Funds › Meridian Financial Partners LLC
Meridian Financial Partners LLC
13F for Q3 2026, filed Oct 23, 2026. 124 positions worth $306.1M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 23, 2026
Reported value
$306.1M
+$12.8M (4.4%) vs Q2 2026
Positions
124
119 in Q2 2026
Top 10 share
51.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds S&P 500 Etf Shs | 44,600 | $31.6M | 10.3% | +0.8% | 13F ↗ |
| 2 | J P Morgan Exchange Traded F Small & Mid Cap | 358,457 | $26.6M | 8.7% | +3.1% | 13F ↗ |
| 3 | iShares Tr Core Div Grwth | 319,132 | $25.1M | 8.2% | +0.6% | 13F ↗ |
| 4 | iShares Tr Msci Intl Vlu Ft | 384,917 | $16.4M | 5.3% | +4.6% | 13F ↗ |
| 5 | iShares Tr Rus TP200 Gr Etf | 44,981 | $13.1M | 4.3% | +4.0% | 13F ↗ |
| 6 | Lazard Active ETF Tr Intl Dynamic Eqt | 359,120 | $12.3M | 4.0% | +12.5% | 13F ↗ |
| 7 | AAPL Apple Inc. | 31,033 | $10.6M | 3.5% | -1.0% | 13F ↗ |
| 8 | iShares Tr Core S&P500 Etf | 11,458 | $8.9M | 2.9% | -1.3% | 13F ↗ |
| 9 | MSFT Microsoft Corporation | 13,545 | $7.3M | 2.4% | -1.7% | 13F ↗ |
| 10 | VABK Virginia National Bankshares Corporation | 124,615 | $6.4M | 2.1% | -2.0% | 13F ↗ |
| 11 | AMD Advanced Micro Devices, Inc. | 11,072 | $6.2M | 2.0% | -2.4% | 13F ↗ |
| 12 | XOM ExxonMobil Holdings Corporation | 33,120 | $5.8M | 1.9% | New | 13F ↗ |
| 13 | J P Morgan Exchange Traded F Ultra Shrt Etf | 106,718 | $5.4M | 1.8% | -0.3% | 13F ↗ |
| 14 | NVDA NVIDIA Corporation | 24,084 | $5.2M | 1.7% | +0.8% | 13F ↗ |
| 15 | GOOGL Alphabet Inc. Class A | 14,893 | $5.2M | 1.7% | -0.2% | 13F ↗ |
| 16 | AMZN Amazon.com, Inc. | 19,420 | $4.9M | 1.6% | +0.4% | 13F ↗ |
| 17 | Vanguard Bd Index Fds Intermed Term | 59,388 | $4.4M | 1.4% | +7.6% | 13F ↗ |
| 18 | CRWD CrowdStrike Holdings, Inc. | 17,071 | $4.2M | 1.4% | -77.0% | 13F ↗ |
| 19 | V Visa Inc. | 9,874 | $3.9M | 1.3% | -0.4% | 13F ↗ |
| 20 | Wisdomtree Tr Us Largecap Divd | 36,050 | $3.6M | 1.2% | Unchanged | 13F ↗ |
| 21 | Wisdomtree Tr Us Qtly Div Grt | 33,888 | $3.4M | 1.1% | -2.9% | 13F ↗ |
| 22 | JPM JPMorgan Chase & Co. | 10,013 | $3.4M | 1.1% | -0.2% | 13F ↗ |
| 23 | GOOG Alphabet Inc. Class C | 9,651 | $3.3M | 1.1% | +0.9% | 13F ↗ |
| 24 | iShares Tr Etf | 7,134 | $3.1M | 1.0% | -1.0% | 13F ↗ |
| 25 | CVX Chevron Corporation | 13,922 | $3.1M | 1.0% | -0.6% | 13F ↗ |
| 26 | iShares Tr Equity Etf | 25,642 | $2.8M | 0.9% | Unchanged | 13F ↗ |
| 27 | AVGO Broadcom Inc. | 7,634 | $2.6M | 0.9% | +0.6% | 13F ↗ |
| 28 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 5,879 | $2.5M | 0.8% | +0.9% | 13F ↗ |
| 29 | PG Procter & Gamble Company | 13,291 | $2.1M | 0.7% | +1.3% | 13F ↗ |
| 30 | First Tr Exch Traded Fd III Pfd Secs Inc Etf | 118,512 | $2.0M | 0.7% | +134% | 13F ↗ |
| 31 | Goldman Sachs ETF Tr S&P 500 Premium | 35,746 | $2.0M | 0.7% | +25.4% | 13F ↗ |
| 32 | MRK Merck & Company, Inc. | 13,274 | $1.9M | 0.6% | -2.8% | 13F ↗ |
| 33 | NEE NextEra Energy, Inc. | 23,589 | $1.9M | 0.6% | +0.8% | 13F ↗ |
| 34 | LH Labcorp Holdings Inc. | 5,376 | $1.7M | 0.6% | -0.8% | 13F ↗ |
| 35 | GLW Corning Incorporated | 12,326 | $1.7M | 0.6% | New | 13F ↗ |
| 36 | DUK Duke Energy Corporation | 13,979 | $1.7M | 0.5% | +0.7% | 13F ↗ |
| 37 | KO Coca-Cola Company | 17,990 | $1.7M | 0.5% | -0.4% | 13F ↗ |
| 38 | JNJ Johnson & Johnson | 6,528 | $1.7M | 0.5% | -1.6% | 13F ↗ |
| 39 | TSLA Tesla, Inc. | 4,513 | $1.6M | 0.5% | -1.1% | 13F ↗ |
| 40 | iShares Tr Msci Intl Qualty | 32,568 | $1.6M | 0.5% | +0.5% | 13F ↗ |
