DOSSIER · 13F-HR · Q3 2026
Meridian Financial Advisors, LLC
$214M in tracked AUM across 154 positions as of Q3 2026.
MF
CIK 0002032629 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of Meridian Financial Advisors, LLC (13F Filing)
1. Portfolio Overview
Meridian Financial Advisors, LLC manages a portfolio with a total market value of approximately $183.62 million as of December 31, 2025. This represents a substantial 110.3% increase in total portfolio value compared to the prior quarter ($87.32M), indicating a significant influx of new capital or a substantial rally in asset values during the quarter.
The portfolio is highly diversified...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
Showing 12 of 20