Skip to Main Content
American Flag
LABOR DAY SALE

50% off your first year of any Quiver subscription

...

Use Promo Code:

LABOR26
American Flag

Meridian Financial Advisors, LLC - Portfolio Stock Holdings

Meridian Financial Advisors, LLC disclosed 158 stock positions in a recent SEC 13F filing. $213,868,333 of stock holdings were filed, with the largest holdings including IVV, SCHD, and JPST. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

Report Period:

Sept. 30, 2026

No. of Stocks:

158

Est. Stock Holding Value:

$213,868,333

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - Meridian Financial Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...