Meridian Financial Advisors
HOLLISTON, MAfiles as Meridian Financial Advisors, LLC
$208m in 146 US stocks at the end of 30 June 2026. The top 10 are 40.9% of the money. It changed about 4.9% of the portfolio this quarter.
Value
$208m
Stocks
146
Top 10 share
40.9%
Turnover
4.9%
What changed this quarter
New
Bought for the first time this quarter.
- Invesco Exch TRD SLF IDX FDOMFL0.1% of the fund
- First TR Exchange-Traded FDCIBR0.1% of the fund
- Amplify ETF TRBLOK0.1% of the fund
- Wisdomtree TRWCBR0.1% of the fund
- Schwab Strategic TRSCHY0.1% of the fund
- Ishares TRIWF0.1% of the fund
- Travelers CompaniesTRV0.1% of the fund
- Ishares TRIJS0.1% of the fund
- Ishares TRIQLT0.1% of the fund
- J P Morgan Exchange Traded FJMHI0.1% of the fund
- Ishares TRIEV<0.1% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustSPYM3.3% of the fund+5%
- Wisdomtree TRDGRW2.8% of the fund+7%
- Invesco Exch Traded FD TR IIQQQM2.4% of the fund+8%
- Spdr Series TrustSDY1.9% of the fund+4%
- Invesco Exch Traded FD TR IIRWL1.8% of the fund+25%
- Vanguard Scottsdale FDSVCSH1.3% of the fund+3%
- MicrosoftMSFT1.2% of the fund+2%
- Legg Mason ETF InvtLVHI1.1% of the fund+27%
- Spdr Series TrustSPSB0.9% of the fund+4%
- Schwab Strategic TRSCHF0.9% of the fund+6%
- Invesco Actively Managed EXCICLO0.8% of the fund+7%
- Cisco SystemsCSCO0.7% of the fund+4%
- J P Morgan Exchange Traded FJEPI0.6% of the fund+5%
- IsharesIEMG0.6% of the fund+17%
- Invesco Exch Traded FD TR IISPMO0.5% of the fund+70%
- Invesco Exch Traded FD TR IIIDMO0.5% of the fund+63%
- Spdr Series TrustSPIB0.5% of the fund+12%
- Select Sector Spdr TRXLK0.5% of the fund+7%
- Vanguard Whitehall FDSVYMI0.5% of the fund+7%
- Invesco Exch Traded FD TR IIIDHQ0.4% of the fund+10%
- AlphabetGOOG0.4% of the fund+4%
- Invesco Exchange Traded FD TXMMO0.4% of the fund+19%
- Ishares TRFALN0.4% of the fund+13%
- J P Morgan Exchange Traded FJMST0.3% of the fund+35%
- Ishares TRIGIB0.3% of the fund+14%
Cut
Sold some of their stake.
- Ishares TRIVV5.3% of the fund-2%
- Invesco QQQ TRQQQ4.9% of the fund-2%
- J P Morgan Exchange Traded FJPST4.7% of the fund-2%
- Ishares TRIJR4.1% of the fund-2%
- Ishares TRIJH3.7% of the fund-2%
- Invesco Exchange Traded FD TRSP2.0% of the fund-2%
- Invesco Exchange Traded FD TSPHQ1.2% of the fund-2%
- Vanguard Index FDSVOT1.2% of the fund-3%
- AppleAAPL0.9% of the fund-2%
- Ishares TRIUSG0.6% of the fund-5%
- Amazon.comAMZN0.5% of the fund-4%
- Select Sector Spdr TRXLU0.5% of the fund-3%
- Ishares TRIJJ0.4% of the fund-2%
- Fidelity Covington TrustFBCG0.4% of the fund-10%
- Vanguard Index FDSVOE0.4% of the fund-2%
- Cambria ETF TRSYLD0.4% of the fund-6%
- Ishares TRIJT0.3% of the fund-3%
- Vanguard Whitehall FDSVYM0.3% of the fund-8%
- Ishares TRSUSA0.3% of the fund-8%
- Spdr Series TrustSPDG0.2% of the fund-4%
- Select Sector Spdr TRXLF0.2% of the fund-2%
- First TR Exchange-Traded FDFPXI0.2% of the fund-24%
- Schwab Strategic TRSCHM0.2% of the fund-8%
- Spdr Series TrustSLYG0.2% of the fund-8%
- Spdr Series TrustSJNK0.2% of the fund-3%
Sold out
Sold their entire stake.
