Meridian Financial Advisors, LLC 13F Holdings
CIK 0002032629 · HOLLISTON, MA
As of Sep 30, 2025, Meridian Financial Advisors, LLC reported 140 positions worth
CIK 0002032629 · HOLLISTON, MA
As of Sep 30, 2025, Meridian Financial Advisors, LLC reported 140 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 206,584 | 0.5M | 5.90% |
| ISHARES CORE S&P 500 ETF | IVV | — | 15,142 | 0.1M | 5.71% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 362,794 | $9.9M | 5.58% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 14,962 | $9.0M | 5.06% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 120,706 | $8.2M | 4.63% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 65,646 | $7.8M | 4.39% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 112,923 | $7.4M | 4.15% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 17,437 | $5.1M | 2.89% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 63,611 | $5.0M | 2.81% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 20,949 | $4.0M | 2.24% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 43,957 | $3.9M | 2.20% |
| MICROSOFT CORP | MSFT | Technology | 7,245 | $3.8M | 2.11% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 26,672 | $3.7M | 2.10% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 13,862 | $3.5M | 1.99% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 13,755 | $3.4M | 1.91% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 65,651 | $3.0M | 1.71% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 8,898 | $2.6M | 1.47% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 22,044 | $2.3M | 1.30% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 28,453 | $2.3M | 1.28% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 10,379 | $2.2M | 1.26% |
| RIVERFRONT STRATEGIC INCOME FUND | RIGS | Equity | 93,236 | $2.2M | 1.22% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 26,753 | $2.0M | 1.10% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 3,186 | .9M | 1.07% |
| SPDR S&P 500 ETF TRUST | SPY | — | 2,833 | .9M | 1.06% |
| APPLE INC | AAPL | Technology | 7,095 | .8M | 1.02% |