Filed: 4/14/2025ACC: 0001763722-25-000003
📋 What this filing means
MERIDIAN FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $197.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
104
Positions
$197.1K
Total AUM (reported)
2.22M
Total Shares
Allocation by class
COM$69.5K35.3%
S&P 500 ETF SHS$27.0K13.7%
CORE DIV GRWTH$22.0K11.2%
SMALL & MID CAP$14.7K7.4%
ULTRA SHRT ETF$8.1K4.1%
RUS TP200 GR ETF$7.3K3.7%
CORE S&P500 ETF$6.4K3.2%
Portfolio Concentration
Top 3$63.7K32.3%
4–10$43.9K22.3%
11–25$37.2K18.9%
Rest$52.2K26.5%
Top 3 weight
32.3%
Top 10 weight
54.6%
Voting Authority Distribution
Total shares with voting rights: 2.22M
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
2.22M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole104
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings104
Rows:
VANGUARD INDEX FDS
SOLEShares52.59K
TypeSH
Market value$27.0K
13.71%
Sole
0.00
Shared
0.00
None
52.59K
ISHARES TR
SOLEShares356.46K
TypeSH
Market value$22.0K
11.17%
Sole
0.00
Shared
0.00
None
356.46K
J P MORGAN EXCHANGE TRADED F
SOLEShares261.98K
TypeSH
Market value$14.7K
7.44%
Sole
0.00
Shared
0.00
None
261.98K
J P MORGAN EXCHANGE TRADED F
SOLEShares160.77K
TypeSH
Market value$8.1K
4.13%
Sole
0.00
Shared
0.00
None
160.77K
APPLE INC
SOLEShares34.84K
TypeSH
Market value$7.7K
3.93%
Sole
0.00
Shared
0.00
None
34.84K
ISHARES TR
SOLEShares34.60K
TypeSH
Market value$7.3K
3.70%
Sole
0.00
Shared
0.00
None
34.60K
ISHARES TR
SOLEShares11.32K
TypeSH
Market value$6.4K
3.23%
Sole
0.00
Shared
0.00
None
11.32K
VIRGINIA NATL BANKSHARES COR
SOLEShares150.56K
TypeSH
Market value$5.4K
2.76%
Sole
0.00
Shared
0.00
None
150.56K
MICROSOFT CORP
SOLEShares14.16K
TypeSH
Market value$5.3K
2.70%
Sole
0.00
Shared
0.00
None
14.16K
AMAZON COM INC
SOLEShares19.13K
TypeSH
Market value$3.6K
1.85%
Sole
0.00
Shared
0.00
None
19.13K
EXXON MOBIL CORP
SOLEShares30.02K
TypeSH
Market value$3.6K
1.81%
Sole
0.00
Shared
0.00
None
30.02K
VANGUARD BD INDEX FDS
SOLEShares42.53K
TypeSH
Market value$3.3K
1.65%
Sole
0.00
Shared
0.00
None
42.53K
WISDOMTREE TR
SOLEShares39.67K
TypeSH
Market value$3.2K
1.61%
Sole
0.00
Shared
0.00
None
39.67K
WISDOMTREE TR
SOLEShares37.31K
TypeSH
Market value$3.0K
1.50%
Sole
0.00
Shared
0.00
None
37.31K
VISA INC
SOLEShares8.22K
TypeSH
Market value$2.9K
1.46%
Sole
0.00
Shared
0.00
None
8.22K
NVIDIA CORPORATION
SOLEShares24.10K
TypeSH
Market value$2.6K
1.33%
Sole
0.00
Shared
0.00
None
24.10K
JPMORGAN CHASE & CO.
