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

About Meridian Financial, LLC

Investment Activity

  • Meridian Financial, LLC has $182.95 million in total holdings as of March 31, 2026.
  • Meridian Financial, LLC owns shares of 141 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
  • Approximately 3.38% of the portfolio was purchased this quarter.
  • About 3.29% of the portfolio was sold this quarter.
  • This quarter, Meridian Financial, LLC has purchased 141 new stocks and bought additional shares in 41 stocks.
  • Meridian Financial, LLC sold shares of 62 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

46432F842 - iShares Core MSCI EAFE ETF
$436,355 Holding
46090A804 - Invesco Total Return Bond ETF
$306,268 Holding
46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF
$245,787 Holding
30231G102 - ExxonMobil
$240,208 Holding

Largest Purchases this Quarter

Invesco S&P 500 Revenue ETF
6,364 shares (about $731.29K)
WisdomTree U.S. Quality Dividend Growth Fund
7,035 shares (about $617.96K)
iShares Core MSCI EAFE ETF
4,820 shares (about $436.36K)
Invesco AAA CLO Floating Rate Note ETF
13,080 shares (about $333.67K)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF
3,472 shares (about $431.60K)
iShares Core S&P Mid-Cap ETF
5,313 shares (about $358.79K)
Invesco QQQ
574 shares (about $331.30K)
Schwab US Dividend Equity ETF
9,675 shares (about $296.83K)
SPDR S&P MidCap 400 ETF Trust
476 shares (about $293.62K)

