Meridian Financial Partners
Meridian Financial Partners reported 124 stocks worth $306M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VOO (10.3%), JMEE (8.7%) and DGRO (8.2%). Compared with Q2 2026, the fund opened new positions in XOM, GLW and JMST, added to VOO, JMEE and DGRO, trimmed AAPL, IVV and MSFT and sold out of XOM, HST and CMCSA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $31.6M | 10.3% | 45K | +338 (+1%) | 8 of 8 | |
| 2 |  JMEE Jpmorgan Small Mid CP | $26.6M | 8.7% | 358K | +11K (+3%) | 7 of 8 | |
| 3 |  DGRO Ishares TR | $25.1M | 8.2% | 319K | +1,754 (+1%) | 8 of 8 | |
| 4 |  IVLU Ishares TR | $16.4M | 5.3% | 385K | +17K (+5%) | 6 of 8 | |
| 5 |  IWY Ishares TR | $13.1M | 4.3% | 45K | +1,738 (+4%) | 8 of 8 | |
| 6 |  IDEQ Lazard Intl | $12.3M | 4.0% | 359K | +40K (+13%) | 3 of 8 | |
| 7 |  AAPL Apple Inc | $10.6M | 3.5% | 31K | −307 (−1%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $8.9M | 2.9% | 11K | −152 (−1%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $7.3M | 2.4% | 14K | −231 (−2%) | 8 of 8 | |
| 10 |  VABK Virginia Natl Bankshares Cor | $6.4M | 2.1% | 125K | −2,546 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.7M | 33K |
 HST Host Hotels & Resorts Inc | $771K | 32K |
 CMCSA Comcast Corp New | $706K | 30K |
 OKE Oneok Inc New | $398K | 4,371 |
 BND Vanguard BD Index Fds | $239K | 3,280 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Meridian Financial Partners 13F FAQ
What does Meridian Financial Partners own?
Meridian Financial Partners reported 124 stocks worth $306M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VOO (10.3%), JMEE (8.7%) and DGRO (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did Meridian Financial Partners buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 52 added to, 40 trimmed and 6 sold out. New positions include XOM, GLW and JMST. It sold all of XOM, HST and CMCSA.
When will Meridian Financial Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Meridian Financial Partners's portfolio worth?
The Q3 2026 filing reports $306M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.