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Meridian Financial Partners LLC — 13F Holdings & Portfolio

CIK 1763722 · latest 13F-HR filed 2026-07-24

Backtest portfolio

Meridian Financial Partners LLC manages $293.3M in 13F-reported U.S. long-equity assets across 119 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (10.41%), JMEE (9.07%), DGRO (8.40%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions and exited 9; 62 existing positions rose in reported value and 22 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$293.3M

Long-equity book

Holdings
119

Distinct positions

Period
2026-06-30

Filed 2026-07-24

Q/Q Activity
+7 / −9 / ↑62 / ↓22

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VOO10.4% · +1%JMEE9.1% · +3%DGRO8.4% · -1%IVLU5.3% · +4%IWY4.3% · +4%IDEQ3.8% · +30%AAPL3.5% · -16%IVV3.0% · -1%AMD2.0% · -2%VABK2.0% · -8%GOOGL1.9% · -4%MSFT1.9% · -3%JPST1.8% · -4%NVDA1.7% · -3%AMZN1.7% · -2%XOM1.6% · -0%BIV1.4% · +4%CRWD1.3% · +241%GOOG1.2% · +0%DLN1.2% · -3%V1.2% · -2%JPM1.2% · +6%DGRW1.2% · -4%IWV1.1% · -1%AVGO1.0% · +0%IWR1.0% · 0%CVX0.9% · -2%TSM0.8% · 0%NEE0.7% · -4%PFXF0.7% · +3%PG0.7% · -2%TSLA0.6% · +1%DUK0.6% · -2%MRK0.6% · -3%LHX0.6% · -2%RITM0.6% · +86%USB0.6% · +1%JNJ0.6% · -1%IQLT0.5% · -0%GPIX0.5% · +611%UNP0.5% · -2%COF0.5% · +0%KO0.5% · -3%LH0.5% · -3%VZ0.5% · +0%LIN0.5% · +0%PWR0.5% · -14%VTI0.4% · +16%LLY0.4% · -1%BSCU0.4% · -2%BSCT0.4% · +0%JMSB0.4% · 0%QUAL0.4% · +1%GNRC0.4% · -4%ORCL0.3% · -5%D0.3% · +3%DHR0.3% · -3%CAT0.3% · -19%FPE0.3% · +2%QQQ0.3% · +4%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 51.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 9, 2026.

