Meridian Financial Advisors, LLC reported 43 positions worth $26.50M for the quarter ended Sep 30, 2026, up 19.1% on the prior quarter. It opened 6 new positions, added to 17, trimmed 3 and exited 1. Its largest holding is Microsoft Corp at 14.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +1,306 | +19.2% | $434.90K | 10.18% |
| NVDA Nvidia Corp | +1,415 | +113.3% | $323.16K | 2.3% |
| MSFT Microsoft Corp | +596 | +8.7% | $305.68K | 14.39% |
| LLY ELI LILLY & Co | +248 | – | $286.96K | 1.08% |
| GLD Spdr Gold Trust | +687 | – | $261.64K | 0.987% |
| XOM ExxonMobil Holdings Corp | +1,481 | – | $241.00K | 0.909% |
| VZ Verizon Communications Inc | +5,137 | – | $235.62K | 0.889% |
| AVY Avery Dennison Corp | +1,231 | – | $210.13K | 0.793% |
| AMD Advanced Micro Devices Inc | +342 | – | $209.22K | 0.789% |
| JPM Jpmorgan Chase & Co | +554 | +19.0% | $183.30K | 4.33% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LLY ELI LILLY & Co | +248 | $286.96K | 1.08% |
| GLD Spdr Gold Trust | +687 | $261.64K | 0.987% |
| XOM ExxonMobil Holdings Corp | +1,481 | $241.00K | 0.909% |
| VZ Verizon Communications Inc | +5,137 | $235.62K | 0.889% |
| AVY Avery Dennison Corp | +1,231 | $210.13K | 0.793% |
| AMD Advanced Micro Devices Inc | +342 | $209.22K | 0.789% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ORCL Oracle Corp | -1,383 | $202.66K | 0.911% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 7,434 | $3.81M | 14.39% | +596 | +8.7% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 8,098 | $2.70M | 10.18% | +1,306 | +19.2% | Added | 0% |
| 3 | MRK Merck & Co., Inc. | Healthcare | 14.3K | $2.08M | 7.85% | -322 | -2.2% | Reduced | 0% |
| 4 | CSCO Cisco Systems, Inc. | Technology | 12.9K | $1.39M | 5.24% | 0 | 0.0% | Unchanged | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 5,252 | $1.31M | 4.94% | +621 | +13.4% | Added | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 3,466 | $1.15M | 4.33% | +554 | +19.0% | Added | 0% |
| 7 | CRWD CrowdStrike Holdings, Inc. | Technology | 4,068 | $1.08M | 4.06% | +156 | +4.0% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 2,641 | $908.72K | 3.43% | +490 | +22.8% | Added | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 2,405 | $819.48K | 3.09% | 0 | 0.0% | Unchanged | 0% |
| 10 | JNJ Johnson & Johnson | Healthcare | 2,311 | $611.81K | 2.31% | +96 | +4.3% | Added | 0% |
| 11 | NVDA Nvidia Corp | Technology | 2,664 | $608.40K | 2.3% | +1,415 | +113.3% | Added | 0% |
| 12 | WM Waste Management Inc | Industrials | 2,571 | $524.30K | 1.98% | 0 | 0.0% | Unchanged | 0% |
| 13 | RTX RTX Corp | Industrials | 2,599 | $482.50K | 1.82% | 0 | 0.0% | Unchanged | 0% |
| 14 | BRK-B Berkshire Hathaway Inc | Financial Services | 968 | $482.02K | 1.82% | +193 | +24.9% | Added | 0% |
| 15 | LMT Lockheed Martin Corp | Industrials | 928 | $472.81K | 1.78% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Meridian Financial Advisors.
As of its Q3 2026 13F filing, Meridian Financial Advisors, LLC’s five largest positions were Microsoft Corp (MSFT) at 14.4%, Apple Inc. (AAPL) at 10.2%, Merck & Co., Inc. (MRK) at 7.8%, Cisco Systems, Inc. (CSCO) at 5.2%, Amazon Com Inc (AMZN) at 4.9% of the reported portfolio.
Meridian Financial Advisors, LLC reported a 13F portfolio worth $26.50M across 43 positions for Q3 2026. That is up 19.1% from the previous quarter.
Its largest purchases by value were Apple Inc. ($434.90K), Nvidia Corp ($323.16K), Microsoft Corp ($305.68K). It opened 6 new positions.
Its largest sales by value were Oracle Corp ($202.66K), Merck & Co., Inc. ($46.79K), CVS HEALTH Corp ($14.91K). It exited 1 positions entirely.
From the Form 13F-HR reports Meridian Financial Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.