- Verizon CommunicationsVZ-100%
- ExxonMobil HoldingsXOM-100%
- United TherapeuticsUTHR-100%
- Ishares TREFAV-100%
- Avery DennisonAVY-100%
- Invesco Exch TRD SLF IDX FDBSJQ-100%
Holdings
- Ishares TRIVV
- Share
- 5.3%
- Value
- $11m
- Shares
- 14,620
-2%
- Schwab Strategic TRSCHD
- Share
- 5.1%
- Value
- $11m
- Shares
- 336,197
Held
- Invesco QQQ TRQQQ
- Share
- 4.9%
- Value
- $10m
- Shares
- 13,948
-2%
- J P Morgan Exchange Traded FJPST
- Share
- 4.7%
- Value
- $10m
- Shares
- 195,332
-2%
- Ishares TRDGRO
- Share
- 4.5%
- Value
- $9m
- Shares
- 123,859
Held
- Ishares TRIJR
- Share
- 4.1%
- Value
- $9m
- Shares
- 57,316
-2%
- Ishares TRIJH
- Share
- 3.7%
- Value
- $8m
- Shares
- 99,873
-2%
- Spdr Series TrustSPYM
- Share
- 3.3%
- Value
- $7m
- Shares
- 77,729
+5%
- Wisdomtree TRDGRW
- Share
- 2.8%
- Value
- $6m
- Shares
- 60,080
+7%
- Vanguard Index FDSVO
- Share
- 2.5%
- Value
- $5m
- Shares
- 63,316
Held
- Invesco Exch Traded FD TR IIQQQM
- Share
- 2.4%
- Value
- $5m
- Shares
- 16,554
+8%
- Invesco Exchange Traded FD TRSP
- Share
- 2.0%
- Value
- $4m
- Shares
- 19,831
-2%
- Vanguard Index FDSVB
- Share
- 1.9%
- Value
- $4m
- Shares
- 13,274
Held
- Spdr Series TrustSDY
- Share
- 1.9%
- Value
- $4m
- Shares
- 26,212
+4%
- Spdr Series TrustSPSM
- Share
- 1.9%
- Value
- $4m
- Shares
- 67,352
Held
- Invesco Exch Traded FD TR IIRWL
- Share
- 1.8%
- Value
- $4m
- Shares
- 29,725
+25%
- Vanguard Scottsdale FDSVCSH
- Share
- 1.3%
- Value
- $3m
- Shares
- 35,521
+3%
- Invesco Exchange Traded FD TSPHQ
- Share
- 1.2%
- Value
- $2m
- Shares
- 27,589
-2%
- Vanguard Index FDSVOT
- Share
- 1.2%
- Value
- $2m
- Shares
- 8,059
-3%
- Spdr Series TrustSPYG
- Share
- 1.2%
- Value
- $2m
- Shares
- 20,339
Held
- Vanguard Specialized FundsVIG
- Share
- 1.1%
- Value
- $2m
- Shares
- 10,018
Held
- Legg Mason ETF InvtLVHI
- Share
- 1.1%
- Value
- $2m
- Shares
- 55,485
+27%
- Spdr Series TrustSPMD
- Share
- 1.0%
- Value
- $2m
- Shares
- 32,034
Held
- Alps ETF TRRIGS
- Share
- 1.0%
- Value
- $2m
- Shares
- 90,591
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.9%
- Value
- $2m
- Shares
- 2,611
Held
- Vanguard Index FDSVBK
- Share
- 0.9%
- Value
- $2m
- Shares
- 5,182
Held
- Spdr Series TrustSPSB
- Share
- 0.9%
- Value
- $2m
- Shares
- 62,842
+4%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.9%
- Value
- $2m
- Shares
- 2,622
Held
- Schwab Strategic TRSCHF
- Share
- 0.9%
- Value
- $2m
- Shares
- 64,523
+6%
- Invesco Actively Managed EXCICLO
- Share
- 0.8%
- Value
- $2m
- Shares
- 61,209
+7%
- Spdr Series TrustSLYV
- Share
- 0.7%
- Value
- $2m
- Shares
