Filed: 10/20/2025ACC: 0001763722-25-000007
📋 What this filing means
MERIDIAN FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $240.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$240.70M
Total AUM (reported)
2.59M
Total Shares
Allocation by class
COM$81.42M33.8%
S&P 500 ETF SHS$28.54M11.9%
CORE DIV GRWTH$25.76M10.7%
SMALL & MID CAP$19.45M8.1%
RUS TP200 GR ETF$10.51M4.4%
MSCI INTL VLU FT$8.58M3.6%
CORE S&P500 ETF$7.35M3.1%
Portfolio Concentration
Top 3$73.75M30.6%
4–10$54.94M22.8%
11–25$47.58M19.8%
Rest$64.43M26.8%
Top 3 weight
30.6%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 2.59M
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
2.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole113
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings113
Rows:
VANGUARD INDEX FDS
SOLEShares46.12K
TypeSH
Market value$28.54M
11.86%
Sole
0.00
Shared
0.00
None
46.12K
ISHARES TR
SOLEShares375.99K
TypeSH
Market value$25.76M
10.70%
Sole
0.00
Shared
0.00
None
375.99K
J P MORGAN EXCHANGE TRADED F
SOLEShares304.99K
TypeSH
Market value$19.45M
8.08%
Sole
0.00
Shared
0.00
None
304.99K
ISHARES TR
SOLEShares37.87K
TypeSH
Market value$10.51M
4.37%
Sole
0.00
Shared
0.00
None
37.87K
APPLE INC
SOLEShares34.77K
TypeSH
Market value$8.97M
3.73%
Sole
0.00
Shared
0.00
None
34.77K
ISHARES TR
SOLEShares240.59K
TypeSH
Market value$8.58M
3.56%
Sole
0.00
Shared
0.00
None
240.59K
ISHARES TR
SOLEShares10.86K
TypeSH
Market value$7.35M
3.05%
Sole
0.00
Shared
0.00
None
10.86K
MICROSOFT CORP
SOLEShares13.94K
TypeSH
Market value$7.32M
3.04%
Sole
0.00
Shared
0.00
None
13.94K
J P MORGAN EXCHANGE TRADED F
SOLEShares133.33K
TypeSH
Market value$6.75M
2.80%
Sole
0.00
Shared
0.00
None
133.33K
VIRGINIA NATL BANKSHARES COR
SOLEShares141.16K
TypeSH
Market value$5.46M
2.27%
Sole
0.00
Shared
0.00
None
141.16K
NVIDIA CORPORATION
SOLEShares24.65K
TypeSH
Market value$4.66M
1.94%
Sole
0.00
Shared
0.00
None
24.65K
AMAZON COM INC
SOLEShares19.31K
TypeSH
Market value$4.35M
1.81%
Sole
0.00
Shared
0.00
None
19.31K
ALPHABET INC
SOLEShares15.56K
TypeSH
Market value$3.81M
1.58%
Sole
0.00
Shared
0.00
None
15.56K
VANGUARD BD INDEX FDS
SOLEShares46.45K
TypeSH
Market value$3.62M
1.51%
Sole
0.00
Shared
0.00
None
46.45K
WISDOMTREE TR
SOLEShares38.50K
TypeSH
Market value$3.43M
1.43%
Sole
0.00
Shared
0.00
None
38.50K
EXXON MOBIL CORP
SOLEShares29.90K
TypeSH
Market value$3.41M
1.42%
Sole
0.00
Shared
0.00
None
29.90K
WISDOMTREE TR
SOLEShares37.31K
TypeSH
Market value$3.24M
1.35%
Sole
0.00
Shared
0.00
None
37.31K
JPMORGAN CHASE & CO.
