Filed: 2/5/2026ACC: 0001763722-26-000001
📋 What this filing means
MERIDIAN FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $252.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$252.81M
Total AUM (reported)
2.71M
Total Shares
Allocation by class
COM$82.83M32.8%
S&P 500 ETF SHS$27.42M10.8%
CORE DIV GRWTH$26.45M10.5%
SMALL & MID CAP$22.52M8.9%
MSCI INTL VLU FT$13.03M5.2%
RUS TP200 GR ETF$10.38M4.1%
CORE S&P500 ETF$7.42M2.9%
Portfolio Concentration
Top 3$76.38M30.2%
4–10$57.82M22.9%
11–25$50.54M20.0%
Rest$68.06M26.9%
Top 3 weight
30.2%
Top 10 weight
53.1%
Voting Authority Distribution
Total shares with voting rights: 2.71M
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
2.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole118
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings118
Rows:
VANGUARD INDEX FDS
SOLEShares43.50K
TypeSH
Market value$27.42M
10.84%
Sole
0.00
Shared
0.00
None
43.50K
ISHARES TR
SOLEShares371.17K
TypeSH
Market value$26.45M
10.46%
Sole
0.00
Shared
0.00
None
371.17K
J P MORGAN EXCHANGE TRADED F
SOLEShares326.78K
TypeSH
Market value$22.52M
8.91%
Sole
0.00
Shared
0.00
None
326.78K
ISHARES TR
SOLEShares330.58K
TypeSH
Market value$13.03M
5.15%
Sole
0.00
Shared
0.00
None
330.58K
ISHARES TR
SOLEShares38.49K
TypeSH
Market value$10.38M
4.10%
Sole
0.00
Shared
0.00
None
38.49K
APPLE INC
SOLEShares36.40K
TypeSH
Market value$9.02M
3.57%
Sole
0.00
Shared
0.00
None
36.40K
ISHARES TR
SOLEShares10.78K
TypeSH
Market value$7.42M
2.94%
Sole
0.00
Shared
0.00
None
10.78K
MICROSOFT CORP
SOLEShares13.78K
TypeSH
Market value$6.12M
2.42%
Sole
0.00
Shared
0.00
None
13.78K
J P MORGAN EXCHANGE TRADED F
SOLEShares119.03K
TypeSH
Market value$6.04M
2.39%
Sole
0.00
Shared
0.00
None
119.03K
VIRGINIA NATL BANKSHARES COR
SOLEShares141.16K
TypeSH
Market value$5.82M
2.30%
Sole
0.00
Shared
0.00
None
141.16K
ALPHABET INC
SOLEShares15.15K
TypeSH
Market value$4.98M
1.97%
Sole
0.00
Shared
0.00
None
15.15K
AMAZON COM INC
SOLEShares19.61K
TypeSH
Market value$4.54M
1.79%
Sole
0.00
Shared
0.00
None
19.61K
NVIDIA CORPORATION
SOLEShares24.17K
TypeSH
Market value$4.43M
1.75%
Sole
0.00
Shared
0.00
None
24.17K
VANGUARD BD INDEX FDS
SOLEShares51.44K
TypeSH
Market value$4.00M
1.58%
Sole
0.00
Shared
0.00
None
51.44K
EXXON MOBIL CORP
SOLEShares29.88K
TypeSH
Market value$3.99M
1.58%
Sole
0.00
Shared
0.00
None
29.88K
WISDOMTREE TR
SOLEShares37.60K
TypeSH
Market value$3.40M
1.35%
Sole
0.00
Shared
0.00
None
37.60K
WISDOMTREE TR
SOLEShares37.31K
TypeSH
Market value$3.35M
1.33%
Sole
0.00
Shared
0.00
None
37.31K
VISA INC
SOLEShares10.10K
TypeSH
Market value$3.29M
1.30%
Sole
0.00
Shared
0.00
None
10.10K
ALPHABET INC
SOLEShares9.51K
TypeSH
Market value$3.12M
1.24%
Sole
0.00
Shared
0.00
None
9.51K
ADVANCED MICRO DEVICES INC
SOLEShares11.57K
TypeSH
Market value$2.89M
1.14%
Sole
0.00
Shared
0.00
None
11.57K
JPMORGAN CHASE & CO.
