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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $134.0M Q1 2024 Q2 2024: $138.0M Q2 2024 Q3 2024: $149.7M Q3 2024 Q4 2024: $144.8M Q4 2024 Q1 2025: $142.5M Q1 2025 Q2 2025: $154.5M Q2 2025 Q3 2025: $177.5M Q3 2025 Q4 2025: $183.6M $183.6M Q4 2025 Q1 2026: $183.0M Q1 2026 Q2 2026: $208.1M Q2 2026

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%
IDMO Invesco S&P International DE 0.18% 6,050 $336K New
AVGO Broadcom Inc. 0.18% 943 $326K Add +6.0%
CVS CVS Health Corp. 0.17% 4,034 $320K Reduce -16.8%
ANGL Vaneck Fallen Angel High YLD 0.17% 10,686 $314K Add +28.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.17% 5,960 $304K Add +0.3%
USB US Bancorp 0.16% 5,465 $292K Add +0.2%
ALNY Alnylam Pharmaceuticals Inc. 0.16% 728 $289K Reduce -12.1%
V Visa Inc. Class A 0.16% 813 $285K Reduce -1.3%
CVX Chevron Corp. 0.15% 1,860 $283K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.15% 5,151 $283K Reduce -3.7%
VEA Vanguard Ftse Developed ETF 0.15% 4,524 $283K Add +1.6%
PPA Invesco Aerospace & Defense 0.15% 1,800 $282K Add +5.9%
ORCL Oracle Corp. 0.15% 1,433 $279K Add +2.7%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.15% 575 $276K No change
XMLV Invesco S&P Midcap Low Volat 0.15% 4,411 $275K No change
D Dominion Energy Inc. 0.15% 4,656 $273K Add +0.8%
VZ Verizon Communications Inc. 0.15% 6,694 $273K Reduce -9.1%
RWJ Invesco S&P Smallcap 600 0.15% 5,505 $268K Add +9.9%
BALL Ball Corp. 0.14% 5,010 $265K Reduce -8.7%
AGGY Wisdomtree Yield Enhanced US 0.14% 5,832 $257K Add +1.0%
ABBV Abbvie Inc. 0.14% 1,122 $256K Add +1.5%
MS Morgan Stanley 0.14% 1,423 $253K Add +1.5%
AEP American Electric Power 0.14% 2,181 $251K Add +0.2%
PG The Procter & Gamble Co. 0.14% 1,755 $251K No change
XLC SS Comm Select Sector SPDR 0.13% 2,100 $247K No change
NEE Nextera Energy Inc. 0.13% 3,044 $244K Add +1.4%
NVDA Nvidia Corp. 0.13% 1,301 $243K Add +8.5%
XLE SS Energy Select Sector 0.13% 5,364 $240K No change
BLOK Amplify Blockchain Tech ETF 0.13% 4,060 $231K Add +7.5%
XAR SS SPDR S&P Aerospace Def 0.12% 950 $229K Reduce -3.1%
KO The Coca-Cola Co. 0.12% 3,265 $228K Add +1.5%
CYTK Cytokinetics Inc. 0.12% 3,583 $228K Reduce -13.0%
AVY Avery Dennison Corp. 0.12% 1,231 $224K Reduce -7.5%
DUK Duke Energy Corp. 0.12% 1,908 $224K Reduce -2.5%
REGL Prshrs S&P Mid 400 DVD Arist 0.12% 2,631 $222K Add +0.1%
EFAV iShares MSCI Eafe Min Vol Fa 0.12% 2,568 $221K Add +0.3%
IWF iShares Russell 1000 Growth 0.12% 458 $217K No change
BSJQ Invesco Bulletshares 2026 HY 0.12% 9,219 $215K Reduce -2.6%
CIBR First Trust Nasdaq Cybersecu 0.12% 2,993 $214K New
CB Chubb Ltd. 0.11% 661 $206K New
IEV iShares Europe ETF 0.11% 2,930 $201K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 146$208.1MIVV, SCHD, QQQ, JPST, DGRO
Q1 2026 141$183.0MSCHD, JPST, IVV, DGRO, QQQ
Q4 2025 141$183.6MJPST, IVV, SCHD, QQQ, DGRO
Q3 2025 140$177.5MJPST, IVV, SCHD, QQQ, DGRO
Q2 2025 127$154.5MJPST, SCHD, IVV, DGRO, IJR
Q1 2025 121$142.5MSCHD, JPST, IVV, IJR, DGRO
Q4 2024 119$144.8MSCHD, JPST, IVV, IJR, IJH
Q3 2024 126$149.7MSCHD, JPST, IVV, IJR, IJH
Q2 2024 120$138.0MJPST, SCHD, IVV, IJR, IJH
Q1 2024 121$134.0MSCHD, JPST, IVV, IJR, IJH