Filed: 4/15/2026ACC: 0001763722-26-000002
📋 What this filing means
MERIDIAN FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $263.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
121
Positions
$263.12M
Total AUM (reported)
3.13M
Total Shares
Allocation by class
COM$82.52M31.4%
S&P 500 ETF SHS$26.64M10.1%
SMALL & MID CAP$22.94M8.7%
CORE DIV GRWTH$22.64M8.6%
MSCI INTL VLU FT$14.26M5.4%
RUS TP200 GR ETF$10.49M4.0%
INTL DYNAMIC EQT$7.87M3.0%
Portfolio Concentration
Top 3$72.23M27.5%
4–10$60.84M23.1%
11–25$54.10M20.6%
Rest$75.94M28.9%
Top 3 weight
27.5%
Top 10 weight
50.6%
Voting Authority Distribution
Total shares with voting rights: 3.13M
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
3.13M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole121
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings121
Rows:
VANGUARD INDEX FDS
SOLEShares43.97K
TypeSH
Market value$26.64M
10.13%
Sole
0.00
Shared
0.00
None
43.97K
J P MORGAN EXCHANGE TRADED F
SOLEShares337.94K
TypeSH
Market value$22.94M
8.72%
Sole
0.00
Shared
0.00
None
337.94K
ISHARES TR
SOLEShares320.87K
TypeSH
Market value$22.64M
8.60%
Sole
0.00
Shared
0.00
None
320.87K
ISHARES TR
SOLEShares354.55K
TypeSH
Market value$14.26M
5.42%
Sole
0.00
Shared
0.00
None
354.55K
ISHARES TR
SOLEShares41.61K
TypeSH
Market value$10.49M
3.99%
Sole
0.00
Shared
0.00
None
41.61K
APPLE INC
SOLEShares37.07K
TypeSH
Market value$9.40M
3.57%
Sole
0.00
Shared
0.00
None
37.07K
LAZARD ACTIVE ETF TR
SOLEShares245.66K
TypeSH
Market value$7.87M
2.99%
Sole
0.00
Shared
0.00
None
245.66K
ISHARES TR
SOLEShares11.73K
TypeSH
Market value$7.77M
2.95%
Sole
0.00
Shared
0.00
None
11.73K
J P MORGAN EXCHANGE TRADED F
SOLEShares111.96K
TypeSH
Market value$5.65M
2.15%
Sole
0.00
Shared
0.00
None
111.96K
EXXON MOBIL CORP
SOLEShares32.97K
TypeSH
Market value$5.40M
2.05%
Sole
0.00
Shared
0.00
None
32.97K
VIRGINIA NATL BK CHRLOTSVLE
SOLEShares137.66K
TypeSH
Market value$5.32M
2.02%
Sole
0.00
Shared
0.00
None
137.66K
MICROSOFT CORP
SOLEShares14.16K
TypeSH
Market value$5.27M
2.00%
Sole
0.00
Shared
0.00
None
14.16K
ALPHABET INC
SOLEShares15.46K
TypeSH
Market value$4.72M
1.79%
Sole
0.00
Shared
0.00
None
15.46K
NVIDIA CORPORATION
SOLEShares24.57K
TypeSH
Market value$4.38M
1.66%
Sole
0.00
Shared
0.00
None
24.57K
AMAZON COM INC
SOLEShares19.76K
TypeSH
Market value$4.22M
1.61%
Sole
0.00
Shared
0.00
None
19.76K
VANGUARD BD INDEX FDS
SOLEShares53.29K
TypeSH
Market value$4.11M
1.56%
Sole
0.00
Shared
0.00
None
53.29K
WISDOMTREE TR
SOLEShares37.21K
TypeSH
Market value$3.34M
1.27%
Sole
0.00
Shared
0.00
None
37.21K
WISDOMTREE TR
SOLEShares36.29K
TypeSH
Market value$3.21M
1.22%
Sole
0.00
Shared
0.00
None
36.29K
VISA INC
SOLEShares10.16K
TypeSH
Market value$3.08M
1.17%
Sole
0.00
Shared
0.00
None
10.16K
ALPHABET INC
SOLEShares9.55K
TypeSH
Market value$2.90M
1.10%
Sole
0.00
Shared
