Meridian Financial Partners LLC

CIK

1763722

Location

WARRENTON, VA

Portfolio Value

Small $112,928,986

Diversification

Diversified

Filing Date

Global Rank

#5,076 / 8,232 ▲ 493

Top Industry

Semiconductors 10.0%

3Y Alpha vs SPY

-2.5%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.9%

SPY

+76.3%

Annualised alpha

-2.2%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

74 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.3%

−1.2 pts

Top 5

30.7%

+0.3 pts

Top 10

47.4%

+0.3 pts

HHI

327

Diversified−3

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.3%	$31,985,455	14
Financial Services	14.3%	$16,115,340	9
Consumer Cyclical	13.9%	$15,750,592	5
Energy	8.2%	$9,217,994	4
Industrials	7.5%	$8,414,337	12
Healthcare	7.1%	$8,043,436	7
Communication Services	7.1%	$7,993,901	5
Consumer Defensive	4.9%	$5,481,221	8
Utilities	4.4%	$4,956,001	3
Real Estate	2.3%	$2,570,042	3
Basic Materials	1.3%	$1,524,266	2
Unclassified	0.8%	$876,401	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	+3,092	32,974	$5,594,368
BKNG	Booking Holdings Inc.	+2,098	2,175	$9,157,445
CMCSA	Comcast Corp	+1,990	29,625	$850,533
RITM	Rithm Capital Corp.	+1,961	95,995	$910,032
PFE	Pfizer Inc	+876	33,476	$940,006
BAC	Bank Of America Corp /De/	+816	4,701	$229,173
ORCL	Oracle Corp	+786	7,986	$1,174,820
AAPL	Apple Inc.	+670	37,074	$9,409,010
CVX	Chevron Corp	+536	14,363	$2,971,704
VZ	Verizon Communications Inc	+527	32,472	$1,630,094
KO	Coca Cola Co	+434	18,683	$1,420,842
NVDA	Nvidia Corp	+396	24,569	$4,284,833
MSFT	Microsoft Corp	+384	14,162	$5,242,347
PG	PROCTER & GAMBLE Co	+339	13,464	$1,944,740
GOOGL	Alphabet Inc.	+308	15,458	$4,445,102
UNP	Union Pacific Corp	+268	5,350	$1,298,017
MRK	Merck & Co., Inc.	+231	14,120	$1,698,494
WM	Waste Management Inc	+201	1,201	$275,977
COF	Capital One Financial Corp	+200	7,232	$1,319,333
BRK-B	Berkshire Hathaway Inc	+188	1,323	$633,981
DHR	Danaher Corp /De/	+171	4,717	$894,343
AMZN	Amazon Com Inc	+153	19,762	$4,115,831
NEE	Nextera Energy Inc	+143	24,330	$2,259,770
T	At&T Inc.	+122	9,830	$284,971
CRM	Salesforce, Inc.	+121	5,022	$937,456
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
GNRC	Generac Holdings Inc.	−4,630	5,426	$1,059,860
VABK	Virginia National Bankshares Corp	−3,501	137,660	$5,258,612
KVUE	Kenvue Inc.	−445	14,209	$244,963
D	Dominion Energy, Inc	−212	13,709	$847,490
QQQ	Invesco Qqq Trust, Series 1	−204	1,168	$674,146
JNJ	Johnson & Johnson	−149	6,711	$1,640,436
ALB	Albemarle Corp	−137	1,167	$209,511
CRWD	CrowdStrike Holdings, Inc.	−57	5,434	$2,121,487
TFC	Truist Financial Corp	−45	6,567	$301,884
CBRE	Cbre Group, Inc.	−40	1,507	$204,138
LHX	L3harris Technologies, Inc. /De/	−34	5,891	$2,033,278
PEP	Pepsico Inc	−19	1,407	$218,493
IBM	International Business Machines Corp	−17	1,655	$401,155
DUK	Duke Energy CORP	−17	14,119	$1,848,741
JPM	Jpmorgan Chase & Co	−11	9,455	$2,781,282
PWR	Quanta Services, Inc.	−9	2,396	$1,315,451
LLY	ELI LILLY & Co	−2	1,123	$1,032,901
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	2,652	$1,314,755
COP	Conocophillips	1,845	$243,540
SPY	Spdr S&P 500 ETF Trust	311	$202,255
MDLZ	Mondelez International, Inc.	3,496	$201,509
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
UNH	Unitedhealth Group Inc	700	$231,077
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 positions · $112,928,986 total · as of Mar 31, 2026