- 14,171
Held
- Vanguard Index FDSVBR
- Share
- 0.7%
- Value
- $1m
- Shares
- 5,969
Held
- Vanguard Index FDSVOO
- Share
- 0.7%
- Value
- $1m
- Shares
- 1,994
Held
- J P Morgan Exchange Traded FJEPI
- Share
- 0.6%
- Value
- $1m
- Shares
- 21,988
+5%
- IsharesIEMG
- Share
- 0.6%
- Value
- $1m
- Shares
- 14,959
+17%
- Ishares TRIUSG
- Share
- 0.6%
- Value
- $1m
- Shares
- 6,531
-5%
- Invesco Exch Traded FD TR IISPMO
- Share
- 0.5%
- Value
- $1m
- Shares
- 7,049
+70%
- Invesco Exch Traded FD TR IISPLV
- Share
- 0.5%
- Value
- $1m
- Shares
- 14,677
Held
- Select Sector Spdr TRXLU
- Share
- 0.5%
- Value
- $1m
- Shares
- 23,076
-3%
- Wisdomtree TRDON
- Share
- 0.5%
- Value
- $1m
- Shares
- 18,511
Held
- Invesco Exch Traded FD TR IIIDMO
- Share
- 0.5%
- Value
- $1m
- Shares
- 17,312
+63%
- Spdr Series TrustSPIB
- Share
- 0.5%
- Value
- $1m
- Shares
- 30,814
+12%
- Vanguard Scottsdale FDSVCIT
- Share
- 0.5%
- Value
- $1m
- Shares
- 12,301
Held
- Select Sector Spdr TRXLK
- Share
- 0.5%
- Value
- $1m
- Shares
- 5,281
+7%
- Vanguard Whitehall FDSVYMI
- Share
- 0.5%
- Value
- $980,566
- Shares
- 9,985
+7%
- Ishares TRIJJ
- Share
- 0.4%
- Value
- $908,813
- Shares
- 6,152
-2%
- Fidelity Covington TrustFBCG
- Share
- 0.4%
- Value
- $880,592
- Shares
- 14,178
-10%
- Invesco Exch Traded FD TR IIIDHQ
- Share
- 0.4%
- Value
- $858,583
- Shares
- 19,643
+10%
- Vanguard Index FDSVUG
- Share
- 0.4%
- Value
- $829,011
- Shares
- 9,624
Held
- Vanguard Index FDSVOE
- Share
- 0.4%
- Value
- $816,075
- Shares
- 4,130
-2%
- Invesco Exchange Traded FD TXMMO
- Share
- 0.4%
- Value
- $784,345
- Shares
- 4,610
+19%
- Proshares TRNOBL
- Share
- 0.4%
- Value
- $755,066
- Shares
- 13,445
Held
- Ishares TRFALN
- Share
- 0.4%
- Value
- $747,878
- Shares
- 27,455
+13%
- Cambria ETF TRSYLD
- Share
- 0.4%
- Value
- $742,277
- Shares
- 9,386
-6%
- Ishares TRIJT
- Share
- 0.3%
- Value
- $692,432
- Shares
- 3,877
-3%
- Invesco Exchange Traded FD TXMHQ
- Share
- 0.3%
- Value
- $665,715
- Shares
- 5,898
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.3%
- Value
- $637,181
- Shares
- 4,032
-8%
- Ishares TRSUSA
- Share
- 0.3%
- Value
- $613,343
- Shares
- 3,975
-8%
- J P Morgan Exchange Traded FJMST
- Share
- 0.3%
- Value
- $606,888
- Shares
- 11,900
+35%
- Ishares TRIGIB
- Share
- 0.3%
- Value
- $594,122
- Shares
- 11,174
+14%
- Select Sector Spdr TRXLV
- Share
- 0.3%
- Value
- $580,358
- Shares
- 3,658
Held
- Franklin Templeton ETF TRDIVI
- Share
- 0.3%
- Value
- $578,429
- Shares
- 13,540
Held
- Ishares TRIEFA
- Share
- 0.3%
- Value
- $566,713
- Shares
- 5,868
+22%
- Ishares TRDIVB
