Institutional Manager · CIK 0001763722
Meridian Financial Partners LLC
WARRENTON, VA · File #028-18963
Latest AUM
$252.8M
Positions
118
Top-10 Concentration
60.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025118 pos · $252.8M
- 13F HOLDINGS REPORTQ/E Sep 2025113 pos · $240.7M
- 13F HOLDINGS REPORTQ/E Jun 2025105 pos · $212,778
- 13F HOLDINGS REPORTQ/E Mar 2025104 pos · $197,082
- 13F HOLDINGS REPORTQ/E Dec 2024100 pos · $189,417
- 13F HOLDINGS REPORTQ/E Sep 2024100 pos · $197,780
- 13F HOLDINGS REPORTQ/E Jun 202482 pos · $168,321
- 13F HOLDINGS REPORTQ/E Mar 202442 pos · $77,804
- 13F HOLDINGS REPORTQ/E Dec 202350 pos · $97,687
- 13F HOLDINGS REPORTQ/E Sep 202386 pos · $166,397
- 13F HOLDINGS REPORTQ/E Jun 202347 pos · $88,099
- 13F HOLDINGS REPORTQ/E Mar 202350 pos · $88,979
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 43,498 | $27.4M | 12.29% |
| 2 | ISHARES TR | 46434V621 | 371,170 | $26.4M | 11.86% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46641Q118 | 326,779 | $22.5M | 10.09% |
| 4 | ISHARES TR | 46435G409 | 330,579 | $13.0M | 5.84% |
| 5 | ISHARES TR | 464289438 | 38,490 | $10.4M | 4.65% |
| 6 | APPLE INC | AAPL | 36,404 | $9.0M | 4.04% |
| 7 | ISHARES TR | 464287200 | 10,782 | $7.4M | 3.33% |
| 8 | MICROSOFT CORP | MSFT | 13,778 | $6.1M | 2.74% |
| 9 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 119,027 | $6.0M | 2.71% |
| 10 | VIRGINIA NATL BANKSHARES COR | 928031103 | 141,161 | $5.8M | 2.61% |
| 11 | ALPHABET INC | GOOG | 15,150 | $5.0M | 2.23% |
| 12 | AMAZON COM INC | AMZN | 19,609 | $4.5M | 2.03% |
| 13 | NVIDIA CORPORATION | NVDA | 24,173 | $4.4M | 1.99% |
| 14 | VANGUARD BD INDEX FDS | 921937819 | 51,441 | $4.0M | 1.79% |
| 15 | EXXON MOBIL CORP | XOM | 29,882 | $4.0M | 1.79% |
| 16 | WISDOMTREE TR | WT | 37,600 | $3.4M | 1.53% |
| 17 | WISDOMTREE TR | WT | 37,314 | $3.4M | 1.50% |
| 18 | VISA INC | V | 10,099 | $3.3M | 1.47% |
| 19 | ALPHABET INC | GOOG | 9,513 | $3.1M | 1.40% |
| 20 | ADVANCED MICRO DEVICES INC | AMD | 11,567 | $2.9M | 1.30% |