Data as of Q4 2025 (Dec 31, 2025)

Meridian Financial Partners LLC

•CIK: 1763722•Filing: Q4 2025

**Meridian Financial Partners LLC** manages $253M across a diversified portfolio of 118 positions. The fund exhibits a notable allocation to broad market indices, highlighted by the top holdings in VOO ($27.4M) and DGRO ($26.4M). Further concentration is observed in sector-specific and technology names, including JMEE ($22.5M) and AAPL ($9.0M). This structure suggests a core mandate focused on established market leaders and broad equity exposure.

Total AUM
$252.8M
QoQ Performance
+5.0%
Positions
89
Top 10 Concentration
53.1%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
DGRO
JMEE
IVLU
VOO10.8%
DGRO10.5%
JMEE8.9%
IVLU5.2%
IWY4.1%
AAPL3.6%
IVV2.9%
MSFT2.4%

📈 Biggest Buys

IVLU
ISHARES TR
+37.4%
5.2% of portfolio
JMEE
J P MORGAN EXCHANGE TRADED F
+7.1%
8.9% of portfolio
FLOT
ISHARES TR
NEW
0.3% of portfolio
V
VISA INC
+24.5%
1.3% of portfolio
TSLA
TESLA INC
+40.5%
0.8% of portfolio

📉 Biggest Sells

VOO
VANGUARD INDEX FDS
-5.7%
10.8% of portfolio
JPST
J P MORGAN EXCHANGE TRADED F
-10.7%
2.4% of portfolio
DGRO
ISHARES TR
-1.3%
10.5% of portfolio
UNH
UNITEDHEALTH GROUP INC
-54.9%
0.1% of portfolio
ALB
ALBEMARLE CORP
-44.1%
0.1% of portfolio

Sector Breakdown

Other55.9%
Technology14.4%
ETF13.8%
Financial3.9%
Consumer3.5%
Healthcare2.7%
Utilities1.8%
Energy1.6%

🚪 Exited Positionssold since Q3 2025

GBTC
GRAYSCALE BITCOIN TRUST ETF
SOLD
$264.9K
BND
VANGUARD BD INDEX FDS
SOLD
$263.2K
TLT
ISHARES TR
SOLD
$237.5K
MDLZ
MONDELEZ INTL INC
SOLD
$210.7K

Changes from Q3 2025

NEW9 new positions
↑37 increased
↓46 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VOO10.8%
VANGUARD INDEX FDS
$27.4M
DGRO10.5%
ISHARES TR
$26.4M
JMEE8.9%
J P MORGAN EXCHANGE TRADED F
$22.5M
IVLU5.2%
ISHARES TR
$13.0M
IWY4.1%
ISHARES TR
$10.4M

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