Meridian Financial Advisors, LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$154.5B
Holdings
127
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (127 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPSTJ P MORGAN EXCHANGE TRADED F | 204,155 | $10.3B | 6.69% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 364,231 | $9.7B | 6.25% | |
| 3 | IVVISHARES TR | 15,109 | $9.4B | 6.07% | |
| 4 | DGROISHARES TR | 118,024 | $7.5B | 4.88% | |
| 5 | IJRISHARES TR | 67,805 | $7.4B | 4.80% | |
| 6 | IJHISHARES TR | 118,001 | $7.3B | 4.74% | |
| 7 | VOVANGUARD INDEX FDS | 17,496 | $4.9B | 3.17% | |
| 8 | SPYMSPDR SERIES TRUST | 59,729 | $4.3B | 2.81% | |
| 9 | RSPINVESCO EXCHANGE TRADED FD T | 21,571 | $3.9B | 2.54% | |
| 10 | SDYSPDR SERIES TRUST | 26,277 | $3.6B | 2.31% | |
| 11 | MSFTMICROSOFT CORP | 7,073 | $3.5B | 2.28% | |
| 12 | DGRWWISDOMTREE TR | 40,251 | $3.4B | 2.18% | |
| 13 | VBVANGUARD INDEX FDS | 13,967 | $3.3B | 2.14% | |
| 14 | QQQMINVESCO EXCH TRADED FD TR II | 13,237 | $3.0B | 1.95% | |
| 15 | SPSMSPDR SERIES TRUST | 65,070 | $2.8B | 1.79% | |
| 16 | VOTVANGUARD INDEX FDS | 8,988 | $2.6B | 1.65% | |
| 17 | RIGSALPS ETF TR | 91,918 | $2.1B | 1.38% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 10,350 | $2.1B | 1.37% | |
| 19 | SPYGSPDR SERIES TRUST | 22,114 | $2.1B | 1.36% | |
| 20 | SPHQINVESCO EXCHANGE TRADED FD T | 26,226 | $1.9B | 1.21% | |
| 21 | VCSHVANGUARD SCOTTSDALE FDS | 23,470 | $1.9B | 1.21% | |
| 22 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,243 | $1.8B | 1.19% | |
| 23 | SPYSPDR S&P 500 ETF TR | 2,833 | $1.8B | 1.13% | |
| 24 | SPMDSPDR SERIES TRUST | 30,901 | $1.7B | 1.09% | |
| 25 | VBKVANGUARD INDEX FDS | 5,831 | $1.6B | 1.04% | |
| 26 | SPSBSPDR SERIES TRUST | 52,643 | $1.6B | 1.03% | |
| 27 | AAPLAPPLE INC | 7,719 | $1.6B | 1.02% | |
| 28 | MRKMERCK & CO INC | 16,295 | $1.3B | 0.83% | |
| 29 | VBRVANGUARD INDEX FDS | 6,213 | $1.2B | 0.78% | |
| 30 | SLYVSPDR SERIES TRUST | 15,149 | $1.2B | 0.78% | |
| 31 | AMZNAMAZON COM INC | 5,250 | $1.2B | 0.75% | |
| 32 | VOOVANGUARD INDEX FDS | 1,884 | $1.1B | 0.69% | |
| 33 | DONWISDOMTREE TR | 20,794 | $1.0B | 0.67% | |
| 34 | SPLVINVESCO EXCH TRADED FD TR II | 14,009 | $1.0B | 0.66% | |
| 35 | VCITVANGUARD SCOTTSDALE FDS | 12,001 | $995.1M | 0.64% | |
| 36 | CSCOCISCO SYS INC | 13,863 | $961.8M | 0.62% | |
| 37 | JPMJPMORGAN CHASE & CO. | 3,095 | $897.4M | 0.58% | |
| 38 | SYLDCAMBRIA ETF TR | 13,634 | $886.6M | 0.57% | |
| 39 | IJJISHARES TR | 7,011 | $866.4M | 0.56% | |
| 40 | XLUSELECT SECTOR SPDR TR | 10,407 | $849.9M | 0.55% | |
| 41 | NOBLPROSHARES TR | 8,332 | $839.0M | 0.54% | |
| 42 | FBCGFIDELITY COVINGTON TRUST | 17,379 | $838.3M | 0.54% | |
| 43 | IUSGISHARES TR | 5,331 | $801.8M | 0.52% | |
| 44 | VYMIVANGUARD WHITEHALL FDS | 9,547 | $764.8M | 0.49% | |
| 45 | SPIBSPDR SERIES TRUST | 22,110 | $742.5M | 0.48% | |
| 46 | VOEVANGUARD INDEX FDS | 4,507 | $741.2M | 0.48% | |
| 47 | XMHQINVESCO EXCHANGE TRADED FD T | 7,182 | $705.5M | 0.46% | |
| 48 | VUGVANGUARD INDEX FDS | 1,599 | $701.0M | 0.45% | |
| 49 | XLVSELECT SECTOR SPDR TR | 4,802 | $647.2M | 0.42% | |