- Share
- 0.3%
- Value
- $531,691
- Shares
- 8,631
+17%
- Ishares TREFA
- Share
- 0.3%
- Value
- $520,724
- Shares
- 5,013
+2%
- Ishares TRIJK
- Share
- 0.2%
- Value
- $519,703
- Shares
- 4,423
Held
- Spdr Series TrustMDYV
- Share
- 0.2%
- Value
- $518,186
- Shares
- 5,463
Held
- Spdr Series TrustSPDG
- Share
- 0.2%
- Value
- $509,202
- Shares
- 10,990
-4%
- Select Sector Spdr TRXLF
- Share
- 0.2%
- Value
- $504,918
- Shares
- 9,418
-2%
- First TR Exchange-Traded FDFPXI
- Share
- 0.2%
- Value
- $457,453
- Shares
- 5,463
-24%
- Schwab Strategic TRSCHM
- Share
- 0.2%
- Value
- $454,791
- Shares
- 12,335
-8%
- Select Sector Spdr TRXLI
- Share
- 0.2%
- Value
- $432,697
- Shares
- 2,336
Held
- Schwab Strategic TRSCHG
- Share
- 0.2%
- Value
- $425,132
- Shares
- 12,563
Held
- Invesco Exch Traded FD TR IIRWJ
- Share
- 0.2%
- Value
- $422,748
- Shares
- 7,105
+29%
- Invesco Exch TRD SLF IDX FDIMFL
- Share
- 0.2%
- Value
- $415,514
- Shares
- 12,100
Held
- Vanguard Whitehall FDSVIGI
- Share
- 0.2%
- Value
- $410,742
- Shares
- 4,399
Held
- Spdr Series TrustSLYG
- Share
- 0.2%
- Value
- $403,421
- Shares
- 3,386
-8%
- Invesco Actively Managed EXCGTO
- Share
- 0.2%
- Value
- $402,231
- Shares
- 8,582
+31%
- Spdr Series TrustSJNK
- Share
- 0.2%
- Value
- $395,461
- Shares
- 15,799
-3%
- Select Sector Spdr TRXLB
- Share
- 0.2%
- Value
- $390,324
- Shares
- 7,679
-3%
- Spdr Index SHS FDSSPDW
- Share
- 0.2%
- Value
- $383,667
- Shares
- 7,614
Held
- Vanguard Index FDSVV
- Share
- 0.2%
- Value
- $378,301
- Shares
- 1,100
-8%
- J P Morgan Exchange Traded FJMUB
- Share
- 0.2%
- Value
- $374,442
- Shares
- 7,392
+7%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 5.3% | $11m | 14,620 | -2% |
| Schwab Strategic TRSCHD | 5.1% | $11m | 336,197 | Held |
| Invesco QQQ TRQQQ | 4.9% | $10m | 13,948 | -2% |
| J P Morgan Exchange Traded FJPST | 4.7% | $10m | 195,332 | -2% |
| Ishares TRDGRO | 4.5% | $9m | 123,859 | Held |
| Ishares TRIJR | 4.1% | $9m | 57,316 | -2% |
| Ishares TRIJH | 3.7% | $8m | 99,873 | -2% |
| Spdr Series TrustSPYM | 3.3% | $7m | 77,729 | +5% |
| Wisdomtree TRDGRW | 2.8% | $6m | 60,080 | +7% |
| Vanguard Index FDSVO | 2.5% | $5m | 63,316 | Held |
| Invesco Exch Traded FD TR IIQQQM | 2.4% | $5m | 16,554 | +8% |
| Invesco Exchange Traded FD TRSP | 2.0% | $4m | 19,831 | -2% |
| Vanguard Index FDSVB | 1.9% | $4m | 13,274 | Held |
| Spdr Series TrustSDY | 1.9% | $4m | 26,212 | +4% |
| Spdr Series TrustSPSM | 1.9% | $4m | 67,352 | Held |
| Invesco Exch Traded FD TR IIRWL | 1.8% | $4m | 29,725 | +25% |
| Vanguard Scottsdale FDSVCSH | 1.3% | $3m | 35,521 | +3% |
