SEC Form 13F · Q1 2026

Meridian Financial Advisors, LLC

Institutional Holdings Report

13F-HRMA
$183.0M
Portfolio Value
141
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Meridian Financial Advisors, LLC
CIK
2032629
Accession No.
0002032629-26-000002
Location
HOLLISTON, MA
Form Type
13F-HR
Portfolio Value
$183.0M
Holdings Reported
141
Reporting Period
Q1 2026
Filed
April 21, 2026

About this Filing

Meridian Financial Advisors, LLC is an institutional investment manager based in HOLLISTON, MA reporting approximately $183.0M in 13(f) securities across 141 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.