SOLEShares9.47K
TypeSH
Market value$2.86M
1.13%
Sole
0.00
Shared
0.00
None
9.47K
BROADCOM INC
SOLEShares7.48K
TypeSH
Market value$2.46M
0.97%
Sole
0.00
Shared
0.00
None
7.48K
CROWDSTRIKE HLDGS INC
SOLEShares5.49K
TypeSH
Market value$2.45M
0.97%
Sole
0.00
Shared
0.00
None
5.49K
ISHARES TR
SOLEShares6.19K
TypeSH
Market value$2.42M
0.96%
Sole
0.00
Shared
0.00
None
6.19K
ISHARES TR
SOLEShares23.48K
TypeSH
Market value$2.37M
0.94%
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 | 43.50K | SH | $27.42M 10.84% | 0.00 | 0.00 | 43.50K |
ISHARES TRSOLE | CORE DIV GRWTH | 371.17K | SH | $26.45M 10.46% | 0.00 | 0.00 | 371.17K |
J P MORGAN EXCHANGE TRADED FSOLE | SMALL & MID CAP | 326.78K | SH | $22.52M 8.91% | 0.00 | 0.00 | 326.78K |
ISHARES TRSOLE | MSCI INTL VLU FT | 330.58K | SH | $13.03M 5.15% | 0.00 | 0.00 | 330.58K |
ISHARES TRSOLE | RUS TP200 GR ETF | 38.49K | SH | $10.38M 4.10% | 0.00 | 0.00 | 38.49K |
APPLE INCSOLE | COM | 36.40K | SH | $9.02M 3.57% | 0.00 | 0.00 | 36.40K |
ISHARES TRSOLE | CORE S&P500 ETF | 10.78K | SH | $7.42M 2.94% | 0.00 | 0.00 | 10.78K |
MICROSOFT CORPSOLE | COM | 13.78K | SH | $6.12M 2.42% | 0.00 | 0.00 | 13.78K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 119.03K | SH | $6.04M 2.39% | 0.00 | 0.00 | 119.03K |
VIRGINIA NATL BANKSHARES CORSOLE | COM | 141.16K | SH | $5.82M 2.30% | 0.00 | 0.00 | 141.16K |
ALPHABET INCSOLE | CAP STK CL A | 15.15K | SH | $4.98M 1.97% | 0.00 | 0.00 | 15.15K |
AMAZON COM INCSOLE | COM | 19.61K | SH | $4.54M 1.79% | 0.00 | 0.00 | 19.61K |
NVIDIA CORPORATIONSOLE | COM | 24.17K | SH | $4.43M 1.75% | 0.00 | 0.00 | 24.17K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 51.44K | SH | $4.00M 1.58% | 0.00 | 0.00 | 51.44K |
EXXON MOBIL CORPSOLE | COM | 29.88K | SH | $3.99M 1.58% | 0.00 | 0.00 | 29.88K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 37.60K | SH | $3.40M 1.35% | 0.00 | 0.00 | 37.60K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 37.31K | SH | $3.35M 1.33% | 0.00 | 0.00 | 37.31K |
VISA INCSOLE | COM CL A | 10.10K | SH | $3.29M 1.30% | 0.00 | 0.00 | 10.10K |
ALPHABET INCSOLE | CAP STK CL C | 9.51K | SH | $3.12M 1.24% | 0.00 | 0.00 | 9.51K |
ADVANCED MICRO DEVICES INCSOLE | COM | 11.57K | SH | $2.89M 1.14% | 0.00 | 0.00 | 11.57K |
JPMORGAN CHASE & CO.SOLE | COM | 9.47K | SH | $2.86M 1.13% | 0.00 | 0.00 | 9.47K |
BROADCOM INCSOLE | COM | 7.48K | SH | $2.46M 0.97% | 0.00 | 0.00 | 7.48K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 5.49K | SH | $2.45M 0.97% | 0.00 | 0.00 | 5.49K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 6.19K | SH | $2.42M 0.96% | 0.00 | 0.00 | 6.19K |
ISHARES TRSOLE | RUS MID CAP ETF | 23.48K | SH | $2.37M 0.94% | 0.00 | 0.00 | 23.48K |
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