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CIK: 0001763722
Total reported value
$306.1M
$306.1M
119 檔
35.9%
In Q2 2026, Meridian Financial Partners LLC's U.S. equity holdings reached a combined market value of $306.1M, distributed across 119 disclosed stock positions.
In Q2 2026, Meridian Financial Partners LLC adopted a defensive or profit-taking posture, trimming 56 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.41% | -0.07% | +0.68% | |
| 2 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 9.07% | -0.39% | +2.86% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.40% | -0.21% | -1.09% | |
| 4 | IVLU | Ishares Msci International V | ETF-Other | 5.31% | +0.03% | +3.79% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 4.27% | +0.03% | +3.93% | |
| 6 | IDEQ | Lazard Intl Dynamic Eqy ETF | ETF-Other | 3.77% | +0.26% | +29.94% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.50% | -0.03% | -15.47% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.00% | -0.10% | -1.05% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.05% | -0.02% | -2.41% | |
| 10 | VABK | Virginia National Bankshares | Stock-Other | 1.98% | +0.11% | -7.63% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.89% | -0.19% | -3.46% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | +0.53% | -2.73% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.84% | -0.09% | -4.35% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | -0.02% | -2.74% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.06% | -2.15% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.62% | -1.62% | EXIT | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.43% | — | +3.55% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.31% | +0.05% | +241.26% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | -0.12% | +0.10% | |
| 20 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.20% | -0.02% | -3.13% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | +0.09% | -2.50% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.09% | +6.07% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.15% | -0.05% | -3.82% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.06% | -0.04% | -1.27% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | -0.16% | +0.13% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.96% | -0.04% | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.87% | +0.13% | -2.49% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.83% | -0.02% | — | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.71% | -0.10% | -3.78% | |
| 30 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.67% | -0.44% | +2.72% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | +0.02% | -2.54% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.08% | +1.40% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.59% | -0.05% | -1.66% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | +0.05% | -3.29% | |
| 35 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.57% | -0.11% | -1.48% | |
| 36 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.56% | -0.06% | +86.39% | |
| 37 | USB | US Bancorp | Stock-Financials | 0.56% | -0.07% | +0.84% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.02% | -1.18% | |
| 39 | IQLT | Ishares Msci International Q | ETF-Other | 0.55% | -0.02% | -0.00% | |
| 40 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.54% | +0.12% | +610.60% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.52% | -0.02% | -1.91% | |
| 42 | COF | Capital One Financial CORP | Stock-Financials | 0.52% | -0.05% | +0.12% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | +0.03% | -3.30% | |
| 44 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.50% | +0.07% | -3.13% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.48% | -0.01% | +0.27% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.47% | -0.04% | +0.23% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.45% | -0.04% | -14.52% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | -0.11% | +15.71% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.02% | -0.80% | |
| 50 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.43% | -0.03% | -1.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.1% | -2.41% | Trim |
| 2 | IDEQ | Lazard Intl Dynamic Eqy ETF | +0.8% | +29.94% | Add |
| 3 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.5% | +610.60% | Add |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +241.26% | Add |
| 5 | JMEE | JPM Sma & Mid Cap En Eq Et-u | +0.4% | +2.86% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +0.68% | Add |
| 7 | IWY | Ishares Russell Top 200 Grow | +0.3% | +3.93% | Add |
| 8 | RITM | Rithm Capital CORP | +0.2% | +86.39% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +6.07% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +0.10% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.46% | Trim |
| 12 | COFS | Choiceone Financial Svcs Inc | +0.1% | NEW | New buy |
| 13 | BND | Vanguard Total Bond Market | +0.1% | NEW | New buy |
| 14 | NUE | Nucor CORP | +0.1% | NEW | New buy |
| 15 | SUSL | Ishares Esg Msci USA Leaders | +0.1% | NEW | New buy |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | +0.1% | -2.15% | Trim |
| 19 | NVDA | Nvidia CORP | +0.1% | -2.74% | Trim |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +15.71% | Add |
| 22 | MCD | Mcdonald's CORP | +0.1% | NEW | New buy |
| 23 | AVGO | Broadcom Inc | +0.1% | +0.13% | Add |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.05% | Trim |
| 25 | LLY | Eli Lilly & Co | 0% | -0.80% | Trim |
| 26 | ETN | Eaton Corporation plc | 0% | +28.99% | Add |
| 27 | V | Visa Inc-class A Shares | 0% | -2.50% | Trim |
| 28 | USB | US Bancorp | 0% | +0.84% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.68% | Add |
| 30 | CSCO | Cisco Systems Inc | 0% | -1.93% | Trim |
| 31 | INTC | Intel CORP | 0% | -26.29% | Trim |
| 32 | IWV | Ishares Russell 3000 ETF | 0% | -1.27% | Trim |
| 33 | TSLA | Tesla Inc | 0% | +1.40% | Add |
| 34 | COF | Capital One Financial CORP | 0% | +0.12% | Add |
| 35 | UNP | Union Pacific CORP | 0% | -1.91% | Trim |
| 36 | ESGU | Ishares Esg Aware Msci USA | 0% | +5.78% | Add |
| 37 | QUAL | Ishares Msci USA Quality Fac | 0% | +0.72% | Add |
| 38 | D | Dominion Energy Inc | 0% | +3.28% | Add |
| 39 | GNRC | Generac Holdings Inc | 0% | -4.02% | Trim |
| 40 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +2.06% | Add |
| 41 | ESGV | Vanguard Esg US Stock ETF | 0% | +6.74% | Add |
| 42 | BAC | Bank Of America CORP | 0% | +2.57% | Add |
| 43 | SPLV | Invesco S&p 500 Low Volatili | 0% | +16.39% | Add |
| 44 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 45 | BKNG | Booking Holdings Inc | 0% | +9.06% | Add |
| 46 | BRNY | Burney US Factor Rotation | 0% | — | Unchanged |
| 47 | IWR | Ishares Russell Mid-cap ETF | — | — | Unchanged |
| 48 | VUG | Vanguard Growth ETF | — | +499.89% | Add |
| 49 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 50 | IWN | Ishares Russell 2000 Value E | — | -1.70% | Trim |
According to official SEC Form 13F filings, Meridian Financial Partners LLC reported a total U.S. public equity portfolio value of $306.1M across 119 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, JMEE, DGRO) accounted for 35.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
COFS
市值: $239.1K
Top Position Liquidated / Trimmed
HON
前期市值: $281.6K
During Q2 2026, Meridian Financial Partners LLC's top holdings by market value included VOO (10.4%)、JMEE (9.1%)、DGRO (8.4%). The largest single position, VOO, represented 10.4% of total portfolio value.
In Q2 2026, Meridian Financial Partners LLC made 112 total portfolio adjustments, initiating 7 new buys, adding to 40 positions, trimming 56 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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