Meridian Financial Partners LLC

Q1 2026 13F-HR Holdings

Location
Warrenton, VA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$263,121
Net value change ($000)
+10,312 (4.1%)
New positions
7
Sold out positions
4
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IDEQ 7,868 NEW
XOM 1,412 35.4%
LIN 1,312 NEW
IVLU 1,229 9.4%
BSCU 936 253.7%
BSCT 913 257.2%
JEPQ 754 106.5%
BSCS 738 NEW
JEPI 695 197.4%
CVX 590 25.6%
Top Reduces (Value $000, Stocks/ETFs)
DGRO -3,810 -14.4%
MSFT -847 -13.8%
FLOT -792 -100.0%
VOO -771 -2.8%
GNRC -693 -40.1%
VABK -505 -8.7%
JPST -384 -6.4%
TSLA -371 -19.2%
COF -314 -19.3%
AMD -314 -10.9%
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