Meridian Financial Partners LLC

Q3 2026 13F-HR Holdings

Location
Warrenton, VA
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
124
Total value ($000)
$306,135
Net value change ($000)
+12,824 (4.4%)
New positions
11
Sold out positions
6
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 5,785 NEW
MSFT 1,857 34.1%
GLW 1,706 NEW
JMST 1,428 NEW
IDEQ 1,255 11.3%
FPE 1,118 123.0%
VOO 1,094 3.6%
IVLU 778 5.0%
IWY 629 5.0%
VABK 602 10.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -4,742 -100.0%
PFXF -1,249 -63.6%
HST -771 -100.0%
CMCSA -706 -100.0%
OKE -398 -100.0%
AVGO -362 -12.1%
GOOGL -334 -6.0%
VTI -293 -22.5%
LHX -242 -14.5%
BND -239 -100.0%
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