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Meridian Financial Partners LLC

hedge fundUpdated 13 days ago

Managed by Meridian Financial Partners Llc • Latest filing Q3 2026

Portfolio value
$306.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
29.1%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$252.8M
Q1 2026$263.1M
Q2 2026$293.3M
Q3 2026$306.1M

Top holdings

124 positions as of Q3 2026

View filing
V

VANGUARD INDEX FDS

+0.8%
Value
$31.6M
Shares
44.6K
% Port
10.34%
?
2.N/A

J P MORGAN EXCHANGE TRADED F

+3.1%
Value
$26.6M
Shares
358.5K
% Port
8.68%
E

ISHARES TR

+0.6%
Value
$25.1M
Shares
319.1K
% Port
8.19%
E

ISHARES TR

+4.6%
Value
$16.4M
Shares
384.9K
% Port
5.34%
E

ISHARES TR

+4.0%
Value
$13.1M
Shares
45.0K
% Port
4.29%
L

LAZARD ACTIVE ETF TR

+12.5%
Value
$12.3M
Shares
359.1K
% Port
4.03%
A

APPLE INC

-1.0%
Value
$10.6M
Shares
31.0K
% Port
3.47%
E

ISHARES TR

-1.3%
Value
$8.9M
Shares
11.5K
% Port
2.90%
M

MICROSOFT CORP

-1.7%
Value
$7.3M
Shares
13.5K
% Port
2.39%
V

VIRGINIA NATL BK CHRLOTSVLE

-2.0%
Value
$6.4M
Shares
124.6K
% Port
2.09%
A

ADVANCED MICRO DEVICES INC

-2.4%
Value
$6.2M
Shares
11.1K
% Port
2.03%
X

EXXONMOBIL HOLDINGS CORP

Value
$5.8M
Shares
33.1K
% Port
1.89%
J

J P MORGAN EXCHANGE TRADED F

-0.3%
Value
$5.4M
Shares
106.7K
% Port
1.75%
N

NVIDIA CORPORATION

+0.8%
Value
$5.2M
Shares
24.1K
% Port
1.71%
G

ALPHABET INC

-0.2%
Value
$5.2M
Shares
14.9K
% Port
1.70%
A

AMAZON COM INC

+0.4%
Value
$4.9M
Shares
19.4K
% Port
1.62%
V

VANGUARD BD INDEX FDS

+7.6%
Value
$4.4M
Shares
59.4K
% Port
1.43%
C

CROWDSTRIKE HLDGS INC

-7.9%
Value
$4.2M
Shares
17.1K
% Port
1.36%
V

VISA INC

-0.4%
Value
$3.9M
Shares
9.9K
% Port
1.29%
B

WISDOMTREE TR

Unchanged
Value
$3.6M
Shares
36.0K
% Port
1.18%

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