Long-term investor
Meridian Financial Advisors, LLC @meridianfinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002032629).
Record
- Tracked since 2025-06-30 (434 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days +11.1% · 6 months +11.4% · 1 year +17.8% · all +17.8%
- Max drawdown -0.5% · Sharpe 1.11 · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 5.3% · long · since 2025-06-30
- 808524797 · 5.1% · long · since 2025-06-30
- QQQ · 4.9% · long · since 2025-09-30
- 46641Q837 · 4.7% · long · since 2025-06-30
- 46434V621 · 4.5% · long · since 2025-06-30
- 464287804 · 4.1% · long · since 2025-06-30
- 464287507 · 3.7% · long · since 2025-06-30
- 78464A854 · 3.3% · long · since 2025-06-30
- 97717X669 · 2.8% · long · since 2025-06-30
- 922908629 · 2.5% · long · since 2025-06-30
- 46138G649 · 2.4% · long · since 2025-06-30
- 46137V357 · 2.0% · long · since 2025-06-30
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