Institutional
Meridian Financial Partners LLC
CIK 0001763722
$293.3M
Reported AUM
119
Positions
Q2 2026
Period
2026-07-24
Filed
Editorial summary
Summary for Meridian Financial Partners LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | 21.58% | 77.59% | $30.5M | 10.41% | — | HELD |
| 2 | JMEE | J P MORGAN EXCHANGE TRADED F | $76.30 | -0.12% | 30.70% | 83.83% | $26.6M | 9.07% | — | HELD |
| 3 | DGRO | ISHARES TR | $78.00 | -0.30% | 24.14% | 65.32% | $24.6M | 8.40% | — | HELD |
| 4 | IVLU | ISHARES TR | $43.53 | -0.55% | 37.00% | 105.63% | $15.6M | 5.31% | — | HELD |
| 5 | IWY | ISHARES TR | $276.38 | 0.85% | 9.36% | 72.99% | $12.5M | 4.27% | — | HELD |
| 6 | IDEQ | LAZARD ACTIVE ETF TR | $34.60 | -0.43% | 33.98% | 32.01% | $11.1M | 3.77% | — | HELD |
| 7 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $10.3M | 3.50% | — | HELD |
| 8 | IVV | ISHARES TR | $750.46 | 0.71% | 20.75% | 76.27% | $8.8M | 3.00% | — | HELD |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $476.15 | -1.90% | 186.40% | 344.13% | $6.0M | 2.05% | — | HELD |
| 10 | VABK | VIRGINIA NATL BK CHRLOTSVLE | $45.79 | -0.45% | 29.63% | 47.01% | $5.8M | 1.98% | — | HELD |
| 11 | GOOGL | ALPHABET INC | $355.99 | 6.69% | 85.11% | 143.37% | $5.5M | 1.89% | — | HELD |
| 12 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | -10.62% | 60.10% | $5.5M | 1.86% | — | HELD |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $50.54 | 0.00% | 3.90% | 19.93% | $5.4M | 1.84% | — | HELD |
| 14 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | 12.42% | 774.16% | $5.1M | 1.73% | — | HELD |
| 15 | AMZN | AMAZON COM INC | $271.42 | 15.25% | 9.66% | 35.70% | $4.9M | 1.68% | — | HELD |
| 16 | XOM | EXXON MOBIL CORP | $155.44 | -0.97% | 45.72% | 236.23% | $4.7M | 1.62% | — | HELD |
| 17 | BIV | VANGUARD BD INDEX FDS | $75.54 | -0.19% | 1.60% | -0.87% | $4.2M | 1.43% | — | HELD |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $190.86 | 3.05% | 70.92% | 171.69% | $3.8M | 1.31% | — | HELD |
| 19 | GOOG | ALPHABET INC | $356.65 | 6.88% | 76.17% | 131.42% | $3.5M | 1.21% | — | HELD |
| 20 | DLN | WISDOMTREE TR | $98.57 | 0.27% | 21.73% | 74.95% | $3.5M | 1.20% | — | HELD |
| 21 | V | VISA INC | $366.16 | -0.03% | 8.84% | 65.83% | $3.5M | 1.20% | — | HELD |
| 22 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | 23.57% | 148.58% | $3.5M | 1.19% | — | HELD |
| 23 | DGRW | WISDOMTREE TR | $96.46 | 0.49% | 15.61% | 67.95% | $3.4M | 1.15% | — | HELD |
| 24 | IWV | ISHARES TR | $424.87 | 0.58% | 20.78% | 67.81% | $3.1M | 1.06% | — | HELD |
| 25 | AVGO | BROADCOM INC | $389.53 | 0.44% | 35.65% | 758.72% | $3.0M | 1.02% | — | HELD |
| 26 | IWR | ISHARES TR | $109.68 | -0.29% | 19.84% | 43.08% | $2.8M | 0.96% | — | HELD |
| 27 | CVX | CHEVRON CORPORATION | $196.85 | 2.36% | 32.36% | 140.77% | $2.5M | 0.87% | — | HELD |
| 28 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $404.31 | 0.25% | 73.77% | 268.49% | $2.4M | 0.83% | — | HELD |
| 29 | NEE | NEXTERA ENERGY INC | $86.93 | -1.14% | 28.52% | 18.85% | $2.1M | 0.71% | — | HELD |
| 30 | PFXF | VANECK ETF TRUST | $17.58 | -0.17% | 7.71% | 14.01% | $2.0M | 0.67% | — | HELD |
| 31 | PG | PROCTER & GAMBLE CO | $144.52 | 0.39% | — | — | $1.9M | 0.66% | — | HELD |
| 32 | TSLA | TESLA INC | $311.11 | 0.73% | — | — | $1.8M | 0.61% | — | HELD |
