MF

Meridian Financial Partners LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$263.1M

Reporting period: 2026-03-31 · Number of holdings: 121

Meridian Financial Partners LLC disclosed 121 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $263.1M and a quarterly turnover rate of 14.0%.

Personality snowflake

Concentration
15.23
Portfolio Stability
14.02
Momentum/Contrarian
100
Sector conviction
48.07
Diversification
100
Sizing Uniformity
80.93

Recent moves

  • Trim DGRO

    -13.6%　-$3.8M

  • Trim VOO

    +1.1%　-$771.8K

  • Add XOM

    +10.3%　$1.4M

  • Trim MSFT

    +2.8%　-$846.9K

  • Add BSCU

    +255.4%　$935.4K

  • Add BSCT

    +258.6%　$912.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOOVanguard S&p 500 ETFETF-Large Cap & Growth10.13%-0.71%+1.07%
2JMEEJPM Sma & Mid Cap En Eq Et-uETF-Other8.72%-0.19%+3.42%
3DGROIshares Core Dividend GrowthETF-Other8.60%-1.86%-13.55%
4IVLUIshares Msci International VETF-Other5.42%+0.27%+7.25%
5IWYIshares Russell Top 200 GrowETF-Other3.99%—+8.10%
6AAPLApple INCStock-Tech3.57%—+1.84%
7IDEQLazard Intl Dynamic Eqy ETFETF-Other2.99%+2.99%NEW
8IVVIshares Core S&p 500 ETFETF-Large Cap & Growth2.95%+0.01%+8.82%
9JPSTJpmorgan Ultra-short IncomeETF-Other2.15%-0.24%-5.94%
10XOMExxon Mobil CORPStock-Energy2.05%+0.47%+10.35%
11VABKVirginia National BanksharesStock-Other2.02%-0.28%-2.48%
12MSFTMicrosoft CORPStock-Tech2.00%-0.42%+2.79%
13GOOGLAlphabet Inc-cl AStock-Comm Services1.79%-0.18%+2.03%
14NVDANvidia CORPStock-Tech1.66%—+1.64%
15AMZNAmazon.com INCStock-Consumer Disc1.61%-0.18%+0.78%
16BIVVanguard Intermediate-term BETF-Other1.56%—+3.60%
17DLNWisdomtree US Largecap DividETF-Other1.27%—-0.27%
18DGRWWisdomtree U.s. Quality DiviETF-Other1.22%-0.13%-3.48%
19VVisa Inc-class A SharesStock-Financials1.17%-0.13%+0.64%
20GOOGAlphabet Inc-cl CStock-Comm Services1.10%-0.14%+0.40%
21CVXChevron CORPStock-Energy1.10%+0.19%+3.88%
22JPMJpmorgan Chase & CoStock-Financials1.07%—-0.12%
23IWVIshares Russell 3000 ETFETF-Other1.04%+0.08%+17.89%
24AMDAdvanced Micro DevicesStock-Tech0.98%-0.16%+0.49%
25AVGOBroadcom INCStock-Tech0.96%—+1.32%
26IWRIshares Russell Mid-cap ETFETF-Other0.96%+0.02%+9.20%
27CRWDCrowdstrike Holdings INC - AStock-Tech0.87%—-1.04%
28NEENextera Energy INCStock-Utilities0.87%+0.07%+0.59%
29LHXL3harris Technologies INCStock-Industrials0.79%—-0.57%
30TSMTaiwan Semiconductor-sp AdrStock-Tech0.76%—+2.07%
31PGProcter & Gamble Co/theStock-Consumer Staples0.72%—+2.58%
32PFXFVaneck Pref Sec X-financialsETF-Other0.72%+0.07%+21.18%
33DUKDuke Energy CORPStock-Utilities0.71%+0.04%-0.12%
34MRKMerck & Co. INC.Stock-Healthcare0.64%—+1.66%
35JNJJohnson & JohnsonStock-Healthcare0.61%—-2.17%
36VZVerizon Communications INCStock-Comm Services0.60%+0.10%+1.65%
37TSLATesla INCStock-Consumer Disc0.59%-0.17%+0.56%
38IQLTIshares Msci International QETF-Other0.58%+0.05%+13.70%
39LHLabcorp Holdings INCStock-Healthcare0.57%——
40JEPQJPM Nasdaq Equity PremiumETF-Tech0.56%+0.28%+116.52%
41HSTHost Hotels & Resorts INCStock-Real Estate0.55%—+0.10%
42KOCoca-cola Co/theStock-Consumer Staples0.54%—+2.38%
43USBUS BancorpStock-Financials0.53%—+0.14%
44PWRQuanta Services INCStock-Industrials0.51%+0.06%-0.37%
45UNPUnion Pacific CORPStock-Industrials0.50%—+5.27%
46LINLinde plcStock-Materials0.50%+0.50%NEW
47COFCapital One Financial CORPStock-Financials0.50%-0.14%+2.84%
48BSCUInvesco Bulletshares 2030 CbETF-Other0.50%+0.35%+255.39%
49BSCTInvesco Bulletshares 2029 CbETF-Other0.48%+0.34%+258.61%
50JMSBJohn Marshall Bancorp INCStock-Other0.45%——
1–50 of 121

Holding changes this quarter

Meridian Financial Partners LLC's most significant position changes for 2026-03-31: New buy: Lazard Intl Dynamic Eqy ETF (IDEQ); New buy: Linde plc (LIN); Sold out: Ishares Floating Rate Bond E (FLOT); New buy: Invesco Bulletshares 2028 Cb (BSCS); New buy: Akre Focus ETF (AKRE).

