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Meridian Financial, LLC Top Holdings and 13F Report (2026)

About Meridian Financial, LLC

Investment Activity

  • Meridian Financial, LLC has $208.13 million in total holdings as of June 30, 2026.
  • Meridian Financial, LLC owns shares of 146 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
  • Approximately 6.34% of the portfolio was purchased this quarter.
  • About 1.91% of the portfolio was sold this quarter.
  • This quarter, Meridian Financial, LLC has purchased 141 new stocks and bought additional shares in 63 stocks.
  • Meridian Financial, LLC sold shares of 47 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

33734X846 - First Trust Nasdaq Cybersecurity ETF
$309,354 Holding
032108607 - Amplify Transformational Data Sharing ETF
$248,015 Holding
97717Y659 - WisdomTree Cybersecurity Fund
$241,587 Holding
808524672 - Schwab International Dividend Equity ETF
$227,504 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF
47,245 shares (about $3.81M)
Invesco S&P 500 Revenue ETF
5,922 shares (about $756.59K)
Vanguard Growth ETF
8,000 shares (about $689.12K)
Invesco S&P 500 Momentum ETF
2,891 shares (about $467.01K)

Largest Sales this Quarter

iShares Core S&P 500 ETF
365 shares (about $273.35K)
Invesco QQQ
345 shares (about $254.05K)
JPMorgan Ultra-Short Income ETF
4,913 shares (about $248.45K)
iShares Core S&P Small-Cap ETF
1,436 shares (about $212.97K)
iShares Core S&P Mid-Cap ETF
2,332 shares (about $179.82K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeridian Financial, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$10,948,786$273,345 -2.4%14,6205.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$10,660,800$102,392 -1.0%336,1975.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,271,132$254,054 -2.4%13,9484.9%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$9,877,946$248,451 -2.5%195,3324.7%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$9,387,279$36,228 0.4%123,8594.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$8,500,504$212,972 -2.4%57,3164.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$7,701,187$179,820 -2.3%99,8733.7%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$6,830,868$305,824 4.7%77,7293.3%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$5,744,846$364,981 6.8%60,0802.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,101,403$3,806,554 294.0%63,3162.5%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$5,015,365$372,350 8.0%16,5542.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$4,219,449$88,087 -2.0%19,8312.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,023,732$13,944 0.3%13,2741.9%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$3,989,002$166,487 4.4%26,2121.9%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$3,884,178$60,899 1.6%67,3521.9%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$3,797,666$756,595 24.9%29,7251.8%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$2,807,250$94,205 3.5%35,5211.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,550,776$61,550 2.5%6,8381.2%Technology
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$2,485,769$59,556 -2.3%27,5891.2%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,468,472$84,845 -3.3%8,0591.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,420,130$32,484 -1.3%20,3391.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,370,392$28,157 -1.2%10,0181.1%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$2,251,859$472,815 26.6%55,4851.1%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$2,164,240$34,726 1.6%32,0341.0%ETF
RiverFront Strategic Income Fund stock logo
RIGS
RiverFront Strategic Income Fund
$2,064,696$38,039 -1.8%90,5911.0%ETF
Apple Inc. stock logo
AAPL
Apple
$1,965,224$43,112 -2.1%6,7920.9%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,949,816$6,721 0.3%2,6110.9%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,894,899$16,455 -0.9%5,1820.9%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,885,886$70,313 3.9%62,8420.9%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,880,4900.0%14,6340.9%Healthcare
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,844,407$17,586 -0.9%2,6220.9%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,787,287$94,402 5.6%64,5230.9%ETF
Invesco AAA CLO Floating Rate Note ETF stock logo
ICLO
Invesco AAA CLO Floating Rate Note ETF
$1,565,719$104,750 7.2%61,2090.8%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,546,2320.0%14,1710.7%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,514,327$51,918 3.6%12,8920.7%Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,450,513$5,103 -0.4%5,9690.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,369,422$22,663 1.7%1,9940.7%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,241,874$62,862 5.3%21,9880.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,239,204$181,668 17.2%14,9590.6%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,228,416$70,158 -5.4%6,5310.6%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$1,138,695$467,012 69.5%7,0490.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,103,753$43,140 -3.8%4,6310.5%Consumer Discretionary
