Meridian Financial Partners LLC holds a focused book of 119 reported positions worth $293.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Choiceone Financial Svcs Inc and trimmed Ishares Core Dividend Growth. Their largest long position is Vanguard S&P 500 ETF at 10% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Meridian Financial Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Meridian Financial Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.4B |
| Hoffman, Alan N Investment Management | 8 / 80 | $161.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $441.4M |
| Swiss Re Ltd | 36 / 80 | $1.0B |
| Ketron Financial | 19 / 80 | $278.6M |
| 9823 Capital, L.P. | 9 / 80 | $122.7M |
| Emerald Advisors, LLC | 31 / 80 | $656.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Meridian Financial Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $30.5M | 44.3K | 10.4% | ▲+0.7% Added · +297 sh | |
| 2 | J P Morgan Exchange Traded F SMALL & MID CAP | $26.6M | 347.6K | 9.1% | ▲+2.9% Added · +10K sh | |
| 3 | Ishares TR CORE DIV GRWTH | $24.6M | 317.4K | 8.4% | ▼−1.1% Reduced · −3K sh | |
| 4 | Ishares TR MSCI INTL VLU FT | $15.6M | 368.0K | 5.3% | ▲+3.8% Added · +13K sh | |
| 5 | Ishares TR RUS TP200 GR ETF | $12.5M | 43.2K | 4.3% | ▲+3.9% Added · +2K sh | |
| 6 | Lazard Active ETF TR INTL DYNAMIC EQT | $11.1M | 319.2K | 3.8% | ▲+30% Added · +74K sh | |
| 7 | Apple Inc COM | $10.3M | 31.3K | 3.5% | ▼−15% Reduced · −6K sh | |
| 8 | Ishares TR CORE S&P500 ETF | $8.8M | 11.6K | 3.0% | ▼−1.0% Reduced · −123 sh | |
| 9 | Advanced Micro Devices Inc COM | $6.0M | 11.3K | 2.0% | ▼−2.4% Reduced · −280 sh | |
| 10 | Virginia Natl BK Chrlotsvle COM | $5.8M | 127.2K | 2.0% | ▼−7.6% Reduced · −10K sh | |
| 11 | Alphabet Inc CAP STK CL A | $5.5M | 14.9K | 1.9% | ▼−3.5% Reduced · −535 sh | |
| 12 | Microsoft Corp COM | $5.5M | 13.8K | 1.9% | ▼−2.7% Reduced · −386 sh | |
| 13 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $5.4M | 107.1K | 1.8% | ▼−4.3% Reduced · −5K sh | |
| 14 | Nvidia Corporation COM | $5.1M | 23.9K | 1.7% | ▼−2.7% Reduced · −672 sh | |
| 15 | Amazon Com Inc COM | $4.9M | 19.3K | 1.7% | ▼−2.1% Reduced · −424 sh | |
| 16 | Exxon Mobil Corp COM | $4.7M | 32.8K | 1.6% | ▼−0.5% Reduced · −158 sh | |
| 17 | Vanguard BD Index FDS INTERMED TERM | $4.2M | 55.2K | 1.4% | ▲+3.5% Added · +2K sh | |
| 18 | Crowdstrike Hldgs Inc CL A | $3.8M | 18.5K | 1.3% | ▲+241% Added · +13K sh | |
| 19 | Alphabet Inc CAP STK CL C | $3.5M | 9.6K | 1.2% | ▲+0.1% Added · +10 sh | |
| 20 | Wisdomtree TR US LARGECAP DIVD | $3.5M | 36.0K | 1.2% | ▼−3.1% Reduced · −1K sh | |
| 21 | Visa Inc COM CL A | $3.5M | 9.9K | 1.2% | ▼−2.5% Reduced · −254 sh | |
| 22 | JPMorgan Chase & Co COM | $3.5M | 10.0K | 1.2% | ▲+6.1% Added · +574 sh | |
| 23 | Wisdomtree TR US QTLY DIV GRT | $3.4M | 34.9K | 1.2% | ▼−3.8% Reduced · −1K sh | |