0.00
None
9.55K
CHEVRON CORPORATION
SOLEShares14.36K
TypeSH
Market value$2.89M
1.10%
Sole
0.00
Shared
0.00
None
14.36K
JPMORGAN CHASE & CO
SOLEShares9.46K
TypeSH
Market value$2.81M
1.07%
Sole
0.00
Shared
0.00
None
9.46K
ISHARES TR
SOLEShares7.30K
TypeSH
Market value$2.74M
1.04%
Sole
0.00
Shared
0.00
None
7.30K
ADVANCED MICRO DEVICES INC
SOLEShares11.62K
TypeSH
Market value$2.58M
0.98%
Sole
0.00
Shared
0.00
None
11.62K
BROADCOM INC
SOLEShares7.58K
TypeSH
Market value$2.53M
0.96%
Sole
0.00
Shared
0.00
None
7.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 43.97K | SH | $26.64M 10.13% | 0.00 | 0.00 | 43.97K |
J P MORGAN EXCHANGE TRADED FSOLE | SMALL & MID CAP | 337.94K | SH | $22.94M 8.72% | 0.00 | 0.00 | 337.94K |
ISHARES TRSOLE | CORE DIV GRWTH | 320.87K | SH | $22.64M 8.60% | 0.00 | 0.00 | 320.87K |
ISHARES TRSOLE | MSCI INTL VLU FT | 354.55K | SH | $14.26M 5.42% | 0.00 | 0.00 | 354.55K |
ISHARES TRSOLE | RUS TP200 GR ETF | 41.61K | SH | $10.49M 3.99% | 0.00 | 0.00 | 41.61K |
APPLE INCSOLE | COM | 37.07K | SH | $9.40M 3.57% | 0.00 | 0.00 | 37.07K |
LAZARD ACTIVE ETF TRSOLE | INTL DYNAMIC EQT | 245.66K | SH | $7.87M 2.99% | 0.00 | 0.00 | 245.66K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.73K | SH | $7.77M 2.95% | 0.00 | 0.00 | 11.73K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 111.96K | SH | $5.65M 2.15% | 0.00 | 0.00 | 111.96K |
EXXON MOBIL CORPSOLE | COM | 32.97K | SH | $5.40M 2.05% | 0.00 | 0.00 | 32.97K |
VIRGINIA NATL BK CHRLOTSVLESOLE | COM | 137.66K | SH | $5.32M 2.02% | 0.00 | 0.00 | 137.66K |
MICROSOFT CORPSOLE | COM | 14.16K | SH | $5.27M 2.00% | 0.00 | 0.00 | 14.16K |
ALPHABET INCSOLE | CAP STK CL A | 15.46K | SH | $4.72M 1.79% | 0.00 | 0.00 | 15.46K |
NVIDIA CORPORATIONSOLE | COM | 24.57K | SH | $4.38M 1.66% | 0.00 | 0.00 | 24.57K |
AMAZON COM INCSOLE | COM | 19.76K | SH | $4.22M 1.61% | 0.00 | 0.00 | 19.76K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 53.29K | SH | $4.11M 1.56% | 0.00 | 0.00 | 53.29K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 37.21K | SH | $3.34M 1.27% | 0.00 | 0.00 | 37.21K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 36.29K | SH | $3.21M 1.22% | 0.00 | 0.00 | 36.29K |
VISA INCSOLE | COM CL A | 10.16K | SH | $3.08M 1.17% | 0.00 | 0.00 | 10.16K |
ALPHABET INCSOLE | CAP STK CL C | 9.55K | SH | $2.90M 1.10% | 0.00 | 0.00 | 9.55K |
CHEVRON CORPORATIONSOLE | COM | 14.36K | SH | $2.89M 1.10% | 0.00 | 0.00 | 14.36K |
JPMORGAN CHASE & COSOLE | COM | 9.46K | SH | $2.81M 1.07% | 0.00 | 0.00 | 9.46K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 7.30K | SH | $2.74M 1.04% | 0.00 | 0.00 | 7.30K |
ADVANCED MICRO DEVICES INCSOLE | COM | 11.62K | SH | $2.58M 0.98% | 0.00 | 0.00 | 11.62K |
BROADCOM INCSOLE | COM | 7.58K | SH | $2.53M 0.96% | 0.00 | 0.00 | 7.58K |
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