Filed: 1/14/2025ACC: 0001763722-25-000001
📋 What this filing means
MERIDIAN FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $189.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$189.4K
Total AUM (reported)
1.98M
Total Shares
Allocation by class
COM$72.6K38.3%
S&P 500 ETF SHS$29.7K15.7%
CORE DIV GRWTH$21.4K11.3%
ULTRA SHRT ETF$9.4K5.0%
RUS TP200 GR ETF$8.1K4.3%
CORE S&P500 ETF$6.9K3.6%
CL A$3.8K2.0%
Portfolio Concentration
Top 3$60.6K32.0%
4–10$42.3K22.3%
11–25$35.8K18.9%
Rest$50.8K26.8%
Top 3 weight
32.0%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 1.98M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole100
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings100
Rows:
VANGUARD INDEX FDS
SOLEShares55.20K
TypeSH
Market value$29.7K
15.70%
Sole
0.00
Shared
0.00
None
55.20K
ISHARES TR
SOLEShares349.46K
TypeSH
Market value$21.4K
11.32%
Sole
0.00
Shared
0.00
None
349.46K
J P MORGAN EXCHANGE TRADED F
SOLEShares186.19K
TypeSH
Market value$9.4K
4.95%
Sole
0.00
Shared
0.00
None
186.19K
APPLE INC
SOLEShares33.97K
TypeSH
Market value$8.5K
4.49%
Sole
0.00
Shared
0.00
None
33.97K
ISHARES TR
SOLEShares34.26K
TypeSH
Market value$8.1K
4.26%
Sole
0.00
Shared
0.00
None
34.26K
ISHARES TR
SOLEShares11.64K
TypeSH
Market value$6.9K
3.62%
Sole
0.00
Shared
0.00
None
11.64K
VIRGINIA NATL BANKSHARES COR
SOLEShares150.56K
TypeSH
Market value$5.8K
3.04%
Sole
0.00
Shared
0.00
None
150.56K
MICROSOFT CORP
SOLEShares13.59K
TypeSH
Market value$5.7K
3.02%
Sole
0.00
Shared
0.00
None
13.59K
AMAZON COM INC
SOLEShares18.85K
TypeSH
Market value$4.1K
2.18%
Sole
0.00
Shared
0.00
None
18.85K
WISDOMTREE TR
SOLEShares39.97K
TypeSH
Market value$3.2K
1.71%
Sole
0.00
Shared
0.00
None
39.97K
EXXON MOBIL CORP
SOLEShares29.75K
TypeSH
Market value$3.2K
1.69%
Sole
0.00
Shared
0.00
None
29.75K
NVIDIA CORPORATION
SOLEShares23.67K
TypeSH
Market value$3.2K
1.68%
Sole
0.00
Shared
0.00
None
23.67K
VANGUARD BD INDEX FDS
SOLEShares41.43K
TypeSH
Market value$3.1K
1.63%
Sole
0.00
Shared
0.00
None
41.43K
WISDOMTREE TR
SOLEShares38.20K
TypeSH
Market value$3.0K
1.57%
Sole
0.00
Shared
0.00
None
38.20K
ALPHABET INC
SOLEShares15.23K
TypeSH
Market value$2.9K
1.52%
Sole
0.00
Shared
0.00
None
15.23K
VISA INC
SOLEShares8.39K
TypeSH
Market value$2.7K
1.40%
Sole
0.00
Shared
0.00
None
8.39K
JPMORGAN CHASE & CO.
