Meridian Financial Advisors, LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$183.6B

Holdings

141

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (141 positions)

#	Stock	Shares	Value	% Portfolio
1	JPSTJ P MORGAN EXCHANGE TRADED F	204,135	$10.3B	5.62%
2	IVVISHARES TR	14,988	$10.3B	5.59%
3	SCHDSCHWAB STRATEGIC TR	349,101	$9.6B	5.21%
4	NDQINVESCO QQQ TR	14,867	$9.1B	4.97%
5	DGROISHARES TR	123,169	$8.6B	4.66%
6	IJRISHARES TR	62,224	$7.5B	4.07%
7	IJHISHARES TR	107,518	$7.1B	3.86%
8	SPYMSPDR SERIES TRUST	71,179	$5.7B	3.11%
9	VOVANGUARD INDEX FDS	16,538	$4.8B	2.61%
10	DGRWWISDOMTREE TR	49,228	$4.4B	2.40%
11	RSPINVESCO EXCHANGE TRADED FD T	20,980	$4.0B	2.19%
12	SDYSPDR SERIES TRUST	26,277	$3.7B	1.99%
13	QQQMINVESCO EXCH TRADED FD TR II	14,223	$3.6B	1.96%
14	VBVANGUARD INDEX FDS	13,645	$3.5B	1.92%
15	MSFTMICROSOFT CORP	7,177	$3.5B	1.89%
16	SPSMSPDR SERIES TRUST	64,722	$3.0B	1.65%
17	VCSHVANGUARD SCOTTSDALE FDS	32,870	$2.6B	1.43%
18	VOTVANGUARD INDEX FDS	8,802	$2.5B	1.34%
19	SPYGSPDR SERIES TRUST	21,407	$2.3B	1.24%
20	VIGVANGUARD SPECIALIZED FUNDS	10,322	$2.3B	1.24%
21	RIGSALPS ETF TR	93,379	$2.2B	1.17%
22	SPHQINVESCO EXCHANGE TRADED FD T	27,680	$2.1B	1.13%
23	RWLINVESCO EXCH TRADED FD TR II	17,439	$2.0B	1.09%
24	SPYSPDR S&P 500 ETF TR	2,833	$1.9B	1.05%
25	AAPLAPPLE INC	7,004	$1.9B	1.04%
26	MDYSPDR S&P MIDCAP 400 ETF TR	3,123	$1.9B	1.03%
27	SPMDSPDR SERIES TRUST	31,179	$1.8B	0.98%
28	SPSBSPDR SERIES TRUST	58,060	$1.8B	0.95%
29	VBKVANGUARD INDEX FDS	5,492	$1.7B	0.90%
30	MRKMERCK & CO INC	15,581	$1.6B	0.89%
31	LVHILEGG MASON ETF INVT	38,808	$1.4B	0.78%
32	SLYVSPDR SERIES TRUST	14,171	$1.3B	0.70%
33	SCHFSCHWAB STRATEGIC TR	52,978	$1.3B	0.69%
34	VBRVANGUARD INDEX FDS	6,006	$1.3B	0.69%
35	VOOVANGUARD INDEX FDS	1,964	$1.2B	0.67%
36	ICLOINVESCO ACTIVELY MANAGED EXC	44,034	$1.1B	0.61%
37	AMZNAMAZON COM INC	4,791	$1.1B	0.60%
38	IUSGISHARES TR	6,506	$1.1B	0.59%
39	SPLVINVESCO EXCH TRADED FD TR II	15,011	$1.1B	0.58%
40	DONWISDOMTREE TR	20,113	$1.0B	0.56%
41	XLUSELECT SECTOR SPDR TR	24,015	$1.0B	0.56%
42	VCITVANGUARD SCOTTSDALE FDS	12,129	$1.0B	0.55%
43	JEPIJ P MORGAN EXCHANGE TRADED F	17,250	$987.0M	0.54%
44	CSCOCISCO SYS INC	12,667	$975.0M	0.53%
45	FBCGFIDELITY COVINGTON TRUST	17,309	$949.0M	0.52%
46	JPMJPMORGAN CHASE & CO.	2,865	$923.0M	0.50%
47	SPIBSPDR SERIES TRUST	26,732	$903.0M	0.49%
48	VYMIVANGUARD WHITEHALL FDS	9,746	$877.0M	0.48%
49	IJJISHARES TR	6,487	$853.0M	0.46%
