Filed: 7/24/2026ACC: 0001763722-26-000003
📋 What this filing means
MERIDIAN FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $293.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$293.31M
Total AUM (reported)
3.25M
Total Shares
Allocation by class
COM$88.37M30.1%
S&P 500 ETF SHS$30.55M10.4%
SMALL & MID CAP$26.60M9.1%
CORE DIV GRWTH$24.63M8.4%
MSCI INTL VLU FT$15.58M5.3%
RUS TP200 GR ETF$12.52M4.3%
INTL DYNAMIC EQT$11.07M3.8%
Portfolio Concentration
Top 3$81.78M27.9%
4–10$70.05M23.9%
11–25$62.71M21.4%
Rest$78.77M26.9%
Top 3 weight
27.9%
Top 10 weight
51.8%
Voting Authority Distribution
Total shares with voting rights: 3.25M
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
3.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole119
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings119
Rows:
VANGUARD INDEX FDS
SOLEShares44.26K
TypeSH
Market value$30.55M
10.41%
Sole
0.00
Shared
0.00
None
44.26K
J P MORGAN EXCHANGE TRADED F
SOLEShares347.62K
TypeSH
Market value$26.60M
9.07%
Sole
0.00
Shared
0.00
None
347.62K
ISHARES TR
SOLEShares317.38K
TypeSH
Market value$24.63M
8.40%
Sole
0.00
Shared
0.00
None
317.38K
ISHARES TR
SOLEShares368K
TypeSH
Market value$15.58M
5.31%
Sole
0.00
Shared
0.00
None
368K
ISHARES TR
SOLEShares43.24K
TypeSH
Market value$12.52M
4.27%
Sole
0.00
Shared
0.00
None
43.24K
LAZARD ACTIVE ETF TR
SOLEShares319.20K
TypeSH
Market value$11.07M
3.77%
Sole
0.00
Shared
0.00
None
319.20K
APPLE INC
SOLEShares31.34K
TypeSH
Market value$10.26M
3.50%
Sole
0.00
Shared
0.00
None
31.34K
ISHARES TR
SOLEShares11.61K
TypeSH
Market value$8.80M
3.00%
Sole
0.00
Shared
0.00
None
11.61K
ADVANCED MICRO DEVICES INC
SOLEShares11.34K
TypeSH
Market value$6.00M
2.05%
Sole
0.00
Shared
0.00
None
11.34K
VIRGINIA NATL BK CHRLOTSVLE
SOLEShares127.16K
TypeSH
Market value$5.81M
1.98%
Sole
0.00
Shared
0.00
None
127.16K
ALPHABET INC
SOLEShares14.92K
TypeSH
Market value$5.54M
1.89%
Sole
0.00
Shared
0.00
None
14.92K
MICROSOFT CORP
SOLEShares13.78K
TypeSH
Market value$5.45M
1.86%
Sole
0.00
Shared
0.00
None
13.78K
J P MORGAN EXCHANGE TRADED F
SOLEShares107.08K
TypeSH
Market value$5.41M
1.84%
Sole
0.00
Shared
0.00
None
107.08K
NVIDIA CORPORATION
SOLEShares23.90K
TypeSH
Market value$5.08M
1.73%
Sole
0.00
Shared
0.00
None
23.90K
AMAZON COM INC
SOLEShares19.34K
TypeSH
Market value$4.93M
1.68%
Sole
0.00
Shared
0.00
None
19.34K
EXXON MOBIL CORP
SOLEShares32.82K
TypeSH
Market value$4.74M
1.62%
Sole
0.00
Shared
0.00
None
32.82K
VANGUARD BD INDEX FDS
SOLEShares55.18K
TypeSH
Market value$4.20M
1.43%
Sole
0.00
Shared
0.00
None
55.18K
CROWDSTRIKE HLDGS INC
SOLEShares18.54K
TypeSH
Market value$3.83M
1.31%
Sole
0.00
Shared
0.00
None
18.54K
ALPHABET INC
SOLEShares9.56K
TypeSH
Market value$3.54M
1.21%
Sole
0.00
Shared
0.00
None
9.56K
WISDOMTREE TR
SOLEShares36.05K
TypeSH
Market value$3.53M
1.20%
Sole
0.00