SOLEShares9.96K
TypeSH
Market value$2.4K
1.26%
Sole
0.00
Shared
0.00
None
9.96K
ISHARES TR
SOLEShares6.50K
TypeSH
Market value$2.2K
1.15%
Sole
0.00
Shared
0.00
None
6.50K
PROCTER AND GAMBLE CO
SOLEShares12.60K
TypeSH
Market value$2.1K
1.12%
Sole
0.00
Shared
0.00
None
12.60K
ISHARES TR
SOLEShares23.48K
TypeSH
Market value$2.1K
1.10%
Sole
0.00
Shared
0.00
None
23.48K
CHEVRON CORP NEW
SOLEShares13.42K
TypeSH
Market value$1.9K
1.03%
Sole
0.00
Shared
0.00
None
13.42K
CROWDSTRIKE HLDGS INC
SOLEShares5.59K
TypeSH
Market value$1.9K
1.01%
Sole
0.00
Shared
0.00
None
5.59K
ALPHABET INC
SOLEShares9.40K
TypeSH
Market value$1.8K
0.95%
Sole
0.00
Shared
0.00
None
9.40K
NEXTERA ENERGY INC
SOLEShares23.59K
TypeSH
Market value$1.7K
0.89%
Sole
0.00
Shared
0.00
None
23.59K
BROADCOM INC
SOLEShares7.28K
TypeSH
Market value$1.7K
0.89%
Sole
0.00
Shared
0.00
None
7.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 55.20K | SH | $29.7K 15.70% | 0.00 | 0.00 | 55.20K |
ISHARES TRSOLE | CORE DIV GRWTH | 349.46K | SH | $21.4K 11.32% | 0.00 | 0.00 | 349.46K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 186.19K | SH | $9.4K 4.95% | 0.00 | 0.00 | 186.19K |
APPLE INCSOLE | COM | 33.97K | SH | $8.5K 4.49% | 0.00 | 0.00 | 33.97K |
ISHARES TRSOLE | RUS TP200 GR ETF | 34.26K | SH | $8.1K 4.26% | 0.00 | 0.00 | 34.26K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.64K | SH | $6.9K 3.62% | 0.00 | 0.00 | 11.64K |
VIRGINIA NATL BANKSHARES CORSOLE | COM | 150.56K | SH | $5.8K 3.04% | 0.00 | 0.00 | 150.56K |
MICROSOFT CORPSOLE | COM | 13.59K | SH | $5.7K 3.02% | 0.00 | 0.00 | 13.59K |
AMAZON COM INCSOLE | COM | 18.85K | SH | $4.1K 2.18% | 0.00 | 0.00 | 18.85K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 39.97K | SH | $3.2K 1.71% | 0.00 | 0.00 | 39.97K |
EXXON MOBIL CORPSOLE | COM | 29.75K | SH | $3.2K 1.69% | 0.00 | 0.00 | 29.75K |
NVIDIA CORPORATIONSOLE | COM | 23.67K | SH | $3.2K 1.68% | 0.00 | 0.00 | 23.67K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 41.43K | SH | $3.1K 1.63% | 0.00 | 0.00 | 41.43K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 38.20K | SH | $3.0K 1.57% | 0.00 | 0.00 | 38.20K |
ALPHABET INCSOLE | CAP STK CL A | 15.23K | SH | $2.9K 1.52% | 0.00 | 0.00 | 15.23K |
VISA INCSOLE | COM CL A | 8.39K | SH | $2.7K 1.40% | 0.00 | 0.00 | 8.39K |
JPMORGAN CHASE & CO.SOLE | COM | 9.96K | SH | $2.4K 1.26% | 0.00 | 0.00 | 9.96K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 6.50K | SH | $2.2K 1.15% | 0.00 | 0.00 | 6.50K |
PROCTER AND GAMBLE COSOLE | COM | 12.60K | SH | $2.1K 1.12% | 0.00 | 0.00 | 12.60K |
ISHARES TRSOLE | RUS MID CAP ETF | 23.48K | SH | $2.1K 1.10% | 0.00 | 0.00 | 23.48K |
CHEVRON CORP NEWSOLE | COM | 13.42K | SH | $1.9K 1.03% | 0.00 | 0.00 | 13.42K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 5.59K | SH | $1.9K 1.01% | 0.00 | 0.00 | 5.59K |
ALPHABET INCSOLE | CAP STK CL C | 9.40K | SH | $1.8K 0.95% | 0.00 | 0.00 | 9.40K |
NEXTERA ENERGY INCSOLE | COM | 23.59K | SH | $1.7K 0.89% | 0.00 | 0.00 | 23.59K |
BROADCOM INCSOLE | COM | 7.28K | SH | $1.7K 0.89% | 0.00 | 0.00 | 7.28K |
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