Dividend ETF | Add +2.7% | 2.35% | +0.16 |
| VEA Vanguard Ftse Developed ETF | New | 0.15% | +0.15 |
| V Visa Inc. Class A | New | 0.15% | +0.15 |
| VHT Vanguard Health Care ETF | New | 0.14% | +0.14 |
| KVUE Kenvue Inc. | New | 0.14% | +0.14 |
| LVHI Franklin International Low V | New | 0.14% | +0.14 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.9% | 1.19% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +21.8% | 0.58% | +0.09 |
| SPIB SS SPDR P Int C Corp. ETF | Add +21.2% | 0.44% | +0.09 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +7.6% | 0.40% | +0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Add +2.7% | 2.10% | +0.06 |
| RIGS Alps Strategic Income Fund | Add +2.7% | 1.46% | +0.06 |
| SPHQ Invesco S&P 500 Quality ETF | Add +3.8% | 1.19% | +0.05 |
| IUSG iShares Core S&P U.S. Growth | Add +21.2% | 0.40% | +0.04 |
| XLV SS Health Care Select Sector | Add +1.8% | 0.48% | +0.04 |
| VIGI Vanguard Int Div App Indx FD | Add +10.6% | 0.25% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +6.8% | 0.39% | +0.03 |
| VZ Verizon Communications Inc. | Add +1.1% | 0.24% | +0.03 |
| DIVI Franklin International Core | Add +4.2% | 0.25% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +12.8% | 0.17% | +0.03 |
| XLF SS Financial Select Sector | Add +6.1% | 0.29% | +0.03 |
| SPDG SS SPDR P S&P Sec N D ETF | Add +6.7% | 0.29% | +0.02 |
| IDHQ Invesco S&P International DE | Add +0.2% | 0.32% | +0.02 |
| DIVB iShares Core Dividend ETF | Add +4.0% | 0.27% | +0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Add +0.0% | 0.23% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 1.41% | +0.01 |
| D Dominion Energy Inc. | Add +0.8% | 0.19% | +0.01 |
| BSJQ Invesco Bulletshares 2026 HY | Add +4.6% | 0.15% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.2% | 0.15% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.1% | 0.49% | +0.00 |
| BAC Bank of America Corp. | Add +0.0% | 0.16% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +3.0% | 0.22% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +4.1% | 0.38% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +4.0% | 0.34% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.9% | 0.77% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.0% | 0.60% | −0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +3.4% | 1.07% | −0.02 |
| USB US Bancorp | Add +0.2% | 0.17% | −0.02 |
| SYLD Cambria Shareholder Yield Et | Add +0.4% | 0.61% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.0% | 0.41% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.6% | 2.65% | −0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +2.6% | 0.82% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 146 | $208.1M | IVV, SCHD, QQQ, JPST, DGRO |
| Q1 2026 | 141 | $183.0M | SCHD, JPST, IVV, DGRO, QQQ |
| Q4 2025 | 141 | $183.6M | JPST, IVV, SCHD, QQQ, DGRO |
| Q3 2025 | 140 | $177.5M | JPST, IVV, SCHD, QQQ, DGRO |
| Q2 2025 | 127 | $154.5M | JPST, SCHD, IVV, DGRO, IJR |
| Q1 2025 | 121 | $142.5M | SCHD, JPST, IVV, IJR, DGRO |
| Q4 2024 | 119 | $144.8M | SCHD, JPST, IVV, IJR, IJH |
| Q3 2024 | 126 | $149.7M | SCHD, JPST, IVV, IJR, IJH |
| Q2 2024 | 120 | $138.0M | JPST, SCHD, IVV, IJR, IJH |
| Q1 2024 | 121 | $134.0M | SCHD, JPST, IVV, IJR, IJH |