Meridian Financial Partners LLC Portfolio Holdings

Meridian Financial Partners LLC

  • $235 Million
  • Q3 2025

Meridian Financial Partners LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $235 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $28.2M, Ishares Core Dividend Growth E with a value of $25.6M, J P Morgan Exchange Traded Fd with a value of $19.3M, Ishares Tr Russell 200 Growth with a value of $10.4M, and Apple Inc. with a value of $8.85M.

Examining the 13F form we can see an increase of $22.1M in the current position value, from $213M to 235M.

Below you can find more details about Meridian Financial Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $235 Million
ETFs: $136 Million
Technology: $34.1 Million
Financial Services: $15.9 Million
Communication Services: $9.56 Million
Industrials: $8.8 Million
Consumer Cyclical: $6.98 Million
Healthcare: $5.93 Million
Energy: $5.85 Million
Other: $11.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.2 Million 12.03% of portfolio
46,122
Q3 2025 Reduced 1.56%
$0
$25.6 Million 10.9% of portfolio
375,986
Q3 2025 Added 1.67%
$0
$19.3 Million 8.24% of portfolio
304,985
Q3 2025 Added 6.99%
$0
$10.4 Million 4.41% of portfolio
37,871
Q3 2025 Added 3.47%
$4.3T
$8.85 Million 3.77% of portfolio
34,765
Q3 2025 Reduced 0.32%
$0
$8.54 Million 3.63% of portfolio
240,586
Q3 2025 Added 293.07%
$0
$7.27 Million 3.1% of portfolio
10,864
Q3 2025 Reduced 2.7%
$3.78T
$7.22 Million 3.07% of portfolio
13,938
Q3 2025 Reduced 1.78%
$0
$6.76 Million 2.88% of portfolio
133,328
Q3 2025 Reduced 2.36%
$210M
$5.39 Million 2.29% of portfolio
141,161
Q3 2025 Reduced 5.27%
$465B
$4.6 Million 1.96% of portfolio
24,652
Q3 2025 Added 3.86%
$2.39T
$4.24 Million 1.8% of portfolio
19,309
Q3 2025 Added 0.22%
$1.65T
$3.78 Million 1.61% of portfolio
15,563
Q3 2025 Added 0.34%
$0
$3.63 Million 1.54% of portfolio
46,453
Q3 2025 Added 3.82%
$0
$3.42 Million 1.46% of portfolio
38,497
Q3 2025 Reduced 2.48%
$490B
$3.37 Million 1.44% of portfolio
29,903
Q3 2025 Reduced 2.49%
$881B
$3.04 Million 1.29% of portfolio
9,631
Q3 2025 Reduced 0.51%
$533B
$2.77 Million 1.18% of portfolio
8,112
Q3 2025 Added 1.21%
$115B
$2.73 Million 1.16% of portfolio
5,559
Q3 2025 Added 0.89%
$139B
$2.5 Million 1.06% of portfolio
7,565
Q3 2025 Added 0.01%
$0
$2.36 Million 1.01% of portfolio
6,231
Q3 2025 Reduced 1.84%
$1.74T
$2.34 Million 1.0% of portfolio
9,599
Q3 2025 Added 1.53%
$0
$2.27 Million 0.97% of portfolio
23,482
Q4 2024 Added 0.5%
$303B
$2.15 Million 0.91% of portfolio
13,823
Q3 2025 Added 0.32%
$593B
$1.98 Million 0.84% of portfolio
7,051
Q3 2025 Reduced 10.19%
$346B
$1.98 Million 0.84% of portfolio
12,918
Q3 2025 Added 0.98%
$388B
$1.93 Million 0.82% of portfolio
11,904
Q3 2025 Reduced 1.38%
$168B
$1.83 Million 0.78% of portfolio
24,302
Q3 2025 Added 0.71%
$55.4B
$1.82 Million 0.78% of portfolio
5,971
Q3 2025 Added 2.19%
$96.4B
$1.71 Million 0.73% of portfolio
13,829
Q3 2025 Added 1.2%
$9.65B
$1.67 Million 0.71% of portfolio
9,995
Q3 2025 Added 0.35%
$1.46T
$1.61 Million 0.69% of portfolio
5,763
Q3 2025 Added 0.03%
$77.2B
$1.49 Million 0.64% of portfolio
7,027
Q3 2025 Added 1.24%
$0
$1.5 Million 0.64% of portfolio
84,576
Q3 2025 Added 147.44%
$1.29T
$1.42 Million 0.6% of portfolio
3,186
Q3 2025 Added 0.16%
$172B
$1.41 Million 0.6% of portfolio
31,983
Q3 2025 Added 3.28%
$12.6B
$1.35 Million 0.57% of portfolio
79,366
Q3 2025 Reduced 0.14%
$67.6B
$1.29 Million 0.55% of portfolio
26,606
Q3 2025 Added 2.13%
$522B
$1.29 Million 0.55% of portfolio
6,943
Q3 2025 Reduced 35.44%
$0
$1.25 Million 0.53% of portfolio
28,346
Q3 2025 Reduced 13.49%
$306B
$1.2 Million 0.51% of portfolio
18,169
Q3 2025 Reduced 3.08%
$235B
$1.17 Million 0.5% of portfolio
13,910
Q3 2025 Reduced 2.76%
$136B
$1.15 Million 0.49% of portfolio
4,846
Q3 2025 Added 0.9%
$278M
$1.14 Million 0.49% of portfolio
57,619
Q4 2024 Reduced 7.69%
$237B
$1.15 Million 0.49% of portfolio
4,859
Q3 2025 Added 3.76%
$47.7B
$1.07 Million 0.46% of portfolio
2,153
Q3 2025 Added 3.21%
$0
$1.09 Million 0.46% of portfolio
5,587
Q3 2025 Added 0.79%
$61.4B
$1.02 Million 0.43% of portfolio
2,456
Q3 2025 Reduced 1.76%
$120B
$976,000 0.42% of portfolio
31,075
Q3 2025 Reduced 0.74%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $235 Million
  • Prior Value $213 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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