§ 13F · FUND PROFILE
Meridian Financial Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $213K (13F)Positions · 105Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 44K | $27M | 10.1% | +1% |
| 2 | JMEE | J P MORGAN EXCHANGE TRADED F | 338K | $23M | 8.7% | +3% |
| 3 | DGRO | ISHARES TR | 321K | $23M | 8.6% | −14% |
| 4 | IVLU | ISHARES TR | 355K | $14M | 5.4% | +7% |
| 5 | IWY | ISHARES TR | 42K | $10M | 4.0% | +8% |
| 6 | AAPL | APPLE INC | 37K | $9M | 3.6% | +2% |
| 7 | IDEQ | LAZARD ACTIVE ETF TR | 246K | $8M | 3.0% | NEW |
| 8 | IVV | ISHARES TR | 12K | $8M | 3.0% | +9% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 112K | $6M | 2.1% | −6% |
| 10 | XOM | EXXON MOBIL CORP | 33K | $5M | 2.1% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERIDIAN SIGNAL
AC read
Meridian Financial Partners LLC is a Other fund managing $213 thousand in assets. The fund runs a portfolio of 105 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed