Meridian Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Holliston, MA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$182,953
Net value change ($000)
-672 (-0.4%)
New positions
6
Sold out positions
6
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHD 838 8.8%
RWL 738 37.0%
DGRW 540 12.3%
IEFA 436 NEW
IMFL 377 NEW
LVHI 348 24.4%
IEMG 344 63.0%
ICLO 332 29.5%
GTO 306 NEW
JEPQ 246 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,001 -28.8%
QQQ -884 -9.7%
IVV -478 -4.7%
VOT -312 -12.7%
ALNY -289 -100.0%
SPYG -266 -11.6%
MDY -251 -13.3%
RDDT -247 -47.1%
SPY -240 -12.4%
BLOK -231 -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