Meridian Financial Partners LLC

CIK

1763722

Location

WARRENTON, VA

Portfolio Value

Small $113,103,887

Diversification

Diversified

Filing Date

Global Rank

#5,681 / 8,517 ▲ 35

Top Industry

Semiconductors 15.7%

3Y Alpha vs SPY

+31.2%

Period ended 47 days ago

Filed Jul 24, 2026 · 23d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+252.6%

SPY

+76.6%

Annualised alpha

+31.3%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.0%

−0.3 pts

Top 5

28.1%

−0.9 pts

Top 10

46.5%

+1.0 pts

HHI

308

Diversified+6

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.7%	$39,239,134	14
Financial Services	16.0%	$18,151,407	10
Industrials	7.9%	$8,927,344	11
Healthcare	7.6%	$8,571,822	8
Communication Services	7.3%	$8,272,877	5
Consumer Cyclical	7.0%	$7,927,297	6
Energy	6.4%	$7,188,251	3
Utilities	4.2%	$4,779,107	3
Consumer Defensive	4.1%	$4,674,020	5
Real Estate	2.3%	$2,650,992	3
Basic Materials	1.4%	$1,602,092	2
Unclassified	1.0%	$1,119,544	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
RITM	Rithm Capital Corp.	+82,934	178,929	$1,680,143
CRWD	CrowdStrike Holdings, Inc.	+13,110	18,544	$3,537,917
JPM	Jpmorgan Chase & Co	+574	10,029	$3,282,792
D	Dominion Energy, Inc	+449	14,158	$966,849
CMCSA	Comcast Corp	+416	30,041	$737,506
ETN	Eaton Corp plc	+249	1,108	$472,140
T	At&T Inc.	+221	10,051	$208,055
USB	US Bancorp De	+219	26,187	$1,581,694
LOW	Lowes Companies Inc	+200	1,255	$276,714
BKNG	Booking Holdings Inc.	+197	2,372	$422,785
LMT	Lockheed Martin Corp	+163	643	$327,582
BAC	Bank Of America Corp /De/	+121	4,822	$274,757
IBM	International Business Machines Corp	+87	1,742	$489,867
VZ	Verizon Communications Inc	+87	32,559	$1,378,548
TSLA	Tesla, Inc.	+63	4,563	$1,919,197
BRK-B	Berkshire Hathaway Inc	+57	1,380	$690,538
QQQ	Invesco Qqq Trust, Series 1	+43	1,211	$891,780
ROP	Roper Technologies Inc	+27	2,250	$761,377
AVGO	Broadcom Inc.	+10	7,586	$2,865,611
COF	Capital One Financial Corp	+9	7,241	$1,452,689
LIN	Linde PLC	+6	2,658	$1,379,342
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HST	Host Hotels & Resorts, Inc.	−43,599	32,386	$767,872
VABK	Virginia National Bankshares Corp	−10,499	127,161	$5,643,405
GOOGL	Alphabet Inc.	−10,086	14,923	$5,333,032
AAPL	Apple Inc.	−5,734	31,340	$9,068,542
INTC	Intel Corp	−1,437	4,028	$562,429
WMT	Walmart Inc.	−936	4,526	$512,614
NEE	Nextera Energy Inc	−920	23,410	$2,054,695
PFE	Pfizer Inc	−834	32,642	$786,019
NOW	ServiceNow, Inc.	−681	2,244	$222,784
NVDA	Nvidia Corp	−672	23,897	$4,781,550
KO	Coca Cola Co	−616	18,067	$1,468,305
MRK	Merck & Co., Inc.	−464	13,656	$1,754,796
AMZN	Amazon Com Inc	−424	19,338	$4,609,018
ORCL	Oracle Corp	−396	7,590	$1,112,314
MSFT	Microsoft Corp	−386	13,776	$5,138,723
CRM	Salesforce, Inc.	−372	4,650	$728,469
KVUE	Kenvue Inc.	−359	13,850	$264,673
CVX	Chevron Corp	−357	14,006	$2,321,634
PWR	Quanta Services, Inc.	−348	2,048	$1,474,641
PG	PROCTER & GAMBLE Co	−342	13,122	$1,924,210
HD	Home Depot, Inc.	−316	1,372	$483,876
AMD	Advanced Micro Devices Inc	−280	11,344	$6,589,843
V	Visa Inc.	−254	9,910	$3,400,021
DUK	Duke Energy CORP	−234	13,885	$1,757,563
CAT	Caterpillar Inc	−232	997	$1,061,705
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	727	$243,414
COFS	Choiceone Financial Services Inc	7,125	$242,250
NUE	Nucor Corp	1,000	$222,750
UNH	Unitedhealth Group Inc	534	$221,946
MCD	Mcdonalds Corp	798	$215,707
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	53,292	$4,113,076
VB	Vanguard Morningstar Small-Cap ETF	2,270	$594,558
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	5,970	$358,797
AKRE	Akre Focus ETF	6,464	$341,622
HON	Honeywell International Inc	1,258	$284,345
VEU	Vanguard FTSE All-World Ex-US ETF	3,386	$254,288
TT	Trane Technologies plc	609	$253,794
COP	Conocophillips	1,845	$243,540
PM	Philip Morris International Inc.	1,420	$234,782
PEP	Pepsico Inc	1,407	$218,493
ALB	Albemarle Corp	1,167	$209,511
BUFC	AB Conservative Buffer ETF	5,086	$206,654
MDLZ	Mondelez International, Inc.	3,496	$201,509
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $113,103,887 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	31,340	-5,734	$9,068,542	−3.6%	8.02%
