Meridian Financial Advisors, LLC
Filing Date
Global Rank
#7,372
/ 8,605
▲ 4
· as of Mar 2026
Top Industry
Software - Infrastructure
14.2%
3Y Alpha vs SPY
-4.0%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.1%
SPY
+76.5%
Annualised alpha
-4.1%
Max drawdown
−16.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
26.3%
−0.1 pts
Top 5
50.7%
−2.2 pts
Top 10
66.8%
−1.4 pts
HHI
937
Diversified−33
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 37.7% | $11,840,714 |
| Technology | 20.4% | $6,408,485 |
| Healthcare | 10.8% | $3,399,968 |
| Financial Services | 7.8% | $2,436,701 |
| Consumer Cyclical | 6.0% | $1,892,993 |
| Industrials | 5.2% | $1,643,365 |
| Utilities | 4.8% | $1,517,388 |
| Communication Services | 3.7% | $1,169,977 |
| Energy | 2.0% | $625,072 |
| Consumer Defensive | 1.6% | $490,770 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VZ | Verizon Communications Inc | −1,232 | 5,462 | $274,192 | |
| MRK | Merck & Co., Inc. | −947 | 14,634 | $1,760,323 | |
| QQQ | Invesco Qqq Trust, Series 1 | −574 | 14,293 | $8,249,633 | |
| MSFT | Microsoft Corp | −504 | 6,673 | $2,470,144 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −476 | 2,647 | $1,632,563 | |
| BALL | BALL Corp | −450 | 4,560 | $269,541 | |
| UTHR | UNITED THERAPEUTICS Corp | −290 | 400 | $237,192 | |
| SPY | Spdr S&P 500 ETF Trust | −231 | 2,602 | $1,692,184 | |
| RDDT | Reddit, Inc. | −219 | 2,059 | $277,244 | |
| CSCO | Cisco Systems, Inc. | −217 | 12,450 | $965,995 | |
| AAPL | Apple Inc. | −63 | 6,941 | $1,761,556 | |
| IBM | International Business Machines Corp | −58 | 1,680 | $407,215 | |
| NVDA | Nvidia Corp | −52 | 1,249 | $217,825 | |
| RTX | RTX Corp | −50 | 2,549 | $491,702 | |
| PG | PROCTER & GAMBLE Co | −50 | 1,705 | $246,270 | |
| KO | Coca Cola Co | −50 | 3,215 | $244,500 | |
| AVGO | Broadcom Inc. | −40 | 903 | $279,487 | |
| JPM | Jpmorgan Chase & Co | −3 | 2,862 | $841,885 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | Exxon Mobil Corp | 1,416 | $240,238 | |
| No positions match the current search. | ||||
44 positions ·
$31,425,433 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 14,293 | $8,249,633 | 26.25% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,673 | $2,470,144 | 7.86% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,941 | $1,761,556 | 5.61% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 14,634 | $1,760,323 | 5.60% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,602 | $1,692,184 | 5.38% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 2,647 | $1,632,563 | 5.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,812 | $1,002,195 | 3.19% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 12,450 | $965,995 | 3.07% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,862 | $841,885 | 2.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,151 | $618,541 | 1.97% | |
| WM |
Waste Management Inc
Industrials
|
Held | 2,571 | $590,790 | 1.88% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 928 | $560,873 | 1.78% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,215 | $541,434 | 1.72% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 2,549 | $491,702 | 1.56% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 1,315 | $408,688 | 1.30% | |
| SO |
Southern Co
Utilities
|
Held | 4,227 | $407,990 | 1.30% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 1,680 | $407,215 | 1.30% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,860 | $384,834 | 1.22% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 759 | $363,712 | 1.16% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 996 | $327,275 | 1.04% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 4,698 | $290,430 | 0.92% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Held | 4,034 | $289,721 | 0.92% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 2,185 | $286,409 | 0.91% | |
| USB |
US Bancorp De
Financial Services
|
Added | 5,473 | $284,650 | 0.91% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 3,044 | $282,726 | 0.90% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 903 | $279,487 | 0.89% | |
| RDDT |
Reddit, Inc.
Communication Services
|
Reduced | 2,059 | $277,244 | 0.88% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 5,462 | $274,192 | 0.87% | |
| BALL |
BALL Corp
Consumer Cyclical
|
Reduced | 4,560 | $269,541 | 0.86% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 575 | $266,334 | 0.85% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 5,151 | $251,111 | 0.80% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 1,908 | $249,833 | 0.80% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,705 | $246,270 | 0.78% | |
| V |
Visa Inc.
Financial Services
|
Held | 813 | $245,721 | 0.78% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 3,215 | $244,500 | 0.78% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,122 | $244,023 | 0.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,416 | $240,238 | 0.76% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Reduced | 400 | $237,192 | 0.75% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 1,423 | $234,183 | 0.75% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,249 | $217,825 | 0.69% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 661 | $215,439 | 0.69% | |
| AVY |
Avery Dennison Corp
Consumer Cyclical
|
Held | 1,231 | $212,569 | 0.68% | |
| ORCL |
Oracle Corp
Technology
|
Held | 1,433 | $210,808 | 0.67% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 978 | $95,455 | 0.30% |