Meridian Financial Partners LLC

CIK

1763722

Location

WARRENTON, VA

Portfolio Value

Small $287,085,058

Diversification

Diversified

Filing Date

Global Rank

#5,209 / 8,816 ▲ 28 · as of Jun 2026

Top Industry

Semiconductors 14.9%

Period ended 24 days ago

Filed Oct 23, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 65.0% of the book (60%+)

Turnover

Low turnover

10.2% over the last four quarters (under 30%)

Horizon

Horizon unknown

The value-weighted holding period is at least 11.8 quarters, but 13.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 69.1%; sector active share 45.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

124 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

20.6%

+1.3 pts

Top 5

52.6%

+1.9 pts

Top 10

64.9%

−0.1 pts

HHI

806

Diversified+69

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	57.7%	$165,559,839	48
Technology	16.0%	$46,040,394	15
Financial Services	6.5%	$18,686,791	11
Communication Services	3.8%	$11,017,785	6
Healthcare	3.2%	$9,074,381	9
Energy	3.1%	$8,801,615	4
Consumer Cyclical	2.7%	$7,685,160	6
Industrials	2.7%	$7,618,704	11
Consumer Defensive	1.8%	$5,096,187	7
Utilities	1.5%	$4,225,536	3
Real Estate	0.6%	$1,767,159	2
Basic Materials	0.5%	$1,511,507	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FPE	First Trust Preferred Securities and Income ETF	+67,890	118,512	$2,020,629
IDEQ	Lazard International Dynamic Equity ETF	+39,918	359,120	$12,576,382
IVLU	iShares MSCI Intl Value Factor ETF	+16,912	384,917	$16,509,090
JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	+10,833	358,457	$26,375,266
AKRE	Professionally Managed Portfolios	+8,713	15,177	$799,372
GPIX	Goldman Sachs S&P 500 Premium Income ETF	+7,251	35,746	$1,995,699
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+5,937	17,978	$1,101,332
BIV	Vanguard Bond Index Funds	+4,204	59,388	$4,327,009
DGRO	iShares Core Dividend Growth ETF	+1,754	319,132	$24,059,361
—		+1,738	44,981	$0
VUG	VANGUARD GROWTH INDEX FUND	+1,220	6,721	$605,629
BRNY	Burney U.S. Factor Rotation ETF	+1,191	6,980	$402,034
IJH	iShares Core S&P Mid-Cap ETF	+549	7,017	$504,873
T	At&T Inc.	+436	10,487	$255,882
SPY	Spdr S&P 500 ETF Trust	+359	664	$506,386
ORCL	Oracle Corp	+348	7,938	$1,089,887
VOO	VANGUARD 500 INDEX FUND	+338	44,600	$31,258,356
TMUS	T-Mobile US, Inc.	+311	3,982	$649,384
XOM	ExxonMobil Holdings Corp	+304	33,120	$5,390,280
SPLV	Invesco S&P 500 Low Volatility ETF	+277	4,708	$331,961
—		+267	5,786	$0
IWD	iShares Russell 1000 Value ETF	+255	1,342	$332,722
WMT	Walmart Inc.	+228	4,754	$494,035
NVDA	Nvidia Corp	+187	24,084	$5,500,303
NEE	Nextera Energy Inc	+179	23,589	$1,786,630
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFXF	VanEck Preferred Securities ex Financials ETF	−69,066	41,392	$725,187
PFE	Pfizer Inc	−5,045	27,597	$787,066
RITM	Rithm Capital Corp.	−2,719	176,210	$1,573,555
VABK	Virginia National Bankshares Corp	−2,546	124,615	$5,939,150
JEPI	JPMorgan Equity Premium Income ETF	−2,068	9,999	$562,143
CRWD	CrowdStrike Holdings, Inc.	−1,473	17,071	$4,519,547
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	−1,060	75,527	$1,219,005
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−1,017	33,888	$3,295,269
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	−990	67,051	$1,220,328
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−829	2,669	$998,846
KVUE	Kenvue Inc.	−392	13,458	$237,668
MRK	Merck & Co., Inc.	−382	13,274	$1,928,844
JPST	JPMorgan Ultra-Short Income ETF	−366	106,718	$5,375,385
AAPL	Apple Inc.	−307	31,033	$10,334,609
QQQ	Invesco Qqq Trust, Series 1	−282	929	$687,246
AMD	Advanced Micro Devices Inc	−272	11,072	$6,773,406
MSFT	Microsoft Corp	−231	13,545	$6,947,230
GNRC	Generac Holdings Inc.	−216	4,992	$1,033,094
D	Dominion Energy, Inc	−193	13,965	$845,161
IVV	iShares Core S&P 500 ETF	−152	11,458	$8,775,109
BAC	Bank Of America Corp	−121	4,701	$255,875
PWR	Quanta Services, Inc.	−112	1,936	$1,243,899
JNJ	Johnson & Johnson	−104	6,528	$1,728,222
LMT	Lockheed Martin Corp	−100	543	$276,522
NOW	ServiceNow, Inc.	−91	2,153	$288,523
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
GLW	Corning Inc	12,326	$1,895,245
JMST	JPMorgan Ultra-Short Municipal Income ETF	28,153	$1,423,415
SPCX	Space Exploration Technologies Corp	1,487	$224,328
META	Meta Platforms, Inc.	290	$210,302
PM	Philip Morris International Inc.	1,090	$207,993
COP	Conocophillips	1,563	$195,609
MA	Mastercard Inc	338	$186,396
MDLZ	Mondelez International, Inc.	3,191	$184,503
AUTL	Autolus Therapeutics plc	10,000	$19,400
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
HST	Host Hotels & Resorts, Inc.	32,386	$767,872
CMCSA	Comcast Corp	30,041	$737,506
VRT	Vertiv Holdings Co	727	$243,414
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	3,280	$240,784
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

