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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.5 Billion 5.9% of portfolio
206,584
Q3 2025 Added 1.19%
$0
$10.1 Billion 5.71% of portfolio
15,142
Q3 2025 Added 0.22%
$0
$9.9 Billion 5.58% of portfolio
362,794
Q3 2025 Reduced 0.39%
$0
$8.98 Billion 5.06% of portfolio
14,962
Q3 2025 New
$0
$8.22 Billion 4.63% of portfolio
120,706
Q3 2025 Added 2.27%
$0
$7.8 Billion 4.39% of portfolio
65,646
Q3 2025 Reduced 3.18%
$0
$7.37 Billion 4.15% of portfolio
112,923
Q3 2025 Reduced 4.3%
$0
$5.12 Billion 2.89% of portfolio
17,437
Q3 2025 Reduced 0.34%
$0
$4.98 Billion 2.81% of portfolio
63,611
Q3 2025 Added 6.5%
$0
$3.97 Billion 2.24% of portfolio
20,949
Q3 2025 Reduced 2.88%
$0
$3.91 Billion 2.2% of portfolio
43,957
Q3 2025 Added 9.21%
$3.86T
$3.75 Billion 2.11% of portfolio
7,245
Q3 2025 Added 2.43%
$0
$3.74 Billion 2.1% of portfolio
26,672
Q3 2025 Added 1.5%
$0
$3.52 Billion 1.99% of portfolio
13,862
Q3 2025 Reduced 0.75%
$0
$3.4 Billion 1.91% of portfolio
13,755
Q3 2025 Added 3.91%
$0
$3.04 Billion 1.71% of portfolio
65,651
Q3 2025 Added 0.89%
$0
$2.3 Billion 1.3% of portfolio
22,044
Q3 2025 Reduced 0.32%
$0
$2.27 Billion 1.28% of portfolio
28,453
Q3 2025 Added 21.23%
$0
$2.24 Billion 1.26% of portfolio
10,379
Q3 2025 Added 0.28%
$0
$2.17 Billion 1.22% of portfolio
93,236
Q3 2025 Added 1.43%
$0
$1.96 Billion 1.1% of portfolio
26,753
Q3 2025 Added 2.01%
$0
$1.9 Billion 1.07% of portfolio
3,186
Q3 2025 Reduced 1.76%
$0
$1.89 Billion 1.06% of portfolio
2,833
Q2 2025 Reduced 3.01%
$4.35T
$1.81 Billion 1.02% of portfolio
7,095
Q3 2025 Reduced 8.08%
$0
$1.8 Billion 1.01% of portfolio
31,389
Q3 2025 Added 1.58%
$0
$1.72 Billion 0.97% of portfolio
56,843
Q3 2025 Added 7.98%
$0
$1.69 Billion 0.95% of portfolio
5,692
Q3 2025 Reduced 2.38%
$218B
$1.34 Billion 0.76% of portfolio
15,995
Q3 2025 Reduced 1.84%
$0
$1.29 Billion 0.73% of portfolio
14,557
Q3 2025 Reduced 3.91%
$0
$1.28 Billion 0.72% of portfolio
6,126
Q3 2025 Reduced 1.4%
$0
$1.2 Billion 0.68% of portfolio
1,959
Q3 2025 Added 3.98%
$2.49T
$1.14 Billion 0.64% of portfolio
5,200
Q3 2025 Reduced 0.95%
$0
$1.07 Billion 0.6% of portfolio
14,610
Q3 2025 Added 4.29%
$0
$1.07 Billion 0.6% of portfolio
20,516
Q3 2025 Reduced 1.34%
$0
$1 Billion 0.57% of portfolio
9,066
Q3 2025 New
$0
$1 Billion 0.56% of portfolio
11,905
Q3 2025 Reduced 0.8%
$0
$992 Million 0.56% of portfolio
6,027
Q3 2025 Added 13.06%
$913B
$976 Million 0.55% of portfolio
3,095
Q1 2025 Reduced 0.48%
$0
$964 Million 0.54% of portfolio
11,051
Q3 2025 Added 6.19%
$0
$933 Million 0.53% of portfolio
17,379
Q2 2025 Reduced 3.61%
$0
$944 Million 0.53% of portfolio
27,159
Q3 2025 Added 74.44%
$300B
$898 Million 0.51% of portfolio
13,120
Q3 2025 Reduced 5.36%
$0
$861 Million 0.48% of portfolio
6,637
Q3 2025 Reduced 5.33%
$0
$858 Million 0.48% of portfolio
12,493
Q3 2025 Reduced 8.37%
$0
$815 Million 0.46% of portfolio
9,628
Q3 2025 Added 0.85%
$0
$800 Million 0.45% of portfolio
1,667
Q3 2025 Added 4.25%
$0
$786 Million 0.44% of portfolio
23,195
Q3 2025 Added 4.91%
$0
$777 Million 0.44% of portfolio
7,535
Q3 2025 Reduced 9.57%
$0
$761 Million 0.43% of portfolio
4,361
Q3 2025 Reduced 3.24%

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
Track This Portfolio

Track Meridian Financial, LLC Portfolio

Follow Meridian Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email