Meridian Financial Advisors, LLC
•CIK: 2032629•Filing: Q4 2025
**Meridian Financial Advisors, LLC** manages $184M across a diversified portfolio of 141 positions. The strategy exhibits significant allocation toward core equity indices, notably holding JPST and IVV at $10.3M each. Further concentration is visible in dividend-focused assets, with SCHD at $9.6M and DGRO at $8.6M. Top holdings also include NDQ ($9.1M) and IJR ($7.5M), signaling a focus on established market leaders and income generation.
Total AUM
$183.6M
QoQ Performance
+3.4%
Positions
73
Top 10 Concentration
42.1%
Latest Filing
Q4 2025
Top Holdings Allocation
JPST
IVV
SCHD
JPST5.6%
IVV5.6%
SCHD5.2%
NDQ5.0%
DGRO4.7%
IJR4.1%
IJH3.9%
SPYM3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.9%
ETF7.3%
Technology5.0%
Healthcare1.5%
Financial1.3%
Consumer0.8%
Utilities0.6%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑65 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024