Q2 2026 13F · SEC CIK 1763722

Meridian Financial Partners LLC

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $293.3M
Reported positions: 119
Top holdings a year, 3 yrs: +15.3%
Assets under management: $627.6M

Meridian Financial Partners LLC is a wealth manager that reported 119 positions worth $293.3M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Vanguard S&p 500 ETF (VOO, 10.4%), Jpmorgan Small & Mid Cap Enhanced Equity (JMEE, 9.1%), Ishares Core Dividend Growth ETF (DGRO, 8.4%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

Meridian Financial Partners LLC holdings largest 50 of 119 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meridian Financial Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	10.4%	10.1%	44,262	+0.7%	$30.5M
JMEEJpmorgan Small & Mid Cap Enhanced Equity	9.1%	8.7%	347,624	+2.9%	$26.6M
DGROIshares Core Dividend Growth ETF	8.4%	8.6%	317,378	-1.1%	$24.6M
IVLUIshares Tr	5.3%	5.4%	368,005	+3.8%	$15.6M
IWYIshares Russell Top 200 Growth ETF	4.3%	4.0%	43,243	+3.9%	$12.5M
IDEQLazard Active ETF Tr	3.8%	3.0%	319,202	+29.9%	$11.1M
AAPLApple Inc	3.5%	3.6%	31,340	-15.5%	$10.3M
IVVIshares Core S&p 500 ETF	3.0%	3.0%	11,610	-1.0%	$8.8M
AMDAdvanced Micro Devices Inc	2.0%	1.0%	11,344	-2.4%	$6.0M
VABKVirginia Natl Bk Chrlotsvle	2.0%	2.0%	127,161	-7.6%	$5.8M
GOOGLAlphabet Inc	1.9%	1.8%	14,923	-3.5%	$5.5M
MSFTMicrosoft Corp	1.9%	2.0%	13,776	-2.7%	$5.5M
JPSTJ P Morgan Exchange Traded Fd	1.8%	2.1%	107,084	-4.4%	$5.4M
NVDANvidia Corporation Com	1.7%	1.7%	23,897	-2.7%	$5.1M
AMZNAmazon Com Inc Com	1.7%	1.6%	19,338	-2.1%	$4.9M
XOMExxon Mobil Corp	1.6%	2.1%	32,816	-0.5%	$4.7M
BIVVanguard Bd Index Fds	1.4%	1.6%	55,184	+3.6%	$4.2M
CRWDCrowdstrike Hldgs Inc Class A	1.3%	0.9%	18,544	+241.3%	$3.8M
GOOGAlphabet Inc	1.2%	1.1%	9,561	+0.1%	$3.5M
DLNWisdomTree US LargeCap Dividend ETF Tota	1.2%	1.3%	36,050	-3.1%	$3.5M
VVisa Inc Com Cl A	1.2%	1.2%	9,910	-2.5%	$3.5M
JPMJpmorgan Chase & Co	1.2%	1.1%	10,029	+6.1%	$3.5M
DGRWWisdomTree US Quality Dividend Gr ETF To	1.2%	1.2%	34,905	-3.8%	$3.4M
IWVIshares Russell 3000 Index	1.1%	1.0%	7,209	-1.3%	$3.1M
AVGOBroadcom Inc	1.0%	1.0%	7,586	+0.1%	$3.0M
IWRIshares Russell Midcap ETF	1.0%	1.0%	25,642	+0.0%	$2.8M
CVXChevron Corp New	0.9%	1.1%	14,006	-2.5%	$2.5M
TSMTaiwan Semiconductor Manufac	0.8%	0.8%	5,824	+0.0%	$2.4M
NEENextera Energy Inc Com	0.7%	0.9%	23,410	-3.8%	$2.1M
PFXFVaneck ETF Trust	0.7%	0.7%	110,458	+2.7%	$2.0M
PGProcter & Gamble Co Com	0.7%	0.7%	13,122	-2.5%	$1.9M
TSLATesla Inc Com	0.6%	0.6%	4,563	+1.4%	$1.8M
DUKDuke Energy	0.6%	0.7%	13,885	-1.7%	$1.7M
MRKMerck & Co. Inc	0.6%	0.6%	13,656	-3.3%	$1.7M
LHXL3harris Technologies Inc	0.6%	0.8%	5,804	-1.5%	$1.7M
RITMRithm Capital Corp	0.6%	—	178,929	—	$1.7M
USBUS Bancorp Del	0.6%	0.5%	26,187	+0.8%	$1.7M
JNJJohnson & Johnson	0.6%	0.6%	6,632	-1.2%	$1.6M
IQLTIshares Tr	0.5%	0.6%	32,406	-0.0%	$1.6M
GPIXGoldman Sachs ETF Tr	0.5%	—	28,495	—	$1.6M
UNPUnion Pac Corp	0.5%	0.5%	5,248	-1.9%	$1.5M
COFCapital One Financial Corp	0.5%	0.5%	7,241	+0.1%	$1.5M
KOCoca Cola Co	0.5%	0.5%	18,067	-3.3%	$1.5M
LHLabcorp Holdings Inc	0.5%	0.6%	5,419	-3.1%	$1.5M
VZVerizon Communications Inc Com	0.5%	0.6%	32,559	+0.3%	$1.4M
LINLinde PLC	0.5%	0.5%	2,658	+0.2%	$1.4M
PWRQuanta Svcs Inc Com	0.5%	0.5%	2,048	-14.5%	$1.3M
VTIVanguard Index Fds	0.4%	—	3,498	—	$1.3M
LLYLilly Eli & Co	0.4%	—	1,114	—	$1.3M
BSCUInvesco Self Indexed ETF Fd Bulletshares	0.4%	0.5%	76,587	-1.6%	$1.3M

