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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$337 Million 0.18% of portfolio
7,578
Q4 2025 Added 7.98%
$21.2B
$336 Million 0.18% of portfolio
690
Q4 2025 Reduced 11.54%
$0
$314 Million 0.17% of portfolio
10,686
Q4 2025 Added 28.08%
$103B
$320 Million 0.17% of portfolio
4,034
Q4 2025 Reduced 16.77%
$0
$304 Million 0.17% of portfolio
5,960
Q4 2025 Added 0.27%
$533B
$285 Million 0.16% of portfolio
813
Q4 2025 Reduced 1.33%
$67.6B
$292 Million 0.16% of portfolio
5,465
Q4 2025 Added 0.2%
$55.3B
$289 Million 0.16% of portfolio
728
Q4 2025 Reduced 12.08%
$0
$268 Million 0.15% of portfolio
5,505
Q4 2025 Added 9.88%
$0
$275 Million 0.15% of portfolio
4,411
Q3 2025 Reduced 2.22%
$0
$276 Million 0.15% of portfolio
575
Q2 2024 Reduced 3.52%
$413B
$283 Million 0.15% of portfolio
5,151
Q4 2025 Reduced 3.74%
$172B
$273 Million 0.15% of portfolio
6,694
Q4 2025 Reduced 9.07%
$593B
$279 Million 0.15% of portfolio
1,433
Q4 2025 Added 2.72%
$0
$283 Million 0.15% of portfolio
4,524
Q4 2025 Added 1.59%
$303B
$283 Million 0.15% of portfolio
1,860
Q4 2024 Reduced 24.36%
$50.4B
$273 Million 0.15% of portfolio
4,656
Q4 2025 Added 0.82%
$0
$257 Million 0.14% of portfolio
5,832
Q4 2025 Added 1.0%
$15B
$265 Million 0.14% of portfolio
5,010
Q4 2025 Reduced 8.66%
$62.3B
$251 Million 0.14% of portfolio
2,181
Q4 2025 Added 0.18%
$414B
$256 Million 0.14% of portfolio
1,122
Q4 2025 Added 1.54%
$270B
$253 Million 0.14% of portfolio
1,423
Q4 2025 Added 1.5%
$346B
$251 Million 0.14% of portfolio
1,755
Q3 2025 Reduced 5.39%
$465B
$243 Million 0.13% of portfolio
1,301
Q4 2025 Added 8.51%
$168B
$244 Million 0.13% of portfolio
3,044
Q4 2025 Added 1.4%
$0
$240 Million 0.13% of portfolio
5,364
Q4 2025 Added 100.07%
$0
$231 Million 0.13% of portfolio
4,060
Q4 2025 Added 7.55%
$0
$247 Million 0.13% of portfolio
2,100
Q4 2024 New
$0
$222 Million 0.12% of portfolio
2,631
Q4 2025 Added 0.15%
$0
$221 Million 0.12% of portfolio
2,568
Q4 2025 Added 0.35%
$14.1B
$224 Million 0.12% of portfolio
1,231
Q4 2025 Reduced 7.51%
$0
$214 Million 0.12% of portfolio
2,993
Q4 2025 New
$96.4B
$224 Million 0.12% of portfolio
1,908
Q4 2025 Reduced 2.45%
$6.25B
$228 Million 0.12% of portfolio
3,583
Q4 2025 Reduced 12.99%
$0
$229 Million 0.12% of portfolio
950
Q4 2025 Reduced 3.06%
$0
$217 Million 0.12% of portfolio
458
Q3 2025 New
$0
$215 Million 0.12% of portfolio
9,219
Q4 2025 Reduced 2.64%
$306B
$228 Million 0.12% of portfolio
3,265
Q4 2025 Added 1.46%
$0
$201 Million 0.11% of portfolio
2,930
Q4 2025 New
$123B
$206 Million 0.11% of portfolio
661
Q4 2025 New

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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