Meridian Financial Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Meridian Financial Advisors, LLC reported 140 stock positions worth $177.5 million. Its top holding was JPMorgan Ultra-Short Income (JPST) at 5.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.7%) and Schwab US DVD Equity ETF (SCHD, 5.6%). Compared with Q2 2025, it opened 14 new positions, sold out of 1, added to 51 and reduced 45. The biggest buy was a new position in Invesco QQQ Trust Series 1 (QQQ) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- HOLLISTON, MA
- CIK
- 0002032629
- Portfolio Value
- $177.5M (Q3 2025)
- SEC Filing
- 0002032629-25-000009 ↗ filed Oct 20, 2025
Holdings Value
Holdings 140 stocks · $177.5M
| JPST JPMorgan Ultra-Short Income | 5.90% | 206,584 | $10.5M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 5.71% | 15,142 | $10.1M | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 5.58% | 362,794 | $9.9M | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 5.06% | 14,962 | $9.0M | New |
| DGRO iShares Core Dividend Growth | 4.63% | 120,706 | $8.2M | Add +2.3% |
| IJR iShares Core S&P Small-Cap E | 4.39% | 65,646 | $7.8M | Reduce -3.2% |
| IJH iShares Core S&P Midcap ETF | 4.15% | 112,923 | $7.4M | Reduce -4.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.89% | 17,437 | $5.1M | Reduce -0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.81% | 63,611 | $5.0M | Add +6.5% |
| RSP Invesco S&P 500 Equal Weight | 2.24% | 20,949 | $4.0M | Reduce -2.9% |
| DGRW Wisdomtree U.S. Quality Divi | 2.20% | 43,957 | $3.9M | Add +9.2% |
| MSFT Microsoft Corp. | 2.11% | 7,245 | $3.8M | Add +2.4% |
| SDY SS SPDR S&P Dividend ETF | 2.10% | 26,672 | $3.7M | Add +1.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.99% | 13,862 | $3.5M | Reduce -0.8% |
| QQQM Invesco Nasdaq 100 ETF | 1.91% | 13,755 | $3.4M | Add +3.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.71% | 65,651 | $3.0M | Add +0.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.47% | 8,898 | $2.6M | Reduce -1.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.30% | 22,044 | $2.3M | Reduce -0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.28% | 28,453 | $2.3M | Add +21.2% |
| VIG Vanguard Dividend Apprec ETF | 1.26% | 10,379 | $2.2M | Add +0.3% |
| RIGS Alps Strategic Income Fund | 1.22% | 93,236 | $2.2M | Add +1.4% |
| SPHQ Invesco S&P 500 Quality ETF | 1.10% | 26,753 | $2.0M | Add +2.0% |
| MDY State Street SPDR S&P Midcap | 1.07% | 3,186 | $1.9M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 2,833 | $1.9M | No change |
| AAPL Apple Inc. | 1.02% | 7,095 | $1.8M | Reduce -8.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.01% | 31,389 | $1.8M | Add +1.6% |
| SPSB SS SPDR P St C Corp. ETF | 0.97% | 56,843 | $1.7M | Add +8.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.95% | 5,692 | $1.7M | Reduce -2.4% |
| MRK Merck & Co. Inc. | 0.76% | 15,995 | $1.3M | Reduce -1.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.73% | 14,557 | $1.3M | Reduce -3.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.72% | 6,126 | $1.3M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.68% | 1,959 | $1.2M | Add +4.0% |
| AMZN Amazon.com Inc. | 0.64% | 5,200 | $1.1M | Reduce -0.9% |
| SPLV Invesco S&P 500 Low Volatili | 0.60% | 14,610 | $1.1M | Add +4.3% |
| DON Wisdomtree US Midcap Dividen | 0.60% | 20,516 | $1.1M | Reduce -1.3% |
| RWL Invesco S&P 500 Revenue ETF | 0.57% | 9,066 | $1.0M | New |
| VCIT Vanguard Int-Term Corporate | 0.56% | 11,905 | $1.0M | Reduce -0.8% |
| IUSG iShares Core S&P U.S. Growth | 0.56% | 6,027 | $992K | Add +13.1% |
