Meridian Financial Advisors, LLC

Registered adviser

CIK

2032629

Location

HOLLISTON, MA

Portfolio Value

Small $134,931,361

Diversification

Diversified

Filing Date

Global Rank

#6,262 / 8,807 ▲ 460 · as of Jun 2026

Top Industry

Software - Infrastructure 18.6%

Period ended 20 days ago

Filed Oct 14, 2026 · 6d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 119679

Roster of Oct 1, 2026

Regulatory AUM

$283,927,964

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$283,927,964	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$257,881,702	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$230,731,412	Individuals and high net worth (100%)
May 2023 to Mar 2024	$193,113,688	Individuals and high net worth (100%)
Apr 2023	$193,113,688	Individuals and high net worth (100%)
May 2022 to Mar 2023	$186,189,298	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 72.6% of the book (60%+)

Turnover

Low turnover

8.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.7 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 84.7%; sector active share 73.4% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

153 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

15.7%

−5.8 pts

Top 5

57.2%

+4.2 pts

Top 10

69.4%

−3.2 pts

HHI

755

Diversified−75

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.6%	$108,691,762	102
Technology	7.8%	$10,476,739	8
Healthcare	2.9%	$3,976,483	6
Financial Services	2.5%	$3,318,905	17
Communication Services	1.7%	$2,257,111	4
Consumer Cyclical	1.6%	$2,093,976	4
Industrials	1.1%	$1,479,366	3
Utilities	1.0%	$1,415,459	5
Energy	0.5%	$641,283	2
Consumer Defensive	0.4%	$580,277	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	+11,886	207,218	$10,437,570
ICLO		+8,938	70,147	$1,795,061
LVHI	Franklin International Low Volatility High Dividend Index ETF	+8,407	63,892	$2,664,935
—		+5,937	21,736	$0
SCHF	Schwab International Equity ETF	+4,075	68,598	$1,884,387
RWL	Invesco Ltd.	+3,601	33,326	$0
FALN	iShares Fallen Angels USD Bond ETF	+3,115	30,570	$0
CRWD	CrowdStrike Holdings, Inc.	+3,090	4,068	$1,077,003
RWJ	Invesco Ltd.	+2,723	9,828	$0
IEMG	iShares Trust	+2,427	17,386	$0
DGRO	iShares Core Dividend Growth ETF	+2,276	126,135	$0
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+2,078	64,920	$1,920,982
SPLV	Invesco S&P 500 Low Volatility ETF	+1,927	16,604	$1,170,748
RSP	Victory Portfolios II	+1,598	21,429	$0
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	+1,572	61,652	$0
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+1,437	33,471	$2,110,011
NVDA	Nvidia Corp	+1,415	2,664	$608,404
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+1,388	32,202	$1,039,480
AAPL	Apple Inc.	+1,306	8,098	$2,696,795
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	+1,263	27,475	$4,024,538
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+1,084	78,813	$7,074,254
IDMO	Invesco Ltd.	+905	18,217	$0
—		+850	68,202	$0
NEE	Nextera Energy Inc	+815	3,859	$292,280
SCHY	Schwab International Dividend Equity ETF	+765	7,935	$249,159
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RIGS	ALPS Strategic Income Fund	−4,472	86,119	$1,881,700
SCHD	Schwab U.S. Dividend Equity ETF	−2,287	333,910	$10,862,092
—		−1,248	4,215	$0
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	−1,075	10,099	$0
VO	VANGUARD MID-CAP INDEX FUND	−1,013	62,303	$4,885,801
—		−899	12,546	$0
IJH	iShares Core S&P Mid-Cap ETF	−869	99,004	$0
DON	WisdomTree U.S. Midcap Dividend Fund	−541	17,970	$0
—		−505	10,485	$0
BLOK	Amplify Blockchain Technology ETF	−500	3,460	$211,855
JMST	JPMorgan Ultra-Short Municipal Income ETF	−393	11,507	$581,793
GTO	Invesco Total Return Bond ETF	−387	8,195	$365,415
IJR	iShares Core S&P Small-Cap ETF	−383	56,933	$0
FBCG	Fidelity Covington Trust	−351	13,827	$874,004
VUG	VANGUARD GROWTH INDEX FUND	−336	9,288	$836,941
MRK	Merck & Co., Inc.	−322	14,312	$2,079,676
MDY	Spdr S&P Midcap 400 ETF Trust	−225	2,397	$1,574,133
XMHQ	Victory Portfolios II	−218	5,680	$0
CVS	CVS HEALTH Corp	−174	4,420	$378,749
IVV	iShares Core S&P 500 ETF	−169	14,451	$0
HFSI	Hartford Strategic Income ETF	−167	9,299	$312,260
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	−164	14,007	$1,430,815
—		−135	3,308	$0
WCBR	WisdomTree Cybersecurity Fund	−100	6,570	$0
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	−90	7,969	$2,327,744
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	2,123	$794,511
VXUS	Vanguard Total International Stock ETF	6,200	$526,752
LLY	ELI LILLY & Co	248	$286,955
GLD	Spdr Gold Trust	687	$261,637
XOM	ExxonMobil Holdings Corp	1,481	$241,032
VZ	Verizon Communications Inc	5,137	$235,634
HACK		1,750	$212,170
AVY	Avery Dennison Corp	1,231	$210,094
AMD	Advanced Micro Devices Inc	342	$209,221
SCHB	Schwab U.S. Broad Market ETF	7,061	$206,957
EFAV	iShares MSCI EAFE Min Vol Factor ETF	2,251	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
AGGY	WisdomTree Trust	5,693	$247,531
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	2,263	$207,222
ORCL	Oracle Corp	1,383	$202,678
IEV	iShares Europe ETF	2,769	$201,721
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