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
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$10,413,586$296,829 -2.8%339,4265.7%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$10,134,409$196,873 -1.9%200,2455.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,788,053$1,960 0.0%14,9855.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$8,658,911$14,878 0.2%123,3814.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$8,249,496$331,296 -3.9%14,2934.5%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$7,303,399$431,601 -5.6%58,7524.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$6,901,886$358,786 -4.9%102,2053.8%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$5,683,013$234,978 4.3%74,2493.1%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$4,942,173$617,958 14.3%56,2632.7%Manufacturing
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,615,382$134,116 -2.8%16,0712.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,885,349$141,059 -3.5%20,2452.1%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$3,665,731$169,145 -4.4%25,1182.0%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$3,641,527$261,857 7.7%15,3252.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,464,779$109,224 -3.1%13,2281.9%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$3,203,418$76,056 2.4%66,2961.8%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$2,735,203$731,287 36.5%23,8031.5%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$2,721,270$115,655 4.4%34,3291.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,470,209$186,571 -7.0%6,6731.4%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,180,002$39,785 -1.8%10,1371.2%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,145,270$119,925 -5.3%8,3361.2%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$2,124,117$42,858 2.1%28,2501.2%ETF
RiverFront Strategic Income Fund stock logo
RIGS
RiverFront Strategic Income Fund
$2,108,787$25,577 -1.2%92,2601.2%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,018,161$77,840 -3.7%20,6121.1%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$1,866,595$20,194 1.1%31,5201.0%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,819,198$73,340 4.2%60,4991.0%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$1,777,071$203,795 13.0%43,8351.0%ETF
Apple Inc. stock logo
AAPL
Apple
$1,761,461$15,988 -0.9%6,9411.0%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,760,343$113,916 -6.1%14,6341.0%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,692,185$150,229 -8.2%2,6020.9%Finance
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,632,783$293,617 -15.2%2,6470.9%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,579,730$80,090 -4.8%5,2270.9%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,512,596$201,391 15.4%61,1150.8%ETF
Invesco AAA CLO Floating Rate Note ETF stock logo
ICLO
Invesco AAA CLO Floating Rate Note ETF
$1,456,985$333,672 29.7%57,1140.8%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,340,3220.0%14,1710.7%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,301,422$3,476 -0.3%5,9900.7%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,183,198$205,466 21.0%20,8750.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,171,728$1,793 -0.2%1,9610.6%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,092,929$9,132 -0.8%23,8160.6%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$1,080,747$17,188 -1.6%14,7760.6%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,070,879$61,734 6.1%6,9040.6%Manufacturing
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,018,278$14,565 1.5%12,3050.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,002,195$4,374 0.4%4,8120.5%Retail/Wholesale
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$972,216$84,538 -8.0%18,5040.5%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$966,017$16,837 -1.7%12,4500.5%Computer and Technology
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$922,840$26,261 2.9%27,5150.5%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$890,429$323,710 57.1%12,7660.5%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$879,790$38,637 -4.2%9,3360.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$842,001$883 -0.1%2,8620.5%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$834,996$24,512 -2.9%6,3020.5%ETF
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$787,031$80,492 -9.3%15,7030.4%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$778,704$14,373 -1.8%4,2260.4%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$752,873$113,338 -13.1%9,9840.4%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$712,774$86,076 -10.8%6,7240.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$709,347$3,494 0.5%1,6240.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$661,212$28,686 -4.2%2,3050.4%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$655,343$9,303 1.4%4,9310.4%ETF
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$648,242$129,429 24.9%24,2610.4%Manufacturing
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$647,941$444 0.1%4,3750.4%ETF
IDHQ
Invesco S&P International Developed Quality ETF
$633,803$10,540 1.7%17,9190.3%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$619,036$37,831 -5.8%5,9890.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$618,542$5,751 0.9%2,1510.3%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$590,8090.0%2,5710.3%Business Services
IDMO
Invesco S&P International Developed Momentum ETF
$580,865$249,083 75.1%10,5920.3%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$578,695$17,655 3.1%3,9990.3%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$568,0300.0%4,3000.3%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$561,953$14,502 2.6%3,8750.3%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$561,1470.0%9280.3%Aerospace
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$545,363$31,226 -5.4%3,7200.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$541,4350.0%2,2150.3%Medical
Franklin International Core Dividend Tilt Index ETF stock logo
DIVI
Franklin International Core Dividend Tilt Index ETF
$534,370$1,951 0.4%13,4230.3%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$521,929$1,597 0.3%9,8070.3%Manufacturing
RTX Corporation stock logo
RTX
RTX
$491,702$9,645 -1.9%2,5490.3%Aerospace
SPDR SERIES TRUST
$476,612$16,755 -3.4%11,4350.3%STATE STREET SPD
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$475,753$24,283 5.4%4,8980.3%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$475,205$24,735 -4.9%9,6250.3%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$466,153$120,294 34.8%4,1580.3%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$465,193$25,546 -5.2%5,4630.3%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$451,381$14,791 -3.2%4,4860.2%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$449,743$145,904 48.0%8,8220.2%ETF
First Trust International Equity Opportunities ETF stock logo
FPXI
First Trust International Equity Opportunities ETF
$442,137$80,203 -15.4%7,1610.2%Manufacturing
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$436,355$436,355 New Holding4,8200.2%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$414,183$14,273 -3.3%13,3780.2%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$408,8250.0%1,3150.2%Retail/Wholesale
Southern Company (The) stock logo
SO
Southern
$407,9810.0%4,2270.2%Utilities
International Business Machines Corporation stock logo
IBM
International Business Machines
$407,215$14,059 -3.3%1,6800.2%Computer and Technology
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$405,498$27,878 -6.4%16,2330.2%ETF
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$397,847$31,940 -7.4%7,3740.2%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$397,162$11,793 -2.9%7,9480.2%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$389,615$354 0.1%4,4040.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$384,7360.0%1,8600.2%Energy
CrowdStrike stock logo
CRWD
CrowdStrike
$381,8210.0%9780.2%Computer and Technology
IMFL
Invesco International Developed Dynamic Multifactor ETF
$376,516$376,516 New Holding11,9000.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$373,273$17,790 5.0%2,3080.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$363,7130.0%7590.2%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$360,134$3,641 -1.0%12,3630.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$358,620$17,931 -4.8%1,2000.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$356,1790.0%3,6860.2%ETF
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$347,280$57,880 -14.3%6,0000.2%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$345,9330.0%7,5780.2%ETF
HARTFORD FDS EXCHANGE TRADED
$345,464$34,720 -9.1%9,9500.2%STRATEGIC INCOME

Showing largest 100 holdings. View all holdings.
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