Meridian Financial Advisors, LLC
CIK 2032629 · Holdings on Jun 30, 2026 · First reported Jul 22, 2026
Top ten holdings
Q2 2026- IVV5.26%
- SCHD5.12%
- QQQ4.93%
- JPST4.75%
- DGRO4.51%
- IJR4.08%
- IJH3.70%
- SPYM3.28%
- DGRW2.76%
- VO2.45%
Share classes counted separately40.84%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPSTWeight decreased · -0.79 pp5.54% → 4.75%Shares -4.91K (-2.45%)
- SCHDWeight decreased · -0.57 pp5.69% → 5.12%Shares -3.23K (-0.95%)
- QQQMWeight increased · +0.42 pp1.99% → 2.41%Shares +1.23K (+8.02%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $10.95M | 5.26% | 14.62K shares | 5.35% → 5.26%-0.09 pp -365 (-2.44%) | Reduced | ▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $10.66M | 5.12% | 336.20K shares | 5.69% → 5.12%-0.57 pp -3.23K (-0.95%) | Reduced | ▾ |
| 03 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $10.27M | 4.93% | 13.95K shares | 4.51% → 4.93%+0.42 pp -345 (-2.41%) | Reduced | ▾ |
| 04 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $9.88M | 4.75% | 195.33K shares | 5.54% → 4.75%-0.79 pp -4.91K (-2.45%) | Reduced | ▾ |
| 05 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $9.39M | 4.51% | 123.86K shares | 4.73% → 4.51%-0.22 pp +478 (+0.39%) | Added | ▾ |
| 06 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $8.50M | 4.08% | 57.32K shares | 3.99% → 4.08%+0.09 pp -1.44K (-2.44%) | Reduced | ▾ |
| 07 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $7.70M | 3.70% | 99.87K shares | 3.77% → 3.70%-0.07 pp -2.33K (-2.28%) | Reduced | ▾ |
| 08 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $6.83M | 3.28% | 77.73K shares | 3.11% → 3.28%+0.17 pp +3.48K (+4.69%) | Added | ▾ |
| 09 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $5.74M | 2.76% | 60.08K shares | 2.70% → 2.76%+0.06 pp +3.82K (+6.78%) | Added | ▾ |
| 10 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $5.10M | 2.45% | 63.32K shares | 2.52% → 2.45%-0.07 pp +47.24K (+293.98%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VZ VERIZON COMMUNICATIONS INC | Non-derivative | -5,462 | -$274.19K | SEC filing ↗ | SEC filing ↗ |
| EXMOC EXXON MOBIL CORP | Non-derivative | -1,416 | -$240.21K | SEC filing ↗ | SEC filing ↗ |
| UTHR UNITED THERAPEUTICS CORP | Non-derivative | -400 | -$237.19K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2032629 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 208134577
}Research all 146 reported holdings.
This page includes 30 of 146 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 146 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2032629","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"2032629","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.