Meridian Financial Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Meridian Financial Advisors, LLC reported 141 stock positions worth $183.6 million. Its top holding was JPMorgan Ultra-Short Income (JPST) at 5.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.6%) and Schwab US DVD Equity ETF (SCHD, 5.2%). Compared with Q3 2025, it opened 6 new positions, sold out of 5, added to 63 and reduced 56. The biggest buy was Invesco S&P 500 Revenue ETF (RWL, shares +92%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- HOLLISTON, MA
- CIK
- 0002032629
- Portfolio Value
- $183.6M (Q4 2025)
- SEC Filing
- 0002032629-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 141 stocks · $183.6M
| JPST JPMorgan Ultra-Short Income | 5.62% | 204,135 | $10.3M | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 5.59% | 14,988 | $10.3M | Reduce -1.0% |
| SCHD Schwab US DVD Equity ETF | 5.21% | 349,101 | $9.6M | Reduce -3.8% |
| QQQ Invesco QQQ Trust Series 1 | 4.97% | 14,867 | $9.1M | Reduce -0.6% |
| DGRO iShares Core Dividend Growth | 4.66% | 123,169 | $8.6M | Add +2.0% |
| IJR iShares Core S&P Small-Cap E | 4.07% | 62,224 | $7.5M | Reduce -5.2% |
| IJH iShares Core S&P Midcap ETF | 3.86% | 107,518 | $7.1M | Reduce -4.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.11% | 71,179 | $5.7M | Add +11.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.61% | 16,538 | $4.8M | Reduce -5.2% |
| DGRW Wisdomtree U.S. Quality Divi | 2.40% | 49,228 | $4.4M | Add +12.0% |
| RSP Invesco S&P 500 Equal Weight | 2.19% | 20,980 | $4.0M | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 1.99% | 26,277 | $3.7M | Reduce -1.5% |
| QQQM Invesco Nasdaq 100 ETF | 1.96% | 14,223 | $3.6M | Add +3.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.92% | 13,645 | $3.5M | Reduce -1.6% |
| MSFT Microsoft Corp. | 1.89% | 7,177 | $3.5M | Reduce -0.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.65% | 64,722 | $3.0M | Reduce -1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.43% | 32,870 | $2.6M | Add +15.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.34% | 8,802 | $2.5M | Reduce -1.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.24% | 21,407 | $2.3M | Reduce -2.9% |
| VIG Vanguard Dividend Apprec ETF | 1.24% | 10,322 | $2.3M | Reduce -0.6% |
| RIGS Alps Strategic Income Fund | 1.17% | 93,379 | $2.2M | Add +0.1% |
| SPHQ Invesco S&P 500 Quality ETF | 1.13% | 27,680 | $2.1M | Add +3.5% |
| RWL Invesco S&P 500 Revenue ETF | 1.09% | 17,439 | $2.0M | Add +92.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 2,833 | $1.9M | No change |
| AAPL Apple Inc. | 1.04% | 7,004 | $1.9M | Reduce -1.3% |
| MDY State Street SPDR S&P Midcap | 1.03% | 3,123 | $1.9M | Reduce -2.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.98% | 31,179 | $1.8M | Reduce -0.7% |
| SPSB SS SPDR P St C Corp. ETF | 0.95% | 58,060 | $1.8M | Add +2.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.90% | 5,492 | $1.7M | Reduce -3.5% |
| MRK Merck & Co. Inc. | 0.89% | 15,581 | $1.6M | Reduce -2.6% |
| LVHI Franklin International Low V | 0.78% | 38,808 | $1.4M | Add +42.9% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.70% | 14,171 | $1.3M | Reduce -2.6% |
| SCHF Schwab Intl Equity ETF | 0.69% | 52,978 | $1.3M | Add +69.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.69% | 6,006 | $1.3M | Reduce -2.0% |
| VOO Vanguard S&P 500 ETF | 0.67% | 1,964 | $1.2M | Add +0.3% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.61% | 44,034 | $1.1M | Add +112.7% |
| AMZN Amazon.com Inc. | 0.60% | 4,791 | $1.1M | Reduce -7.9% |
| IUSG iShares Core S&P U.S. Growth | 0.59% | 6,506 | $1.1M | Add +8.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.58% | 15,011 | $1.1M | Add +2.7% |