SOLEShares10.02K
TypeSH
Market value$2.5K
1.25%
Sole
0.00
Shared
0.00
None
10.02K
ALPHABET INC
SOLEShares15.30K
TypeSH
Market value$2.4K
1.20%
Sole
0.00
Shared
0.00
None
15.30K
CHEVRON CORP NEW
SOLEShares13.56K
TypeSH
Market value$2.3K
1.15%
Sole
0.00
Shared
0.00
None
13.56K
PROCTER AND GAMBLE CO
SOLEShares12.75K
TypeSH
Market value$2.2K
1.10%
Sole
0.00
Shared
0.00
None
12.75K
ISHARES TR
SOLEShares6.53K
TypeSH
Market value$2.1K
1.05%
Sole
0.00
Shared
0.00
None
6.53K
ISHARES TR
SOLEShares23.48K
TypeSH
Market value$2.0K
1.01%
Sole
0.00
Shared
0.00
None
23.48K
CROWDSTRIKE HLDGS INC
SOLEShares5.62K
TypeSH
Market value$2.0K
1.00%
Sole
0.00
Shared
0.00
None
5.62K
JOHNSON & JOHNSON
SOLEShares10.62K
TypeSH
Market value$1.8K
0.89%
Sole
0.00
Shared
0.00
None
10.62K
NEXTERA ENERGY INC
SOLEShares23.89K
TypeSH
Market value$1.7K
0.86%
Sole
0.00
Shared
0.00
None
23.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 52.59K | SH | $27.0K 13.71% | 0.00 | 0.00 | 52.59K |
ISHARES TRSOLE | CORE DIV GRWTH | 356.46K | SH | $22.0K 11.17% | 0.00 | 0.00 | 356.46K |
J P MORGAN EXCHANGE TRADED FSOLE | SMALL & MID CAP | 261.98K | SH | $14.7K 7.44% | 0.00 | 0.00 | 261.98K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 160.77K | SH | $8.1K 4.13% | 0.00 | 0.00 | 160.77K |
APPLE INCSOLE | COM | 34.84K | SH | $7.7K 3.93% | 0.00 | 0.00 | 34.84K |
ISHARES TRSOLE | RUS TP200 GR ETF | 34.60K | SH | $7.3K 3.70% | 0.00 | 0.00 | 34.60K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.32K | SH | $6.4K 3.23% | 0.00 | 0.00 | 11.32K |
VIRGINIA NATL BANKSHARES CORSOLE | COM | 150.56K | SH | $5.4K 2.76% | 0.00 | 0.00 | 150.56K |
MICROSOFT CORPSOLE | COM | 14.16K | SH | $5.3K 2.70% | 0.00 | 0.00 | 14.16K |
AMAZON COM INCSOLE | COM | 19.13K | SH | $3.6K 1.85% | 0.00 | 0.00 | 19.13K |
EXXON MOBIL CORPSOLE | COM | 30.02K | SH | $3.6K 1.81% | 0.00 | 0.00 | 30.02K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 42.53K | SH | $3.3K 1.65% | 0.00 | 0.00 | 42.53K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 39.67K | SH | $3.2K 1.61% | 0.00 | 0.00 | 39.67K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 37.31K | SH | $3.0K 1.50% | 0.00 | 0.00 | 37.31K |
VISA INCSOLE | COM CL A | 8.22K | SH | $2.9K 1.46% | 0.00 | 0.00 | 8.22K |
NVIDIA CORPORATIONSOLE | COM | 24.10K | SH | $2.6K 1.33% | 0.00 | 0.00 | 24.10K |
JPMORGAN CHASE & CO.SOLE | COM | 10.02K | SH | $2.5K 1.25% | 0.00 | 0.00 | 10.02K |
ALPHABET INCSOLE | CAP STK CL A | 15.30K | SH | $2.4K 1.20% | 0.00 | 0.00 | 15.30K |
CHEVRON CORP NEWSOLE | COM | 13.56K | SH | $2.3K 1.15% | 0.00 | 0.00 | 13.56K |
PROCTER AND GAMBLE COSOLE | COM | 12.75K | SH | $2.2K 1.10% | 0.00 | 0.00 | 12.75K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 6.53K | SH | $2.1K 1.05% | 0.00 | 0.00 | 6.53K |
ISHARES TRSOLE | RUS MID CAP ETF | 23.48K | SH | $2.0K 1.01% | 0.00 | 0.00 | 23.48K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 5.62K | SH | $2.0K 1.00% | 0.00 | 0.00 | 5.62K |
JOHNSON & JOHNSONSOLE | COM | 10.62K | SH | $1.8K 0.89% | 0.00 | 0.00 | 10.62K |
NEXTERA ENERGY INCSOLE | COM | 23.89K | SH | $1.7K 0.86% | 0.00 | 0.00 | 23.89K |
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