Meridian Financial Partners LLC - Portfolio Stock Holdings
Meridian Financial Partners LLC disclosed 128 stock positions in a recent SEC 13F filing. $302,474,877 of stock holdings were filed, with the largest holdings including VOO, JMEE, and DGRO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $627,591,835 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
128Est. Stock Holding Value:
$302,474,877Top Stock Holdings By Sector
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Portfolio Stock Holdings - Meridian Financial Partners LLC
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