Meridian Financial Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Meridian Financial Advisors, LLC reported 141 stock positions worth $183.0 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 5.7% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 5.5%) and iShares Core S&P 500 ETF (IVV, 5.3%). Compared with Q4 2025, it opened 6 new positions, sold out of 6, added to 41 and reduced 62. The biggest buy was Invesco S&P 500 Revenue ETF (RWL, shares +36%) and the biggest sale Microsoft (MSFT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- HOLLISTON, MA
- CIK
- 0002032629
- Portfolio Value
- $183.0M (Q1 2026)
- SEC Filing
- 0002032629-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 141 stocks · $183.0M
| SCHD Schwab US DVD Equity ETF | 5.69% | 339,426 | $10.4M | Reduce -2.8% |
| JPST JPMorgan Ultra-Short Income | 5.54% | 200,245 | $10.1M | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 5.35% | 14,985 | $9.8M | Reduce -0.0% |
| DGRO iShares Core Dividend Growth | 4.73% | 123,381 | $8.7M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 4.51% | 14,293 | $8.2M | Reduce -3.9% |
| IJR iShares Core S&P Small-Cap E | 3.99% | 58,752 | $7.3M | Reduce -5.6% |
| IJH iShares Core S&P Midcap ETF | 3.77% | 102,205 | $6.9M | Reduce -4.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.11% | 74,249 | $5.7M | Add +4.3% |
| DGRW Wisdomtree U.S. Quality Divi | 2.70% | 56,263 | $4.9M | Add +14.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.52% | 16,071 | $4.6M | Reduce -2.8% |
| RSP Invesco S&P 500 Equal Weight | 2.12% | 20,245 | $3.9M | Reduce -3.5% |
| SDY SS SPDR S&P Dividend ETF | 2.00% | 25,118 | $3.7M | Reduce -4.4% |
| QQQM Invesco Nasdaq 100 ETF | 1.99% | 15,325 | $3.6M | Add +7.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.89% | 13,228 | $3.5M | Reduce -3.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.75% | 66,296 | $3.2M | Add +2.4% |
| RWL Invesco S&P 500 Revenue ETF | 1.50% | 23,803 | $2.7M | Add +36.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.49% | 34,329 | $2.7M | Add +4.4% |
| MSFT Microsoft Corp. | 1.35% | 6,673 | $2.5M | Reduce -7.0% |
| VIG Vanguard Dividend Apprec ETF | 1.19% | 10,137 | $2.2M | Reduce -1.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.17% | 8,336 | $2.1M | Reduce -5.3% |
| SPHQ Invesco S&P 500 Quality ETF | 1.16% | 28,250 | $2.1M | Add +2.1% |
| RIGS Alps Strategic Income Fund | 1.15% | 92,260 | $2.1M | Reduce -1.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.10% | 20,612 | $2.0M | Reduce -3.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.02% | 31,520 | $1.9M | Add +1.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.99% | 60,499 | $1.8M | Add +4.2% |
| LVHI Franklin International Low V | 0.97% | 43,835 | $1.8M | Add +12.9% |
| AAPL Apple Inc. | 0.96% | 6,941 | $1.8M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.96% | 14,634 | $1.8M | Reduce -6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.92% | 2,602 | $1.7M | Reduce -8.2% |
| MDY State Street SPDR S&P Midcap | 0.89% | 2,647 | $1.6M | Reduce -15.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.86% | 5,227 | $1.6M | Reduce -4.8% |
| SCHF Schwab Intl Equity ETF | 0.83% | 61,115 | $1.5M | Add +15.4% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.80% | 57,114 | $1.5M | Add +29.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.73% | 14,171 | $1.3M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.71% | 5,990 | $1.3M | Reduce -0.3% |
| JEPI JPMorgan Equity Premium Inco | 0.65% | 20,875 | $1.2M | Add +21.0% |
| VOO Vanguard S&P 500 ETF | 0.64% | 1,961 | $1.2M | Reduce -0.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.60% | 23,816 | $1.1M | Reduce -0.8% |
