Meridian Financial Advisors, LLC
Meridian Financial Advisors, LLC reported 146 holdings worth US$208M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Meridian Financial Advisors, LLC reported 146 holdings worth US$208M as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Merck & Company, Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 146
- Value as reported
- US$208M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 6,838 | US$2.55M | 1.2% |
| Apple Inc | 6,792 | US$1.97M | 0.94% |
| Merck & Company, Inc. | 14,634 | US$1.88M | 0.90% |
| Alphabet Inc (google) Class C | 4,529 | US$1.62M | 0.78% |
| Cisco Systems, Inc. | 12,892 | US$1.51M | 0.73% |
| Amazon.com, Inc. | 4,631 | US$1.1M | 0.53% |
| Jp Morgan Chase & Co. | 2,912 | US$953K | 0.46% |
| Crowdstrike Holdings, Inc. | 978 | US$746K | 0.36% |
| Waste Management, Inc. | 2,571 | US$573K | 0.28% |
| Johnson & Johnson | 2,215 | US$563K | 0.27% |
| Rtx Corporation | 2,599 | US$493K | 0.24% |
| Cvs Health Corporation | 4,594 | US$475K | 0.23% |
| International Business Machines Corporation | 1,688 | US$475K | 0.23% |
| Lockheed Martin Corporation | 928 | US$473K | 0.23% |
| Southern Company (the) | 4,227 | US$405K | 0.19% |
| Berkshire Hathaway Inc. | 775 | US$388K | 0.19% |
| Stryker Corporation | 1,183 | US$373K | 0.18% |
| Reddit, Inc. | 2,059 | US$357K | 0.17% |
| Mcdonald's Corporation | 1,315 | US$356K | 0.17% |
| Broadcom Inc. | 893 | US$337K | 0.16% |
| U.s. Bancorp | 5,482 | US$331K | 0.16% |
| Chevron Corporation | 1,960 | US$325K | 0.16% |
| Dominion Energy, Inc. | 4,735 | US$323K | 0.16% |
| American Electric Power Company, Inc. | 2,189 | US$299K | 0.14% |
| Morgan Stanley | 1,423 | US$297K | 0.14% |
| Bank Of America Corporation | 5,151 | US$293K | 0.14% |
| Ball Corporation | 4,560 | US$285K | 0.14% |
| Abbvie Inc. | 1,122 | US$282K | 0.14% |
| Coca-cola Company (the) | 3,365 | US$273K | 0.13% |
| Visa Inc. | 788 | US$270K | 0.13% |
| Nextera Energy, Inc. | 3,044 | US$267K | 0.13% |
| Procter & Gamble Company (the) | 1,805 | US$265K | 0.13% |
| Nvidia Corporation | 1,249 | US$250K | 0.12% |
| Duke Energy Corporation (holding Company) | 1,908 | US$242K | 0.12% |
| The Travelers Companies, Inc. | 662 | US$219K | 0.11% |
| Oracle Corporation | 1,383 | US$203K | 0.10% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Avery Dennison Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| United Therapeutics Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related