| DON Wisdomtree US Midcap Dividen | 0.57% | 20,113 | $1.0M | Reduce -2.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.56% | 24,015 | $1.0M | Add +8.7% |
| VCIT Vanguard Int-Term Corporate | 0.55% | 12,129 | $1.0M | Add +1.9% |
| JEPI JPMorgan Equity Premium Inco | 0.54% | 17,250 | $987K | Add +64.3% |
| CSCO Cisco Systems Inc. | 0.53% | 12,667 | $976K | Reduce -3.5% |
| FBCG Fidelity Blue Chip Grow ETF | 0.52% | 17,309 | $949K | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 0.50% | 2,865 | $923K | Reduce -7.4% |
| SPIB SS SPDR P Int C Corp. ETF | 0.49% | 26,732 | $904K | Add +15.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.48% | 9,746 | $877K | Add +1.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.46% | 6,487 | $854K | Reduce -2.3% |
| SYLD Cambria Shareholder Yield Et | 0.43% | 11,487 | $799K | Reduce -8.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.43% | 1,616 | $788K | Reduce -3.1% |
| NOBL Proshares S&P 500 Dividend A | 0.43% | 7,536 | $784K | Add +0.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.42% | 4,304 | $763K | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.41% | 2,405 | $755K | Reduce -2.4% |
| XLK SS Technology Select Sector | 0.38% | 4,861 | $700K | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 0.36% | 2,131 | $667K | Add +1.0% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.35% | 6,355 | $651K | Reduce -8.9% |
| VYM Vanguard High DVD Yield ETF | 0.34% | 4,372 | $627K | Reduce -8.3% |
| IDHQ Invesco S&P International DE | 0.34% | 17,621 | $619K | Add +0.1% |
| XLV SS Health Care Select Sector | 0.33% | 3,933 | $609K | Add +0.8% |
| SUSA iShares ESG Optimized MSCI U | 0.33% | 4,300 | $599K | No change |
| WM Waste Management Inc. | 0.31% | 2,571 | $565K | No change |
| XLF SS Financial Select Sector | 0.30% | 10,126 | $555K | Add +3.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.30% | 3,877 | $547K | Reduce -6.1% |
| IEMG iShares Core MSCI Emerging | 0.30% | 8,125 | $546K | New |
| FALN iShares Fallen Angels ETF | 0.29% | 19,417 | $530K | Add +131.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.29% | 9,777 | $527K | Add +17.8% |
| RDDT Reddit Inc. Class A | 0.29% | 2,278 | $524K | No change |
| XMMO Invesco S&P Midcap Momentum | 0.28% | 3,775 | $523K | Add +7.9% |
| DIVI Franklin International Core | 0.28% | 13,374 | $520K | Add +4.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 1,738 | $515K | Reduce -2.3% |
| FPXI First Trust International Eq | 0.27% | 8,460 | $500K | Reduce -11.8% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.27% | 5,763 | $488K | No change |
| SPDG SS SPDR P S&P Sec N D ETF | 0.26% | 11,837 | $483K | Reduce -2.9% |
| RTX RTX Corp. | 0.26% | 2,599 | $477K | Add +1.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 978 | $458K | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.25% | 2,215 | $458K | Reduce -10.4% |
| LMT Lockheed Martin Corp. | 0.24% | 928 | $449K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.24% | 4,633 | $449K | Reduce -13.5% |
| EFA iShares MSCI Eafe ETF | 0.24% | 4,648 | $446K | Add +0.3% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.24% | 17,349 | $439K | Add +30.4% |
| DIVB iShares Core Dividend ETF | 0.23% | 7,966 | $423K | Add +0.1% |
| SCHM Schwab US Mid Cap ETF | 0.23% | 13,839 | $416K | Reduce -2.2% |
| DSTL Distillate US Fundamental St | 0.22% | 7,000 | $412K | Add +1.4% |
| SCHG Schwab US Large-Cap Growth | 0.22% | 12,488 | $407K | Add +72.2% |
| VIGI Vanguard Int Div App Indx FD | 0.22% | 4,400 | $402K | Add +0.1% |
| MCD McDonald's Corp. | 0.22% | 1,315 | $402K | Add +1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.22% | 1,260 | $397K | Reduce -7.3% |