| SPLV Invesco S&P 500 Low Volatili | 0.59% | 14,776 | $1.1M | Reduce -1.6% |
| IUSG iShares Core S&P U.S. Growth | 0.59% | 6,904 | $1.1M | Add +6.1% |
| VCIT Vanguard Int-Term Corporate | 0.56% | 12,305 | $1.0M | Add +1.4% |
| AMZN Amazon.com Inc. | 0.55% | 4,812 | $1.0M | Add +0.4% |
| DON Wisdomtree US Midcap Dividen | 0.53% | 18,504 | $972K | Reduce -8.0% |
| CSCO Cisco Systems Inc. | 0.53% | 12,450 | $966K | Reduce -1.7% |
| SPIB SS SPDR P Int C Corp. ETF | 0.50% | 27,515 | $923K | Add +2.9% |
| IEMG iShares Core MSCI Emerging | 0.49% | 12,766 | $890K | Add +57.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.48% | 9,336 | $880K | Reduce -4.2% |
| JPM JPMorgan Chase & Co. | 0.46% | 2,862 | $842K | Reduce -0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.46% | 6,302 | $835K | Reduce -2.9% |
| FBCG Fidelity Blue Chip Grow ETF | 0.43% | 15,703 | $787K | Reduce -9.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.43% | 4,226 | $779K | Reduce -1.8% |
| SYLD Cambria Shareholder Yield Et | 0.41% | 9,984 | $753K | Reduce -13.1% |
| NOBL Proshares S&P 500 Dividend A | 0.39% | 6,724 | $713K | Reduce -10.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 1,624 | $709K | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.36% | 2,305 | $661K | Reduce -4.2% |
| XLK SS Technology Select Sector | 0.36% | 4,931 | $655K | Add +1.4% |
| FALN iShares Fallen Angels ETF | 0.35% | 24,261 | $648K | Add +24.9% |
| VYM Vanguard High DVD Yield ETF | 0.35% | 4,375 | $648K | Add +0.1% |
| IDHQ Invesco S&P International DE | 0.35% | 17,919 | $634K | Add +1.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.34% | 5,989 | $619K | Reduce -5.8% |
| GOOGL Alphabet Inc. Class A | 0.34% | 2,151 | $619K | Add +0.9% |
| WM Waste Management Inc. | 0.32% | 2,571 | $591K | No change |
| IDMO Invesco S&P International DE | 0.32% | 10,592 | $581K | Add +75.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.32% | 3,999 | $579K | Add +3.1% |
| SUSA iShares ESG Optimized MSCI U | 0.31% | 4,300 | $568K | No change |
| XMMO Invesco S&P Midcap Momentum | 0.31% | 3,875 | $562K | Add +2.6% |
| LMT Lockheed Martin Corp. | 0.31% | 928 | $561K | No change |
| XLV SS Health Care Select Sector | 0.30% | 3,720 | $545K | Reduce -5.4% |
| JNJ Johnson & Johnson | 0.30% | 2,215 | $541K | No change |
| DIVI Franklin International Core | 0.29% | 13,423 | $534K | Add +0.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.29% | 9,807 | $522K | Add +0.3% |
| RTX RTX Corp. | 0.27% | 2,549 | $492K | Reduce -1.9% |
| SPDG SS SPDR P S&P Sec N D ETF | 0.26% | 11,435 | $477K | Reduce -3.4% |
| EFA iShares MSCI Eafe ETF | 0.26% | 4,898 | $476K | Add +5.4% |
| XLF SS Financial Select Sector | 0.26% | 9,625 | $475K | Reduce -5.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.25% | 4,158 | $466K | Add +34.8% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.25% | 5,463 | $465K | Reduce -5.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.25% | 4,486 | $451K | Reduce -3.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.25% | 8,822 | $450K | Add +48.0% |
| FPXI First Trust International Eq | 0.24% | 7,161 | $442K | Reduce -15.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 4,820 | $436K | New |
| SCHM Schwab US Mid Cap ETF | 0.23% | 13,378 | $414K | Reduce -3.3% |
| MCD McDonald's Corp. | 0.22% | 1,315 | $409K | No change |
| SO The Southern Co. | 0.22% | 4,227 | $408K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 1,680 | $407K | Reduce -3.3% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.22% | 16,233 | $405K | Reduce -6.4% |
| DIVB iShares Core Dividend ETF | 0.22% | 7,374 | $398K | Reduce -7.4% |
