Meridian Financial Advisors, LLC
142 holdingsFiling period: 2026-03-31Current AUM: $203.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 339.4K | $10.4M | $11.4M | 5.57% | -9,675 | 2026-03-31 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 200.2K | $10.1M | $10.1M | 4.96% | -3,890 | 2026-03-31 |
| 3 | IVV | ISHARES TR | 15.0K | $9.8M | $11.2M | 5.51% | -3 | 2026-03-31 |
| 4 | DGRO | ISHARES TR | 123.4K | $8.7M | $9.6M | 4.72% | +212 | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 14.3K | $8.2M | $9.8M | 4.82% | -574 | 2026-03-31 |
| 6 | IJR | ISHARES TR | 58.8K | $7.3M | $8.5M | 4.19% | -3,472 | 2026-03-31 |
| 7 | IJH | ISHARES TR | 102.2K | $6.9M | $7.7M | 3.77% | -5,313 | 2026-03-31 |
| 8 | SPYM | SPDR SERIES TRUST | 74.2K | $5.7M | $6.5M | 3.20% | +3.1K | 2026-03-31 |
| 9 | DGRW | WISDOMTREE TR | 56.3K | $4.9M | $5.4M | 2.66% | +7.0K | 2026-03-31 |
| 10 | VO | VANGUARD INDEX FDS | 16.1K | $4.6M | $5.2M | 2.55% | -467 | 2026-03-31 |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | 20.2K | $3.9M | $4.4M | 2.13% | -735 | 2026-03-31 |
| 12 | SDY | SPDR SERIES TRUST | 25.1K | $3.7M | $3.9M | 1.91% | -1,159 | 2026-03-31 |
| 13 | QQQM | INVESCO EXCH TRADED FD TR II | 15.3K | $3.6M | $4.3M | 2.13% | +1.1K | 2026-03-31 |
| 14 | VB | VANGUARD INDEX FDS | 13.2K | $3.5M | $3.9M | 1.91% | -417 | 2026-03-31 |
| 15 | SPSM | SPDR SERIES TRUST | 66.3K | $3.2M | $3.7M | 1.84% | +1.6K | 2026-03-31 |
| 16 | RWL | INVESCO EXCH TRADED FD TR II | 23.8K | $2.7M | $3.1M | 1.54% | +6.4K | 2026-03-31 |
| 17 | VCSH | VANGUARD SCOTTSDALE FDS | 34.3K | $2.7M | $2.7M | 1.32% | +1.5K | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 6.7K | $2.5M | $3.1M | 1.52% | -504 | 2026-03-31 |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | 10.1K | $2.2M | $2.4M | 1.19% | -185 | 2026-03-31 |
| 20 | VOT | VANGUARD INDEX FDS | 8.3K | $2.1M | $2.5M | 1.21% | -466 | 2026-03-31 |
| 21 | SPHQ | INVESCO EXCHANGE TRADED FD T | 28.3K | $2.1M | $2.4M | 1.17% | +570 | 2026-03-31 |
| 22 | RIGS | ALPS ETF TR | 92.3K | $2.1M | $2.1M | 1.02% | -1,119 | 2026-03-31 |
| 23 | SPYG | SPDR SERIES TRUST | 20.6K | $2.0M | $2.4M | 1.18% | -795 | 2026-03-31 |
| 24 | SPMD | SPDR SERIES TRUST | 31.5K | $1.9M | $2.1M | 1.02% | +341 | 2026-03-31 |
| 25 | SPSB | SPDR SERIES TRUST | 60.5K | $1.8M | $1.8M | 0.89% | +2.4K | 2026-03-31 |
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