Meridian Financial Advisors
Meridian Financial Advisors reported 154 stocks worth $214M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IVV (5.2%), SCHD (5.1%) and JPST (4.9%). Compared with Q2 2026, the fund opened new positions in VTI and VXUS, added to JPST, DGRO and SPYM, trimmed IVV, SCHD and QQQ and sold out of AGGY, REGL and ORCL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $11.1M | 5.2% | 14K | −169 (−1%) | 8 of 8 | |
| 2 |  SCHD Schwab US Dividend Equity ETF | $10.9M | 5.1% | 334K | −2,287 (−1%) | 8 of 8 | |
| 3 |  JPST J P Morgan Exchange Traded F | $10.4M | 4.9% | 207K | +12K (+6%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $10.3M | 4.8% | 14K | −46 (−0%) | 5 of 8 | |
| 5 |  DGRO Ishares TR | $9.5M | 4.5% | 126K | +2,276 (+2%) | 8 of 8 | |
| 6 |  IJR Ishares TR | $7.7M | 3.6% | 57K | −383 (−1%) | 8 of 8 | |
| 7 |  IJH Ishares TR | $7.1M | 3.3% | 99K | −869 (−1%) | 8 of 8 | |
| 8 |  SPYM Spdr Series Trust | $7.1M | 3.3% | 79K | +1,084 (+1%) | 8 of 8 | |
| 9 |  DGRW Wisdomtree TR | $6M | 2.8% | 62K | +1,572 (+3%) | 8 of 8 | |
| 10 |  QQQM Invesco Nasdaq | $5.1M | 2.4% | 17K | +179 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Meridian Financial Advisors 13F FAQ
What does Meridian Financial Advisors own?
Meridian Financial Advisors reported 154 stocks worth $214M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IVV (5.2%), SCHD (5.1%) and JPST (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Meridian Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 63 added to, 37 trimmed and 4 sold out. New positions include VTI and VXUS. It sold all of AGGY, REGL and ORCL.
When will Meridian Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Meridian Financial Advisors's portfolio worth?
The Q3 2026 filing reports $214M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.