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$1,099,331$7,415 -0.7%14,6770.5%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,046,250$33,551 -3.1%23,0760.5%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$1,046,247$396 0.0%18,5110.5%ETF
IDMO
Invesco S&P International Developed Momentum ETF
$1,043,740$405,149 63.4%17,3120.5%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,031,047$110,386 12.0%30,8140.5%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,016,696$331 0.0%12,3010.5%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,006,155$66,683 7.1%5,2810.5%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$980,566$63,734 7.0%9,9850.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$953,313$16,369 1.7%2,9120.5%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$908,813$22,159 -2.4%6,1520.4%ETF
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$880,592$94,717 -9.7%14,1780.4%ETF
IDHQ
Invesco S&P International Developed Quality ETF
$858,583$75,355 9.6%19,6430.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$849,759$35,333 4.3%2,4050.4%Communication Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$829,011$689,120 492.6%9,6240.4%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$816,075$18,969 -2.3%4,1300.4%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$784,345$125,053 19.0%4,6100.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$768,7030.0%2,1510.4%Communication Services
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$755,066$377,449 100.0%13,4450.4%ETF
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$747,878$87,005 13.2%27,4550.4%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$746,3510.0%9780.4%Technology
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$742,277$47,292 -6.0%9,3860.4%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$692,432$21,789 -3.1%3,8770.3%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$665,715$10,271 -1.5%5,8980.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$637,181$54,205 -7.8%4,0320.3%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$613,343$50,148 -7.6%3,9750.3%ETF
J P MORGAN EXCHANGE TRADED F
$606,888$156,975 34.9%11,9000.3%ULTRA SHT MUNCPL
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$594,122$72,683 13.9%11,1740.3%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$580,358$9,837 -1.7%3,6580.3%ETF
Franklin International Core Dividend Tilt Index ETF stock logo
DIVI
Franklin International Core Dividend Tilt Index ETF
$578,429$4,998 0.9%13,5400.3%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$573,0430.0%2,5710.3%Industrials
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$566,713$101,213 21.7%5,8680.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$562,5440.0%2,2150.3%Healthcare
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$531,691$77,434 17.0%8,6310.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$520,724$11,946 2.3%5,0130.3%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$519,703$7,403 -1.4%4,4230.2%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$518,1860.0%5,4630.2%ETF
SPDR SERIES TRUST
$509,202$20,618 -3.9%10,9900.2%ST STR SECTO ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$504,918$11,098 -2.2%9,4180.2%ETF
RTX Corporation stock logo
RTX
RTX
$493,108$9,486 2.0%2,5990.2%Industrials
CVS Health Corporation stock logo
CVS
CVS Health
$475,289$57,937 13.9%4,5940.2%Healthcare
International Business Machines Corporation stock logo
IBM
International Business Machines
$474,682$2,250 0.5%1,6880.2%Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$473,0090.0%9280.2%Industrials
First Trust International Equity Opportunities ETF stock logo
FPXI
First Trust International Equity Opportunities ETF
$457,453$142,185 -23.7%5,4630.2%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$454,791$38,455 -7.8%12,3350.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$432,697$5,186 1.2%2,3360.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$425,132$6,768 1.6%12,5630.2%ETF
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$422,748$95,200 29.1%7,1050.2%ETF
IMFL
Invesco International Developed Dynamic Multifactor ETF
$415,514$6,868 1.7%12,1000.2%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$410,742$467 -0.1%4,3990.2%ETF
Southern Company (The) stock logo
SO
Southern
$404,5570.0%4,2270.2%Utilities
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$403,421$35,743 -8.1%3,3860.2%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$402,231$95,707 31.2%8,5820.2%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$395,461$10,863 -2.7%15,7990.2%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$390,324$13,673 -3.4%7,6790.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$387,802$8,006 2.1%7750.2%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$383,667$1,814 0.5%7,6140.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$378,301$34,391 -8.3%1,1000.2%ETF
J P MORGAN EXCHANGE TRADED F
$374,442$25,328 7.3%7,3920.2%MUNICIPAL ETF

Showing largest 100 holdings. View all holdings.
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