1y return+18.8%S&P 500 +20.9%
3y return+42.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $131 against $157 in the S&P 500.2
Meridian Financial Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $10.9M | 5.3% | −2.4% |
| SCHDSchwab Strategic Tr | $10.7M | 5.1% | |
| QQQInvesco Qqq Tr | $10.3M | 4.9% | −2.4% |
| JPSTJ P Morgan Exchange Traded F | $9.9M | 4.7% | −2.5% |
| DGROIshares Tr | $9.4M | 4.5% | |
| IJRIshares Tr | $8.5M | 4.1% | −2.4% |
| IJHIshares Tr | $7.7M | 3.7% | −2.3% |
| SPYMSpdr Series Trust | $6.8M | 3.3% | +4.7% |
| DGRWWisdomtree Tr | $5.7M | 2.8% | +6.8% |
| VOVanguard Index Fds | $5.1M | 2.5% | −1.5% |
| QQQMInvesco Exch Traded Fd Tr II | $5.0M | 2.4% | +8.0% |
| RSPInvesco Exchange Traded Fd T | $4.2M | 2.0% | −2.0% |
| VBVanguard Index Fds | $4.0M | 1.9% | |
| SDYSpdr Series Trust | $4.0M | 1.9% | +4.4% |
| SPSMSpdr Series Trust | $3.9M | 1.9% | +1.6% |
| RWLInvesco Exch Traded Fd Tr II | $3.8M | 1.8% | +24.9% |
| VCSHVanguard Scottsdale Fds | $2.8M | 1.3% | +3.5% |
| MSFTMicrosoft Corp | $2.6M | 1.2% | +2.5% |
| SPHQInvesco Exchange Traded Fd T | $2.5M | 1.2% | −2.3% |
| VOTVanguard Index Fds | $2.5M | 1.2% | −3.3% |
| SPYGSpdr Series Trust | $2.4M | 1.2% | −1.3% |
| VIGVanguard Specialized Funds | $2.4M | 1.1% | −1.2% |
| LVHILegg Mason Etf Invt | $2.3M | 1.1% | +26.6% |
| SPMDSpdr Series Trust | $2.2M | 1.0% | +1.6% |
| RIGSAlps Etf Tr | $2.1M | 1.0% | −1.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CSCOCisco Sys Inc | December 31, 2021 | +85.4% | $1.5M |
| QQQMInvesco Exch Traded Fd Tr II | December 31, 2021 | +85.2% | $5.0M |
| VOOVanguard Index Fds | March 31, 2023 | +82.6% | $1.4M |
| SPMDSpdr Series Trust | June 30, 2022 | +70.2% | $2.2M |
| SPHQInvesco Exchange Traded Fd T | December 31, 2021 | +69.3% | $2.5M |
| MRKMerck & Co Inc | December 31, 2021 | +67.7% | $1.9M |
| SPYGSpdr Series Trust | December 31, 2021 | +64.2% | $2.4M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $2.0M |
| SPSMSpdr Series Trust | June 30, 2022 | +60.3% | $3.9M |
| SPYMSpdr Series Trust | December 31, 2021 | +57.4% | $6.8M |
Sold off last quarter
- VZVerizon Communications Inc was $274K
- Exxon Mobil CorpCUSIP 30231G102 was $240K
- UTHRUnited Therapeutics Corp Del was $237K
- EFAVIshares Tr was $235K
- AVYAvery Dennison Corp was $213K
- BSJQInvesco Exch Trd Slf Idx Fd was $209K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +5.3% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | −0.4% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +4.7% | +8.3% |
| March 31, 2023 | +3.6% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −13.0% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Meridian Financial Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2032629&type=13F-HR&dateb=&owner=include&count=40CIK 2032629
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2032629/000203262926000003/Filed July 22, 2026 · accession 0002032629-26-000003