Latest Meridian Financial Partners LLC Stock Portfolio

Meridian Financial Partners LLC Performance:

2026 Q1: -3.77%YTD: -3.77%2025: 15.62%

Performance for 2026 Q1 is -3.77%, and YTD is -3.77%, and 2025 is 15.62%.

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

On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meridian Financial Partners LLC reported an equity portfolio of $263.1 Millions as of 31 Mar, 2026.

The top stock holdings of Meridian Financial Partners LLC are VB, BBAX, ACWF. The fund has invested 10.1% of it's portfolio in VANGUARD INDEX FDS and 8.7% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off ISHARES TR (AMPS), UNITEDHEALTH GROUP INC (UNH) and VANGUARD CHARLOTTE FDS (BNDX) stocks. They significantly reduced their stock positions in GENERAC HLDGS INC (GNRC), GOLDMAN SACHS ETF TR (GBUY) and INVESCO QQQ TR (QQQ). Meridian Financial Partners LLC opened new stock positions in LAZARD ACTIVE ETF TR, LINDE PLC (LIN) and INVESCO EXCH TRD SLF IDX FD (BSAE). The fund showed a lot of confidence in some stocks as they added substantially to BOOKING HOLDINGS INC (BKNG), INVESCO EXCH TRD SLF IDX FD (BSAE) and J P MORGAN EXCHANGE TRADED F (BBAX).

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

Our best estimate is that Meridian Financial Partners LLC made a return of -3.77% in the last quarter. In trailing 12 months, it's portfolio return was 15.23%.

Performance
S&P 500

New Buys

Ticker	$ Bought
lazard active etf tr	7,868,390
linde plc	1,311,650
invesco exch trd slf idx fd	738,409
profesionally managed portfo	340,524
conocophillips	243,116
state str spdr s&p 500 etf t	205,017
mondelez intl inc	201,031

New stocks bought by Meridian Financial Partners LLC

Additions

Ticker	% Inc.
booking holdings inc	2,724
invesco exch trd slf idx fd	258
invesco exch trd slf idx fd	255
j p morgan exchange traded f	206
j p morgan exchange traded f	116
vanguard index fds	116
ishares tr	43.71
vanguard index fds	41.88

Additions to existing portfolio by Meridian Financial Partners LLC

Reductions

Ticker	% Reduced
generac hldgs inc	-46.04
goldman sachs etf tr	-35.52
invesco qqq tr	-14.87
ishares tr	-13.55
albemarle corp	-10.51
vanguard intl equity index f	-8.68
j p morgan exchange traded f	-5.94
wisdomtree tr	-3.48

Meridian Financial Partners LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-792,334
vanguard charlotte fds	-233,772
ishares tr	-204,622
unitedhealth group inc	-243,425

Meridian Financial Partners LLC got rid off the above stocks

Sector Distribution

Meridian Financial Partners LLC has about 60% of it's holdings in Others sector.

Sector	%
Others	60
Technology	12.9
Financial Services	6
Communication Services	3.9
Energy	3.4
Industrials	3.3
Consumer Cyclical	2.6
Healthcare	2.5
Consumer Defensive	2
Utilities	1.9

Market Cap. Distribution

Meridian Financial Partners LLC has about 36% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	60
MEGA-CAP	26.5
LARGE-CAP	9.5
MICRO-CAP	2.5
SMALL-CAP	1.2

Stocks belong to which Index?

About 39.1% of the stocks held by Meridian Financial Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	60.9
S&P 500	35.4
RUSSELL 2000	3.7

Top 5 Winners (%)		%
VZ	verizon communications inc	23.7 %
XOM	exxon mobil corp	21.4 %
CVX	chevron corporation	20.4 %
OKE	oneok inc new	19.5 %
T	at&t inc	19.2 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.0 M
CVX	chevron corporation	0.5 M
VZ	verizon communications inc	0.3 M
AGT	ishares tr	0.3 M
NEE	nextera energy inc	0.2 M

Top 5 Losers (%)		%
BKNG	booking holdings inc	-93.7 %
COF	capital one finl corp	-21.4 %
DHR	danaher corp del	-20.8 %
TSLA	tesla inc	-19.6 %
NOW	servicenow inc	-19.5 %

Top 5 Losers ($)		$
BKNG	booking holdings inc	-5.6 M
VB	vanguard index fds	-1.1 M
MSFT	microsoft corp	-1.0 M
AOA	ishares tr	-0.7 M
TSLA	tesla inc	-0.4 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 120 stocks in it's portfolio. About 50.6% of the portfolio is in top 10 stocks. BKNG proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Meridian Financial Partners LLC last quarter.

Last Reported on: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.57	37,074	9,398,290	added	1.84

AAXJ	ishares tr	0.10	1,913	268,203	added	34.91

ABBV	abbvie inc	0.12	1,585	327,096	added	0.19

ACWF	ishares tr	8.61	320,868	22,640,400	reduced	-13.55

ACWF	ishares tr	0.58	32,407	1,515,680	added	13.7

AFK	vaneck etf trust	0.72	107,529	1,895,740	added	21.18

AGT	ishares tr	5.42	354,552	14,260,100	added	7.25

AGT	ishares tr	0.24	4,414	633,409	added	2.27

AGZD	wisdomtree tr	1.27	37,213	3,343,960	reduced	-0.27

AGZD	wisdomtree tr	0.20	7,745	536,296	unchanged	0.00

AGZD	wisdomtree tr	0.14	5,970	356,887	unchanged	0.00

ALB	albemarle corp	0.08	1,167	202,510	reduced	-10.51

AMD	advanced micro devices inc	0.98	11,624	2,575,060	added	0.49

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	1.61	19,762	4,224,520	added	0.78

AOA	ishares tr	3.99	41,607	10,490,000	added	8.1

AVGO	broadcom inc	0.96	7,576	2,530,300	added	1.32

BAC	bank america corp	0.09	4,701	236,366	added	21.00

BBAX	j p morgan exchange traded f	8.72	337,943	22,943,000	added	3.42

BBAX	j p morgan exchange traded f	2.15	111,957	5,651,590	reduced	-5.94