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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002032629

Meridian Financial, LLC

HOLLISTON, MA · File #028-24299

Latest AUM
$183.6M
Positions
142
Top-10 Concentration
52.1%
Filings
17

Sector Allocation

Financials
18.1%$33.3M
Technology
4.0%$7.4M
Healthcare
2.1%$3.9M
Industrials
0.5%$925,721
Utilities
0.3%$641,383
Energy
0.1%$283,411
Consumer Staples
0.1%$228,227

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1J P MORGAN EXCHANGE TRADED F46641Q837204,135$10.3M6.97%
2ISHARES TR46428720014,988$10.3M6.93%
3SCHWAB STRATEGIC TR808524797349,101$9.6M6.46%
4INVESCO QQQ TRIVZ14,603$9.0M6.06%
5ISHARES TR46434V621123,169$8.6M5.77%
6ISHARES TR46428780462,224$7.5M5.05%
7ISHARES TR464287507107,518$7.1M4.79%
8SPDR SERIES TRUST78464A85471,179$5.7M3.85%
9VANGUARD INDEX FDS92290862916,538$4.8M3.24%
10WISDOMTREE TRWT49,228$4.4M2.97%
11INVESCO EXCHANGE TRADED FD TIVZ20,980$4.0M2.71%
12SPDR SERIES TRUST78464A76326,277$3.7M2.47%
13INVESCO EXCH TRADED FD TR IIIVZ14,223$3.6M2.43%
14VANGUARD INDEX FDS92290875113,645$3.5M2.38%
15MICROSOFT CORPMSFT7,177$3.5M2.34%
16SPDR SERIES TRUST78468R85364,722$3.0M2.05%
17VANGUARD SCOTTSDALE FDS92206C40932,870$2.6M1.77%
18VANGUARD INDEX FDS9229085388,802$2.5M1.66%
19SPDR SERIES TRUST78464A40921,407$2.3M1.54%
20VANGUARD SPECIALIZED FUNDS92190884410,322$2.3M1.53%