153 tracked positions · $134,931,361 total · filing declares 154 positions · $213,868,954 · as of Sep 30, 2026

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

Showing 1–50 of 153 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	333,910	-2,287	$10,862,092	+1.9%	8.05%
JPST	JPMorgan Ultra-Short Income ETF	Added	207,218	+11,886	$10,437,570	+5.7%	7.74%
QQQ	Invesco Qqq Trust, Series 1	Reduced	13,902	-46	$10,284,282	+0.1%	7.62%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	78,813	+1,084	$7,074,254	+3.6%	5.24%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	62,303	-1,013	$4,885,801	−4.2%	3.62%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Added	27,475	+1,263	$4,024,538	+0.9%	2.98%
MSFT	Microsoft Corp Technology	Added	7,434	+596	$3,812,898	+49.5%	2.83%
VB	Vanguard Index Funds	Reduced	13,230	-44	$3,763,802	−6.5%	2.79%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	36,040	+519	$2,784,090	−0.8%	2.06%
AAPL	Apple Inc. Technology	Added	8,098	+1,306	$2,696,795	+37.2%	2.00%
LVHI	Franklin International Low Volatility High Dividend Index ETF	Added	63,892	+8,407	$2,664,935	+18.3%	1.98%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	20,315	-24	$2,500,370	+3.3%	1.85%
SPHQ	Invesco S&P 500 Quality ETF	Added	28,116	+527	$2,363,993	−4.9%	1.75%
VIG	Vanguard Specialized Funds	Reduced	9,991	-27	$2,331,000	−1.7%	1.73%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	7,969	-90	$2,327,744	−5.7%	1.73%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	33,471	+1,437	$2,110,011	−2.5%	1.56%
MRK	Merck & Co., Inc. Healthcare	Reduced	14,312	-322	$2,079,676	+10.6%	1.54%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,545	-66	$1,940,893	−0.5%	1.44%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Added	64,920	+2,078	$1,920,982	+1.9%	1.42%
SCHF	Schwab International Equity ETF	Added	68,598	+4,075	$1,884,387	+5.4%	1.40%
RIGS	ALPS Strategic Income Fund	Reduced	86,119	-4,472	$1,881,700	−8.9%	1.39%
ICLO		Added	70,147	+8,938	$1,795,061	+14.6%	1.33%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	5,152	-30	$1,740,500	−8.2%	1.29%
VOO	VANGUARD 500 INDEX FUND	Added	2,288	+294	$1,603,567	+17.1%	1.19%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,397	-225	$1,574,133	−14.6%	1.17%
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	Reduced	14,007	-164	$1,430,815	−7.5%	1.06%
CSCO	Cisco Systems, Inc. Technology	Held	12,892	0	$1,387,565	−8.4%	1.03%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	5,892	-77	$1,361,228	−6.1%	1.01%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,252	+621	$1,308,535	+18.6%	0.97%
JEPI	JPMorgan Equity Premium Income ETF	Added	22,123	+135	$1,243,755	+0.2%	0.92%
SPLV	Invesco S&P 500 Low Volatility ETF	Added	16,604	+1,927	$1,170,748	+6.5%	0.87%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,466	+554	$1,146,656	+20.3%	0.85%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	4,068	+3,090	$1,077,003	+44.3%	0.80%
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Added	32,202	+1,388	$1,039,480	+0.8%	0.77%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Held	5,281	0	$1,033,755	+2.7%	0.77%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	10,087	+102	$1,020,098	+4.0%	0.76%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	12,609	+308	$987,410	−2.9%	0.73%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	23,088	+12	$910,590	−13.0%	0.67%
GOOGL	Alphabet Inc. Communication Services	Added	2,641	+490	$908,715	+18.2%	0.67%
FBCG	Fidelity Covington Trust	Reduced	13,827	-351	$874,004	−0.7%	0.65%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	9,288	-336	$836,941	+1.0%	0.62%
GOOG	Alphabet Inc. Communication Services	Held	2,405	0	$819,479	−3.6%	0.61%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	NEW	2,123	NEW	$794,511	NEW	0.59%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	4,045	-85	$790,918	−3.1%	0.59%
SYLD	Cambria Shareholder Yield ETF	Added	9,388	+2	$756,578	+1.9%	0.56%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	4,132	+100	$641,286	+0.6%	0.48%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	3,642	-16	$613,385	+5.7%	0.45%
JNJ	Johnson & Johnson Healthcare	Added	2,311	+96	$611,814	+8.8%	0.45%
NVDA	Nvidia Corp Technology	Added	2,664	+1,415	$608,404	+143.4%	0.45%
DIVI	Franklin International Core Dividend Tilt Index ETF	Added	13,955	+415	$595,320	+2.9%	0.44%

Showing the top 50 of 153 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.