| MicrosoftMSFT | 1.2% | $3m | 6,838 | +2% |
| Invesco Exchange Traded FD TSPHQ | 1.2% | $2m | 27,589 | -2% |
| Vanguard Index FDSVOT | 1.2% | $2m | 8,059 | -3% |
| Spdr Series TrustSPYG | 1.2% | $2m | 20,339 | Held |
| Vanguard Specialized FundsVIG | 1.1% | $2m | 10,018 | Held |
| Legg Mason ETF InvtLVHI | 1.1% | $2m | 55,485 | +27% |
| Spdr Series TrustSPMD | 1.0% | $2m | 32,034 | Held |
| Alps ETF TRRIGS | 1.0% | $2m | 90,591 | Held |
| AppleAAPL | 0.9% | $2m | 6,792 | -2% |
| State STR Spdr S&P 500 ETF TSPY | 0.9% | $2m | 2,611 | Held |
| Vanguard Index FDSVBK | 0.9% | $2m | 5,182 | Held |
| Spdr Series TrustSPSB | 0.9% | $2m | 62,842 | +4% |
| MerckMRK | 0.9% | $2m | 14,634 | Held |
| State STR Spdr S&P Midcap 40MDY | 0.9% | $2m | 2,622 | Held |
| Schwab Strategic TRSCHF | 0.9% | $2m | 64,523 | +6% |
| Invesco Actively Managed EXCICLO | 0.8% | $2m | 61,209 | +7% |
| Spdr Series TrustSLYV | 0.7% | $2m | 14,171 | Held |
| Cisco SystemsCSCO | 0.7% | $2m | 12,892 | +4% |
| Vanguard Index FDSVBR | 0.7% | $1m | 5,969 | Held |
| Vanguard Index FDSVOO | 0.7% | $1m | 1,994 | Held |
| J P Morgan Exchange Traded FJEPI | 0.6% | $1m | 21,988 | +5% |
| IsharesIEMG | 0.6% | $1m | 14,959 | +17% |
| Ishares TRIUSG | 0.6% | $1m | 6,531 | -5% |
| Invesco Exch Traded FD TR IISPMO | 0.5% | $1m | 7,049 | +70% |
| Amazon.comAMZN | 0.5% | $1m | 4,631 | -4% |
| Invesco Exch Traded FD TR IISPLV | 0.5% | $1m | 14,677 | Held |
| Select Sector Spdr TRXLU | 0.5% | $1m | 23,076 | -3% |
| Wisdomtree TRDON | 0.5% | $1m | 18,511 | Held |
| Invesco Exch Traded FD TR IIIDMO | 0.5% | $1m | 17,312 | +63% |
| Spdr Series TrustSPIB | 0.5% | $1m | 30,814 | +12% |
| Vanguard Scottsdale FDSVCIT | 0.5% | $1m | 12,301 | Held |
| Select Sector Spdr TRXLK | 0.5% | $1m | 5,281 | +7% |
| Vanguard Whitehall FDSVYMI | 0.5% | $980,566 | 9,985 | +7% |
| JPMorgan ChaseJPM | 0.5% | $953,313 | 2,912 | Held |
| Ishares TRIJJ | 0.4% | $908,813 | 6,152 | -2% |
| Fidelity Covington TrustFBCG | 0.4% | $880,592 | 14,178 | -10% |
| Invesco Exch Traded FD TR IIIDHQ | 0.4% | $858,583 | 19,643 | +10% |
| AlphabetGOOG | 0.4% | $849,759 | 2,405 | +4% |
| Vanguard Index FDSVUG | 0.4% | $829,011 | 9,624 | Held |
| Vanguard Index FDSVOE | 0.4% | $816,075 | 4,130 | -2% |
| Invesco Exchange Traded FD TXMMO | 0.4% | $784,345 | 4,610 | +19% |
| AlphabetGOOGL | 0.4% | $768,703 | 2,151 | Held |
| Proshares TRNOBL | 0.4% | $755,066 | 13,445 | Held |
| Ishares TRFALN | 0.4% | $747,878 | 27,455 | +13% |
| CrowdStrike HoldingsCRWD | 0.4% | $746,351 | 978 | Held |
| Cambria ETF TRSYLD | 0.4% | $742,277 | 9,386 | -6% |
