Meridian Financial Advisors, LLC
All 13F Filings
- Location
- Holliston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 208,135
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 30.87 K | 14.9% | 2.938 K | 0 | 2.938 K |
| ETFs | 175.7 K | 85.1% | 22.14 K | 0 | 22.14 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
208,135
Holdings
146
QoQ value change ($000)
25,182
(13.8%)
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.