Meridian Financial Advisors, LLC - Portfolio overview

Meridian Financial Advisors, LLC has 151 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 5.48%
2. JPST - J P MORGAN EXCHANGE TRADED F, 5.33%
3. IVV - ISHARES TR, 5.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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