Meridian Financial, LLC

RIA/Wealth

Meridian Financial, LLC is a RIA/Wealth based in Uniontown, OH led by Georgia Guyott Bruggeman, reporting $257.9M in AUM as of Q3 2025 with 85% ETF concentration and minimal technology exposure.

Managing PartnerGeorgia Guyott Bruggeman

Portfolio Value: $177.5M
Positions: 140
Top Holding: JPST at 5.9%
Last Reported: Q3 2025

Address3500 Massillon Road, Suite 250, Uniontown, OH, 44685, United States

Top Holdings

Largest long holdings in Meridian Financial, LLC's portfolio (43.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 JPMorgan Ultra-Short Income JPST	ETF ETF	$10.5M	5.90%	+$123.2K Bought	— 206.6K shares	Q4 2021 Held for 3y 11m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$10.1M	5.71%	+$22.1K Bought	— 15.1K shares	Q4 2021 Held for 3y 11m
3 Schwab US Dividend Equity SCHD	ETF ETF	$9.9M	5.58%	-$39.2K Sold	— 362.8K shares	Q4 2021 Held for 3y 11m
4 Invesco QQQ Trust QQQ	ETF ETF	$9.0M	5.06%	+$9.0M Bought	— 15.0K shares	Q3 2025 Held for 2 months
5 iShares Core Dividend Growth DGRO	ETF ETF	$8.2M	4.63%	+$182.6K Bought	— 120.7K shares	Q4 2021 Held for 3y 11m
6 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$7.8M	4.39%	-$256.6K Sold	— 65.6K shares	Q4 2021 Held for 3y 11m
7 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$7.4M	4.15%	-$331.4K Sold	— 112.9K shares	Q4 2021 Held for 3y 11m
8 Vanguard Mid-Cap Fund VO	ETF ETF	$5.1M	2.89%	-$17.3K Sold	— 17.4K shares	Q4 2021 Held for 3y 11m
9 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$5.0M	2.81%	+$304.1K Bought	— 63.6K shares	Q4 2021 Held for 3y 11m
10 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$4.0M	2.24%	-$118.0K Sold	— 20.9K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Meridian Financial, LLC's latest filing

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Market Value

$177.5M

Prior: $154.5M

Q/Q Change

+14.87%

+$23.0M

Net Flows % of MV

+2.5%

Turnover Ratio

5.54%

New Purchases

10 stocks

$3.4M

Added To

51 stocks

+$3.8M

Sold Out Of

1 stocks

$213.5K

Reduced Holdings

45 stocks

-$2.6M

Increased Positions

Position	Shares Δ	Change
1 RWL Invesco S&P 500 Revenue ETF RWL	New	0 → 9.1K +$1.0M
2 Invesco AAA CLO Floating Rate Note ICLO	New	0 → 20.7K +$530.1K
3 Invesco S&P 500 Momentum SPMO	New	0 → 2.4K +$288.7K
4 BLOK Amplify Transformational Data Sharing BLOK	New	0 → 3.8K +$253.1K
5 Energy Select Sector SPDR Fund XLE	New	0 → 2.7K +$239.5K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Value VTV	Sold	1.2K → 0 −$213.5K
2 iShares U.S. Healthcare Providers IHF	-31.92%	6.3K → 4.3K −$98.8K
3 Reddit RDDT	-29.67%	3.2K → 2.3K −$221.0K
4 SPDR S&P Kensho New Economies Composite KOMP	-21.69%	5.7K → 4.4K −$76.4K
5 XLV Health Care Select Sector SPDR Fund XLV	-18.76%	4.8K → 3.9K −$125.4K