Meridian Financial Advisors, LLC
All 13F Filings
- Location
- Holliston, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 213,869
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 154 | 213,869 | 13F-HR | Meridian Financial Advisors, LLC |
| Q2 2026 | 7/22/2026 | 146 | 208,135 | 13F-HR | Meridian Financial Advisors, LLC |
| Q1 2026 | 4/21/2026 | 141 | 182,953 | 13F-HR | Meridian Financial Advisors, LLC |
| Q4 2025 | 1/23/2026 | 141 | 183,625 | 13F-HR | Meridian Financial Advisors, LLC |
| Q3 2025 | 10/20/2025 | 140 | 177,529 | 13F-HR | Meridian Financial Advisors, LLC |
| Q2 2025 | 7/16/2025 | 127 | 154,543 | 13F-HR | Meridian Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.67 K | 16.3% | 3.797 K | 0 | 3.797 K |
| ETFs | 177.4 K | 83.7% | 1.707 K | 0 | 1.707 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
213,869
Holdings
154
QoQ value change ($000)
5,734
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.