| JPM JPMorgan Chase & Co. | 0.55% | 3,095 | $976K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.54% | 11,051 | $964K | Add +6.2% |
| LVHI Franklin International Low V | 0.53% | 27,159 | $944K | Add +74.4% |
| FBCG Fidelity Blue Chip Grow ETF | 0.53% | 17,379 | $933K | No change |
| CSCO Cisco Systems Inc. | 0.51% | 13,120 | $898K | Reduce -5.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.48% | 6,637 | $861K | Reduce -5.3% |
| SYLD Cambria Shareholder Yield Et | 0.48% | 12,493 | $858K | Reduce -8.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.46% | 9,628 | $815K | Add +0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 1,667 | $800K | Add +4.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.44% | 23,195 | $786K | Add +4.9% |
| NOBL Proshares S&P 500 Dividend A | 0.44% | 7,535 | $777K | Reduce -9.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.43% | 4,361 | $761K | Reduce -3.2% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.41% | 6,974 | $732K | Reduce -2.9% |
| SCHF Schwab Intl Equity ETF | 0.41% | 31,300 | $729K | Add +70.7% |
| VYM Vanguard High DVD Yield ETF | 0.38% | 4,769 | $672K | Add +3.7% |
| XLK SS Technology Select Sector | 0.37% | 2,356 | $664K | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.34% | 2,465 | $600K | Reduce -2.0% |
| JEPI JPMorgan Equity Premium Inco | 0.34% | 10,499 | $599K | Add +115.1% |
| IDHQ Invesco S&P International DE | 0.33% | 17,601 | $592K | Add +11.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.33% | 4,128 | $584K | Reduce -8.0% |
| SUSA iShares ESG Optimized MSCI U | 0.33% | 4,300 | $583K | Reduce -8.9% |
| FPXI First Trust International Eq | 0.32% | 9,590 | $575K | Reduce -15.8% |
| WM Waste Management Inc. | 0.32% | 2,571 | $568K | No change |
| XLV SS Health Care Select Sector | 0.31% | 3,901 | $543K | Reduce -18.8% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.30% | 20,700 | $530K | New |
| XLF SS Financial Select Sector | 0.30% | 9,779 | $527K | Add +9.7% |
| RDDT Reddit Inc. Class A | 0.30% | 2,278 | $524K | Reduce -29.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.29% | 5,354 | $513K | Reduce -9.9% |
| GOOGL Alphabet Inc. Class A | 0.29% | 2,109 | $513K | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 1,779 | $502K | No change |
| SPDG SS SPDR P S&P Sec N D ETF | 0.28% | 12,192 | $490K | Reduce -2.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.27% | 982 | $482K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.27% | 5,763 | $481K | No change |
| DIVI Franklin International Core | 0.27% | 12,774 | $477K | Add +9.1% |
| XMMO Invesco S&P Midcap Momentum | 0.27% | 3,500 | $473K | Add +11.1% |
| LMT Lockheed Martin Corp. | 0.26% | 928 | $463K | No change |
| JNJ Johnson & Johnson | 0.26% | 2,473 | $459K | Reduce -5.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.25% | 8,299 | $449K | Add +3.9% |
| EFA iShares MSCI Eafe ETF | 0.24% | 4,632 | $432K | No change |
| RTX RTX Corp. | 0.24% | 2,569 | $430K | Reduce -8.9% |
| SCHM Schwab US Mid Cap ETF | 0.24% | 14,153 | $419K | Reduce -9.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.24% | 1,360 | $419K | No change |
| DIVB iShares Core Dividend ETF | 0.23% | 7,957 | $416K | Add +1.5% |
| SO The Southern Co. | 0.23% | 4,227 | $401K | No change |
| DSTL Distillate US Fundamental St | 0.23% | 6,900 | $400K | No change |
| MCD McDonald's Corp. | 0.22% | 1,302 | $396K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.22% | 4,396 | $394K | Add +0.1% |
| ORCL Oracle Corp. | 0.22% | 1,395 | $392K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 759 | $382K | No change |
