Meridian Financial Partners LLC

Q3 2025 13F-HR Holdings

Location
Warrenton, VA
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
113
Total value ($000)
$240,700
Net value change ($000)
+27,922 (13.1%)
New positions
8
Sold out positions
0
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVLU 6,564 326.1%
JMEE 2,576 15.3%
DGRO 2,109 8.9%
VOO 1,925 7.2%
AAPL 1,816 25.4%
IWY 1,488 16.5%
AMD 1,091 63.7%
GOOGL 1,074 39.3%
PFXF 940 160.7%
NVDA 912 24.3%
Top Reduces (Value $000, Stocks/ETFs)
UNH -348 -37.7%
JNJ -326 -19.8%
NOW -223 -28.9%
JPST -170 -2.5%
CMCSA -161 -14.4%
TLT -156 -39.7%
IQLT -140 -9.9%
KVUE -125 -28.4%
KO -125 -9.4%
CRM -109 -8.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type