| 24 | Ishares TR RUSSELL 3000 ETF | $3.1M | 7.2K | 1.1% | ▼−1.3% Reduced · −93 sh | |
| 25 | Broadcom Inc COM | $3.0M | 7.6K | 1.0% | ▲+0.1% Added · +10 sh | |
| 26 | Ishares TR RUS MID CAP ETF | $2.8M | 25.6K | 1.0% | —Held | |
| 27 | Chevron Corporation COM | $2.5M | 14.0K | 0.9% | ▼−2.5% Reduced · −357 sh | |
| 28 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.4M | 5.8K | 0.8% | —Held | |
| 29 | NextEra Energy Inc COM | $2.1M | 23.4K | 0.7% | ▼−3.8% Reduced · −920 sh | |
| 30 | Vaneck ETF Trust PREFERRED SECURT | $2.0M | 110.5K | 0.7% | ▲+2.7% Added · +3K sh | |
| 31 | Procter & Gamble Co COM | $1.9M | 13.1K | 0.7% | ▼−2.5% Reduced · −342 sh | |
| 32 | Tesla Inc COM | $1.8M | 4.6K | 0.6% | ▲+1.4% Added · +63 sh | |
| 33 | Duke Energy Corp New COM NEW | $1.7M | 13.9K | 0.6% | ▼−1.6% Reduced · −234 sh | |
| 34 | Merck & Co Inc COM | $1.7M | 13.7K | 0.6% | ▼−3.3% Reduced · −464 sh | |
| 35 | L3harris Technologies Inc COM | $1.7M | 5.8K | 0.6% | ▼−1.5% Reduced · −87 sh | |
| 36 | Rithm Capital Corp COM NEW | $1.7M | 178.9K | 0.6% | ▲+86% Added · +83K sh | |
| 37 | US Bancorp COM NEW | $1.7M | 26.2K | 0.6% | ▲+0.8% Added · +219 sh | |
| 38 | Johnson & Johnson COM | $1.6M | 6.6K | 0.6% | ▼−1.2% Reduced · −79 sh | |
| 39 | Ishares TR MSCI INTL QUALTY | $1.6M | 32.4K | 0.5% | ▼~0% Reduced · −1 sh | |
| 40 | Goldman Sachs ETF TR S&P 500 PREMIUM | $1.6M | 28.5K | 0.5% | ▲+611% Added · +24K sh | |
| 41 | Union Pac Corp COM | $1.5M | 5.2K | 0.5% | ▼−1.9% Reduced · −102 sh | |
| 42 | Capital One Finl Corp COM | $1.5M | 7.2K | 0.5% | ▲+0.1% Added · +9 sh | |
| 43 | Coca Cola Co COM | $1.5M | 18.1K | 0.5% | ▼−3.3% Reduced · −616 sh | |
| 44 | Labcorp Holdings Inc COM SHS | $1.5M | 5.4K | 0.5% | ▼−3.1% Reduced · −175 sh | |
| 45 | Verizon Communications Inc COM | $1.4M | 32.6K | 0.5% | ▲+0.3% Added · +87 sh | |
| 46 | Linde PLC SHS | $1.4M | 2.7K | 0.5% | ▲+0.2% Added · +6 sh | |
| 47 | Quanta Svcs Inc COM | $1.3M | 2.0K | 0.5% | ▼−15% Reduced · −348 sh | |
| 48 | Vanguard Index FDS TOTAL STK MKT | $1.3M | 3.5K | 0.4% | ▲+16% Added · +475 sh | |
| 49 | Eli Lilly & Co COM | $1.3M | 1.1K | 0.4% | ▼−0.8% Reduced · −9 sh | |
| 50 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $1.3M | 76.6K | 0.4% | ▼−1.6% Reduced · −1K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Meridian Financial Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 119 | $293.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 121 | $263.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36d | 118 | $252.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 113 | $240.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 105 | $212.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 14d | 104 | $197.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 100 | $189.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 17d | 100 | $197.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.