Meridian Investment Counsel Inc. ETF holdings
Lafayette, CA
Reported $122.8M in 71 ETFs in its Form 13F for June 30, 2026.
ETF value
$122.8M
ETFs held
71
Change from prior quarter
+7.1%
With price moves
ETFs as a share of its 13F
26.4%
of $465.9M
Top 10 of 71 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IAU | iShares Gold Trust | $8.9M | 117,933 | −4,037 shares |
| XLU | State Street Utilities Select Sector SPDR ETF | $7.2M | 158,645 | −1,993 shares |
| IWM | iShares Russell 2000 ETF | $6.7M | 22,352 | −75 shares |
| IGM | iShares Expanded Tech Sector ETF | $5.8M | 35,257 | No change |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $5.8M | 8,192 | −358 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $5.7M | 26,636 | −123 shares |
| CGXU | Capital Group International Focus Equity ETF | $5.0M | 143,090 | −1,300 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $4.8M | 26,122 | −770 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $4.0M | 7,568 | No change |
| XBI | State Street SPDR S&P Biotech ETF | $3.2M | 20,053 | +475 shares |
61 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001427351. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Meridian Investment Counsel Inc. own?
Meridian Investment Counsel Inc. reported 71 ETF positions worth $122.8M in its Form 13F for June 30, 2026. The largest was IAU, at $8.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.