| ALNY Alnylam Pharmaceuticals Inc. | 0.21% | 828 | $378K | Add +3.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.21% | 3,906 | $368K | Reduce -3.1% |
| XLB SS Materials Select Sector | 0.21% | 4,092 | $367K | Add +4.2% |
| SYK Stryker Corp. | 0.21% | 991 | $366K | No change |
| CVS CVS Health Corp. | 0.21% | 4,847 | $365K | Reduce -11.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.20% | 4,672 | $358K | Reduce -7.9% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.19% | 13,301 | $341K | Add +19.6% |
| UTHR United Therapeutics Corp. | 0.18% | 780 | $327K | No change |
| VZ Verizon Communications Inc. | 0.18% | 7,362 | $324K | Add +1.0% |
| XLI SS Industrial Select Sector | 0.18% | 2,097 | $323K | Reduce -3.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 5,944 | $303K | Add +11.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.17% | 7,018 | $300K | Add +11.0% |
| JMUB JPMorgan Municipal ETF | 0.17% | 5,938 | $300K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| SCHD Schwab US DVD Equity ETF | Reduce -0.4% | 5.58% | −0.67 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.3% | 4.15% | −0.58 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.2% | 4.39% | −0.40 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.9% | 2.24% | −0.30 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.3% | 2.89% | −0.28 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.0% | 1.47% | −0.18 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.8% | 1.99% | −0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.14 |
| MDY State Street SPDR S&P Midcap | Reduce -1.8% | 1.07% | −0.12 |
| CSCO Cisco Systems Inc. | Reduce -5.4% | 0.51% | −0.12 |
| XLV SS Health Care Select Sector | Reduce -18.8% | 0.31% | −0.11 |
| NOBL Proshares S&P 500 Dividend A | Reduce -9.6% | 0.44% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.64% | −0.10 |
| FPXI First Trust International Eq | Reduce -15.8% | 0.32% | −0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.4% | 0.95% | −0.09 |
| SYLD Cambria Shareholder Yield Et | Reduce -8.4% | 0.48% | −0.09 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.8% | 0.56% | −0.08 |
| IHF iShares U.S. Healthcare Prov | Reduce -31.9% | 0.12% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -1.8% | 0.76% | −0.08 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -5.3% | 0.48% | −0.08 |
| DON Wisdomtree US Midcap Dividen | Reduce -1.3% | 0.60% | −0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.3% | 1.30% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.4% | 0.72% | −0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -9.9% | 0.29% | −0.06 |
| SUSA iShares ESG Optimized MSCI U | Reduce -8.9% | 0.33% | −0.06 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -8.0% | 0.33% | −0.06 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -3.9% | 0.73% | −0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.2% | 0.43% | −0.05 |
| SCHM Schwab US Mid Cap ETF | Reduce -9.0% | 0.24% | −0.05 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -2.9% | 0.41% | −0.04 |
| KOMP SS SPDR S&P Kensho Ne Comp | Reduce -21.7% | 0.16% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -5.4% | 0.15% | −0.04 |
| SPDG SS SPDR P S&P Sec N D ETF | Reduce -2.5% | 0.28% | −0.04 |
| CVS CVS Health Corp. | Reduce -11.2% | 0.21% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -7.9% | 0.20% | −0.04 |
| AGGY Wisdomtree Yield Enhanced US | Reduce -4.0% | 0.14% | −0.03 |
| XLI SS Industrial Select Sector | Reduce -3.1% | 0.18% | −0.02 |
| RTX RTX Corp. | Reduce -8.9% | 0.24% | −0.02 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -3.1% | 0.21% | −0.02 |
