Meridian Financial Partners LLC

Est. AUM

$263.1M

13F long equity, this entity only

Positions

121

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$26.6M	43965	10.13%	SOLE
2	J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$22.9M	337943	8.72%	SOLE
3	ISHARES TR	CORE DIV GRWTH	$22.6M	320868	8.60%	SOLE
4	ISHARES TR	MSCI INTL VLU FT	$14.3M	354552	5.42%	SOLE
5	ISHARES TR	RUS TP200 GR ETF	$10.5M	41607	3.99%	SOLE
6	APPLE INC	COM	$9.4M	37074	3.57%	SOLE
7	LAZARD ACTIVE ETF TR	INTL DYNAMIC EQT	$7.9M	245657	2.99%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$7.8M	11733	2.95%	SOLE
9	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$5.7M	111957	2.15%	SOLE
10	EXXON MOBIL CORP	COM	$5.4M	32974	2.05%	SOLE
11	VIRGINIA NATL BK CHRLOTSVLE	COM	$5.3M	137660	2.02%	SOLE
12	MICROSOFT CORP	COM	$5.3M	14162	2.00%	SOLE
13	ALPHABET INC	CAP STK CL A	$4.7M	15458	1.79%	SOLE
14	NVIDIA CORPORATION	COM	$4.4M	24569	1.66%	SOLE
15	AMAZON COM INC	COM	$4.2M	19762	1.61%	SOLE
16	VANGUARD BD INDEX FDS	INTERMED TERM	$4.1M	53292	1.56%	SOLE
17	WISDOMTREE TR	US LARGECAP DIVD	$3.3M	37213	1.27%	SOLE
18	WISDOMTREE TR	US QTLY DIV GRT	$3.2M	36291	1.22%	SOLE
19	VISA INC	COM CL A	$3.1M	10164	1.17%	SOLE
20	ALPHABET INC	CAP STK CL C	$2.9M	9551	1.10%	SOLE
21	CHEVRON CORPORATION	COM	$2.9M	14363	1.10%	SOLE
22	JPMORGAN CHASE & CO	COM	$2.8M	9455	1.07%	SOLE
23	ISHARES TR	RUSSELL 3000 ETF	$2.7M	7302	1.04%	SOLE
24	ADVANCED MICRO DEVICES INC	COM	$2.6M	11624	0.98%	SOLE
25	BROADCOM INC	COM	$2.5M	7576	0.96%	SOLE
26	ISHARES TR	RUS MID CAP ETF	$2.5M	25642	0.96%	SOLE
27	CROWDSTRIKE HLDGS INC	CL A	$2.3M	5434	0.87%	SOLE
28	NEXTERA ENERGY INC	COM	$2.3M	24330	0.87%	SOLE
29	L3HARRIS TECHNOLOGIES INC	COM	$2.1M	5891	0.79%	SOLE
30	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.0M	5824	0.76%	SOLE
31	PROCTER & GAMBLE CO	COM	$1.9M	13464	0.72%	SOLE
32	VANECK ETF TRUST	PREFERRED SECURT	$1.9M	107529	0.72%	SOLE
33	DUKE ENERGY CORP NEW	COM NEW	$1.9M	14119	0.71%	SOLE
34	MERCK & CO INC	COM	$1.7M	14120	0.64%	SOLE
35	JOHNSON & JOHNSON	COM	$1.6M	6711	0.61%	SOLE
36	VERIZON COMMUNICATIONS INC	COM	$1.6M	32472	0.60%	SOLE
37	TESLA INC	COM	$1.6M	4500	0.59%	SOLE
38	ISHARES TR	MSCI INTL QUALTY	$1.5M	32407	0.58%	SOLE
39	LABCORP HOLDINGS INC	COM SHS	$1.5M	5594	0.57%	SOLE
40	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.5M	26151	0.56%	SOLE
41	HOST HOTELS & RESORTS INC	COM	$1.5M	75985	0.55%	SOLE
42	COCA COLA CO	COM	$1.4M	18683	0.54%	SOLE
43	US BANCORP	COM NEW	$1.4M	25968	0.53%	SOLE
44	QUANTA SVCS INC	COM	$1.3M	2396	0.51%	SOLE
45	UNION PAC CORP	COM	$1.3M	5350	0.50%	SOLE
46	LINDE PLC	SHS	$1.3M	2652	0.50%	SOLE
47	CAPITAL ONE FINL CORP	COM	$1.3M	7232	0.50%	SOLE
48	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$1.3M	77848	0.50%	SOLE
49	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$1.3M	67831	0.48%	SOLE
50	JOHN MARSHALL BANCORP INC	COM	$1.2M	57619	0.45%	SOLE

1–50 of 121

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.