124 tracked positions · $287,085,058 total · filing declares 124 positions · $306,134,595 · as of Sep 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 124 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	44,600	+338	$31,258,356	+2.8%	10.89%
JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	Added	358,457	+10,833	$26,375,266	−2.8%	9.19%
DGRO	iShares Core Dividend Growth ETF	Added	319,132	+1,754	$24,059,361	+0.0%	8.38%
IVLU	iShares MSCI Intl Value Factor ETF	Added	384,917	+16,912	$16,509,090	+7.3%	5.75%
IDEQ	Lazard International Dynamic Equity ETF	Added	359,120	+39,918	$12,576,382	+12.3%	4.38%
AAPL	Apple Inc. Technology	Reduced	31,033	-307	$10,334,609	+14.0%	3.60%
IVV	iShares Core S&P 500 ETF	Reduced	11,458	-152	$8,775,109	+0.9%	3.06%
MSFT	Microsoft Corp Technology	Reduced	13,545	-231	$6,947,230	+35.2%	2.42%
AMD	Advanced Micro Devices Inc Technology	Reduced	11,072	-272	$6,773,406	+2.8%	2.36%
VABK	Virginia National Bankshares Corp Financial Services	Reduced	124,615	-2,546	$5,939,150	+5.2%	2.07%
NVDA	Nvidia Corp Technology	Added	24,084	+187	$5,500,303	+15.0%	1.92%
XOM	ExxonMobil Holdings Corp Energy	Added	33,120	+304	$5,390,280	+20.1%	1.88%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	106,718	-366	$5,375,385	−0.7%	1.87%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,893	-30	$5,124,383	−3.9%	1.78%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,420	+82	$4,838,493	+5.0%	1.69%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	17,071	-1,473	$4,519,547	−68.1%	1.57%
BIV	Vanguard Bond Index Funds	Added	59,388	+4,204	$4,327,009	+2.2%	1.51%
V	Visa Inc. Financial Services	Reduced	9,874	-36	$3,548,024	+4.4%	1.24%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Held	36,050	0	$3,504,060	+0.9%	1.22%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,013	-16	$3,312,600	+0.9%	1.15%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Reduced	33,888	-1,017	$3,295,269	−1.3%	1.15%
GOOG	Alphabet Inc. Communication Services	Added	9,651	+90	$3,288,481	−2.7%	1.15%
IWV	iShares Russell 3000 ETF	Reduced	7,134	-75	$3,079,462	+0.2%	1.07%
CVX	Chevron Corp Energy	Reduced	13,922	-84	$2,843,011	+22.5%	0.99%
IWR	iShares Russell Mid-Cap ETF	Held	25,642	0	$2,736,257	−3.3%	0.95%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	5,879	+55	$2,681,941	−3.6%	0.93%
AVGO	Broadcom Inc. Technology	Added	7,634	+48	$2,680,984	−6.4%	0.93%
FPE	First Trust Preferred Securities and Income ETF	Added	118,512	+67,890	$2,020,629	+123.2%	0.70%
GPIX	Goldman Sachs S&P 500 Premium Income ETF	Added	35,746	+7,251	$1,995,699	+26.0%	0.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	13,291	+169	$1,930,916	+0.3%	0.67%
MRK	Merck & Co., Inc. Healthcare	Reduced	13,274	-382	$1,928,844	+9.9%	0.67%
GLW	Corning Inc Technology	NEW	12,326	NEW	$1,895,245	NEW	0.66%
NEE	Nextera Energy Inc Utilities	Added	23,589	+179	$1,786,630	−13.0%	0.62%
JNJ	Johnson & Johnson Healthcare	Reduced	6,528	-104	$1,728,222	+2.6%	0.60%
LH	Labcorp Holdings Inc. Healthcare	Reduced	5,376	-43	$1,656,399	+9.2%	0.58%
IQLT	iShares MSCI Intl Quality Factor ETF	Added	32,568	+162	$1,611,138	+0.3%	0.56%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,513	-50	$1,601,257	−16.6%	0.56%
DUK	Duke Energy CORP Utilities	Added	13,979	+94	$1,593,745	−9.3%	0.56%
RITM	Rithm Capital Corp. Real Estate	Reduced	176,210	-2,719	$1,573,555	−6.3%	0.55%
KO	Coca Cola Co Consumer Defensive	Reduced	17,990	-77	$1,548,579	+5.5%	0.54%
USB	US Bancorp \De\ Financial Services	Added	26,320	+133	$1,520,243	−3.9%	0.53%
VZ	Verizon Communications Inc Communication Services	Reduced	32,469	-90	$1,489,353	+8.0%	0.52%
UNP	Union Pacific Corp Industrials	Added	5,268	+20	$1,433,580	+0.4%	0.50%
JMST	JPMorgan Ultra-Short Municipal Income ETF	NEW	28,153	NEW	$1,423,415	NEW	0.50%
LHX	L3harris Technologies, Inc. Industrials	Added	5,916	+112	$1,400,790	−16.9%	0.49%
COF	Capital One Financial Corp Financial Services	Reduced	7,229	-12	$1,395,703	−3.9%	0.49%
JMSB	John Marshall Bancorp, Inc. Financial Services	Held	57,619	0	$1,308,527	+4.2%	0.46%
LLY	ELI LILLY & Co Healthcare	Added	1,121	+7	$1,297,086	−2.9%	0.45%
LIN	Linde PLC Basic Materials	Added	2,692	+34	$1,277,757	−7.4%	0.45%
PWR	Quanta Services, Inc. Industrials	Reduced	1,936	-112	$1,243,899	−15.6%	0.43%

Showing the top 50 of 124 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.