Position changes disclosed by Meridian Financial Partners LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.5%+10.35%Add
2BSCUInvesco Bulletshares 2030 Cb+0.4%+255.39%Add
3BSCTInvesco Bulletshares 2029 Cb+0.3%+258.61%Add
4JEPQJPM Nasdaq Equity Premium+0.3%+116.52%Add
5IVLUIshares Msci International V+0.3%+7.25%Add
6JEPIJpmorgan Equity Premium Inco+0.3%+206.30%Add
7CVXChevron CORP+0.2%+3.88%Add
8VZVerizon Communications INC+0.1%+1.65%Add
9VTVVanguard Value ETF+0.1%+116.38%Add
10IWVIshares Russell 3000 ETF+0.1%+17.89%Add
11PFXFVaneck Pref Sec X-financials+0.1%+21.18%Add
12NEENextera Energy INC+0.1%+0.59%Add
13PWRQuanta Services INC+0.1%-0.37%Trim
14EFAIshares Msci Eafe ETF+0.1%+43.71%Add
15IQLTIshares Msci International Q+0.1%+13.70%Add
16VBVanguard Small-cap ETF+0.1%+41.88%Add
17DUKDuke Energy CORP0%-0.12%Trim
18IWRIshares Russell Mid-cap ETF0%+9.20%Add
19IVVIshares Core S&p 500 ETF0%+8.82%Add
20AAPLApple INC—+1.84%Add
21LLYEli Lilly & Co-0.1%-0.18%Trim
22CRMSalesforce INC-0.1%+2.47%Add
23RITMRithm Capital CORP-0.1%+2.09%Add
24DHRDanaher CORP-0.1%+3.76%Add
25VVisa Inc-class A Shares-0.1%+0.64%Add
26DGRWWisdomtree U.s. Quality Divi-0.1%-3.48%Trim
27COFCapital One Financial CORP-0.1%+2.84%Add
28GOOGAlphabet Inc-cl C-0.1%+0.40%Add
29AMDAdvanced Micro Devices-0.2%+0.49%Add
30TSLATesla INC-0.2%+0.56%Add
31AMZNAmazon.com INC-0.2%+0.78%Add
32GOOGLAlphabet Inc-cl A-0.2%+2.03%Add
33JMEEJPM Sma & Mid Cap En Eq Et-u-0.2%+3.42%Add
34JPSTJpmorgan Ultra-short Income-0.2%-5.94%Trim
35VABKVirginia National Bankshares-0.3%-2.48%Trim
36GNRCGenerac Holdings INC-0.3%-46.04%Trim
37MSFTMicrosoft CORP-0.4%+2.79%Add
38VOOVanguard S&p 500 ETF-0.7%+1.07%Add
39DGROIshares Core Dividend Growth-1.9%-13.55%Trim
40IDEQLazard Intl Dynamic Eqy ETF—NEWNew buy
41LINLinde plc—NEWNew buy
42FLOTIshares Floating Rate Bond E—EXITSold out
43BSCSInvesco Bulletshares 2028 Cb—NEWNew buy
44AKREAkre Focus ETF—NEWNew buy
45UNHUnitedhealth Group INC—EXITSold out
46COPConocophillips—NEWNew buy
47BNDXVanguard Total Intl Bond ETF—EXITSold out
48SPYSs Spdr S&p 500 ETF Trust-us—NEWNew buy
49SUSLIshares Esg Msci USA Leaders—EXITSold out
50MDLZMondelez International Inc-a—NEWNew buy

FAQ

What is Meridian Financial Partners LLC and what type of investor is it?
Meridian Financial Partners LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $263.1M, spread across 121 disclosed positions.
What are Meridian Financial Partners LLC's largest equity positions?
Based on the latest 13F filing, Meridian Financial Partners LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $26.6M (10.1%) 2. JPM Sma & Mid Cap En Eq Et-u (JMEE) — $22.9M (8.7%) 3. Ishares Core Dividend Growth (DGRO) — $22.6M (8.6%) 4. Ishares Msci International V (IVLU) — $14.3M (5.4%) 5. Ishares Russell Top 200 Grow (IWY) — $10.5M (4.0%)
What changes did Meridian Financial Partners LLC make in its most recent portfolio filing?
In the latest reported quarter, Meridian Financial Partners LLC made 50 notable position adjustments: 7 new positions were initiated, 31 existing holdings were added to, 8 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Lazard Intl Dynamic Eqy ETF (IDEQ); New buy: Linde plc (LIN); Sold out: Ishares Floating Rate Bond E (FLOT); New buy: Invesco Bulletshares 2028 Cb (BSCS); New buy: Akre Focus ETF (AKRE)
What sectors does Meridian Financial Partners LLC focus on?
Meridian Financial Partners LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 32.6% • Communication Services: 11.0% • Financials: 9.7% • Energy: 8.9% • Industrials: 8.5% • Health Care: 7.9%