Filed: 10/23/2026ACC: 0001763722-26-000005
📋 What this filing means
MERIDIAN FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $306.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$306.13M
Total AUM (reported)
3.33M
Total Shares
Allocation by class
COM$88.52M28.9%
S&P 500 ETF SHS$31.64M10.3%
SMALL & MID CAP$26.57M8.7%
CORE DIV GRWTH$25.08M8.2%
MSCI INTL VLU FT$16.36M5.3%
RUS TP200 GR ETF$13.15M4.3%
INTL DYNAMIC EQT$12.33M4.0%
Portfolio Concentration
Top 3$83.29M27.2%
4–10$75.04M24.5%
11–25$65.08M21.3%
Rest$82.72M27.0%
Top 3 weight
27.2%
Top 10 weight
51.7%
Voting Authority Distribution
Total shares with voting rights: 3.33M
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
3.33M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole124
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings124
Rows:
VANGUARD INDEX FDS
SOLEShares44.60K
TypeSH
Market value$31.64M
10.34%
Sole
0.00
Shared
0.00
None
44.60K
J P MORGAN EXCHANGE TRADED F
SOLEShares358.46K
TypeSH
Market value$26.57M
8.68%
Sole
0.00
Shared
0.00
None
358.46K
ISHARES TR
SOLEShares319.13K
TypeSH
Market value$25.08M
8.19%
Sole
0.00
Shared
0.00
None
319.13K
ISHARES TR
SOLEShares384.92K
TypeSH
Market value$16.36M
5.34%
Sole
0.00
Shared
0.00
None
384.92K
ISHARES TR
SOLEShares44.98K
TypeSH
Market value$13.15M
4.30%
Sole
0.00
Shared
0.00
None
44.98K
LAZARD ACTIVE ETF TR
SOLEShares359.12K
TypeSH
Market value$12.33M
4.03%
Sole
0.00
Shared
0.00
None
359.12K
APPLE INC
SOLEShares31.03K
TypeSH
Market value$10.61M
3.47%
Sole
0.00
Shared
0.00
None
31.03K
ISHARES TR
SOLEShares11.46K
TypeSH
Market value$8.88M
2.90%
Sole
0.00
Shared
0.00
None
11.46K
MICROSOFT CORP
SOLEShares13.54K
TypeSH
Market value$7.31M
2.39%
Sole
0.00
Shared
0.00
None
13.54K
VIRGINIA NATL BK CHRLOTSVLE
SOLEShares124.61K
TypeSH
Market value$6.41M
2.09%
Sole
0.00
Shared
0.00
None
124.61K
ADVANCED MICRO DEVICES INC
SOLEShares11.07K
TypeSH
Market value$6.23M
2.03%
Sole
0.00
Shared
0.00
None
11.07K
EXXONMOBIL HOLDINGS CORP
SOLEShares33.12K
TypeSH
Market value$5.79M
1.89%
Sole
0.00
Shared
0.00
None
33.12K
J P MORGAN EXCHANGE TRADED F
SOLEShares106.72K
TypeSH
Market value$5.37M
1.75%
Sole
0.00
Shared
0.00
None
106.72K
NVIDIA CORPORATION
SOLEShares24.08K
TypeSH
Market value$5.23M
1.71%
Sole
0.00
Shared
0.00
None
24.08K
ALPHABET INC
SOLEShares14.89K
TypeSH
Market value$5.20M
1.70%
Sole
0.00
Shared
0.00
None
14.89K
AMAZON COM INC
SOLEShares19.42K
TypeSH
Market value$4.95M
1.62%
Sole
0.00
Shared
0.00
None
19.42K
VANGUARD BD INDEX FDS
SOLEShares59.39K
TypeSH
Market value$4.37M
1.43%
Sole
0.00
Shared
0.00
None
59.39K
CROWDSTRIKE HLDGS INC
SOLEShares17.07K
TypeSH
Market value$4.18M
1.36%
Sole
0.00
Shared
0.00
None
17.07K
VISA INC
SOLEShares9.87K
TypeSH
Market value$3.95M
1.29%
Sole
0.00
Shared
0.00
None
9.87K
WISDOMTREE TR
SOLEShares36.05K
TypeSH
Market value$3.60M
1.18%
Sole
0.00
Shared
0.00
None