| HFSI Hartfor Strateg Income ETF-U | 0.21% | 10,950 | $389K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 759 | $382K | No change |
| XLB SS Materials Select Sector | 0.20% | 8,184 | $371K | No change |
| SO The Southern Co. | 0.20% | 4,227 | $369K | No change |
| SPMO Invesco S&P 500 Momentum ETF | 0.20% | 3,085 | $368K | Add +29.4% |
| SYK Stryker Corp. | 0.19% | 996 | $350K | Add +0.5% |
| JMUB JPMorgan Municipal ETF | 0.19% | 6,892 | $348K | Add +16.1% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.19% | 3,686 | $347K | Reduce -5.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.19% | 4,474 | $347K | Reduce -4.2% |
| XLI SS Industrial Select Sector | 0.19% | 2,198 | $341K | Add +4.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.18% | 7,578 | $337K | Add +8.0% |
| UTHR United Therapeutics Corp. | 0.18% | 690 | $336K | Reduce -11.5% |
Portfolio Sells Q3 2025 → Q4 2025
| SCHD Schwab US DVD Equity ETF | Reduce -3.8% | 5.21% | −0.36 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.2% | 4.07% | −0.32 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.8% | 3.86% | −0.29 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.2% | 5.62% | −0.28 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.2% | 2.61% | −0.27 |
| MSFT Microsoft Corp. | Reduce -0.9% | 1.89% | −0.22 |
| KOMP SS SPDR S&P Kensho Ne Comp | Sold out | 0.00% | −0.16 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.1% | 1.34% | −0.13 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.12 |
| IHF iShares U.S. Healthcare Prov | Sold out | 0.00% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -1.0% | 5.59% | −0.12 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.12 |
| SCHY Schwab International DVD ETF | Sold out | 0.00% | −0.11 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.5% | 1.99% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 4.97% | −0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.6% | 1.92% | −0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.4% | 1.65% | −0.06 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -8.9% | 0.35% | −0.06 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -12.1% | 0.16% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.9% | 1.24% | −0.05 |
| FPXI First Trust International Eq | Reduce -11.8% | 0.27% | −0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -3.5% | 0.90% | −0.05 |
| SYLD Cambria Shareholder Yield Et | Reduce -8.1% | 0.43% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -7.4% | 0.50% | −0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -13.5% | 0.24% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -2.0% | 1.03% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -7.9% | 0.60% | −0.04 |
| DON Wisdomtree US Midcap Dividen | Reduce -2.0% | 0.57% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -8.3% | 0.34% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -9.1% | 0.15% | −0.03 |
| CVS CVS Health Corp. | Reduce -16.8% | 0.17% | −0.03 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -6.1% | 0.30% | −0.03 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.7% | 0.98% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.0% | 0.69% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 1.24% | −0.03 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -2.6% | 0.70% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.4% | 0.25% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.1% | 0.43% | −0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.3% | 0.46% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -7.3% | 0.22% | −0.02 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -5.6% | 0.19% | −0.02 |
| DUK Duke Energy Corp. | Reduce -2.5% | 0.12% | −0.01 |
