Filed: 8/7/2025ACC: 0001763722-25-000005
📋 What this filing means
MERIDIAN FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 105 equity positions with a total reported market value of $212.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$212.8K
Total AUM (reported)
2.33M
Total Shares
Allocation by class
COM$73.8K34.7%
S&P 500 ETF SHS$26.6K12.5%
CORE DIV GRWTH$23.6K11.1%
SMALL & MID CAP$16.9K7.9%
RUS TP200 GR ETF$9.0K4.2%
CORE S&P500 ETF$6.9K3.3%
ULTRA SHRT ETF$6.9K3.3%
Portfolio Concentration
Top 3$67.1K31.6%
4–10$46.8K22.0%
11–25$40.6K19.1%
Rest$58.2K27.4%
Top 3 weight
31.6%
Top 10 weight
53.6%
Voting Authority Distribution
Total shares with voting rights: 2.33M
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
2.33M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole105
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings105
Rows:
VANGUARD INDEX FDS
SOLEShares46.85K
TypeSH
Market value$26.6K
12.51%
Sole
0.00
Shared
0.00
None
46.85K
ISHARES TR
SOLEShares369.82K
TypeSH
Market value$23.6K
11.11%
Sole
0.00
Shared
0.00
None
369.82K
J P MORGAN EXCHANGE TRADED F
SOLEShares285.06K
TypeSH
Market value$16.9K
7.93%
Sole
0.00
Shared
0.00
None
285.06K
ISHARES TR
SOLEShares36.60K
TypeSH
Market value$9.0K
4.24%
Sole
0.00
Shared
0.00
None
36.60K
APPLE INC
SOLEShares34.88K
TypeSH
Market value$7.2K
3.36%
Sole
0.00
Shared
0.00
None
34.88K
MICROSOFT CORP
SOLEShares14.19K
TypeSH
Market value$7.1K
3.32%
Sole
0.00
Shared
0.00
None
14.19K
ISHARES TR
SOLEShares11.17K
TypeSH
Market value$6.9K
3.26%
Sole
0.00
Shared
0.00
None
11.17K
J P MORGAN EXCHANGE TRADED F
SOLEShares136.55K
TypeSH
Market value$6.9K
3.25%
Sole
0.00
Shared
0.00
None
136.55K
VIRGINIA NATL BANKSHARES COR
SOLEShares149.01K
TypeSH
Market value$5.5K
2.59%
Sole
0.00
Shared
0.00
None
149.01K
AMAZON COM INC
SOLEShares19.27K
TypeSH
Market value$4.2K
1.99%
Sole
0.00
Shared
0.00
None
19.27K
NVIDIA CORPORATION
SOLEShares23.74K
TypeSH
Market value$3.8K
1.76%
Sole
0.00
Shared
0.00
None
23.74K
VANGUARD BD INDEX FDS
SOLEShares44.74K
TypeSH
Market value$3.5K
1.63%
Sole
0.00
Shared
0.00
None
44.74K
EXXON MOBIL CORP
SOLEShares30.67K
TypeSH
Market value$3.3K
1.55%
Sole
0.00
Shared
0.00
None
30.67K
WISDOMTREE TR
SOLEShares39.48K
TypeSH
Market value$3.3K
1.55%
Sole
0.00
Shared
0.00
None
39.48K
WISDOMTREE TR
SOLEShares37.31K
TypeSH
Market value$3.1K
1.44%
Sole
0.00
Shared
0.00
None
37.31K
VISA INC
SOLEShares8.02K
TypeSH
Market value$2.8K
1.34%
Sole
0.00
Shared
0.00
None
8.02K
CROWDSTRIKE HLDGS INC
SOLEShares5.51K
TypeSH
Market value$2.8K
1.32%
Sole
0.00
Shared
0.00
None
5.51K
JPMORGAN CHASE & CO.