36.05K
WISDOMTREE TR
SOLEShares33.89K
TypeSH
Market value$3.37M
1.10%
Sole
0.00
Shared
0.00
None
33.89K
JPMORGAN CHASE & CO
SOLEShares10.01K
TypeSH
Market value$3.36M
1.10%
Sole
0.00
Shared
0.00
None
10.01K
ALPHABET INC
SOLEShares9.65K
TypeSH
Market value$3.33M
1.09%
Sole
0.00
Shared
0.00
None
9.65K
ISHARES TR
SOLEShares7.13K
TypeSH
Market value$3.12M
1.02%
Sole
0.00
Shared
0.00
None
7.13K
CHEVRON CORPORATION
SOLEShares13.92K
TypeSH
Market value$3.05M
1.00%
Sole
0.00
Shared
0.00
None
13.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 44.60K | SH | $31.64M 10.34% | 0.00 | 0.00 | 44.60K |
J P MORGAN EXCHANGE TRADED FSOLE | SMALL & MID CAP | 358.46K | SH | $26.57M 8.68% | 0.00 | 0.00 | 358.46K |
ISHARES TRSOLE | CORE DIV GRWTH | 319.13K | SH | $25.08M 8.19% | 0.00 | 0.00 | 319.13K |
ISHARES TRSOLE | MSCI INTL VLU FT | 384.92K | SH | $16.36M 5.34% | 0.00 | 0.00 | 384.92K |
ISHARES TRSOLE | RUS TP200 GR ETF | 44.98K | SH | $13.15M 4.30% | 0.00 | 0.00 | 44.98K |
LAZARD ACTIVE ETF TRSOLE | INTL DYNAMIC EQT | 359.12K | SH | $12.33M 4.03% | 0.00 | 0.00 | 359.12K |
APPLE INCSOLE | COM | 31.03K | SH | $10.61M 3.47% | 0.00 | 0.00 | 31.03K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.46K | SH | $8.88M 2.90% | 0.00 | 0.00 | 11.46K |
MICROSOFT CORPSOLE | COM | 13.54K | SH | $7.31M 2.39% | 0.00 | 0.00 | 13.54K |
VIRGINIA NATL BK CHRLOTSVLESOLE | COM | 124.61K | SH | $6.41M 2.09% | 0.00 | 0.00 | 124.61K |
ADVANCED MICRO DEVICES INCSOLE | COM | 11.07K | SH | $6.23M 2.03% | 0.00 | 0.00 | 11.07K |
EXXONMOBIL HOLDINGS CORPSOLE | COM SHS | 33.12K | SH | $5.79M 1.89% | 0.00 | 0.00 | 33.12K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 106.72K | SH | $5.37M 1.75% | 0.00 | 0.00 | 106.72K |
NVIDIA CORPORATIONSOLE | COM | 24.08K | SH | $5.23M 1.71% | 0.00 | 0.00 | 24.08K |
ALPHABET INCSOLE | CAP STK CL A | 14.89K | SH | $5.20M 1.70% | 0.00 | 0.00 | 14.89K |
AMAZON COM INCSOLE | COM | 19.42K | SH | $4.95M 1.62% | 0.00 | 0.00 | 19.42K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 59.39K | SH | $4.37M 1.43% | 0.00 | 0.00 | 59.39K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 17.07K | SH | $4.18M 1.36% | 0.00 | 0.00 | 17.07K |
VISA INCSOLE | COM CL A | 9.87K | SH | $3.95M 1.29% | 0.00 | 0.00 | 9.87K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 36.05K | SH | $3.60M 1.18% | 0.00 | 0.00 | 36.05K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 33.89K | SH | $3.37M 1.10% | 0.00 | 0.00 | 33.89K |
JPMORGAN CHASE & COSOLE | COM | 10.01K | SH | $3.36M 1.10% | 0.00 | 0.00 | 10.01K |
ALPHABET INCSOLE | CAP STK CL C | 9.65K | SH | $3.33M 1.09% | 0.00 | 0.00 | 9.65K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 7.13K | SH | $3.12M 1.02% | 0.00 | 0.00 | 7.13K |
CHEVRON CORPORATIONSOLE | COM | 13.92K | SH | $3.05M 1.00% | 0.00 | 0.00 | 13.92K |
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