| SPDG SS SPDR P S&P Sec N D ETF | Reduce -2.9% | 0.26% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.3% | 0.42% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -4.2% | 0.19% | −0.01 |
| BALL Ball Corp. | Reduce -8.7% | 0.14% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.2% | 0.23% | −0.01 |
| JNJ Johnson & Johnson | Reduce -10.4% | 0.25% | −0.01 |
| FBCG Fidelity Blue Chip Grow ETF | Reduce -0.4% | 0.52% | −0.01 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -2.6% | 0.12% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| RWL Invesco S&P 500 Revenue ETF | Add +92.4% | 1.09% | +0.52 |
| ICLO Invesco Aaa Clo F/R Note ETF | Add +112.7% | 0.61% | +0.31 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +11.9% | 3.11% | +0.30 |
| IEMG iShares Core MSCI Emerging | New | 0.30% | +0.30 |
| SCHF Schwab Intl Equity ETF | Add +69.3% | 0.69% | +0.28 |
| LVHI Franklin International Low V | Add +42.9% | 0.78% | +0.25 |
| HFSI Hartfor Strateg Income ETF-U | New | 0.21% | +0.21 |
| JEPI JPMorgan Equity Premium Inco | Add +64.3% | 0.54% | +0.20 |
| DGRW Wisdomtree U.S. Quality Divi | Add +12.0% | 2.40% | +0.19 |
| IDMO Invesco S&P International DE | New | 0.18% | +0.18 |
| FALN iShares Fallen Angels ETF | Add +131.8% | 0.29% | +0.16 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +15.5% | 1.43% | +0.15 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.12% | +0.12 |
| CB Chubb Ltd. | New | 0.11% | +0.11 |
| IEV iShares Europe ETF | New | 0.11% | +0.11 |
| SCHG Schwab US Large-Cap Growth | Add +72.2% | 0.22% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 0.36% | +0.07 |
| SPIB SS SPDR P Int C Corp. ETF | Add +15.3% | 0.49% | +0.05 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +30.4% | 0.24% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Add +3.4% | 1.96% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +29.4% | 0.20% | +0.04 |
| IUSG iShares Core S&P U.S. Growth | Add +8.0% | 0.59% | +0.04 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +17.8% | 0.29% | +0.03 |
| ANGL Vaneck Fallen Angel High YLD | Add +28.1% | 0.17% | +0.03 |
| DGRO iShares Core Dividend Growth | Add +2.0% | 4.66% | +0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Add +3.5% | 1.13% | +0.03 |
| XLV SS Health Care Select Sector | Add +0.8% | 0.33% | +0.03 |
| JMUB JPMorgan Municipal ETF | Add +16.1% | 0.19% | +0.02 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +1.2% | 0.48% | +0.02 |
| XMMO Invesco S&P Midcap Momentum | Add +7.9% | 0.28% | +0.02 |
| RTX RTX Corp. | Add +1.2% | 0.26% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +8.7% | 0.56% | +0.02 |
| DIVI Franklin International Core | Add +4.7% | 0.28% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +8.0% | 0.18% | +0.01 |
| AVGO Broadcom Inc. | Add +6.0% | 0.18% | +0.01 |
| MS Morgan Stanley | Add +1.5% | 0.14% | +0.01 |
| USB US Bancorp | Add +0.2% | 0.16% | +0.01 |
| RWJ Invesco S&P Smallcap 600 | Add +9.9% | 0.15% | +0.01 |
| XLK SS Technology Select Sector | Add +3.2% | 0.38% | +0.01 |
| NVDA Nvidia Corp. | Add +8.5% | 0.13% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.4% | 0.13% | +0.01 |
| XLF SS Financial Select Sector | Add +3.5% | 0.30% | +0.01 |
| PPA Invesco Aerospace & Defense | Add +5.9% | 0.15% | +0.00 |
| KO The Coca-Cola Co. | Add +1.5% | 0.12% | +0.00 |
| IDHQ Invesco S&P International DE | Add +0.1% | 0.34% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +1.6% | 0.15% | +0.00 |
| XLI SS Industrial Select Sector | Add +4.8% | 0.19% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +0.3% | 0.24% | −0.00 |
| DSTL Distillate US Fundamental St | Add +1.4% | 0.22% | −0.00 |
| AEP American Electric Power | Add +0.2% | 0.14% | −0.00 |
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 |