Meridian Financial Partners LLC holds a focused book of 119 stocks worth $293.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +26% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1763722/holdings"
Use Arkolith to show Meridian Financial Partners LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +28.7%, a 2.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Meridian Financial Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 119 | $293.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 121 | $263.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 118 | $252.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 113 | $240.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 105 | $212.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 104 | $197.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 100 | $189.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 100 | $197.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.