Meridian Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Holliston, MA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$183,625
Net value change ($000)
+6,096 (3.4%)
New positions
6
Sold out positions
5
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RWL 994 99.1%
SPYM 727 14.6%
ICLO 595 112.3%
IEMG 546 NEW
SCHWAB STRATEGIC TRUST 545 74.8%
DGRW 492 12.6%
LVHI 485 51.4%
HFSI 389 NEW
JEPI 388 64.8%
VCSH 347 15.3%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -328 -3.3%
IJR -323 -4.1%
VO -322 -6.3%
MSFT -282 -7.5%
KOMP -276 -100.0%
IJH -273 -3.7%
ITW -218 -100.0%
IHF -211 -100.0%
IJS -204 -100.0%
SCHY -200 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type