§ 13F · FUND PROFILE
Meridian Financial Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $212.8B (13F)Positions · 105Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$252.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 43K | $27.4T | 10.8% | NEW |
| 2 | DGRO | ISHARES TR | 371K | $26.4T | 10.5% | NEW |
| 3 | JMEE | J P MORGAN EXCHANGE TRADED F | 327K | $22.5T | 8.9% | NEW |
| 4 | IVLU | ISHARES TR | 331K | $13.0T | 5.2% | NEW |
| 5 | IWY | ISHARES TR | 38K | $10.4T | 4.1% | NEW |
| 6 | AAPL | APPLE INC | 36K | $9.0T | 3.6% | NEW |
| 7 | IVV | ISHARES TR | 11K | $7.4T | 2.9% | NEW |
| 8 | MSFT | MICROSOFT CORP | 14K | $6.1T | 2.4% | NEW |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 119K | $6.0T | 2.4% | NEW |
| 10 | VABK | VIRGINIA NATL BANKSHARES COR | 141K | $5.8T | 2.3% | NEW |
§ 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 $212.8 trillion in assets. The fund runs a portfolio of 105 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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