Meridian Financial Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Holliston, MA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
154
Total value ($000)
$213,869
Net value change ($000)
+5,734 (2.8%)
New positions
12
Sold out positions
4
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 1,262 49.5%
VTI 795 NEW
AAPL 732 37.3%
JPST 560 5.7%
VXUS 527 NEW
RWL 490 12.9%
LVHI 413 18.3%
NVDA 358 143.2%
CRWD 331 44.4%
LLY 287 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJR -756 -8.9%
IJH -578 -7.5%
SPSM -279 -7.2%
MDY -270 -14.6%
VB -260 -6.5%
AGGY -248 -100.0%
VO -215 -4.2%
REGL -207 -100.0%
ORCL -203 -100.0%
IEV -202 -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