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Meridian Financial Partners LLC
Meridian Financial Partners LLC is an SEC-registered investment adviser providing personalized asset management and financial planning services.
Investment Strategy
Asset management based on individual client financial goals and asset allocation, with discretionary authority to manage accounts.
Latest 13F Filing Activity
Meridian Financial Partners LLC filed their most recent 13F report on Sep 30, 2025 disclosing 111 equity positions with a total 13F market value of $241M. The fund increased holdings in Ishares TR, J P Morgan Exchange Traded F, Ishares TR among other positions. Meridian Financial Partners LLC reduced exposure to Unitedhealth Group Inc., Johnson & Johnson, Servicenow Inc. among others.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 11.86% | $28.5M | 46,122 | $501.50 | $612.38 | +$1.9M |
D DGRO | ISHARES TR | 10.70% | $25.8M | 375,986 | $51.72 | $68.08 | +$2.1M |
J JMEE | J P MORGAN EXCHANGE TRADED F | 8.08% | $19.5M | 304,985 | $56.71 | $63.43 | +$2.6M |
I IWY | ISHARES TR | 4.37% | $10.5M | 37,871 | $223.98 | $273.65 | +$1.5M |
A AAPL | APPLE INC | 3.73% | $9.0M | 34,765 | $232.70 | $254.63 | +$1.8M |
Industry Allocation
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