Assets Under Management
$861.6M
Discretionary
$861.6M
Employees
6
Accounts
458
Address
11300 CANTRELL ROAD
SUITE 200
LITTLE ROCK, AR 72212
Phone
(501) 663-7055
Website
Name Title / Status Ownership Type
MOON, MARSHALL, DAVID ControlPRINCIPAL AND CHIEF EQUITY STRATEGIST
since Jan 2025
10–25%Individual
MOON, PAT, DAVID ControlMANAGING PRINCIPAL, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER
since Apr 2000
75% or moreIndividual
Ownership & leadership changes · 6 filings with changes since Mar 26, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 24, 2025 filing
  • AddedMOON, MARSHALL, DAVID · PRINCIPAL AND CHIEF EQUITY STRATEGIST · 10–25% · control person
May 23, 2023 filing
  • ChangedMOON, PAT, DAVID · ownership 50–75% → 75% or more
Mar 28, 2023 filing
  • No longer listedVANNESS, LEWIS, WATSON · MANAGING PRINCIPAL, DIRECTOR · 50–75% · control person · listed since Jun 1993
Mar 30, 2022 filing
  • ChangedMOON, PAT, DAVID · title MANAGING PRINCIPAL, PRESIDENT & DIRECTOR → MANAGING PRINCIPAL, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER
  • ChangedVANNESS, LEWIS, WATSON · title MANAGING PRINCIPAL, DIRECTOR & CHIEF COMPLIANCE OFFICER → MANAGING PRINCIPAL, DIRECTOR
Mar 20, 2018 filing
  • ChangedMOON, PAT, DAVID · title MANAGING PRINCIPAL & DIRECTOR → MANAGING PRINCIPAL, PRESIDENT & DIRECTOR
  • ChangedVANNESS, LEWIS, WATSON · title MANAGING PRINCIPAL, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER → MANAGING PRINCIPAL, DIRECTOR & CHIEF COMPLIANCE OFFICER
Mar 19, 2015 filing
  • ChangedMOON, PAT, DAVID · title PRESIDENT, MANAGING PRINCIPAL & DIRECTOR → MANAGING PRINCIPAL & DIRECTOR
  • ChangedVANNESS, LEWIS, WATSON · title MANAGING PRINCIPAL & DIRECTOR & CHIEF COMPLIANCE OFFICER → MANAGING PRINCIPAL, PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER
Mar 26, 2012 filing (earliest on record)
  • ListedMOON, PAT, DAVID · PRESIDENT, MANAGING PRINCIPAL & DIRECTOR · 50–75% · control person
  • ListedVANNESS, LEWIS, WATSON · MANAGING PRINCIPAL & DIRECTOR & CHIEF COMPLIANCE OFFICER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Meridian Financial Partners LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $30.5M 10.41% 44,262 SH
2 J P MORGAN EXCHANGE TRADED F JMEE 46641Q118 $26.6M 9.07% 347,624 SH
3 ISHARES TR DGRO 46434V621 $24.6M 8.40% 317,378 SH
4 ISHARES TR IVLU 46435G409 $15.6M 5.31% 368,005 SH
5 ISHARES TR IWY 464289438 $12.5M 4.27% 43,243 SH
6 LAZARD ACTIVE ETF TR IDEQ 52110K400 $11.1M 3.77% 319,202 SH
7 APPLE INC AAPL 037833100 $10.3M 3.50% 31,340 SH
8 ISHARES TR IVV 464287200 $8.8M 3.00% 11,610 SH
9 ADVANCED MICRO DEVICES INC AMD 007903107 $6.0M 2.05% 11,344 SH
10 VIRGINIA NATL BK CHRLOTSVLE VABK 928031103 $5.8M 1.98% 127,161 SH
11 ALPHABET INC GOOGL 02079K305 $5.5M 1.89% 14,923 SH
12 MICROSOFT CORP MSFT 594918104 $5.5M 1.86% 13,776 SH
13 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $5.4M 1.84% 107,084 SH
14 NVIDIA CORPORATION NVDA 67066G104 $5.1M 1.73% 23,897 SH
15 AMAZON COM INC AMZN 023135106 $4.9M 1.68% 19,338 SH
16 EXXON MOBIL CORP XOM 30231G102 $4.7M 1.62% 32,816 SH
17 VANGUARD BD INDEX FDS BIV 921937819 $4.2M 1.43% 55,184 SH
18 CROWDSTRIKE HLDGS INC CRWD 22788C105 $3.8M 1.31% 18,544 SH
19 ALPHABET INC GOOG 02079K107 $3.5M 1.21% 9,561 SH
20 WISDOMTREE TR DLN 97717W307 $3.5M 1.20% 36,050 SH
21 VISA INC V 92826C839 $3.5M 1.20% 9,910 SH
22 JPMORGAN CHASE & CO JPM 46625H100 $3.5M 1.19% 10,029 SH
23 WISDOMTREE TR DGRW 97717X669 $3.4M 1.15% 34,905 SH
24 ISHARES TR IWV 464287689 $3.1M 1.06% 7,209 SH
25 BROADCOM INC AVGO 11135F101 $3.0M 1.02% 7,586 SH
26 ISHARES TR IWR 464287499 $2.8M 0.96% 25,642 SH
27 CHEVRON CORPORATION CVX 166764100 $2.5M 0.87% 14,006 SH
28 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.4M 0.83% 5,824 SH
29 NEXTERA ENERGY INC NEE 65339F101 $2.1M 0.71% 23,410 SH
30 VANECK ETF TRUST PFXF 92189F429 $2.0M 0.67% 110,458 SH
31 PROCTER & GAMBLE CO PG 742718109 $1.9M 0.66% 13,122 SH
32 TESLA INC TSLA 88160R101 $1.8M 0.61% 4,563 SH
33 DUKE ENERGY CORP NEW DUK 26441C204 $1.7M 0.59% 13,885 SH
34 MERCK & CO INC MRK 58933Y105 $1.7M 0.58% 13,656 SH
35 L3HARRIS TECHNOLOGIES INC LHX 502431109 $1.7M 0.57% 5,804 SH
36 RITHM CAPITAL CORP RITM 64828T201 $1.7M 0.56% 178,929 SH
37 US BANCORP USB 902973304 $1.7M 0.56% 26,187 SH
38 JOHNSON & JOHNSON JNJ 478160104 $1.6M 0.56% 6,632 SH
39 ISHARES TR IQLT 46434V456 $1.6M 0.55% 32,406 SH
40 GOLDMAN SACHS ETF TR GPIX 38149W622 $1.6M 0.54% 28,495 SH
41 UNION PAC CORP UNP 907818108 $1.5M 0.52% 5,248 SH
42 CAPITAL ONE FINL CORP COF 14040H105 $1.5M 0.52% 7,241 SH
43 COCA COLA CO KO 191216100 $1.5M 0.51% 18,067 SH
44 LABCORP HOLDINGS INC LH 504922105 $1.5M 0.50% 5,419 SH
45 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.4M 0.48% 32,559 SH
46 LINDE PLC LIN G54950103 $1.4M 0.47% 2,658 SH
47 QUANTA SVCS INC PWR 74762E102 $1.3M 0.45% 2,048 SH
48 VANGUARD INDEX FDS VTI 922908769 $1.3M 0.44% 3,498 SH
49 ELI LILLY & CO LLY 532457108 $1.3M 0.44% 1,114 SH
50 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $1.3M 0.43% 76,587 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $293.3M 119 0001763722-26-000003
2026-03-31 2026-04-15 $263.1M 121 0001763722-26-000002
2025-12-31 2026-02-05 $252.8M 118 0001763722-26-000001
Filer Information
Address
39 S. 4TH STREET
WARRENTON, VA 20186
Phone
(540) 878-5416
Filing Manager
Meridian Financial Partners LLC
WARRENTON, VA
Signatory
Ashleigh Swayze
Counsel