| XLB SS Materials Select Sector | 0.22% | 7,948 | $397K | Reduce -2.9% |
| VIGI Vanguard Int Div App Indx FD | 0.21% | 4,404 | $390K | Add +0.1% |
| CVX Chevron Corp. | 0.21% | 1,860 | $385K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 978 | $382K | No change |
| IMFL Invesco Int DVLP DYN Multi | 0.21% | 11,900 | $377K | New |
| XLI SS Industrial Select Sector | 0.20% | 2,308 | $373K | Add +5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 759 | $364K | No change |
| SCHG Schwab US Large-Cap Growth | 0.20% | 12,363 | $360K | Reduce -1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.20% | 1,200 | $359K | Reduce -4.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.19% | 3,686 | $356K | No change |
| DSTL Distillate US Fundamental St | 0.19% | 6,000 | $347K | Reduce -14.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.19% | 7,578 | $346K | No change |
| HFSI Hartfor Strateg Income ETF-U | 0.19% | 9,950 | $345K | Reduce -9.1% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -7.0% | 1.35% | −0.54 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.9% | 4.51% | −0.46 |
| IVV iShares Core S&P 500 ETF | Reduce -0.0% | 5.35% | −0.24 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -5.3% | 1.17% | −0.17 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −0.16 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.7% | 1.10% | −0.14 |
| RDDT Reddit Inc. Class A | Reduce -9.6% | 0.15% | −0.13 |
| MDY State Street SPDR S&P Midcap | Reduce -15.2% | 0.89% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.2% | 0.92% | −0.13 |
| BLOK Amplify Blockchain Tech ETF | Sold out | 0.00% | −0.13 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −0.12 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.12 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.12 |
| IEV iShares Europe ETF | Sold out | 0.00% | −0.11 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.9% | 3.77% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.8% | 2.52% | −0.09 |
| FBCG Fidelity Blue Chip Grow ETF | Reduce -9.3% | 0.43% | −0.09 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.9% | 5.54% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.6% | 3.99% | −0.08 |
| AAPL Apple Inc. | Reduce -0.9% | 0.96% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.5% | 2.12% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -3.3% | 0.22% | −0.06 |
| UTHR United Therapeutics Corp. | Reduce -42.0% | 0.13% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -4.2% | 0.36% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.8% | 1.19% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.46% | −0.04 |
| XLF SS Financial Select Sector | Reduce -5.0% | 0.26% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -4.8% | 0.86% | −0.04 |
| NOBL Proshares S&P 500 Dividend A | Reduce -10.8% | 0.39% | −0.04 |
| DSTL Distillate US Fundamental St | Reduce -14.3% | 0.19% | −0.03 |
| DON Wisdomtree US Midcap Dividen | Reduce -8.0% | 0.53% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -5.4% | 0.30% | −0.03 |
| FPXI First Trust International Eq | Reduce -15.3% | 0.24% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 0.64% | −0.03 |
| AVGO Broadcom Inc. | Reduce -4.2% | 0.15% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.0% | 0.20% | −0.03 |
| SYLD Cambria Shareholder Yield Et | Reduce -13.1% | 0.41% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.1% | 1.89% | −0.02 |
| HFSI Hartfor Strateg Income ETF-U | Reduce -9.1% | 0.19% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.8% | 0.20% | −0.02 |
