Meridian Financial Partners LLC
CIK: 0001763722SEC EDGAR →
Portfolio Value
$252.8M
Holdings
118
As of
Q4 2025
New Positions
118
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 43,498 | $27.4M | 10.84% |
| 2 | ISHARES TR | 371,170 | $26.4M | 10.46% |
| 3 | J P MORGAN EXCHANGE TRADED F | 326,779 | $22.5M | 8.91% |
| 4 | ISHARES TR | 330,579 | $13.0M | 5.15% |
| 5 | ISHARES TR | 38,490 | $10.4M | 4.10% |
| 6 | APPLE INC | 36,404 | $9.0M | 3.57% |
| 7 | ISHARES TR | 10,782 | $7.4M | 2.94% |
| 8 | MICROSOFT CORP | 13,778 | $6.1M | 2.42% |
| 9 | J P MORGAN EXCHANGE TRADED F | 119,027 | $6.0M | 2.39% |
| 10 | VIRGINIA NATL BANKSHARES COR | 141,161 | $5.8M | 2.30% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (118)
$27.4M · 43K shares
$26.4M · 371K shares
$22.5M · 327K shares
$13.0M · 331K shares
$10.4M · 38K shares
$9.0M · 36K shares
$7.4M · 11K shares
$6.1M · 14K shares
$6.0M · 119K shares
$5.8M · 141K shares
$5.0M · 15K shares
$4.5M · 20K shares
$4.4M · 24K shares
$4.0M · 51K shares
$4.0M · 30K shares
$3.4M · 38K shares
$3.4M · 37K shares
$3.3M · 10K shares
$3.1M · 10K shares
$2.9M · 12K shares
$2.9M · 9K shares
$2.5M · 7K shares
$2.4M · 5K shares
$2.4M · 6K shares
$2.4M · 23K shares
$2.3M · 14K shares
$2.1M · 6K shares
$2.0M · 24K shares
$1.9M · 4K shares
$1.9M · 13K shares
$1.9M · 6K shares
$1.7M · 10K shares
$1.7M · 14K shares
$1.6M · 89K shares
$1.6M · 7K shares
$1.5M · 14K shares
$1.5M · 6K shares
$1.5M · 7K shares
$1.4M · 26K shares
$1.4M · 76K shares
$1.3M · 29K shares
$1.3M · 18K shares
$1.3M · 32K shares
$1.3M · 7K shares
$1.2M · 58K shares
$1.2M · 1K shares
$1.2M · 5K shares
$1.1M · 2K shares
$1.1M · 6K shares
$1.1M · 94K shares
$1.1M · 5K shares
$1.1M · 5K shares
$888K · 49K shares
$887K · 2K shares
$887K · 3K shares
$848K · 14K shares
$845K · 1K shares
$844K · 33K shares
$798K · 28K shares
$792K · 16K shares
$784K · 1K shares
$728K · 10K shares
$708K · 12K shares
$664K · 4K shares
$644K · 4K shares
$641K · 5K shares
$638K · 2K shares
$549K · 1K shares
$527K · 8K shares
$525K · 3K shares
$520K · 529 shares
$497K · 2K shares
$454K · 6K shares
$442K · 927 shares
$442K · 2K shares
$433K · 13K shares
$421K · 4K shares
$397K · 77 shares
$375K · 5K shares
$372K · 3K shares
$369K · 22K shares
$359K · 6K shares
$355K · 19K shares
$355K · 3K shares
$352K · 6K shares
$342K · 5K shares
$341K · 2K shares
$330K · 7K shares
$327K · 6K shares
$296K · 5K shares
$294K · 6K shares
$292K · 1K shares
$290K · 859 shares
$284K · 4K shares
$281K · 480 shares
$275K · 1K shares
$263K · 2K shares
$254K · 15K shares
$246K · 1K shares
$243K · 700 shares
$240K · 609 shares
$239K · 1K shares
$236K · 2K shares
$234K · 1K shares
$233K · 5K shares
$228K · 10K shares
$226K · 1K shares
$221K · 1K shares
$219K · 1K shares
$212K · 6K shares
$210K · 5K shares
$209K · 1K shares
$208K · 1K shares
$205K · 3K shares
$204K · 1K shares
$204K · 2K shares
$202K · 4K shares
$113K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $162.6M | 64.3% |
| Technology | 13 | $33.1M | 13.1% |
| Communication Services | 5 | $9.8M | 3.9% |
| Industrials | 13 | $9.5M | 3.8% |
| Healthcare | 8 | $8.3M | 3.3% |
| Consumer Cyclical | 5 | $7.8M | 3.1% |
| Energy | 3 | $6.6M | 2.6% |
| Consumer Defensive | 6 | $4.9M | 1.9% |
| Utilities | 3 | $4.6M | 1.8% |
| Real Estate | 3 | $2.8M | 1.1% |
| Unknown | 5 | $2.6M | 1.0% |
| Basic Materials | 1 | $234K | 0.1% |