Meridian Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Holliston, MA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$208,135
Net value change ($000)
+25,182 (13.8%)
New positions
11
Sold out positions
6
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 2,022 24.5%
QQQM 1,373 37.7%
IJR 1,198 16.4%
IVV 1,161 11.9%
SPYM 1,148 20.2%
RWL 1,063 38.9%
DGRW 803 16.2%
IJH 799 11.6%
DGRO 728 8.4%
SPSM 681 21.3%
Top Reduces (Value $000, Stocks/ETFs)
VZ -274 -100.0%
JPST -256 -2.5%
XOM -240 -100.0%
UTHR -237 -100.0%
EFAV -235 -100.0%
AVY -213 -100.0%
BSJQ -209 -100.0%
LMT -88 -15.7%
CVX -60 -15.6%
MCD -53 -13.0%
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