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 ETFs Only

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%
$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%
$0
$6.76 Million 2.88% of portfolio
133,328
Q3 2025 Reduced 2.36%
$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%
$0
$3.25 Million 1.38% of portfolio
37,314
Q1 2025 Reduced 2.31%
$0
$2.36 Million 1.01% of portfolio
6,231
Q3 2025 Reduced 1.84%
$0
$2.27 Million 0.97% of portfolio
23,482
Q4 2024 Added 0.5%
$0
$1.5 Million 0.64% of portfolio
84,576
Q3 2025 Added 147.44%
$0
$1.25 Million 0.53% of portfolio
28,346
Q3 2025 Reduced 13.49%
$0
$1.09 Million 0.46% of portfolio
5,587
Q3 2025 Added 0.79%
$0
$899,000 0.38% of portfolio
49,335
Q3 2025 Added 0.22%
$0
$761,000 0.32% of portfolio
2,319
Q3 2025 Added 7.36%
$0
$667,000 0.28% of portfolio
11,602
Q3 2025 Reduced 7.01%
$0
$634,000 0.27% of portfolio
9,150
Q3 2025 Added 0.88%
$0
$577,000 0.25% of portfolio
3,967
Q3 2025 Reduced 8.68%
$0
$531,000 0.23% of portfolio
2,806
Q3 2025 Reduced 0.64%
$0
$509,000 0.22% of portfolio
8,931
Q3 2025 Added 8.45%
$0
$488,000 0.21% of portfolio
1,019
Q3 2025 Added 16.06%
$0
$475,000 0.2% of portfolio
7,645
Q3 2025 Reduced 0.53%
$0
$422,000 0.18% of portfolio
6,468
Q3 2025 Added 0.51%
$0
$394,000 0.17% of portfolio
12,644
Q3 2025 Added 0.25%
$0
$406,000 0.17% of portfolio
1,600
Q2 2025 Reduced 7.25%
$0
$397,000 0.17% of portfolio
4,255
Q2 2025 Reduced 4.49%
$0
$370,000 0.16% of portfolio
21,905
Q1 2025 Reduced 0.38%
$0
$371,000 0.16% of portfolio
3,137
Q3 2025 Reduced 7.63%
$0
$355,000 0.15% of portfolio
18,915
Q1 2025 Reduced 0.39%
$0
$340,000 0.14% of portfolio
5,970
Q3 2025 Reduced 0.35%
$0
$264,000 0.11% of portfolio
3,708
Q3 2025 New
$0
$263,000 0.11% of portfolio
3,543
Q3 2025 New
$0
$237,000 0.1% of portfolio
2,661
Q3 2025 Reduced 40.27%
$0
$238,000 0.1% of portfolio
4,827
Q3 2025 New
$0
$203,000 0.09% of portfolio
1,002
Q3 2025 Reduced 5.92%
$0
$220,000 0.09% of portfolio
1,246
Q3 2025 New
$0
$0 0.0% of portfolio
6,125
Q2 2024 New

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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