Shared
0.00
None
36.05K
VISA INC
SOLEShares9.91K
TypeSH
Market value$3.52M
1.20%
Sole
0.00
Shared
0.00
None
9.91K
JPMORGAN CHASE & CO
SOLEShares10.03K
TypeSH
Market value$3.48M
1.19%
Sole
0.00
Shared
0.00
None
10.03K
WISDOMTREE TR
SOLEShares34.91K
TypeSH
Market value$3.38M
1.15%
Sole
0.00
Shared
0.00
None
34.91K
ISHARES TR
SOLEShares7.21K
TypeSH
Market value$3.10M
1.06%
Sole
0.00
Shared
0.00
None
7.21K
BROADCOM INC
SOLEShares7.59K
TypeSH
Market value$2.99M
1.02%
Sole
0.00
Shared
0.00
None
7.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 44.26K | SH | $30.55M 10.41% | 0.00 | 0.00 | 44.26K |
J P MORGAN EXCHANGE TRADED FSOLE | SMALL & MID CAP | 347.62K | SH | $26.60M 9.07% | 0.00 | 0.00 | 347.62K |
ISHARES TRSOLE | CORE DIV GRWTH | 317.38K | SH | $24.63M 8.40% | 0.00 | 0.00 | 317.38K |
ISHARES TRSOLE | MSCI INTL VLU FT | 368K | SH | $15.58M 5.31% | 0.00 | 0.00 | 368K |
ISHARES TRSOLE | RUS TP200 GR ETF | 43.24K | SH | $12.52M 4.27% | 0.00 | 0.00 | 43.24K |
LAZARD ACTIVE ETF TRSOLE | INTL DYNAMIC EQT | 319.20K | SH | $11.07M 3.77% | 0.00 | 0.00 | 319.20K |
APPLE INCSOLE | COM | 31.34K | SH | $10.26M 3.50% | 0.00 | 0.00 | 31.34K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.61K | SH | $8.80M 3.00% | 0.00 | 0.00 | 11.61K |
ADVANCED MICRO DEVICES INCSOLE | COM | 11.34K | SH | $6.00M 2.05% | 0.00 | 0.00 | 11.34K |
VIRGINIA NATL BK CHRLOTSVLESOLE | COM | 127.16K | SH | $5.81M 1.98% | 0.00 | 0.00 | 127.16K |
ALPHABET INCSOLE | CAP STK CL A | 14.92K | SH | $5.54M 1.89% | 0.00 | 0.00 | 14.92K |
MICROSOFT CORPSOLE | COM | 13.78K | SH | $5.45M 1.86% | 0.00 | 0.00 | 13.78K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 107.08K | SH | $5.41M 1.84% | 0.00 | 0.00 | 107.08K |
NVIDIA CORPORATIONSOLE | COM | 23.90K | SH | $5.08M 1.73% | 0.00 | 0.00 | 23.90K |
AMAZON COM INCSOLE | COM | 19.34K | SH | $4.93M 1.68% | 0.00 | 0.00 | 19.34K |
EXXON MOBIL CORPSOLE | COM | 32.82K | SH | $4.74M 1.62% | 0.00 | 0.00 | 32.82K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 55.18K | SH | $4.20M 1.43% | 0.00 | 0.00 | 55.18K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 18.54K | SH | $3.83M 1.31% | 0.00 | 0.00 | 18.54K |
ALPHABET INCSOLE | CAP STK CL C | 9.56K | SH | $3.54M 1.21% | 0.00 | 0.00 | 9.56K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 36.05K | SH | $3.53M 1.20% | 0.00 | 0.00 | 36.05K |
VISA INCSOLE | COM CL A | 9.91K | SH | $3.52M 1.20% | 0.00 | 0.00 | 9.91K |
JPMORGAN CHASE & COSOLE | COM | 10.03K | SH | $3.48M 1.19% | 0.00 | 0.00 | 10.03K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 34.91K | SH | $3.38M 1.15% | 0.00 | 0.00 | 34.91K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 7.21K | SH | $3.10M 1.06% | 0.00 | 0.00 | 7.21K |
BROADCOM INCSOLE | COM | 7.59K | SH | $2.99M 1.02% | 0.00 | 0.00 | 7.59K |
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