Meridian Financial Advisors, LLC: 13F holdings
CIK 20326292026Q2
| Positions | 146 |
|---|---|
| Reported value | $208.1m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 14,620 | $10.9m | 5.3% |
| SCHD SCHWAB STRATEGIC TR | 336,197 | $10.7m | 5.1% |
| QQQ INVESCO QQQ TR | 13,948 | $10.3m | 4.9% |
| JPST J P MORGAN EXCHANGE TRADED F | 195,332 | $9.9m | 4.7% |
| DGRO ISHARES TR | 123,859 | $9.4m | 4.5% |
| IJR ISHARES TR | 57,316 | $8.5m | 4.1% |
| IJH ISHARES TR | 99,873 | $7.7m | 3.7% |
| SPYM SPDR SERIES TRUST | 77,729 | $6.8m | 3.3% |
| DGRW WISDOMTREE TR | 60,080 | $5.7m | 2.8% |
| VO VANGUARD INDEX FDS | 63,316 | $5.1m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2032629")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.