Meridian Financial Advisors, LLC
Meridian Financial Advisors, LLC reported 154 holdings worth US$214M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Meridian Financial Advisors, LLC reported 154 holdings worth US$214M as of Sep 30, 2026. Largest: Microsoft Corp., Apple Inc and Merck & Company, Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 154
- Value as reported
- US$214M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 7,434 | US$3.81M | 1.8% |
| Apple Inc | 8,098 | US$2.7M | 1.3% |
| Merck & Company, Inc. | 14,312 | US$2.08M | 0.97% |
| Alphabet Inc (google) Class C | 5,046 | US$1.73M | 0.81% |
| Cisco Systems, Inc. | 12,892 | US$1.39M | 0.65% |
| Amazon.com, Inc. | 5,252 | US$1.31M | 0.61% |
| Jp Morgan Chase & Co. | 3,466 | US$1.15M | 0.54% |
| Crowdstrike Holdings, Inc. | 4,068 | US$1.08M | 0.50% |
| Johnson & Johnson | 2,311 | US$612K | 0.29% |
| Nvidia Corporation | 2,664 | US$608K | 0.28% |
| Waste Management, Inc. | 2,571 | US$524K | 0.25% |
| Rtx Corporation | 2,599 | US$483K | 0.23% |
| Berkshire Hathaway Inc. | 968 | US$482K | 0.23% |
| Lockheed Martin Corporation | 928 | US$473K | 0.22% |
| Chevron Corporation | 1,960 | US$400K | 0.19% |
| Cvs Health Corporation | 4,420 | US$379K | 0.18% |
| Visa Inc. | 1,048 | US$377K | 0.18% |
| International Business Machines Corporation | 1,688 | US$371K | 0.17% |
| Southern Company (the) | 4,227 | US$350K | 0.16% |
| Stryker Corporation | 1,183 | US$326K | 0.15% |
| Mcdonald's Corporation | 1,385 | US$320K | 0.15% |
| U.s. Bancorp | 5,490 | US$317K | 0.15% |
| Broadcom Inc. | 893 | US$314K | 0.15% |
| Dominion Energy, Inc. | 4,876 | US$295K | 0.14% |
| Abbvie Inc. | 1,122 | US$294K | 0.14% |
| Reddit, Inc. | 2,059 | US$293K | 0.14% |
| Nextera Energy, Inc. | 3,859 | US$292K | 0.14% |
| Coca-cola Company (the) | 3,391 | US$292K | 0.14% |
| Procter & Gamble Company (the) | 1,985 | US$288K | 0.13% |
| Eli Lilly And Company | 248 | US$287K | 0.13% |
| Bank Of America Corporation | 5,106 | US$278K | 0.13% |
| Morgan Stanley | 1,423 | US$268K | 0.13% |
| American Electric Power Company, Inc. | 2,193 | US$260K | 0.12% |
| Ball Corporation | 4,560 | US$255K | 0.12% |
| The Travelers Companies, Inc. | 662 | US$236K | 0.11% |
| Verizon Communications Inc. | 5,137 | US$236K | 0.11% |
| Duke Energy Corporation (holding Company) | 1,908 | US$218K | 0.10% |
| Avery Dennison Corporation | 1,231 | US$210K | 0.10% |
| Advanced Micro Devices Inc | 342 | US$209K | 0.10% |
| Oracle Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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