Meridian Financial Partners LLC — 13F Holdings & Portfolio
CIK 1763722 · latest 13F-HR filed 2026-04-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$263.1M
Long-equity book
Holdings
121
Distinct positions
Period
2026-03-31
Filed 2026-04-15
Q/Q Activity
+7 / −4 / ↑44 / ↓35
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$1.4M +35.4%
- ISHARES TR$1.2M +9.4%
- INVESCO EXCH TRD SLF IDX FD$935.4K +253.3%
- INVESCO EXCH TRD SLF IDX FD$912.3K +256.7%
- J P MORGAN EXCHANGE TRADED F$754.2K +106.5%
Top Trims
- ISHARES TR-$3.8M -14.4%
- MICROSOFT CORP-$846.9K -13.8%
- GENERAC HLDGS INC-$693.3K -40.1%
- VIRGINIA NATL BK CHRLOTSVLE-$505.1K -8.7%
- J P MORGAN EXCHANGE TRADED F-$384.3K -6.4%
New Positions
- LAZARD ACTIVE ETF TR$7.9M
- LINDE PLC$1.3M
- INVESCO EXCH TRD SLF IDX FD$738.4K
- PROFESIONALLY MANAGED PORTFO$340.5K
- CONOCOPHILLIPS$243.1K
Exited Positions
- ISHARES TR$792.3K
- UNITEDHEALTH GROUP INC$243.4K
- VANGUARD CHARLOTTE FDS$233.8K
- ISHARES TR$204.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $26.6M | 10.13% | 43,965 | SH |
| 2 | J P MORGAN EXCHANGE TRADED F | JMEE | 46641Q118 | $22.9M | 8.72% | 337,943 | SH |
| 3 | ISHARES TR | DGRO | 46434V621 | $22.6M | 8.60% | 320,868 | SH |
| 4 | ISHARES TR | IVLU | 46435G409 | $14.3M | 5.42% | 354,552 | SH |
| 5 | ISHARES TR | IWY | 464289438 | $10.5M | 3.99% | 41,607 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $9.4M | 3.57% | 37,074 | SH |
| 7 | LAZARD ACTIVE ETF TR | IDEQ | 52110K400 | $7.9M | 2.99% | 245,657 | SH |
| 8 | ISHARES TR | IVV | 464287200 | $7.8M | 2.95% | 11,733 | SH |
| 9 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $5.7M | 2.15% | 111,957 | SH |
| 10 | EXXON MOBIL CORP | XOM | 30231G102 | $5.4M | 2.05% | 32,974 | SH |
| 11 | VIRGINIA NATL BK CHRLOTSVLE | VABK | 928031103 | $5.3M | 2.02% | 137,660 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $5.3M | 2.00% | 14,162 | SH |
| 13 | ALPHABET INC | GOOGL | 02079K305 | $4.7M | 1.79% | 15,458 | SH |
| 14 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.4M | 1.66% | 24,569 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $4.2M | 1.61% | 19,762 | SH |
| 16 | VANGUARD BD INDEX FDS | BIV | 921937819 | $4.1M | 1.56% | 53,292 | SH |
| 17 | WISDOMTREE TR | DLN | 97717W307 | $3.3M | 1.27% | 37,213 | SH |
| 18 | WISDOMTREE TR | DGRW | 97717X669 | $3.2M | 1.22% | 36,291 | SH |
| 19 | VISA INC | V | 92826C839 | $3.1M | 1.17% | 10,164 | SH |
| 20 | ALPHABET INC | GOOG | 02079K107 | $2.9M | 1.10% | 9,551 | SH |
| 21 | CHEVRON CORPORATION | CVX | 166764100 | $2.9M | 1.10% | 14,363 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.8M | 1.07% | 9,455 | SH |
| 23 | ISHARES TR | IWV | 464287689 | $2.7M | 1.04% | 7,302 | SH |
| 24 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $2.6M | 0.98% | 11,624 | SH |
| 25 | BROADCOM INC | AVGO | 11135F101 | $2.5M | 0.96% | 7,576 | SH |
| 26 | ISHARES TR | IWR | 464287499 | $2.5M | 0.96% | 25,642 | SH |
| 27 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $2.3M | 0.87% | 5,434 | SH |
| 28 | NEXTERA ENERGY INC | NEE | 65339F101 | $2.3M | 0.87% | 24,330 | SH |
| 29 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $2.1M | 0.79% | 5,891 | SH |
| 30 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.0M | 0.76% | 5,824 | SH |
| 31 | PROCTER & GAMBLE CO | PG | 742718109 | $1.9M | 0.72% | 13,464 | SH |
| 32 | VANECK ETF TRUST | PFXF | 92189F429 | $1.9M | 0.72% | 107,529 | SH |
| 33 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $1.9M | 0.71% | 14,119 | SH |
| 34 | MERCK & CO INC | MRK | 58933Y105 | $1.7M | 0.64% | 14,120 | SH |
| 35 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.6M | 0.61% | 6,711 | SH |
| 36 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $1.6M | 0.60% | 32,472 | SH |
| 37 | TESLA INC | TSLA | 88160R101 | $1.6M | 0.59% | 4,500 | SH |
| 38 | ISHARES TR | IQLT | 46434V456 | $1.5M | 0.58% | 32,407 | SH |
| 39 | LABCORP HOLDINGS INC | LH | 504922105 | $1.5M | 0.57% | 5,594 | SH |
| 40 | J P MORGAN EXCHANGE TRADED F | JEPQ | 46654Q203 | $1.5M | 0.56% | 26,151 | SH |
| 41 | HOST HOTELS & RESORTS INC | HST | 44107P104 | $1.5M | 0.55% | 75,985 | SH |
| 42 | COCA COLA CO | KO | 191216100 | $1.4M | 0.54% | 18,683 | SH |
| 43 | US BANCORP | USB | 902973304 | $1.4M | 0.53% | 25,968 | SH |
| 44 | QUANTA SVCS INC | PWR | 74762E102 | $1.3M | 0.51% | 2,396 | SH |
| 45 | UNION PAC CORP | UNP | 907818108 | $1.3M | 0.50% | 5,350 | SH |
| 46 | LINDE PLC | LIN | G54950103 | $1.3M | 0.50% | 2,652 | SH |
| 47 | CAPITAL ONE FINL CORP | COF | 14040H105 | $1.3M | 0.50% | 7,232 | SH |
| 48 | INVESCO EXCH TRD SLF IDX FD | BSCU | 46138J460 | $1.3M | 0.50% | 77,848 | SH |
| 49 | INVESCO EXCH TRD SLF IDX FD | BSCT | 46138J577 | $1.3M | 0.48% | 67,831 | SH |
| 50 | JOHN MARSHALL BANCORP INC | JMSB | 47805L101 | $1.2M | 0.45% | 57,619 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $263.1M | 121 | 0001763722-26-000002 |
| 2025-12-31 | 2026-02-05 | $252.8M | 118 | 0001763722-26-000001 |