What Meridian Financial Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.3% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: +6.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$293.3M	119
Q1 2026	$263.1M	121
Q4 2025	$252.8M	118
Q3 2025	$240.7M	113
Q2 2025	$212.8M	105
Q1 2025	$197.1M	104
Q4 2024	$189.4M	100
Q3 2024	$197.8M	100
Q2 2024	$168.3M	82
Q1 2024	$77.8M	42
Q4 2023	$97.5M	52
Q3 2023	$97.7M	50

Questions about Meridian Financial Partners LLC's portfolio

What stocks does Meridian Financial Partners LLC own?

Meridian Financial Partners LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 119 positions worth $293.3M. The largest are Vanguard S&p 500 ETF (VOO) at 10.4%, Jpmorgan Small & Mid Cap Enhanced Equity (JMEE) at 9.1%, Ishares Core Dividend Growth ETF (DGRO) at 8.4%, Ishares Tr (IVLU) at 5.3% and Ishares Russell Top 200 Growth ETF (IWY) at 4.3%.

What did Meridian Financial Partners LLC buy last quarter?

In Q2 2026, Meridian Financial Partners LLC added Crowdstrike Hldgs Inc Class A (CRWD) (+241.3% shares), Lazard Active ETF Tr (IDEQ) (+29.9% shares) and Jpmorgan Chase & Co (JPM) (+6.1% shares), compared with its Q1 2026 filing.

What did Meridian Financial Partners LLC sell last quarter?

In Q2 2026, Meridian Financial Partners LLC cut from its top 50 Jpmorgan Nasdaq Equity Premium Income Et (JEPQ), cut from its top 50 Host Hotels and Resorts Inc (HST), cut from its top 50 Invesco Exch Trd Slf Idx Fd (BSCT), cut from its top 50 John Marshall Bancorp Inc (JMSB), Apple Inc (AAPL) (-15.5% shares), Quanta Svcs Inc Com (PWR) (-14.5% shares) and Virginia Natl Bk Chrlotsvle (VABK) (-7.6% shares), compared with its Q1 2026 filing.

How has Meridian Financial Partners LLC's portfolio performed?

A portfolio copying Meridian Financial Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.3% against +20.1%. Over 5 years: +6.7% a year against +11.6%.

When is Meridian Financial Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meridian Financial Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meridian Financial Partners LLC manage?

Meridian Financial Partners LLC reported $627.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $293.3M.