Meridian Financial Partners LLC

Q2 2026 13F-HR Holdings

Location
Warrenton, VA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$293,311
Net value change ($000)
+30,190 (11.5%)
New positions
7
Sold out positions
9
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 3,902 14.6%
JMEE 3,657 15.9%
AMD 3,428 133.1%
IDEQ 3,202 40.7%
IWY 2,030 19.4%
DGRO 1,989 8.8%
CRWD 1,534 66.7%
GPIX 1,378 682.2%
IVLU 1,321 9.3%
IVV 1,033 13.3%
Top Reduces (Value $000, Stocks/ETFs)
JEPQ -748 -51.2%
HST -680 -46.9%
XOM -663 -12.3%
LHX -420 -20.1%
JEPI -359 -34.3%
CVX -352 -12.2%
HON -282 -100.0%
ACWI -268 -100.0%
TT -263 -100.0%
JPST -246 -4.4%
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