§ 13F · FUND PROFILE
Meridian Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $154.5T (13F)Positions · 127Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$183.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 204K | $10.3T | 5.6% | NEW |
| 2 | IVV | ISHARES TR | 15K | $10.3T | 5.6% | NEW |
| 3 | SCHD | SCHWAB STRATEGIC TR | 349K | $9.6T | 5.2% | NEW |
| 4 | QQQ | INVESCO QQQ TR | 15K | $9.0T | 4.9% | NEW |
| 5 | DGRO | ISHARES TR | 123K | $8.6T | 4.7% | NEW |
| 6 | IJR | ISHARES TR | 62K | $7.5T | 4.1% | NEW |
| 7 | IJH | ISHARES TR | 108K | $7.1T | 3.9% | NEW |
| 8 | SPYM | SPDR SERIES TRUST | 71K | $5.7T | 3.1% | NEW |
| 9 | VO | VANGUARD INDEX FDS | 17K | $4.8T | 2.6% | NEW |
| 10 | DGRW | WISDOMTREE TR | 49K | $4.4T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERIDIAN SIGNAL
AC read
Meridian Financial, LLC is a Other fund managing $154542.9 trillion in assets. The fund runs a portfolio of 127 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed