Meridian Financial Advisors, LLC

CIK

2032629

Location

HOLLISTON, MA

Portfolio Value

Micro $490,770

Diversification

Diversified

Filing Date

Global Rank

#7,344 / 8,586 ▲ 14

Top Industry

Software - Infrastructure 15.4%

3Y Alpha vs SPY

-4.6%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.7%

SPY

+78.1%

Annualised alpha

-4.6%

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, 2025

Top Position

26.0%

−0.1 pts

Top 5

50.2%

−2.1 pts

Top 10

66.2%

−1.4 pts

HHI

921

Diversified−31

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	37.3%	$11,840,714	4
Technology	21.1%	$6,694,850	8
Healthcare	10.7%	$3,399,968	6
Financial Services	7.7%	$2,436,701	7
Consumer Cyclical	6.0%	$1,892,993	4
Industrials	5.2%	$1,643,365	3
Utilities	4.8%	$1,517,388	5
Communication Services	3.7%	$1,169,977	3
Energy	2.0%	$625,072	2
Consumer Defensive	1.5%	$490,770	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
D	Dominion Energy, Inc	+42	4,698	$290,430
AMZN	Amazon Com Inc	+21	4,812	$1,002,195
GOOGL	Alphabet Inc.	+20	2,151	$618,541
USB	US Bancorp De	+8	5,473	$284,650
AEP	American Electric Power Co Inc	+4	2,185	$286,409
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
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
KO	Coca Cola Co	−50	3,215	$244,500
PG	PROCTER & GAMBLE Co	−50	1,705	$246,270
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.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ALNY	Alnylam Pharmaceuticals, Inc.	728	$289,489
CYTK	Cytokinetics Inc	3,583	$227,663
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $490,770 total · Consumer Defensive only · as of Mar 31, 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	History
KO	Coca Cola Co Consumer Defensive	Reduced	3,215	-50	$244,500	+7.1%	49.82%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,705	-50	$246,270	−2.1%	50.18%