Meridian Financial Partners LLC
All 13F Filings
- Location
- Warrenton, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 293,311
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 119 | 293,311 | 13F-HR | Meridian Financial Partners LLC |
| Q1 2026 | 4/15/2026 | 121 | 263,121 | 13F-HR | Meridian Financial Partners LLC |
| Q4 2025 | 2/5/2026 | 118 | 252,809 | 13F-HR | Meridian Financial Partners LLC |
| Q3 2025 | 10/20/2025 | 113 | 240,700 | 13F-HR | Meridian Financial Partners LLC |
| Q2 2025 | 8/7/2025 | 105 | 212,778 | 13F-HR | Meridian Financial Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 125.7 K | 42.9% | 10.83 K | 0 | 10.83 K |
| ETFs | 167.6 K | 57.1% | 19.36 K | 0 | 19.36 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
293,311
Holdings
119
QoQ value change ($000)
30,190
(11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.