| 50 | FPXIFIRST TR EXCHANGE TRADED FD | 11,387 | $643.0M | 0.42% | |
| 51 | VYMVANGUARD WHITEHALL FDS | 4,599 | $613.1M | 0.40% | |
| 52 | SUSAISHARES TR | 4,718 | $598.0M | 0.39% | |
| 53 | IJTISHARES TR | 4,489 | $597.2M | 0.39% | |
| 54 | XLKSELECT SECTOR SPDR TR | 2,345 | $593.9M | 0.38% | |
| 55 | WMWASTE MGMT INC DEL | 2,571 | $588.3M | 0.38% | |
| 56 | IJKISHARES TR | 5,944 | $540.8M | 0.35% | |
| 57 | IBMINTERNATIONAL BUSINESS MACHS | 1,779 | $524.4M | 0.34% | |
| 58 | IDHQINVESCO EXCH TRADED FD TR II | 15,786 | $520.6M | 0.34% | |
| 59 | LVHILEGG MASON ETF INVT | 15,569 | $506.8M | 0.33% | |
| 60 | CRWDCROWDSTRIKE HLDGS INC | 982 | $500.1M | 0.32% | |
| 61 | RDDTREDDIT INC | 3,239 | $487.7M | 0.32% | |
| 62 | SPDGSPDR SERIES TRUST | 12,507 | $485.6M | 0.31% | |
| 63 | XLFSELECT SECTOR SPDR TR | 8,913 | $466.8M | 0.30% | |
| 64 | MDYVSPDR SERIES TRUST | 5,763 | $457.8M | 0.30% | |
| 65 | GOOGALPHABET INC | 2,515 | $446.1M | 0.29% | |
| 66 | SCHMSCHWAB STRATEGIC TR | 15,550 | $436.2M | 0.28% | |
| 67 | LMTLOCKHEED MARTIN CORP | 928 | $430.0M | 0.28% | |
| 68 | IGIBISHARES TR | 7,990 | $425.8M | 0.28% | |
| 69 | DIVIFRANKLIN TEMPLETON ETF TR | 11,714 | $417.5M | 0.27% | |
| 70 | EFAISHARES TR | 4,632 | $414.0M | 0.27% | |
| 71 | RTXRTX CORPORATION | 2,819 | $411.6M | 0.27% | |
| 72 | SCHFSCHWAB STRATEGIC TR | 18,339 | $405.3M | 0.26% | |
| 73 | XMMOINVESCO EXCHANGE TRADED FD T | 3,150 | $405.2M | 0.26% | |
| 74 | JNJJOHNSON & JOHNSON | 2,616 | $399.6M | 0.26% | |
| 75 | VIGIVANGUARD WHITEHALL FDS | 4,393 | $395.9M | 0.26% | |
| 76 | DIVBISHARES TR | 7,840 | $394.5M | 0.26% | |
| 77 | SYKSTRYKER CORPORATION | 991 | $392.2M | 0.25% | |
| 78 | SOSOUTHERN CO | 4,227 | $388.2M | 0.25% | |
| 79 | VVVANGUARD INDEX FDS | 1,360 | $388.0M | 0.25% | |
| 80 | DSTLETF SER SOLUTIONS | 6,900 | $381.9M | 0.25% | |
| 81 | MCDMCDONALDS CORP | 1,302 | $380.5M | 0.25% | |
| 82 | CVSCVS HEALTH CORP | 5,457 | $376.4M | 0.24% | |
| 83 | BRK/BBERKSHIRE HATHAWAY INC DEL | 759 | $368.7M | 0.24% | |
| 84 | SCZISHARES TR | 5,072 | $368.6M | 0.24% | |
| 85 | GOOGLALPHABET INC | 2,079 | $366.4M | 0.24% | |
| 86 | SLYGSPDR SERIES TRUST | 4,031 | $357.8M | 0.23% | |
| 87 | XLBSELECT SECTOR SPDR TR | 3,927 | $344.8M | 0.22% | |
| 88 | XLISELECT SECTOR SPDR TR | 2,165 | $319.4M | 0.21% | |
| 89 | BACVERIZON COMMUNICATIONS INC | 7,291 | $315.5M | 0.20% | |
| 90 | BALLBALL CORP | 5,485 | $307.7M | 0.20% | |
| 91 | KOMPSPDR SERIES TRUST | 5,657 | $307.6M | 0.20% | |
| 92 | ORCLORACLE CORP | 1,395 | $305.0M | 0.20% | |
| 93 | AQLTISHARES TR | 6,265 | $304.8M | 0.20% | |
| 94 | PGPROCTER AND GAMBLE CO | 1,855 | $295.5M | 0.19% | |
| 95 | JMUBJ P MORGAN EXCHANGE TRADED F | 5,938 | $294.8M | 0.19% | |
| 96 | SJNKSPDR SERIES TRUST | 11,124 | $283.4M | 0.18% | |
| 97 | XMLVINVESCO EXCH TRADED FD TR II | 4,511 | $278.2M | 0.18% | |
| 98 | JEPIJ P MORGAN EXCHANGE TRADED F | 4,880 | $277.4M | 0.18% | |
| 99 | JMSTJ P MORGAN EXCHANGE TRADED F | 5,340 | $271.9M | 0.18% | |
| 100 | CVXCHEVRON CORP NEW | 1,860 | $266.3M | 0.17% |
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