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Latest Meridian Financial Partners LLC Stock Portfolio

$306Million | No. of Holdings #123

Meridian Financial Partners LLC Performance

2026 Q3+4.39%
YTD+11.54%
2025+15.62%

About Meridian Financial Partners LLC and 13F Hedge Fund Stock Holdings

On 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meridian Financial Partners LLC reported an equity portfolio of $306.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Meridian Financial Partners LLC are VB, BBAX, ACWF. The fund has invested 10.3% of it's portfolio in VANGUARD INDEX FDS and 8.7% of portfolio in J P MORGAN EXCHANGE TRADED F. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HOST HOTELS & RESORTS INC (HST) and COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in CROWDSTRIKE HLDGS INC (CRWD), VANECK ETF TRUST (AFK) and VANGUARD INDEX FDS (VB). Meridian Financial Partners LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, CORNING INC (GLW) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to PROFESIONALLY MANAGED PORTFO, STATE STR SPDR S&P 500 ETF T (SPY) and GOLDMAN SACHS ETF TR (GBUY).
Meridian Financial Partners LLC Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$306Million
  as of Oct 23, 2026

Meridian Financial Partners LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Meridian Financial Partners LLC made a return of 4.39% in the last quarter. In trailing 12 months, it's portfolio return was 14.69%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp5,785,330
corning inc1,706,230
j p morgan exchange traded f1,428,480
oneok inc new396,269
conocophillips221,524
space exploration techn corp221,068
philip morris intl inc217,891
meta platforms inc213,823
New stocks bought by Meridian Financial Partners LLC

Additions

Ticker% Inc.
profesionally managed portfo134
first tr exch traded fd iii134
state str spdr s&p 500 etf t117
j p morgan exchange traded f49.31
goldman sachs etf tr25.45
ishares tr23.46
vanguard index fds22.18
ea series trust20.57
Additions to existing portfolio by Meridian Financial Partners LLC

Reductions

Ticker% Reduced
crowdstrike hldgs inc-76.99
vaneck etf trust-62.53
vanguard index fds-23.7
invesco qqq tr-23.29
j p morgan exchange traded f-17.14
lockheed martin corp-15.55
pfizer inc-15.46
quanta svcs inc-5.47
Meridian Financial Partners LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-4,742,310
host hotels & resorts inc-770,787
comcast corp new-705,657
oneok inc new-397,930
vanguard bd index fds-238,850
vertiv holdings co-221,422
Meridian Financial Partners LLC got rid off the above stocks

Sector Distribution

Meridian Financial Partners LLC has about 62.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Others62.1
Technology15.1
Financial Services6.2
Communication Services3.6
Consumer Cyclical2.6
Healthcare2.5
Industrials2.4
Consumer Defensive1.7
Utilities1.4
Energy1.1

Market Cap. Distribution

Meridian Financial Partners LLC has about 33.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MICRO-CAP
  • SMALL-CAP
Category%
UNALLOCATED62.1
MEGA-CAP24.3
LARGE-CAP9.3
MICRO-CAP2.1
SMALL-CAP1.6

Stocks belong to which Index?

About 36% of the stocks held by Meridian Financial Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others64
S&P 50032.3
RUSSELL 20003.7
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
229.5 %
CRM
salesforce inc
47.4 %
NOW
servicenow inc
41.0 %
MSFT
microsoft corp
36.0 %
CVX
chevron corporation
20.7 %
Top 5 Winners ($)$
CRWD
crowdstrike hldgs inc
8.8 M
MSFT
microsoft corp
2.0 M
VB
vanguard index fds
0.9 M
VABK
virginia natl bk chrlotsvle
0.7 M
CVX
chevron corporation
0.5 M
Top 5 Losers (%)%
CAT
caterpillar inc
-19.6 %
LHX
l3harris technologies inc
-16.0 %
BAC
bank of amer corp
-15.9 %
TMUS
t-mobile us inc
-15.8 %
AVGO
broadcom inc
-12.6 %
Top 5 Losers ($)$
BBAX
j p morgan exchange traded f
-0.8 M
AVGO
broadcom inc
-0.4 M
GOOG
alphabet inc
-0.3 M
LHX
l3harris technologies inc
-0.3 M
GOOG
alphabet inc
-0.2 M

Meridian Financial Partners LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Meridian Financial Partners LLC

Meridian Financial Partners LLC has 123 stocks in it's portfolio. About 51.7% of the portfolio is in top 10 stocks. BBAX proved to be the most loss making stock for the portfolio. CRWD was the most profitable stock for Meridian Financial Partners LLC last quarter.

$306.13MTotal Value
130Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Meridian Financial Partners LLC, last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
Meridian Financial Partners LLC's holding in Ishares Tr over time
8.19%319,132
$25.08M
8.19%
increased 0.55 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Meridian Financial Partners LLC's holding in Ishares Tr over time
0.53%32,568
$1.63M
0.53%
increased 0.5 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Meridian Financial Partners LLC's holding in Vaneck Etf Trust over time
0.23%41,392
$715.3K
0.23%
decreased 62.53 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Meridian Financial Partners LLC's holding in Ishares Tr over time
5.34%384,917
$16.36M
5.34%
increased 4.6 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Meridian Financial Partners LLC's holding in Ishares Tr over time
0.26%4,648
$784.2K
0.26%
decreased 0.45 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Meridian Financial Partners LLC's holding in Wisdomtree Tr over time
1.18%36,050
$3.60M
1.18%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Meridian Financial Partners LLC's holding in Wisdomtree Tr over time
0.17%7,200
$530.1K
0.17%
increased 0.77 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Meridian Financial Partners LLC's holding in Wisdomtree Tr over time
0.12%5,786
$362.9K
0.12%
increased 4.84 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Meridian Financial Partners LLC's holding in Ishares Tr over time
4.3%44,981
$13.15M
4.3%
increased 4.02 percentadded
AUTL
Autolus Therapeutics Ltd

Autolus Therapeutics Ltd

AUTL
Meridian Financial Partners LLC's holding in Autolus Therapeutics Ltd over time
0.01%10,000
$17.2K
0.01%
new position
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Meridian Financial Partners LLC's holding in J P Morgan Exchange Traded F over time
8.68%358,457
$26.57M
8.68%
increased 3.12 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Meridian Financial Partners LLC's holding in J P Morgan Exchange Traded F over time
1.75%106,718
$5.37M
1.75%
decreased 0.34 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Meridian Financial Partners LLC's holding in J P Morgan Exchange Traded F over time
0.47%28,153
$1.43M
0.47%
new position
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Meridian Financial Partners LLC's holding in J P Morgan Exchange Traded F over time
0.19%9,999
$571.5K
0.19%
decreased 17.14 percentreduced