Meridian Financial, LLC Portfolio Holdings

Meridian Financial, LLC

  • $184 Billion
  • Q4 2025

Meridian Financial, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $184 Billion distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $10.3B, Ishares Core S&P 500 ETF with a value of $10.3B, Schwab Strategic Tr Us Dividen with a value of $9.58B, Invesco Qqq Trust, Series 1 with a value of $9.13B, and Ishares Core Dividend Growth E with a value of $8.55B.

Examining the 13F form we can see an increase of $6.1B in the current position value, from $178B to 184B.

Meridian Financial, LLC is based out at Holliston, MA

Below you can find more details about Meridian Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Billion
ETFs: $160 Billion
Technology: $8.17 Billion
Healthcare: $3.88 Billion
Financial Services: $2.62 Billion
Consumer Cyclical: $1.77 Billion
Industrials: $1.71 Billion
Communication Services: $1.69 Billion
Utilities: $1.36 Billion
Other: $763 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $184 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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