| RIGS Alps Strategic Income Fund | Reduce -1.2% | 1.15% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -11.2% | 0.17% | −0.02 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -6.4% | 0.22% | −0.02 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -5.8% | 0.34% | −0.02 |
| DIVB iShares Core Dividend ETF | Reduce -7.4% | 0.22% | −0.01 |
| NVDA Nvidia Corp. | Reduce -4.0% | 0.12% | −0.01 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -5.2% | 0.25% | −0.01 |
| REGL Prshrs S&P Mid 400 DVD Arist | Reduce -10.3% | 0.11% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.9% | 0.46% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -1.7% | 0.53% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| RWL Invesco S&P 500 Revenue ETF | Add +36.5% | 1.50% | +0.41 |
| DGRW Wisdomtree U.S. Quality Divi | Add +14.3% | 2.70% | +0.30 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.24% | +0.24 |
| IMFL Invesco Int DVLP DYN Multi | New | 0.21% | +0.21 |
| LVHI Franklin International Low V | Add +12.9% | 0.97% | +0.19 |
| IEMG iShares Core MSCI Emerging | Add +57.1% | 0.49% | +0.19 |
| ICLO Invesco Aaa Clo F/R Note ETF | Add +29.7% | 0.80% | +0.18 |
| GTO Invesco Total Return Bond Et | New | 0.17% | +0.17 |
| IDMO Invesco S&P International DE | Add +75.1% | 0.32% | +0.13 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.13% | +0.13 |
| SCHF Schwab Intl Equity ETF | Add +15.4% | 0.83% | +0.13 |
| XOM Exxon Mobil Corp. | New | 0.13% | +0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.13% | +0.13 |
| JEPI JPMorgan Equity Premium Inco | Add +21.0% | 0.65% | +0.11 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +2.4% | 1.75% | +0.10 |
| JMST JPM Ultra-Short Muni Income | Add +48.0% | 0.25% | +0.08 |
| DGRO iShares Core Dividend Growth | Add +0.2% | 4.73% | +0.08 |
| FALN iShares Fallen Angels ETF | Add +24.9% | 0.35% | +0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.4% | 1.49% | +0.06 |
| XLE SS Energy Select Sector | Add +4.8% | 0.19% | +0.06 |
| SPMO Invesco S&P 500 Momentum ETF | Add +34.8% | 0.25% | +0.05 |
| SPSB SS SPDR P St C Corp. ETF | Add +4.2% | 0.99% | +0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +1.1% | 1.02% | +0.04 |
| QQQM Invesco Nasdaq 100 ETF | Add +7.8% | 1.99% | +0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Add +2.1% | 1.16% | +0.03 |
| XMMO Invesco S&P Midcap Momentum | Add +2.6% | 0.31% | +0.02 |
| AEP American Electric Power | Add +0.2% | 0.16% | +0.02 |
| IJT iShares S&P Small-Cap 600 GR | Add +3.1% | 0.32% | +0.02 |
| XLI SS Industrial Select Sector | Add +5.0% | 0.20% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +5.4% | 0.26% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +0.1% | 0.35% | +0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Add +2.9% | 0.50% | +0.01 |
| D Dominion Energy Inc. | Add +0.9% | 0.16% | +0.01 |
| IDHQ Invesco S&P International DE | Add +1.7% | 0.35% | +0.01 |
| DIVI Franklin International Core | Add +0.4% | 0.29% | +0.01 |
| ANGL Vaneck Fallen Angel High YLD | Add +4.6% | 0.18% | +0.00 |
| VCIT Vanguard Int-Term Corporate | Add +1.4% | 0.56% | +0.00 |
| AGGY Wisdomtree Yield Enhanced US | Add +0.9% | 0.14% | −0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +0.3% | 0.29% | −0.00 |
| USB US Bancorp | Add +0.1% | 0.16% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.3% | 3.11% | −0.00 |
| VIGI Vanguard Int Div App Indx FD | Add +0.1% | 0.21% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Add +6.1% | 0.59% | −0.01 |
| XLK SS Technology Select Sector | Add +1.4% | 0.36% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 0.34% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.5% | 0.39% | −0.04 |
| AMZN Amazon.com Inc. | Add +0.4% | 0.55% | −0.05 |
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 |