Meridian Financial, LLC Portfolio Holdings

Meridian Financial, LLC

  • $155 Billion
  • Q2 2025

Meridian Financial, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 127 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, Schwab Strategic Tr Us Dividen with a value of $9.65B, Ishares Core S&P 500 ETF with a value of $9.38B, Ishares Core Dividend Growth E with a value of $7.55B, and Ishares Core S&P Sm Cap ETF with a value of $7.41B.

Examining the 13F form we can see an increase of $12B in the current position value, from $143B to 155B.

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 $155 Billion
ETFs: $134 Billion
Technology: $7.65 Billion
Healthcare: $3.15 Billion
Financial Services: $1.98 Billion
Industrials: $1.87 Billion
Consumer Cyclical: $1.84 Billion
Utilities: $1.31 Billion
Communication Services: $1.13 Billion
Other: $789 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $155 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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