Meridian Financial Partners LLC
13F Reported Value
ⓘ$263.1M
Holdings
121
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Meridian Financial Partners LLC disclosed 121 positions worth $263.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 6 new positions and exited 2 — including a new stake in $LAZ and a full exit from $UNH. The portfolio is most concentrated in Other (52.2% of disclosed assets). All figures are sourced directly from Meridian Financial Partners LLC’s Form 13F-HR filing with the SEC under CIK 1763722.
AI Fund Analysis
Diversifying
$CRM
$CVX
$PGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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VANGUARD INDEX FDS
—Quality
$26.6M43,965 shJ P MORGAN EXCHANGE TRADED F
—Quality
$22.9M337,943 shISHARES TR
—Quality
$22.6M320,868 shISHARES TR
—Quality
$14.3M354,552 shISHARES TR
—Quality
$10.5M41,607 sh- 76.1
Quality
$9.4M37,074 sh - 59.3
Quality
$7.9M245,657 sh ISHARES TR
—Quality
$7.8M11,733 shJ P MORGAN EXCHANGE TRADED F
—Quality
$5.7M111,957 sh- 61.8
Quality
$5.4M32,974 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $26.6M | 43,965 |
| J P MORGAN EXCHANGE TRADED F | — | $22.9M | 337,943 |
| ISHARES TR | — | $22.6M | 320,868 |
| ISHARES TR | — | $14.3M | 354,552 |
| ISHARES TR | — | $10.5M | 41,607 |
 Apple Inc.$AAPL | 76.1 | $9.4M | 37,074 |
 Lazard, Inc.$LAZ | 59.3 | $7.9M | 245,657 |
| ISHARES TR | — | $7.8M | 11,733 |
| J P MORGAN EXCHANGE TRADED F | — | $5.7M | 111,957 |
 EXXON MOBIL CORP$XOM | 61.8 | $5.4M | 32,974 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Meridian Financial Partners LLC's 121 positions.
Showing top 10 of 121 holdings.
Sector Allocation
Other
$137.3M
Technology
$44.4M
Financials
$35.2M
Energy
$9.0M
Healthcare
$7.1M
Industrials
$6.6M
Consumer Discretionary
$6.6M
Utilities
$5.3M
Full Holdings — Meridian Financial Partners LLC (Q1 2026)
All 121 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $26.6M | 10.1% | +1% | — |
| 2 | — | J P MORGAN EXCHANGE TRADED F | $22.9M | 8.7% | +3% | — |
| 3 | — | ISHARES TR | $22.6M | 8.6% | -14% | — |
| 4 | — | ISHARES TR | $14.3M | 5.4% | +7% | — |
| 5 | — | ISHARES TR | $10.5M | 4.0% | +8% | — |
| 6 | $AAPL | Apple Inc. | $9.4M | 3.6% | +2% | 76.1 |
| 7 | $LAZ | Lazard, Inc. | $7.9M | 3.0% | NEW | 59.3 |
| 8 | — | ISHARES TR | $7.8M | 3.0% | +9% | — |
| 9 | — | J P MORGAN EXCHANGE TRADED F | $5.7M | 2.1% | -6% | — |
| 10 | $XOM | EXXON MOBIL CORP | $5.4M | 2.0% | +10% | 61.8 |
| 11 |  $VABK | Virginia National Bankshares Corp | $5.3M | 2.0% | -2% | — |
| 12 |  $MSFT | MICROSOFT CORP | $5.3M | 2.0% | +3% | 83.7 |
| 13 |  $GOOG | Alphabet Inc. | $4.7M | 1.8% | +2% | 80.2 |
| 14 |  $NVDA | NVIDIA CORP | $4.4M | 1.7% | +2% | 90.2 |
| 15 |  $AMZN | AMAZON COM INC | $4.2M | 1.6% | +1% | 74.6 |
| 16 | — | VANGUARD BD INDEX FDS | $4.1M | 1.6% | +4% | — |
| 17 |  $WT | WisdomTree, Inc. | $3.3M | 1.3% | -0% | 62.9 |
| 18 | $WT | WisdomTree, Inc. | $3.2M | 1.2% | -3% | 62.9 |
| 19 |  $V | VISA INC. | $3.1M | 1.2% | +1% | 83.5 |
| 20 |  $GOOGL | Alphabet Inc. | $2.9M | 1.1% | +0% | 80.2 |
| 21 | $CVX | CHEVRON CORP | $2.9M | 1.1% | +4% | 54.7 |
| 22 |  $JPM | JPMORGAN CHASE & CO | $2.8M | 1.1% | -0% | 35.6 |
| 23 | — | ISHARES TR | $2.7M | 1.0% | +18% | — |