AMD	Advanced Micro Devices Inc Technology	Reduced	11,344	-280	$6,589,843	+178.7%	5.83%
VABK	Virginia National Bankshares Corp Financial Services	Reduced	127,161	-10,499	$5,643,405	+7.3%	4.99%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,923	-10,086	$5,333,032	−25.8%	4.72%
MSFT	Microsoft Corp Technology	Reduced	13,776	-386	$5,138,723	−2.0%	4.54%
NVDA	Nvidia Corp Technology	Reduced	23,897	-672	$4,781,550	+11.6%	4.23%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,338	-424	$4,609,018	+12.0%	4.08%
XOM	ExxonMobil Holdings Corp Energy	Reduced	32,816	-158	$4,486,603	−19.8%	3.97%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	18,544	+13,110	$3,537,917	+66.8%	3.13%
V	Visa Inc. Financial Services	Reduced	9,910	-254	$3,400,021	+10.7%	3.01%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,029	+574	$3,282,792	+18.0%	2.90%
AVGO	Broadcom Inc. Technology	Added	7,586	+10	$2,865,611	+22.2%	2.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	5,824	0	$2,781,367	+41.3%	2.46%
CVX	Chevron Corp Energy	Reduced	14,006	-357	$2,321,634	−21.9%	2.05%
NEE	Nextera Energy Inc Utilities	Reduced	23,410	-920	$2,054,695	−9.1%	1.82%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	13,122	-342	$1,924,210	−1.1%	1.70%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,563	+63	$1,919,197	+14.7%	1.70%
DUK	Duke Energy CORP Utilities	Reduced	13,885	-234	$1,757,563	−4.9%	1.55%
MRK	Merck & Co., Inc. Healthcare	Reduced	13,656	-464	$1,754,796	+3.3%	1.55%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	5,804	-87	$1,686,584	−17.1%	1.49%
JNJ	Johnson & Johnson Healthcare	Reduced	6,632	-79	$1,684,329	+2.7%	1.49%
RITM	Rithm Capital Corp. Real Estate	Added	178,929	+82,934	$1,680,143	+84.6%	1.49%
USB	US Bancorp De Financial Services	Added	26,187	+219	$1,581,694	+17.1%	1.40%
GNRC	Generac Holdings Inc. Industrials	Reduced	5,208	-218	$1,524,954	+43.9%	1.35%
LH	Labcorp Holdings Inc. Healthcare	Reduced	5,419	-175	$1,517,320	+1.7%	1.34%
PWR	Quanta Services, Inc. Industrials	Reduced	2,048	-348	$1,474,641	+12.1%	1.30%
KO	Coca Cola Co Consumer Defensive	Reduced	18,067	-616	$1,468,305	+3.3%	1.30%
COF	Capital One Financial Corp Financial Services	Added	7,241	+9	$1,452,689	+10.1%	1.28%
UNP	Union Pacific Corp Industrials	Reduced	5,248	-102	$1,427,456	+10.0%	1.26%
LIN	Linde PLC Basic Materials	Added	2,658	+6	$1,379,342	+4.9%	1.22%
VZ	Verizon Communications Inc Communication Services	Added	32,559	+87	$1,378,548	−15.4%	1.22%
LLY	ELI LILLY & Co Healthcare	Reduced	1,114	-9	$1,336,165	+29.4%	1.18%
JMSB	John Marshall Bancorp, Inc. Financial Services	Held	57,619	0	$1,256,094	+7.5%	1.11%
ORCL	Oracle Corp Technology	Reduced	7,590	-396	$1,112,314	−5.3%	0.98%
CAT	Caterpillar Inc Industrials	Reduced	997	-232	$1,061,705	+21.9%	0.94%
D	Dominion Energy, Inc Utilities	Added	14,158	+449	$966,849	+14.1%	0.85%
QQQ	Invesco Qqq Trust, Series 1	Added	1,211	+43	$891,780	+32.3%	0.79%
DHR	Danaher Corp /De/ Healthcare	Reduced	4,580	-137	$872,398	−2.5%	0.77%
PFE	Pfizer Inc Healthcare	Reduced	32,642	-834	$786,019	−16.4%	0.69%
HST	Host Hotels & Resorts, Inc. Real Estate	Reduced	32,386	-43,599	$767,872	−47.3%	0.68%
ROP	Roper Technologies Inc Technology	Added	2,250	+27	$761,377	−3.2%	0.67%
CMCSA	Comcast Corp Communication Services	Added	30,041	+416	$737,506	−13.3%	0.65%
CRM	Salesforce, Inc. Technology	Reduced	4,650	-372	$728,469	−22.3%	0.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,380	+57	$690,538	+8.9%	0.61%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	3,671	-58	$615,736	−21.4%	0.54%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,094	-100	$598,341	+48.5%	0.53%
INTC	Intel Corp Technology	Reduced	4,028	-1,437	$562,429	+133.2%	0.50%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,526	-936	$512,614	−24.5%	0.45%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	539	0	$504,218	−6.1%	0.45%
IBM	International Business Machines Corp Technology	Added	1,742	+87	$489,867	+22.1%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.