50	SYLDCAMBRIA ETF TR	11,487	$798.0M	0.43%
51	VUGVANGUARD INDEX FDS	1,616	$788.0M	0.43%
52	NOBLPROSHARES TR	7,536	$784.0M	0.43%
53	VOEVANGUARD INDEX FDS	4,304	$763.0M	0.42%
54	GOOGALPHABET INC	2,405	$754.0M	0.41%
55	XLKSELECT SECTOR SPDR TR	4,861	$699.0M	0.38%
56	GOOGLALPHABET INC	2,131	$667.0M	0.36%
57	XMHQINVESCO EXCHANGE TRADED FD T	6,355	$650.0M	0.35%
58	VYMVANGUARD WHITEHALL FDS	4,372	$627.0M	0.34%
59	IDHQINVESCO EXCH TRADED FD TR II	17,621	$619.0M	0.34%
60	XLVSELECT SECTOR SPDR TR	3,933	$608.0M	0.33%
61	SUSAISHARES TR	4,300	$599.0M	0.33%
62	WMWASTE MGMT INC DEL	2,571	$564.0M	0.31%
63	XLFSELECT SECTOR SPDR TR	10,126	$554.0M	0.30%
64	IJTISHARES TR	3,877	$547.0M	0.30%
65	IEMGISHARES INC	8,125	$546.0M	0.30%
66	FALNISHARES TR	19,417	$530.0M	0.29%
67	IGIBISHARES TR	9,777	$526.0M	0.29%
68	RDDTREDDIT INC	2,278	$523.0M	0.28%
69	XMMOINVESCO EXCHANGE TRADED FD T	3,775	$522.0M	0.28%
70	DIVIFRANKLIN TEMPLETON ETF TR	13,374	$520.0M	0.28%
71	IBMINTERNATIONAL BUSINESS MACHS	1,738	$514.0M	0.28%
72	FPXIFIRST TR EXCHANGE TRADED FD	8,460	$500.0M	0.27%
73	MDYVSPDR SERIES TRUST	5,763	$487.0M	0.27%
74	SPDGSPDR SERIES TRUST	11,837	$482.0M	0.26%
75	RTXRTX CORPORATION	2,599	$476.0M	0.26%
76	JNJJOHNSON & JOHNSON	2,215	$458.0M	0.25%
77	CRWDCROWDSTRIKE HLDGS INC	978	$458.0M	0.25%
78	LMTLOCKHEED MARTIN CORP	928	$449.0M	0.24%
79	IJKISHARES TR	4,633	$448.0M	0.24%
80	EFAISHARES TR	4,648	$446.0M	0.24%
81	SJNKSPDR SERIES TRUST	17,349	$439.0M	0.24%
82	DIVBISHARES TR	7,966	$423.0M	0.23%
83	SCHMSCHWAB STRATEGIC TR	13,839	$416.0M	0.23%
84	DSTLETF SER SOLUTIONS	7,000	$412.0M	0.22%
85	SCHGSCHWAB STRATEGIC TR	12,488	$407.0M	0.22%
86	VIGIVANGUARD WHITEHALL FDS	4,400	$402.0M	0.22%
87	MCDMCDONALDS CORP	1,315	$402.0M	0.22%
88	VVVANGUARD INDEX FDS	1,260	$396.0M	0.22%
89	HFSIHARTFORD FDS EXCHANGE TRADED	10,950	$388.0M	0.21%
90	BRK/BBERKSHIRE HATHAWAY INC DEL	759	$381.0M	0.21%
91	XLBSELECT SECTOR SPDR TR	8,184	$371.0M	0.20%
92	SOSOUTHERN CO	4,227	$368.0M	0.20%
93	KLMNINVESCO EXCH TRADED FD TR II	3,085	$368.0M	0.20%
94	SYKSTRYKER CORPORATION	996	$350.0M	0.19%
95	JMUBJ P MORGAN EXCHANGE TRADED F	6,892	$348.0M	0.19%
96	SLYGSPDR SERIES TRUST	3,686	$347.0M	0.19%
97	SCZISHARES TR	4,474	$346.0M	0.19%
98	XLISELECT SECTOR SPDR TR	2,198	$340.0M	0.19%
99	UTHUNITED THERAPEUTICS CORP DEL	690	$336.0M	0.18%
100	IDMOINVESCO EXCH TRADED FD TR II	6,050	$336.0M	0.18%

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