| 24 |  $AMD | ADVANCED MICRO DEVICES INC | $2.6M | 1.0% | +0% | 78.8 |
| 25 |  $AVGO | Broadcom Inc. | $2.5M | 1.0% | +1% | 86.4 |
| 26 | — | ISHARES TR | $2.5M | 1.0% | +9% | — |
| 27 |  $CRWD | CrowdStrike Holdings, Inc. | $2.3M | 0.9% | -1% | 55 |
| 28 |  $NEE | NEXTERA ENERGY INC | $2.3M | 0.9% | +1% | 71.7 |
| 29 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $2.1M | 0.8% | -1% | 66.5 |
| 30 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.0M | 0.8% | +2% | — |
| 31 | $PG | PROCTER & GAMBLE Co | $1.9M | 0.7% | +3% | 72.9 |
| 32 | — | VANECK ETF TRUST | $1.9M | 0.7% | +21% | — |
| 33 |  $DUK | Duke Energy CORP | $1.9M | 0.7% | -0% | 64 |
| 34 |  $MRK | Merck & Co., Inc. | $1.7M | 0.6% | +2% | 70.9 |
| 35 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.6% | -2% | 72.8 |
| 36 |  $VZ | VERIZON COMMUNICATIONS INC | $1.6M | 0.6% | +2% | 71.6 |
| 37 |  $TSLA | Tesla, Inc. | $1.6M | 0.6% | +1% | 50.1 |
| 38 | — | ISHARES TR | $1.5M | 0.6% | +14% | — |
| 39 |  $LH | LABCORP HOLDINGS INC. | $1.5M | 0.6% | +0% | 54.8 |
| 40 | — | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.6% | +117% | — |
| 41 |  $HST | HOST HOTELS & RESORTS, INC. | $1.5M | 0.6% | +0% | 72.6 |
| 42 |  $KO | COCA COLA CO | $1.4M | 0.5% | +2% | 74 |
| 43 |  $USB | US BANCORP DE | $1.4M | 0.5% | +0% | 71.4 |
| 44 |  $PWR | QUANTA SERVICES, INC. | $1.3M | 0.5% | -0% | 62.6 |
| 45 |  $UNP | UNION PACIFIC CORP | $1.3M | 0.5% | +5% | 74 |
| 46 |  $LIN | LINDE PLC | $1.3M | 0.5% | NEW | — |
| 47 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.3M | 0.5% | +3% | 71 |
| 48 |  $IVZ | Invesco Ltd. | $1.3M | 0.5% | +255% | — |
| 49 | $IVZ | Invesco Ltd. | $1.3M | 0.5% | +259% | — |
| 50 |  $JMSB | John Marshall Bancorp, Inc. | $1.2M | 0.5% | +0% | — |
| 51 |  $ORCL | ORACLE CORP | $1.1M | 0.4% | +11% | 67.2 |
| 52 | — | ISHARES TR | $1.1M | 0.4% | +0% | — |
| 53 | — | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.4% | +206% | — |
| 54 |  $LLY | ELI LILLY & Co | $1.0M | 0.4% | -0% | 89.3 |
| 55 |  $GNRC | GENERAC HOLDINGS INC. | $1.0M | 0.4% | -46% | 58.2 |
| 56 | — | VANGUARD INDEX FDS | $983,775 | 0.4% | +16% | — |
| 57 | $CRM | Salesforce, Inc. | $918,825 | 0.3% | +2% | 75.2 |
| 58 |  $RITM | Rithm Capital Corp. | $911,951 | 0.3% | +2% | 52 |
| 59 |  $PFE | PFIZER INC | $907,199 | 0.3% | +3% | 69 |
| 60 |  $DHR | DANAHER CORP /DE/ | $901,000 | 0.3% | +4% | 63.9 |
| 61 |  $CAT | CATERPILLAR INC | $890,693 | 0.3% | +1% | 67.8 |
| 62 | — | FIRST TR EXCH TRADED FD III | $884,511 | 0.3% | +2% | — |
| 63 |  $D | DOMINION ENERGY, INC | $859,388 | 0.3% | -2% | 74.9 |
| 64 |  $CCZ | COMCAST CORP | $823,288 | 0.3% | +7% | 70.4 |
| 65 |  $ROP | ROPER TECHNOLOGIES INC | $797,706 | 0.3% | +1% | 72.2 |
| 66 |  $TMUS | T-Mobile US, Inc. | $747,814 | 0.3% | +3% | 72.7 |
| 67 | $IVZ | Invesco Ltd. | $738,409 | 0.3% | NEW | — |
| 68 | — | VANGUARD WORLD FD | $711,263 | 0.3% | +0% | — |
| 69 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $687,473 | 0.3% | -15% | — |
| 70 |  $WMT | Walmart Inc. | $669,040 | 0.3% | +2% | 63.2 |
| 71 | — | ISHARES TR | $633,409 | 0.2% | +2% | — |
| 72 |  $BRK.B | BERKSHIRE HATHAWAY INC | $632,500 | 0.2% | +17% | 64.5 |
