Meridian Financial Partners LLC

CIK 0001763722 · WARRENTON, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Meridian Financial Partners LLC reported 119 positions worth $293.3M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VOO (10.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$293.3M
2026 Q2
Positions
119
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
51.8%
Est. Net Flow (Q)
2026 Q2
10 / 119 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$30.5M10.41%44,262
2JMEEJ P MORGAN EXCHANGE TRADED FSH$26.6M9.07%347,624
3DGROISHARES TRSH$24.6M8.40%317,378
4IVLUISHARES TRSH$15.6M5.31%368,005
5IWYISHARES TRSH$12.5M4.27%43,243
6IDEQLAZARD ACTIVE ETF TRSH$11.1M3.77%319,202
7AAPLAPPLE INCSH$10.3M3.50%31,340
8IVVISHARES TRSH$8.8M3.00%11,610
9AMDADVANCED MICRO DEVICES INCSH$6.0M2.05%11,344
10VABKVIRGINIA NATL BK CHRLOTSVLESH$5.8M1.98%127,161

The free plan shows the top 10 positions. The remaining 109 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Meridian Financial Partners LLC hold as of Q2 2026?

Meridian Financial Partners LLC reported 119 positions worth $293.3M in its Q2 2026 13F filing. Largest positions: VOO (10.4%), JMEE (9.1%), DGRO (8.4%), IVLU (5.3%) and IWY (4.3%).

What did Meridian Financial Partners LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Meridian Financial Partners LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.