SOLEShares9.63K
TypeSH
Market value$2.93M
1.22%
Sole
0.00
Shared
0.00
None
9.63K
VISA INC
SOLEShares8.11K
TypeSH
Market value$2.85M
1.18%
Sole
0.00
Shared
0.00
None
8.11K
CROWDSTRIKE HLDGS INC
SOLEShares5.56K
TypeSH
Market value$2.83M
1.18%
Sole
0.00
Shared
0.00
None
5.56K
ADVANCED MICRO DEVICES INC
SOLEShares11.90K
TypeSH
Market value$2.80M
1.16%
Sole
0.00
Shared
0.00
None
11.90K
BROADCOM INC
SOLEShares7.57K
TypeSH
Market value$2.61M
1.09%
Sole
0.00
Shared
0.00
None
7.57K
ISHARES TR
SOLEShares6.23K
TypeSH
Market value$2.39M
0.99%
Sole
0.00
Shared
0.00
None
6.23K
ALPHABET INC
SOLEShares9.60K
TypeSH
Market value$2.36M
0.98%
Sole
0.00
Shared
0.00
None
9.60K
ISHARES TR
SOLEShares23.48K
TypeSH
Market value$2.28M
0.95%
Sole
0.00
Shared
0.00
None
23.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 46.12K | SH | $28.54M 11.86% | 0.00 | 0.00 | 46.12K |
ISHARES TRSOLE | CORE DIV GRWTH | 375.99K | SH | $25.76M 10.70% | 0.00 | 0.00 | 375.99K |
J P MORGAN EXCHANGE TRADED FSOLE | SMALL & MID CAP | 304.99K | SH | $19.45M 8.08% | 0.00 | 0.00 | 304.99K |
ISHARES TRSOLE | RUS TP200 GR ETF | 37.87K | SH | $10.51M 4.37% | 0.00 | 0.00 | 37.87K |
APPLE INCSOLE | COM | 34.77K | SH | $8.97M 3.73% | 0.00 | 0.00 | 34.77K |
ISHARES TRSOLE | MSCI INTL VLU FT | 240.59K | SH | $8.58M 3.56% | 0.00 | 0.00 | 240.59K |
ISHARES TRSOLE | CORE S&P500 ETF | 10.86K | SH | $7.35M 3.05% | 0.00 | 0.00 | 10.86K |
MICROSOFT CORPSOLE | COM | 13.94K | SH | $7.32M 3.04% | 0.00 | 0.00 | 13.94K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 133.33K | SH | $6.75M 2.80% | 0.00 | 0.00 | 133.33K |
VIRGINIA NATL BANKSHARES CORSOLE | COM | 141.16K | SH | $5.46M 2.27% | 0.00 | 0.00 | 141.16K |
NVIDIA CORPORATIONSOLE | COM | 24.65K | SH | $4.66M 1.94% | 0.00 | 0.00 | 24.65K |
AMAZON COM INCSOLE | COM | 19.31K | SH | $4.35M 1.81% | 0.00 | 0.00 | 19.31K |
ALPHABET INCSOLE | CAP STK CL A | 15.56K | SH | $3.81M 1.58% | 0.00 | 0.00 | 15.56K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 46.45K | SH | $3.62M 1.51% | 0.00 | 0.00 | 46.45K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 38.50K | SH | $3.43M 1.43% | 0.00 | 0.00 | 38.50K |
EXXON MOBIL CORPSOLE | COM | 29.90K | SH | $3.41M 1.42% | 0.00 | 0.00 | 29.90K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 37.31K | SH | $3.24M 1.35% | 0.00 | 0.00 | 37.31K |
JPMORGAN CHASE & CO.SOLE | COM | 9.63K | SH | $2.93M 1.22% | 0.00 | 0.00 | 9.63K |
VISA INCSOLE | COM CL A | 8.11K | SH | $2.85M 1.18% | 0.00 | 0.00 | 8.11K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 5.56K | SH | $2.83M 1.18% | 0.00 | 0.00 | 5.56K |
ADVANCED MICRO DEVICES INCSOLE | COM | 11.90K | SH | $2.80M 1.16% | 0.00 | 0.00 | 11.90K |
BROADCOM INCSOLE | COM | 7.57K | SH | $2.61M 1.09% | 0.00 | 0.00 | 7.57K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 6.23K | SH | $2.39M 0.99% | 0.00 | 0.00 | 6.23K |
ALPHABET INCSOLE | CAP STK CL C | 9.60K | SH | $2.36M 0.98% | 0.00 | 0.00 | 9.60K |
ISHARES TRSOLE | RUS MID CAP ETF | 23.48K | SH | $2.28M 0.95% | 0.00 | 0.00 | 23.48K |
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