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

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	37,074	+670	$9,409,010	−4.9%	8.33%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	2,175	+2,098	$9,157,445	+2120.7%	8.11%
XOM	Exxon Mobil Corp Energy	Added	32,974	+3,092	$5,594,368	+55.6%	4.95%
VABK	Virginia National Bankshares Corp Financial Services	Reduced	137,660	-3,501	$5,258,612	−6.5%	4.66%
MSFT	Microsoft Corp Technology	Added	14,162	+384	$5,242,347	−21.3%	4.64%
GOOGL	Alphabet Inc. Communication Services	Added	15,458	+308	$4,445,102	−6.3%	3.94%
NVDA	Nvidia Corp Technology	Added	24,569	+396	$4,284,833	−5.0%	3.79%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,762	+153	$4,115,831	−9.1%	3.64%
V	Visa Inc. Financial Services	Added	10,164	+65	$3,071,967	−13.3%	2.72%
CVX	Chevron Corp Energy	Added	14,363	+536	$2,971,704	+41.0%	2.63%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,455	-11	$2,781,282	−8.8%	2.46%
AMD	Advanced Micro Devices Inc Technology	Added	11,624	+57	$2,364,670	−4.5%	2.09%
AVGO	Broadcom Inc. Technology	Added	7,576	+99	$2,344,847	−9.4%	2.08%
NEE	Nextera Energy Inc Utilities	Added	24,330	+143	$2,259,770	+16.4%	2.00%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	5,434	-57	$2,121,487	−17.6%	1.88%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	5,891	-34	$2,033,278	+16.9%	1.80%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	5,824	+118	$1,968,220	+13.5%	1.74%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	13,464	+339	$1,944,740	+3.4%	1.72%
DUK	Duke Energy CORP Utilities	Reduced	14,119	-17	$1,848,741	+11.6%	1.64%
MRK	Merck & Co., Inc. Healthcare	Added	14,120	+231	$1,698,494	+16.2%	1.50%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,500	+25	$1,672,875	−16.9%	1.48%
JNJ	Johnson & Johnson Healthcare	Reduced	6,711	-149	$1,640,436	+15.5%	1.45%
VZ	Verizon Communications Inc Communication Services	Added	32,472	+527	$1,630,094	+25.3%	1.44%
LH	Labcorp Holdings Inc. Healthcare	Held	5,594	0	$1,492,535	+6.3%	1.32%
HST	Host Hotels & Resorts, Inc. Real Estate	Added	75,985	+79	$1,455,872	+8.2%	1.29%
KO	Coca Cola Co Consumer Defensive	Added	18,683	+434	$1,420,842	+11.4%	1.26%
USB	US Bancorp De Financial Services	Added	25,968	+37	$1,350,595	−2.4%	1.20%
COF	Capital One Financial Corp Financial Services	Added	7,232	+200	$1,319,333	−22.6%	1.17%
PWR	Quanta Services, Inc. Industrials	Reduced	2,396	-9	$1,315,451	+29.6%	1.16%
LIN	Linde PLC Basic Materials	NEW	2,652	NEW	$1,314,755	NEW	1.16%
UNP	Union Pacific Corp Industrials	Added	5,350	+268	$1,298,017	+10.4%	1.15%
ORCL	Oracle Corp Technology	Added	7,986	+786	$1,174,820	−16.3%	1.04%
JMSB	John Marshall Bancorp, Inc. Financial Services	Held	57,619	0	$1,168,513	+1.5%	1.03%
GNRC	Generac Holdings Inc. Industrials	Reduced	5,426	-4,630	$1,059,860	−22.7%	0.94%
LLY	ELI LILLY & Co Healthcare	Reduced	1,123	-2	$1,032,901	−14.6%	0.91%
PFE	Pfizer Inc Healthcare	Added	33,476	+876	$940,006	+15.8%	0.83%
CRM	Salesforce, Inc. Technology	Added	5,022	+121	$937,456	−27.8%	0.83%
RITM	Rithm Capital Corp. Real Estate	Added	95,995	+1,961	$910,032	−11.2%	0.81%
DHR	Danaher Corp /De/ Healthcare	Added	4,717	+171	$894,343	−14.1%	0.79%
CAT	Caterpillar Inc Industrials	Added	1,229	+14	$870,697	+25.1%	0.77%
CMCSA	Comcast Corp Communication Services	Added	29,625	+1,990	$850,533	+9.9%	0.75%
D	Dominion Energy, Inc Utilities	Reduced	13,709	-212	$847,490	+3.9%	0.75%
ROP	Roper Technologies Inc Technology	Added	2,223	+30	$786,630	−19.4%	0.70%
TMUS	T-Mobile US, Inc. Communication Services	Added	3,729	+109	$783,201	+6.6%	0.69%
WMT	Walmart Inc. Consumer Defensive	Added	5,462	+88	$678,817	+13.4%	0.60%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,168	-204	$674,146	−20.0%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,323	+188	$633,981	+11.1%	0.56%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,688	+27	$555,166	−2.9%	0.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	539	+10	$537,075	+17.7%	0.48%
OKE	Oneok Inc /New/ Energy	Held	4,518	0	$408,382	+23.0%	0.36%