SOLEShares9.68K
TypeSH
Market value$2.8K
1.32%
Sole
0.00
Shared
0.00
None
9.68K
ALPHABET INC
SOLEShares15.51K
TypeSH
Market value$2.7K
1.28%
Sole
0.00
Shared
0.00
None
15.51K
ISHARES TR
SOLEShares6.35K
TypeSH
Market value$2.2K
1.05%
Sole
0.00
Shared
0.00
None
6.35K
ISHARES TR
SOLEShares23.48K
TypeSH
Market value$2.2K
1.02%
Sole
0.00
Shared
0.00
None
23.48K
BROADCOM INC
SOLEShares7.56K
TypeSH
Market value$2.1K
0.98%
Sole
0.00
Shared
0.00
None
7.56K
PROCTER AND GAMBLE CO
SOLEShares12.79K
TypeSH
Market value$2.0K
0.96%
Sole
0.00
Shared
0.00
None
12.79K
ISHARES TR
SOLEShares61.21K
TypeSH
Market value$2.0K
0.95%
Sole
0.00
Shared
0.00
None
61.21K
CHEVRON CORP NEW
SOLEShares13.78K
TypeSH
Market value$2.0K
0.93%
Sole
0.00
Shared
0.00
None
13.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 46.85K | SH | $26.6K 12.51% | 0.00 | 0.00 | 46.85K |
ISHARES TRSOLE | CORE DIV GRWTH | 369.82K | SH | $23.6K 11.11% | 0.00 | 0.00 | 369.82K |
J P MORGAN EXCHANGE TRADED FSOLE | SMALL & MID CAP | 285.06K | SH | $16.9K 7.93% | 0.00 | 0.00 | 285.06K |
ISHARES TRSOLE | RUS TP200 GR ETF | 36.60K | SH | $9.0K 4.24% | 0.00 | 0.00 | 36.60K |
APPLE INCSOLE | COM | 34.88K | SH | $7.2K 3.36% | 0.00 | 0.00 | 34.88K |
MICROSOFT CORPSOLE | COM | 14.19K | SH | $7.1K 3.32% | 0.00 | 0.00 | 14.19K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.17K | SH | $6.9K 3.26% | 0.00 | 0.00 | 11.17K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 136.55K | SH | $6.9K 3.25% | 0.00 | 0.00 | 136.55K |
VIRGINIA NATL BANKSHARES CORSOLE | COM | 149.01K | SH | $5.5K 2.59% | 0.00 | 0.00 | 149.01K |
AMAZON COM INCSOLE | COM | 19.27K | SH | $4.2K 1.99% | 0.00 | 0.00 | 19.27K |
NVIDIA CORPORATIONSOLE | COM | 23.74K | SH | $3.8K 1.76% | 0.00 | 0.00 | 23.74K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 44.74K | SH | $3.5K 1.63% | 0.00 | 0.00 | 44.74K |
EXXON MOBIL CORPSOLE | COM | 30.67K | SH | $3.3K 1.55% | 0.00 | 0.00 | 30.67K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 39.48K | SH | $3.3K 1.55% | 0.00 | 0.00 | 39.48K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 37.31K | SH | $3.1K 1.44% | 0.00 | 0.00 | 37.31K |
VISA INCSOLE | COM CL A | 8.02K | SH | $2.8K 1.34% | 0.00 | 0.00 | 8.02K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 5.51K | SH | $2.8K 1.32% | 0.00 | 0.00 | 5.51K |
JPMORGAN CHASE & CO.SOLE | COM | 9.68K | SH | $2.8K 1.32% | 0.00 | 0.00 | 9.68K |
ALPHABET INCSOLE | CAP STK CL A | 15.51K | SH | $2.7K 1.28% | 0.00 | 0.00 | 15.51K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 6.35K | SH | $2.2K 1.05% | 0.00 | 0.00 | 6.35K |
ISHARES TRSOLE | RUS MID CAP ETF | 23.48K | SH | $2.2K 1.02% | 0.00 | 0.00 | 23.48K |
BROADCOM INCSOLE | COM | 7.56K | SH | $2.1K 0.98% | 0.00 | 0.00 | 7.56K |
PROCTER AND GAMBLE COSOLE | COM | 12.79K | SH | $2.0K 0.96% | 0.00 | 0.00 | 12.79K |
ISHARES TRSOLE | MSCI INTL VLU FT | 61.21K | SH | $2.0K 0.95% | 0.00 | 0.00 | 61.21K |
CHEVRON CORP NEWSOLE | COM | 13.78K | SH | $2.0K 0.93% | 0.00 | 0.00 | 13.78K |
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