Institutional Fund
Meridian Financial Advisors, LLC
Holliston, MACIK 20326295 filings on record
Portfolio Value
$182.95M
Q1 2026
Holdings
141
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-0.4%
from $183.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr5.7%
- J P Morgan Exchange Traded F5.5%
- Ishares Tr5.4%
- Ishares Tr4.7%
- Invesco Qqq Tr4.5%
- Ishares Tr4.0%
- Other70.2%
Portfolio Holdings
141 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 339.4K | $10.41M | 5.7% | −9.7K | Reduced |
| 2 | J P Morgan Exchange Traded F | 200.2K | $10.13M | 5.5% | −3.9K | Reduced |
| 3 | Ishares Tr | 15.0K | $9.79M | 5.4% | −3 | Reduced |
| 4 | Ishares Tr | 123.4K | $8.66M | 4.7% | +212 | Added |
| 5 | Invesco Qqq Tr | 14.3K | $8.25M | 4.5% | −574 | Reduced |
| 6 | Ishares Tr | 58.8K | $7.30M | 4.0% | −3.5K | Reduced |
| 7 | Ishares Tr | 102.2K | $6.90M | 3.8% | −5.3K | Reduced |
| 8 | Spdr Series Trust | 74.2K | $5.68M | 3.1% | +3.1K | Added |
| 9 | Wisdomtree Tr | 56.3K | $4.94M | 2.7% | +7.0K | Added |
| 10 | Vanguard Index Fds | 16.1K | $4.62M | 2.5% | −467 | Reduced |
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