1y return+21.4%S&P 500 +20.9%
3y return+48.1%S&P 500 +68.5%
5y return+39.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $197 against $299 in the S&P 500.2
Meridian Financial Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $30.5M | 10.4% | |
| JMEEJ P Morgan Exchange Traded F | $26.6M | 9.1% | +2.9% |
| DGROIshares Tr | $24.6M | 8.4% | −1.1% |
| IVLUIshares Tr | $15.6M | 5.3% | +3.8% |
| IWYIshares Tr | $12.5M | 4.3% | +3.9% |
| IDEQLazard Active Etf Tr | $11.1M | 3.8% | +29.9% |
| AAPLApple Inc | $10.3M | 3.5% | −15.5% |
| IVVIshares Tr | $8.8M | 3.0% | −1.0% |
| AMDAdvanced Micro Devices Inc | $6.0M | 2.0% | −2.4% |
| VABKVirginia Natl Bk Chrlotsvle | $5.8M | 2.0% | −7.6% |
| GOOGLAlphabet Inc | $5.5M | 1.9% | −3.5% |
| MSFTMicrosoft Corp | $5.5M | 1.9% | −2.7% |
| JPSTJ P Morgan Exchange Traded F | $5.4M | 1.8% | −4.4% |
| NVDANvidia Corporation | $5.1M | 1.7% | −2.7% |
| AMZNAmazon Com Inc | $4.9M | 1.7% | −2.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $4.7M | 1.6% | |
| BIVVanguard Bd Index Fds | $4.2M | 1.4% | +3.6% |
| CRWDCrowdstrike Hldgs Inc | $3.8M | 1.3% | +241.3% |
| GOOGAlphabet Inc | $3.5M | 1.2% | |
| DLNWisdomtree Tr | $3.5M | 1.2% | −3.1% |
| VVisa Inc | $3.5M | 1.2% | −2.5% |
| JPMJpmorgan Chase & Co | $3.5M | 1.2% | +6.1% |
| DGRWWisdomtree Tr | $3.4M | 1.2% | −3.8% |
| IWVIshares Tr | $3.1M | 1.1% | −1.3% |
| AVGOBroadcom Inc | $3.0M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2022 | +633.3% | $5.1M |
| CRWDCrowdstrike Hldgs Inc | June 30, 2023 | +419.6% | $3.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $5.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $3.5M |
| AMDAdvanced Micro Devices Inc | September 30, 2024 | +254.0% | $6.0M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $3.5M |
| TSLATesla Inc | December 31, 2022 | +241.5% | $1.8M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $4.7M |
| TSMTaiwan Semiconductor Manufac | March 31, 2025 | +187.7% | $2.4M |
| AVGOBroadcom Inc | September 30, 2024 | +119.0% | $3.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $282K
- ACWIIshares Tr was $268K
- Trane Technologies PLCCUSIP G8994E103 was $263K
- COPConocophillips was $243K
- PMPhilip Morris Intl Inc was $224K
- PEPPepsico Inc was $216K
- ALBAlbemarle Corp was $203K
- MDLZMondelez Intl Inc was $201K
- TNGYTortoise Capital Series Trus was $128K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +7.9% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +3.4% | +8.3% |
| March 31, 2023 | +0.4% | +7.0% |
| December 31, 2022 | +5.6% | +7.1% |
| September 30, 2022 | −6.9% | −5.3% |
| June 30, 2022 | −8.7% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +6.9% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Meridian Financial Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1763722&type=13F-HR&dateb=&owner=include&count=40CIK 1763722
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1763722/000176372226000003/Filed July 24, 2026 · accession 0001763722-26-000003