Meridian Financial Advisors, LLC ETF holdings
Holliston, MA
Reported $185.9M in 108 ETFs in its Form 13F for June 30, 2026.
ETF value
$185.9M
ETFs held
108
Change from prior quarter
+14.4%
With price moves
ETFs as a share of its 13F
89.3%
of $208.1M
Top 10 of 108 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $10.9M | 14,620 | −365 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $10.7M | 336,197 | −3,229 shares |
| QQQ | Invesco QQQ Trust | $10.3M | 13,948 | −345 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $9.9M | 195,332 | −4,913 shares |
| DGRO | iShares Core Dividend Growth ETF | $9.4M | 123,859 | +478 shares |
| IJR | iShares Core S&P Small-Cap ETF | $8.5M | 57,316 | −1,436 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $7.7M | 99,873 | −2,332 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $6.8M | 77,729 | +3,480 shares |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $5.7M | 60,080 | +3,817 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $5.1M | 63,316 | +47,245 shares |
98 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002032629. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Meridian Financial Advisors, LLC own?
Meridian Financial Advisors, LLC reported 108 ETF positions worth $185.9M in its Form 13F for June 30, 2026. The largest was IVV, at $10.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.