account_balance
Investment manager · 13F filer · SEC CIK 2032629
Meridian Financial Advisors, LLC
Reported value$214Mas of Sep 30, 2026
Positions154 12 new, 4 sold out
Top 10 weight39.8%IVV alone is 5%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.2%
SCHDSchwab Strategic Tr
5.1%
JPSTJ P Morgan Exchange Traded F
4.9%Added +6%
QQQInvesco QQQ Tr
4.8%
DGROiShares Tr
4.4%
IJRiShares Tr
3.6%
IJHiShares Tr
3.3%
SPYMSPDR Series Trust
3.3%
DGRWWisdomtree Tr
2.8%Added +3%
QQQMInvesco Exch Traded Fd Tr II
2.4%
VOVanguard Index FDS
2.3%
RSPInvesco Exchange Traded Fd T
2.1%Added +8%
IVViShares Tr
5.2%
SCHDSchwab Strategic Tr
5.1%
JPSTJ P Morgan Exchange Traded F
4.9%
QQQInvesco QQQ Tr
4.8%
DGROiShares Tr
4.4%
IJRiShares Tr
3.6%
IJHiShares Tr
3.3%
SPYMSPDR Series Trust
3.3%
DGRWWisdomtree Tr
2.8%
QQQM2.4%
VO2.3%
RSP2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.2% Held
SCHD Schwab Strategic Tr 5.1% Held
JPST J P Morgan Exchange Traded F 4.9% Added +6%
QQQ Invesco QQQ Tr 4.8% Held
DGRO iShares Tr 4.4% Held
IJR iShares Tr 3.6% Held
IJH iShares Tr 3.3% Held
SPYM SPDR Series Trust 3.3% Held
DGRW Wisdomtree Tr 2.8% Added +3%
QQQM Invesco Exch Traded Fd Tr II 2.4% Held
VO Vanguard Index FDS 2.3% Held
RSP Invesco Exchange Traded Fd T 2.1% Added +8%
What changed
Biggest moves since Jun 30, 2026
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