Meridian Financial Partners LLC
RIA/Wealth
Meridian Financial Partners LLC is a RIA/Wealth based in Uniontown, OH led by Joseph Francis Strancar, managing $240.6M across 112 long positions as of Q3 2025 with 57% ETF concentration and 53% concentrated in top 10 holdings.
PresidentJoseph Francis Strancar
- Portfolio Value
- $240.6M
- Positions
- 112
- Top Holding
- VOO at 11.86%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Meridian Financial Partners LLC's portfolio (53.5% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $28.5M | 11.86% | -$452.3K Sold | — 46.1K shares | |
ETF ETF | $25.8M | 10.71% | +$422.6K Bought | — 376.0K shares | |
ETF ETF | $19.5M | 8.09% | +$1.3M Bought | — 305.0K shares | |
ETF ETF | $10.5M | 4.37% | +$352.5K Bought | — 37.9K shares | |
Consumer Electronics Technology | $9.0M | 3.73% | -$28.9K Sold | 0.00% 34.8K shares | |
ETF ETF | $8.6M | 3.56% | +$8.6M New | — 240.6K shares | |
ETF ETF | $7.3M | 3.05% | -$204.3K Sold | — 10.9K shares | |
Software - Infrastructure Technology | $7.3M | 3.04% | -$132.3K Sold | 0.00% 13.9K shares | |
ETF ETF | $6.8M | 2.81% | -$162.9K Sold | — 133.3K shares | |
Banks - Regional Financial Services | $5.5M | 2.27% | -$303.9K Sold | 2.62% 141.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Meridian Financial Partners LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-47.46% | |
-43.33% | |
-40.27% | |
-35.44% | |
-20.13% |
Analytics
Portfolio insights and performance metrics for Meridian Financial Partners LLC
GthenA