Meridian Financial Partners LLC

Q4 2025 13F-HR Holdings

Location
Warrenton, VA
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
118
Total value ($000)
$252,809
Net value change ($000)
+12,109 (5.0%)
New positions
9
Sold out positions
4
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 4,454 51.9%
JMEE 3,060 15.7%
GOOGL 1,168 30.7%
FLOT 792 NEW
GOOGL 768 32.6%
DGRO 695 2.7%
XOM 583 17.1%
TSLA 533 38.1%
V 435 15.3%
BIV 376 10.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,196 -16.3%
VOO -1,123 -3.9%
ORCL -783 -38.5%
JPST -714 -10.6%
CRWD -387 -13.7%
UNH -331 -57.7%
GBTC -265 -100.0%
BND -263 -100.0%
TLT -237 -100.0%
ROP -233 -20.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type