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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.3 Billion 6.69% of portfolio
204,155
Q2 2025 Added 4.44%
$0
$9.65 Billion 6.25% of portfolio
364,231
Q2 2025 Added 0.51%
$0
$9.38 Billion 6.07% of portfolio
15,109
Q2 2025 Reduced 1.23%
$0
$7.55 Billion 4.88% of portfolio
118,024
Q2 2025 Added 3.01%
$0
$7.41 Billion 4.8% of portfolio
67,805
Q2 2025 Reduced 0.32%
$0
$7.32 Billion 4.74% of portfolio
118,001
Q2 2025 Reduced 0.09%
$0
$4.9 Billion 3.17% of portfolio
17,496
Q2 2025 Added 0.42%
$0
$4.34 Billion 2.81% of portfolio
59,729
Q2 2025 Added 4.14%
$0
$3.92 Billion 2.54% of portfolio
21,571
Q2 2025 Added 3.67%
$0
$3.57 Billion 2.31% of portfolio
26,277
Q2 2025 Added 6.6%
$3.81T
$3.52 Billion 2.28% of portfolio
7,073
Q2 2025 Reduced 0.9%
$0
$3.37 Billion 2.18% of portfolio
40,251
Q2 2025 Added 7.4%
$0
$3.31 Billion 2.14% of portfolio
13,967
Q2 2025 Added 0.28%
$0
$3.01 Billion 1.95% of portfolio
13,237
Q2 2025 Added 3.35%
$0
$2.77 Billion 1.79% of portfolio
65,070
Q2 2025 Added 1.34%
$0
$2.56 Billion 1.65% of portfolio
8,988
Q2 2025 Added 0.39%
$0
$2.12 Billion 1.37% of portfolio
10,350
Q1 2025 Added 0.28%
$0
$2.11 Billion 1.36% of portfolio
22,114
Q2 2025 Added 9.12%
$0
$1.87 Billion 1.21% of portfolio
26,226
Q2 2025 Added 2.75%
$0
$1.87 Billion 1.21% of portfolio
23,470
Q2 2025 Added 9.1%
$0
$1.84 Billion 1.19% of portfolio
3,243
Q2 2025 Reduced 2.99%
$0
$1.75 Billion 1.13% of portfolio
2,833
Q2 2025 Reduced 3.01%
$0
$1.68 Billion 1.09% of portfolio
30,901
Q2 2025 Added 3.39%
$0
$1.61 Billion 1.04% of portfolio
5,831
Q2 2025 Added 0.34%
$0
$1.59 Billion 1.03% of portfolio
52,643
Q2 2025 Added 11.78%
$3.38T
$1.58 Billion 1.02% of portfolio
7,719
Q2 2025 Reduced 9.74%
$207B
$1.29 Billion 0.83% of portfolio
16,295
Q2 2025 Reduced 0.61%
$0
$1.21 Billion 0.78% of portfolio
6,213
Q2 2025 Added 5.39%
$0
$1.21 Billion 0.78% of portfolio
15,149
Q2 2025 Added 1.08%
$2.28T
$1.15 Billion 0.75% of portfolio
5,250
Q2 2025 Added 0.38%
$0
$1.07 Billion 0.69% of portfolio
1,884
Q2 2025 Added 17.09%
$0
$1.04 Billion 0.67% of portfolio
20,794
Q2 2025 Reduced 2.76%
$0
$1.02 Billion 0.66% of portfolio
14,009
Q2 2025 Added 7.7%
$0
$995 Million 0.64% of portfolio
12,001
Q2 2025 Added 0.52%
$280B
$962 Million 0.62% of portfolio
13,863
Q2 2025 Reduced 4.12%
$850B
$897 Million 0.58% of portfolio
3,095
Q1 2025 Reduced 0.48%
$0
$887 Million 0.57% of portfolio
13,634
Q2 2025 Reduced 0.45%
$0
$866 Million 0.56% of portfolio
7,011
Q2 2025 Reduced 1.79%
$0
$850 Million 0.55% of portfolio
10,407
Q2 2025 Added 6.4%
$0
$838 Million 0.54% of portfolio
17,379
Q2 2025 Reduced 3.61%
$0
$839 Million 0.54% of portfolio
8,332
Q2 2025 Added 8.46%
$0
$802 Million 0.52% of portfolio
5,331
Q2 2025 Added 19.91%
$0
$765 Million 0.49% of portfolio
9,547
Q2 2025 Added 24.16%
$0
$742 Million 0.48% of portfolio
22,110
Q2 2025 Added 16.31%
$0
$741 Million 0.48% of portfolio
4,507
Q2 2025 Added 3.44%
$0
$706 Million 0.46% of portfolio
7,182
Q2 2025 Added 1.41%
$0
$701 Million 0.45% of portfolio
1,599
Q2 2025 Added 1.2%
$0
$643 Million 0.42% of portfolio
11,387
Q2 2025 Reduced 1.65%
$0
$647 Million 0.42% of portfolio
4,802
Q2 2025 Added 2.96%

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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