| XMLV Invesco S&P Midcap Low Volat | Reduce -2.2% | 0.16% | −0.02 |
| RDDT Reddit Inc. Class A | Reduce -29.7% | 0.30% | −0.02 |
| BAC Bank of America Corp. | Reduce -0.0% | 0.16% | −0.01 |
| AAPL Apple Inc. | Reduce -8.1% | 1.02% | −0.01 |
| AVGO Broadcom Inc. | Reduce -5.3% | 0.17% | −0.00 |
| JNJ Johnson & Johnson | Reduce -5.5% | 0.26% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 0.34% | +0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| QQQ Invesco QQQ Trust Series 1 | New | 5.06% | +5.06 |
| RWL Invesco S&P 500 Revenue ETF | New | 0.57% | +0.57 |
| ICLO Invesco Aaa Clo F/R Note ETF | New | 0.30% | +0.30 |
| LVHI Franklin International Low V | Add +74.4% | 0.53% | +0.20 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.16% | +0.16 |
| JEPI JPMorgan Equity Premium Inco | Add +115.1% | 0.34% | +0.16 |
| SCHF Schwab Intl Equity ETF | Add +70.7% | 0.41% | +0.15 |
| BLOK Amplify Blockchain Tech ETF | New | 0.14% | +0.14 |
| XLE SS Energy Select Sector | New | 0.13% | +0.13 |
| FALN iShares Fallen Angels ETF | New | 0.13% | +0.13 |
| SCHG Schwab US Large-Cap Growth | New | 0.13% | +0.13 |
| CYTK Cytokinetics Inc. | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | New | 0.13% | +0.13 |
| MS Morgan Stanley | New | 0.13% | +0.13 |
| IWF iShares Russell 1000 Growth | New | 0.12% | +0.12 |
| IJS iShares S&P Small-Cap 600 Va | New | 0.12% | +0.12 |
| SCHY Schwab International DVD ETF | New | 0.11% | +0.11 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +21.2% | 1.28% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 0.29% | +0.05 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +3.5% | 0.21% | +0.04 |
| IUSG iShares Core S&P U.S. Growth | Add +13.1% | 0.56% | +0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Add +9.2% | 2.20% | +0.02 |
| V Visa Inc. Class A | Add +37.3% | 0.16% | +0.02 |
| PPA Invesco Aerospace & Defense | Add +13.3% | 0.15% | +0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +19.6% | 0.19% | +0.01 |
| XMMO Invesco S&P Midcap Momentum | Add +11.1% | 0.27% | +0.00 |
| ANGL Vaneck Fallen Angel High YLD | Add +16.3% | 0.14% | +0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +11.0% | 0.17% | +0.00 |
| RWJ Invesco S&P Smallcap 600 | Add +2.0% | 0.14% | −0.00 |
| DIVI Franklin International Core | Add +9.1% | 0.27% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +6.5% | 2.81% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.3% | 0.45% | −0.00 |
| IDHQ Invesco S&P International DE | Add +11.5% | 0.33% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +6.3% | 0.15% | −0.00 |
| JMST JPM Ultra-Short Muni Income | Add +11.3% | 0.17% | −0.01 |
| XLF SS Financial Select Sector | Add +9.7% | 0.30% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +6.2% | 0.54% | −0.01 |
| AEP American Electric Power | Add +0.2% | 0.14% | −0.01 |
| D Dominion Energy Inc. | Add +0.8% | 0.16% | −0.01 |
| XLK SS Technology Select Sector | Add +0.5% | 0.37% | −0.01 |
| USB US Bancorp | Add +0.1% | 0.15% | −0.01 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +0.2% | 0.13% | −0.01 |
| XLB SS Materials Select Sector | Add +4.2% | 0.21% | −0.02 |
| VOO Vanguard S&P 500 ETF | Add +4.0% | 0.68% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Add +3.7% | 0.38% | −0.02 |
| DIVB iShares Core Dividend ETF | Add +1.5% | 0.23% | −0.02 |
| VZ Verizon Communications Inc. | Add +1.0% | 0.18% | −0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +3.9% | 0.25% | −0.02 |
| KO The Coca-Cola Co. | Add +0.0% | 0.12% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Add +3.9% | 1.91% | −0.03 |
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 |