Meridian Financial, LLC Portfolio Holdings

Meridian Financial, LLC

  • $178 Billion
  • Q3 2025

Meridian Financial, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 140 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 $10.5B, Ishares Core S&P 500 ETF with a value of $10.1B, Schwab Strategic Tr Us Dividen with a value of $9.9B, Invesco Qqq Trust, Series 1 with a value of $8.98B, and Ishares Core Dividend Growth E with a value of $8.22B.

Examining the 13F form we can see an increase of $23B in the current position value, from $155B to 178B.

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 $178 Billion
ETFs: $154 Billion
Technology: $8.35 Billion
Healthcare: $3.72 Billion
Financial Services: $2.4 Billion
Industrials: $1.89 Billion
Consumer Cyclical: $1.81 Billion
Communication Services: $1.44 Billion
Utilities: $1.4 Billion
Other: $772 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 140
  • Current Value $178 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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