Meridian Financial Advisors, LLC

CIK

2032629

Location

HOLLISTON, MA

Portfolio Value

Micro $35,205,316

Diversification

Diversified

Filing Date

Global Rank

#7,331 / 8,517 ▲ 232

Top Industry

Software - Infrastructure 14.1%

3Y Alpha vs SPY

+5.7%

Period ended 46 days ago

Filed Jul 22, 2026 · 24d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+100.3%

SPY

+75.3%

Annualised alpha

+5.5%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

41 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.2%

+8.6 pts

Top 5

52.9%

+7.7 pts

Top 10

70.4%

+6.9 pts

HHI

1,093

Diversified+399

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.8%	$14,365,654	4
Technology	21.3%	$7,481,526	8
Healthcare	10.1%	$3,573,056	5
Financial Services	8.5%	$2,977,186	8
Consumer Cyclical	5.0%	$1,743,753	3
Industrials	4.4%	$1,538,910	3
Utilities	4.4%	$1,536,081	5
Communication Services	3.2%	$1,126,103	2
Consumer Defensive	1.5%	$538,158	2
Energy	0.9%	$324,889	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
CVS	CVS HEALTH Corp	+560	4,594	$475,249
CSCO	Cisco Systems, Inc.	+442	12,892	$1,514,294
SYK	Stryker Corp	+187	1,183	$372,455
MSFT	Microsoft Corp	+165	6,838	$2,550,710
KO	Coca Cola Co	+150	3,365	$273,473
PG	PROCTER & GAMBLE Co	+100	1,805	$264,685
CVX	Chevron Corp	+100	1,960	$324,889
RTX	RTX Corp	+50	2,599	$493,108
JPM	Jpmorgan Chase & Co	+50	2,912	$953,184
D	Dominion Energy, Inc	+37	4,735	$323,353
BRK-B	Berkshire Hathaway Inc	+16	775	$387,802
USB	US Bancorp De	+9	5,482	$331,112
SPY	Spdr S&P 500 ETF Trust	+9	2,611	$1,949,816
IBM	International Business Machines Corp	+8	1,688	$474,682
AEP	American Electric Power Co Inc	+4	2,189	$299,477
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−2,305	2,151	$768,702
QQQ	Invesco Qqq Trust, Series 1	−345	13,948	$10,271,307
AMZN	Amazon Com Inc	−181	4,631	$1,103,752
AAPL	Apple Inc.	−149	6,792	$1,965,333
ORCL	Oracle Corp	−50	1,383	$202,678
V	Visa Inc.	−25	788	$270,354
MDY	Spdr S&P Midcap 400 ETF Trust	−25	2,622	$1,844,157
AVGO	Broadcom Inc.	−10	893	$337,330
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
TRV	Travelers Companies, Inc.	662	$218,539
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	13,228	$3,464,677
VIG	Vanguard Dividend Appreciation ETF	10,137	$2,180,063
FBCG	Fidelity Blue Chip Growth ETF	15,703	$787,034
XLB	State Street Materials Select Sector SPDR ETF	7,948	$397,161
VIGI	Vanguard International Dividend Appreciation ETF	4,404	$389,577
VEA	Vanguard FTSE Developed Markets ETF	4,524	$289,897
VZ	Verizon Communications Inc	5,462	$274,192
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	5,886	$255,746
XOM	ExxonMobil Holdings Corp	1,416	$240,238
UTHR	UNITED THERAPEUTICS Corp	400	$237,192
AVY	Avery Dennison Corp	1,231	$212,569
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 tracked positions · $35,205,316 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	13,948	-345	$10,271,307	+24.5%	29.18%
MSFT	Microsoft Corp Technology	Added	6,838	+165	$2,550,710	+3.3%	7.25%
AAPL	Apple Inc. Technology	Reduced	6,792	-149	$1,965,333	+11.6%	5.58%
SPY	Spdr S&P 500 ETF Trust	Added	2,611	+9	$1,949,816	+15.2%	5.54%
MRK	Merck & Co., Inc. Healthcare	Held	14,634	0	$1,880,469	+6.8%	5.34%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,622	-25	$1,844,157	+13.0%	5.24%
CSCO	Cisco Systems, Inc. Technology	Added	12,892	+442	$1,514,294	+56.8%	4.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,631	-181	$1,103,752	+10.1%	3.14%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,912	+50	$953,184	+13.2%	2.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,151	-2,305	$768,702	−39.9%	2.18%
WM	Waste Management Inc Industrials	Held	2,571	0	$573,024	−3.0%	1.63%
JNJ	Johnson & Johnson Healthcare	Held	2,215	0	$562,543	+3.9%	1.60%
RTX	RTX Corp Industrials	Added	2,599	+50	$493,108	+0.3%	1.40%
CVS	CVS HEALTH Corp Healthcare	Added	4,594	+560	$475,249	+64.0%	1.35%
IBM	International Business Machines Corp Technology	Added	1,688	+8	$474,682	+16.6%	1.35%
LMT	Lockheed Martin Corp Industrials	Held	928	0	$472,778	−15.7%	1.34%
SO	Southern Co Utilities	Held	4,227	0	$404,566	−0.8%	1.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	775	+16	$387,802	+6.6%	1.10%
SYK	Stryker Corp Healthcare	Added	1,183	+187	$372,455	+13.8%	1.06%
RDDT	Reddit, Inc. Communication Services	Held	2,059	0	$357,401	+28.9%	1.02%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,315	0	$355,457	−13.0%	1.01%
AVGO	Broadcom Inc. Technology	Reduced	893	-10	$337,330	+20.7%	0.96%
USB	US Bancorp De Financial Services	Added	5,482	+9	$331,112	+16.3%	0.94%
CVX	Chevron Corp Energy	Added	1,960	+100	$324,889	−15.6%	0.92%
D	Dominion Energy, Inc Utilities	Added	4,735	+37	$323,353	+11.3%	0.92%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	575	0	$300,374	+12.8%	0.85%
AEP	American Electric Power Co Inc Utilities	Added	2,189	+4	$299,477	+4.6%	0.85%
MS	Morgan Stanley Financial Services	Held	1,423	0	$297,463	+27.0%	0.84%
BAC	Bank Of America Corp /De/ Financial Services	Held	5,151	0	$293,503	+16.9%	0.83%
BALL	BALL Corp Consumer Cyclical	Held	4,560	0	$284,544	+5.6%	0.81%
ABBV	AbbVie Inc. Healthcare	Held	1,122	0	$282,340	+15.7%	0.80%
KO	Coca Cola Co Consumer Defensive	Added	3,365	+150	$273,473	+11.8%	0.78%
V	Visa Inc. Financial Services	Reduced	788	-25	$270,354	+10.0%	0.77%
NEE	Nextera Energy Inc Utilities	Held	3,044	0	$267,171	−5.5%	0.76%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,805	+100	$264,685	+7.5%	0.75%
NVDA	Nvidia Corp Technology	Held	1,249	0	$249,912	+14.7%	0.71%
DUK	Duke Energy CORP Utilities	Held	1,908	0	$241,514	−3.3%	0.69%
CB	Chubb Ltd Financial Services	Held	661	0	$225,229	+4.5%	0.64%
TRV	Travelers Companies, Inc. Financial Services	NEW	662	NEW	$218,539	NEW	0.62%
ORCL	Oracle Corp Technology	Reduced	1,383	-50	$202,678	−3.9%	0.58%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	978	0	$186,587	−51.1%	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.