| 41 | RITM Rithm Capital Corp. | 176,210 | $1.5M | 0.5% | -1.5% | 13F ↗ |
| 42 | UNP Union Pacific Corporation | 5,268 | $1.5M | 0.5% | +0.4% | 13F ↗ |
| 43 | USB U.S. Bancorp | 26,320 | $1.5M | 0.5% | +0.5% | 13F ↗ |
| 44 | VZ Verizon Communications Inc. | 32,469 | $1.4M | 0.5% | -0.3% | 13F ↗ |
| 45 | COF Capital One Financial Corporation | 7,229 | $1.4M | 0.5% | -0.2% | 13F ↗ |
| 46 | J P Morgan Exchange Traded F Ultra Sht Muncpl | 28,153 | $1.4M | 0.5% | New | 13F ↗ |
| 47 | LHX L3Harris Technologies, Inc. | 5,916 | $1.4M | 0.5% | +1.9% | 13F ↗ |
| 48 | LLY Eli Lilly and Company | 1,121 | $1.4M | 0.5% | +0.6% | 13F ↗ |
| 49 | LIN Linde plc | 2,692 | $1.3M | 0.4% | +1.3% | 13F ↗ |
| 50 | JMSB John Marshall Bancorp, Inc. | 57,619 | $1.3M | 0.4% | Unchanged | 13F ↗ |
Showing the top 50 of 124 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
11 new, 52 added to, 41 trimmed, 6 exited, 20 unchanged. By estimated dollars.
New positions (11)
| XOM ExxonMobil Holdings Corporation | 33,120 | New | $5.8M |
| GLW Corning Incorporated | 12,326 | New | $1.7M |
| J P Morgan Exchange Traded F Ultra Sht Muncpl | 28,153 | New | $1.4M |
| OKE ONEOK, Inc. | 4,371 | New | $396.3K |
| COP ConocoPhillips | 1,563 | New | $221.5K |
| SPCX Space Exploration Technologies Corp. | 1,487 | New | $221.1K |
| PM Philip Morris International Inc | 1,090 | New | $217.9K |
| META Meta Platforms, Inc. | 290 | New | $213.8K |
| MA Mastercard Incorporated | 338 | New | $208.5K |
| MDLZ Mondelez International, Inc. | 3,191 | New | $201.1K |
Added to (52)
| Lazard Active ETF Tr Intl Dynamic Eqt | 359,120 | +12.5% | $1.4M |
| First Tr Exch Traded Fd III Pfd Secs Inc Etf | 118,512 | +134% | $1.2M |
| J P Morgan Exchange Traded F Small & Mid Cap | 358,457 | +3.1% | $802.9K |
| iShares Tr Msci Intl Vlu Ft | 384,917 | +4.6% | $718.8K |
| iShares Tr Rus TP200 Gr Etf | 44,981 | +4.0% | $508.0K |
| Profesionally Managed Portfo Akre Focus Etf | 15,177 | +135% | $502.3K |
| Goldman Sachs ETF Tr S&P 500 Premium | 35,746 | +25.4% | $406.8K |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem | 17,978 | +49.3% | $356.8K |
| Vanguard Bd Index Fds Intermed Term | 59,388 | +7.6% | $309.2K |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 664 | +118% | $277.1K |
Trimmed (41)
| CRWD CrowdStrike Holdings, Inc. | 17,071 | -77.0% | -$14.0M |
| Vaneck ETF Trust Preferred | 41,392 | -62.5% | -$1.2M |
| Vanguard Index Fds Mrngstr Ttl Stk | 2,669 | -23.7% | -$313.7K |
| Invesco Qqq Tr | 929 | -23.3% | -$205.3K |
| AMD Advanced Micro Devices, Inc. | 11,072 | -2.4% | -$152.9K |
| PFE Pfizer, Inc. | 27,597 | -15.5% | -$148.5K |
| VABK Virginia National Bankshares Corporation | 124,615 | -2.0% | -$131.0K |
| MSFT Microsoft Corporation | 13,545 | -1.7% | -$124.6K |
| J P Morgan Exchange Traded F Equity Premium | 9,999 | -17.1% | -$118.2K |
| iShares Tr Core S&P500 Etf | 11,458 | -1.3% | -$117.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 23, 2026 | 13F-HR | 124 | $306.1M | Current | SEC ↗ |
| Q2 2026 | Jul 24, 2026 | 13F-HR | 119 | $293.3M | Current | SEC ↗ |
| Q1 2026 | Apr 15, 2026 | 13F-HR | 121 | $263.1M | Current | SEC ↗ |
| Q4 2025 | Feb 5, 2026 | 13F-HR | 118 | $252.8M | Current | SEC ↗ |
| Q3 2025 | Oct 20, 2025 | 13F-HR | 113 | $240.7M | Current | SEC ↗ |
| Q2 2025 | Aug 7, 2025 | 13F-HR | 105 | $212.8M * | Current | SEC ↗ |
| Q1 2025 | Apr 14, 2025 | 13F-HR | 104 | $197.1M * | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer