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
📉 Biggest Sells
Sector Breakdown
Other55.2%
Technology14.4%
ETF13.8%
Financial3.6%
Consumer3.5%
Healthcare2.7%
Energy2.5%
Utilities1.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑37 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022