| Ishares TRIJT | 0.3% | $692,432 | 3,877 | -3% |
| Invesco Exchange Traded FD TXMHQ | 0.3% | $665,715 | 5,898 | Held |
| Vanguard Whitehall FDSVYM | 0.3% | $637,181 | 4,032 | -8% |
| Ishares TRSUSA | 0.3% | $613,343 | 3,975 | -8% |
| J P Morgan Exchange Traded FJMST | 0.3% | $606,888 | 11,900 | +35% |
| Ishares TRIGIB | 0.3% | $594,122 | 11,174 | +14% |
| Select Sector Spdr TRXLV | 0.3% | $580,358 | 3,658 | Held |
| Franklin Templeton ETF TRDIVI | 0.3% | $578,429 | 13,540 | Held |
| Waste ManagementWM | 0.3% | $573,043 | 2,571 | Held |
| Ishares TRIEFA | 0.3% | $566,713 | 5,868 | +22% |
| Johnson & JohnsonJNJ | 0.3% | $562,544 | 2,215 | Held |
| Ishares TRDIVB | 0.3% | $531,691 | 8,631 | +17% |
| Ishares TREFA | 0.3% | $520,724 | 5,013 | +2% |
| Ishares TRIJK | 0.2% | $519,703 | 4,423 | Held |
| Spdr Series TrustMDYV | 0.2% | $518,186 | 5,463 | Held |
| Spdr Series TrustSPDG | 0.2% | $509,202 | 10,990 | -4% |
| Select Sector Spdr TRXLF | 0.2% | $504,918 | 9,418 | -2% |
| RTXRTX | 0.2% | $493,108 | 2,599 | Held |
| CVS HealthCVS | 0.2% | $475,289 | 4,594 | +14% |
| International Business MachinesIBM | 0.2% | $474,682 | 1,688 | Held |
| Lockheed MartinLMT | 0.2% | $473,009 | 928 | Held |
| First TR Exchange-Traded FDFPXI | 0.2% | $457,453 | 5,463 | -24% |
| Schwab Strategic TRSCHM | 0.2% | $454,791 | 12,335 | -8% |
| Select Sector Spdr TRXLI | 0.2% | $432,697 | 2,336 | Held |
| Schwab Strategic TRSCHG | 0.2% | $425,132 | 12,563 | Held |
| Invesco Exch Traded FD TR IIRWJ | 0.2% | $422,748 | 7,105 | +29% |
| Invesco Exch TRD SLF IDX FDIMFL | 0.2% | $415,514 | 12,100 | Held |
| Vanguard Whitehall FDSVIGI | 0.2% | $410,742 | 4,399 | Held |
| Southern CompanySO | 0.2% | $404,557 | 4,227 | Held |
| Spdr Series TrustSLYG | 0.2% | $403,421 | 3,386 | -8% |
| Invesco Actively Managed EXCGTO | 0.2% | $402,231 | 8,582 | +31% |
| Spdr Series TrustSJNK | 0.2% | $395,461 | 15,799 | -3% |
| Select Sector Spdr TRXLB | 0.2% | $390,324 | 7,679 | -3% |
| Berkshire HathawayBRK-B | 0.2% | $387,802 | 775 | +2% |
| Spdr Index SHS FDSSPDW | 0.2% | $383,667 | 7,614 | Held |
| Vanguard Index FDSVV | 0.2% | $378,301 | 1,100 | -8% |
| J P Morgan Exchange Traded FJMUB | 0.2% | $374,442 | 7,392 | +7% |
Showing the largest 100 of 146.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 34.7% since 30 June 2025.
Where the money is
Technology3.9%
Health care1.7%
Financial services1.4%
Media & telecom0.9%
Industrials0.7%
Utilities0.7%
Retail & consumer0.7%
Everyday goods0.3%
Energy0.2%
Materials0.1%
Other89.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.