| 73 | — | VANGUARD INDEX FDS | $602,799 | 0.2% | +42% | — |
| 74 | — | ISHARES TR | $601,410 | 0.2% | +44% | — |
| 75 | — | VANGUARD WORLD FD | $561,144 | 0.2% | +0% | — |
| 76 |  $COST | COSTCO WHOLESALE CORP /NEW | $546,272 | 0.2% | +2% | 67 |
| 77 |  $HD | HOME DEPOT, INC. | $537,968 | 0.2% | +2% | 69.2 |
| 78 | $WT | WisdomTree, Inc. | $536,296 | 0.2% | +0% | 62.9 |
| 79 | — | CAMBRIA ETF TR | $476,552 | 0.2% | +0% | — |
| 80 | — | VANGUARD INDEX FDS | $448,902 | 0.2% | +116% | — |
| 81 | — | ISHARES TR | $443,381 | 0.2% | +0% | — |
| 82 |  $CSCO | CISCO SYSTEMS, INC. | $419,061 | 0.2% | +2% | 72.3 |
| 83 |  $OKE | ONEOK INC /NEW/ | $409,504 | 0.2% | +0% | 72 |
| 84 | — | VANGUARD INDEX FDS | $407,913 | 0.2% | -1% | — |
| 85 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $405,591 | 0.1% | -1% | 66.7 |
| 86 |  $BKNG | Booking Holdings Inc. | $377,207 | 0.1% | +2725% | 55.3 |
| 87 | — | VANGUARD WORLD FD | $360,594 | 0.1% | +3% | — |
| 88 | $WT | WisdomTree, Inc. | $356,887 | 0.1% | +0% | 62.9 |
| 89 | — | PROFESIONALLY MANAGED PORTFO | $340,524 | 0.1% | NEW | — |
| 90 |  $ABBV | AbbVie Inc. | $327,096 | 0.1% | +0% | 59.3 |
| 91 |  $ETN | Eaton Corp plc | $316,842 | 0.1% | +0% | — |
| 92 |  $TFC | TRUIST FINANCIAL CORP | $314,100 | 0.1% | -1% | — |
| 93 |  $LMT | LOCKHEED MARTIN CORP | $301,296 | 0.1% | +0% | 65 |
| 94 |  $NOW | ServiceNow, Inc. | $294,109 | 0.1% | +3% | 76 |
| 95 |  $INTC | INTEL CORP | $289,144 | 0.1% | +0% | 41.5 |
| 96 | — | EA SERIES TRUST | $287,822 | 0.1% | +0% | — |
| 97 | — | ISHARES TR | $284,580 | 0.1% | +18% | — |
| 98 | — | ISHARES TR | $284,067 | 0.1% | +31% | — |
| 99 |  $HON | HONEYWELL INTERNATIONAL INC | $281,591 | 0.1% | +0% | 65.7 |
| 100 | $IVZ | Invesco Ltd. | $280,804 | 0.1% | +35% | — |
| 101 |  $WM | WASTE MANAGEMENT INC | $280,205 | 0.1% | +20% | 70.7 |
| 102 |  $T | AT&T INC. | $275,644 | 0.1% | +1% | 71.9 |
| 103 | — | ISHARES TR | $268,203 | 0.1% | +35% | — |
| 104 |  $TT | Trane Technologies plc | $262,997 | 0.1% | +0% | — |
| 105 | — | VANGUARD INTL EQUITY INDEX F | $257,370 | 0.1% | -9% | — |
| 106 |  $LOW | LOWES COMPANIES INC | $244,349 | 0.1% | +0% | 63.5 |
| 107 |  $COP | CONOCOPHILLIPS | $243,116 | 0.1% | NEW | 74.8 |
| 108 |  $KVUE | Kenvue Inc. | $237,722 | 0.1% | -3% | 60.2 |
| 109 |  $BAC | BANK OF AMERICA CORP /DE/ | $236,366 | 0.1% | +21% | 68.4 |
| 110 |  $RTX | RTX Corp | $223,848 | 0.1% | +1% | 70 |
| 111 |  $PM | Philip Morris International Inc. | $223,636 | 0.1% | +0% | 80.5 |
| 112 |  $PEP | PEPSICO INC | $215,566 | 0.1% | -1% | 62.7 |
| 113 |  $EMR | EMERSON ELECTRIC CO | $213,135 | 0.1% | +0% | 65.9 |
| 114 |  $CBRE | CBRE GROUP, INC. | $207,996 | 0.1% | -3% | 62.9 |
| 115 | — | AB ACTIVE ETFS INC | $207,763 | 0.1% | +0% | — |
| 116 | — | INVESCO EXCHANGE TRADED FD T | $207,116 | 0.1% | +0% | — |
| 117 |  $SPY | SPDR S&P 500 ETF TRUST | $205,017 | 0.1% | NEW | — |
| 118 |  $ALB | ALBEMARLE CORP | $202,510 | 0.1% | -11% | 50.2 |
| 119 | — | GOLDMAN SACHS ETF TR | $201,783 | 0.1% | -36% | — |
| 120 |  $MDLZ | Mondelez International, Inc. | $201,031 | 0.1% | NEW | 53.9 |
| 121 | — | TORTOISE CAPITAL SERIES TRUS | $127,689 | 0.1% | +0% | — |
New Positions (6)
Exited Positions (2)
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