Q3 2026 13F · SEC CIK 1763722

Meridian Financial Partners LLC

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $306.1M
Reported positions: 124
Top holdings a year, 3 yrs: +15.3%
Assets under management: $627.6M

Meridian Financial Partners LLC is a wealth manager that reported 124 positions worth $306.1M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Vanguard Index Fds (VOO, 10.3%), J P Morgan Exchange Traded F (JMEE, 8.7%), Ishares Tr (DGRO, 8.2%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

Meridian Financial Partners LLC holdings largest 50 of 124 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meridian Financial Partners LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	10.3%	10.4%	44,600	+0.8%	$31.6M
JMEEJ P Morgan Exchange Traded F	8.7%	9.1%	358,457	+3.1%	$26.6M
DGROIshares Tr	8.2%	8.4%	319,132	+0.6%	$25.1M
IVLUIshares Tr	5.3%	5.3%	384,917	+4.6%	$16.4M
IWYIshares Tr	4.3%	4.3%	44,981	+4.0%	$13.1M
IDEQLazard Active ETF Tr	4.0%	3.8%	359,120	+12.5%	$12.3M
AAPLApple Inc	3.5%	3.5%	31,033	-1.0%	$10.6M
IVVIshares Tr	2.9%	3.0%	11,458	-1.3%	$8.9M
MSFTMicrosoft Corp	2.4%	1.9%	13,545	-1.7%	$7.3M
VABKVirginia Natl Bk Chrlotsvle	2.1%	2.0%	124,615	-2.0%	$6.4M
AMDAdvanced Micro Devices Inc	2.0%	2.0%	11,072	-2.4%	$6.2M
XOMExxonmobil Holdings Corp	1.9%	—	33,120	—	$5.8M
JPSTJ P Morgan Exchange Traded F	1.8%	1.8%	106,718	-0.3%	$5.4M
NVDANvidia Corporation	1.7%	1.7%	24,084	+0.8%	$5.2M
GOOGLAlphabet Inc	1.7%	1.9%	14,893	-0.2%	$5.2M
AMZNAmazon Com Inc	1.6%	1.7%	19,420	+0.4%	$4.9M
BIVVanguard Bd Index Fds	1.4%	1.4%	59,388	+7.6%	$4.4M
CRWDCrowdstrike Hldgs Inc	1.4%	1.3%	17,071	-7.9%	$4.2M
VVisa Inc	1.3%	1.2%	9,874	-0.4%	$3.9M
DLNWisdomtree Tr	1.2%	1.2%	36,050	+0.0%	$3.6M
DGRWWisdomtree Tr	1.1%	1.2%	33,888	-2.9%	$3.4M
JPMJpmorgan Chase & Co	1.1%	1.2%	10,013	-0.2%	$3.4M
GOOGAlphabet Inc	1.1%	1.2%	9,651	+0.9%	$3.3M
IWVIshares Tr	1.0%	1.1%	7,134	-1.0%	$3.1M
CVXChevron Corporation	1.0%	0.9%	13,922	-0.6%	$3.1M
IWRIshares Tr	0.9%	1.0%	25,642	+0.0%	$2.8M
AVGOBroadcom Inc	0.9%	1.0%	7,634	+0.6%	$2.6M
TSMTaiwan Semiconductor Manufac	0.8%	0.8%	5,879	+0.9%	$2.5M
PGProcter & Gamble Co	0.7%	0.7%	13,291	+1.3%	$2.1M
FPEFirst Tr Exch Traded Fd III	0.7%	—	118,512	—	$2.0M
GPIXGoldman Sachs ETF Tr	0.7%	0.5%	35,746	+25.4%	$2.0M
MRKMerck & Co Inc	0.6%	0.6%	13,274	-2.8%	$1.9M
NEENextera Energy Inc	0.6%	0.7%	23,589	+0.8%	$1.9M
LHLabcorp Holdings Inc	0.6%	0.5%	5,376	-0.8%	$1.7M
GLWCorning Inc	0.6%	—	12,326	—	$1.7M
DUKDuke Energy Corp New	0.5%	0.6%	13,979	+0.7%	$1.7M
KOCoca Cola Co	0.5%	0.5%	17,990	-0.4%	$1.7M
JNJJohnson & Johnson	0.5%	0.6%	6,528	-1.6%	$1.7M
TSLATesla Inc	0.5%	0.6%	4,513	-1.1%	$1.6M
IQLTIshares Tr	0.5%	0.5%	32,568	+0.5%	$1.6M
RITMRithm Capital Corp	0.5%	0.6%	176,210	-1.5%	$1.5M
UNPUnion Pac Corp	0.5%	0.5%	5,268	+0.4%	$1.5M
USBUS Bancorp	0.5%	0.6%	26,320	+0.5%	$1.5M
VZVerizon Communications Inc	0.5%	0.5%	32,469	-0.3%	$1.4M
COFCapital One Finl Corp	0.5%	0.5%	7,229	-0.2%	$1.4M
JMSTJ P Morgan Exchange Traded F	0.5%	—	28,153	—	$1.4M
LHXL3harris Technologies Inc	0.5%	0.6%	5,916	+1.9%	$1.4M
LLYEli Lilly & Co	0.5%	0.4%	1,121	+0.6%	$1.4M
LINLinde PLC	0.4%	0.5%	2,692	+1.3%	$1.3M
JMSBJohn Marshall Bancorp Inc	0.4%	—	57,619	—	$1.3M

What Meridian Financial Partners LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

CRWD Crowdstrike Hldgs Inc-7.9% shares

Left the top 50

XOM Exxon Mobil Corpwas 1.6%
PFXF Vaneck ETF Trustwas 0.7%
PWR Quanta Svcs Incwas 0.5%
VTI Vanguard Index Fdswas 0.4%
BSCU Invesco Exch Trd Slf Idx Fdwas 0.4%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.3% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: +6.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$306.1M	124
Q2 2026	$293.3M	119
Q1 2026	$263.1M	121
Q4 2025	$252.8M	118
Q3 2025	$240.7M	113
Q2 2025	$212.8M	105
Q1 2025	$197.1M	104
Q4 2024	$189.4M	100
Q3 2024	$197.8M	100
Q2 2024	$168.3M	82
Q1 2024	$77.8M	42
Q4 2023	$97.5M	52

Questions about Meridian Financial Partners LLC's portfolio

What stocks does Meridian Financial Partners LLC own?

Meridian Financial Partners LLC's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 124 positions worth $306.1M. The largest are Vanguard Index Fds (VOO) at 10.3%, J P Morgan Exchange Traded F (JMEE) at 8.7%, Ishares Tr (DGRO) at 8.2%, Ishares Tr (IVLU) at 5.3% and Ishares Tr (IWY) at 4.3%.

What did Meridian Financial Partners LLC buy last quarter?

In Q3 2026, Meridian Financial Partners LLC added Goldman Sachs ETF Tr (GPIX) (+25.4% shares), Lazard Active ETF Tr (IDEQ) (+12.5% shares) and Vanguard Bd Index Fds (BIV) (+7.6% shares), compared with its Q2 2026 filing.

What did Meridian Financial Partners LLC sell last quarter?

In Q3 2026, Meridian Financial Partners LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vaneck ETF Trust (PFXF), cut from its top 50 Quanta Svcs Inc (PWR), cut from its top 50 Vanguard Index Fds (VTI), cut from its top 50 Invesco Exch Trd Slf Idx Fd (BSCU) and Crowdstrike Hldgs Inc (CRWD) (-7.9% shares), compared with its Q2 2026 filing.

How has Meridian Financial Partners LLC's portfolio performed?

A portfolio copying Meridian Financial Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.3% against +20.1%. Over 5 years: +6.7% a year against +11.6%.

When is Meridian Financial Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meridian Financial Partners LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Meridian Financial Partners LLC manage?

Meridian Financial Partners LLC reported $627.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $306.1M.