| 33 | DUK | DUKE ENERGY CORP NEW | $125.35 | -0.73% | — | — | $1.7M | 0.59% | — | HELD |
| 34 | MRK | MERCK & CO INC | $130.22 | 0.33% | — | — | $1.7M | 0.58% | — | HELD |
| 35 | LHX | L3HARRIS TECHNOLOGIES INC | $277.06 | 1.90% | — | — | $1.7M | 0.57% | — | HELD |
| 36 | RITM | RITHM CAPITAL CORP | $9.88 | 0.10% | — | — | $1.7M | 0.56% | — | HELD |
| 37 | USB | US BANCORP | $63.01 | 0.17% | — | — | $1.7M | 0.56% | — | HELD |
| 38 | JNJ | JOHNSON & JOHNSON | $256.32 | 0.20% | — | — | $1.6M | 0.56% | — | HELD |
| 39 | IQLT | ISHARES TR | $50.16 | -0.83% | — | — | $1.6M | 0.55% | — | HELD |
| 40 | GPIX | GOLDMAN SACHS ETF TR | $55.38 | 0.62% | — | — | $1.6M | 0.54% | — | HELD |
| 41 | UNP | UNION PAC CORP | $292.12 | 0.92% | — | — | $1.5M | 0.52% | — | HELD |
| 42 | COF | CAPITAL ONE FINL CORP | $209.01 | -0.54% | — | — | $1.5M | 0.52% | — | HELD |
| 43 | KO | COCA COLA CO | $87.58 | -1.02% | — | — | $1.5M | 0.51% | — | HELD |
| 44 | LH | LABCORP HOLDINGS INC | $309.20 | -2.01% | — | — | $1.5M | 0.50% | — | HELD |
| 45 | VZ | VERIZON COMMUNICATIONS INC | $46.82 | 1.54% | — | — | $1.4M | 0.48% | — | HELD |
| 46 | LIN | LINDE PLC | $478.38 | -5.95% | — | — | $1.4M | 0.47% | — | HELD |
| 47 | QURE | QUANTA SVCS INC | $43.63 | 3.41% | — | — | $1.3M | 0.45% | — | HELD |
| 48 | VTI | VANGUARD INDEX FDS | $368.22 | 0.53% | — | — | $1.3M | 0.44% | — | HELD |
| 49 | LLY | ELI LILLY & CO | $1148.35 | -0.57% | — | — | $1.3M | 0.44% | — | HELD |
| 50 | BSCU | INVESCO EXCH TRD SLF IDX FD | $16.50 | -0.12% | — | — | $1.3M | 0.43% | — | HELD |
| 51 | BSCT | INVESCO EXCH TRD SLF IDX FD | $18.50 | -0.05% | — | — | $1.3M | 0.43% | — | HELD |
| 52 | JMSB | JOHN MARSHALL BANCORP INC | $23.20 | 0.56% | — | — | $1.3M | 0.43% | — | HELD |
| 53 | QUAL | ISHARES TR | $219.26 | 0.16% | — | — | $1.2M | 0.42% | — | HELD |
| 54 | GNRC | GENERAC HLDGS INC | $197.11 | 2.71% | — | — | $1.2M | 0.40% | — | HELD |
| 55 | ORCL | ORACLE CORP | $129.88 | 1.82% | — | — | $1.0M | 0.34% | — | HELD |
| 56 | D | DOMINION ENERGY INC | $69.17 | -0.80% | — | — | $1.0M | 0.34% | — | HELD |
| 57 | DHR | DANAHER CORP DEL | $195.07 | -0.56% | — | — | $920K | 0.31% | — | HELD |
| 58 | CAT | CATERPILLAR INC | $815.28 | 0.76% | — | — | $912K | 0.31% | — | HELD |
| 59 | FPE | FIRST TR EXCH TRADED FD III | $17.77 | 0.11% | — | — | $909K | 0.31% | — | HELD |
| 60 | QQQ | INVESCO QQQ TR | $688.22 | 0.68% | — | — | $855K | 0.29% | — | HELD |
| 61 | VSGX | VANGUARD WORLD FD | $80.12 | -0.15% | — | — | $813K | 0.28% | — | HELD |
| 62 | PFE | PFIZER INC | $25.01 | 0.40% | — | — | $810K | 0.28% | — | HELD |
| 63 | ROP | ROPER TECHNOLOGIES INC | $391.97 | 0.70% | — | — | $784K | 0.27% | — | HELD |
| 64 | CRM | SALESFORCE INC | $184.03 | 1.84% | — | — | $777K | 0.26% | — | HELD |
| 65 | ESGU | ISHARES TR | $163.65 | 0.71% | — | — | $774K | 0.26% | — | HELD |
| 66 | HST | HOST HOTELS & RESORTS INC | $25.13 | 0.16% | — | — | $771K | 0.26% | — | HELD |
| 67 | BSCS | INVESCO EXCH TRD SLF IDX FD | $20.32 | -0.05% | — | — | $722K | 0.25% | — | HELD |
| 68 | JEPQ | J P MORGAN EXCHANGE TRADED F | $58.25 | 0.57% | — | — | $714K | 0.24% | — | HELD |
| 69 | CMCSA | COMCAST CORP NEW | $23.96 | 1.23% | — | — | $706K | 0.24% | — | HELD |
| 70 | TMUS | T-MOBILE US INC | $172.71 | -0.36% | — | — | $689K | 0.23% | — | HELD |
| 71 | JEPI | J P MORGAN EXCHANGE TRADED F | $57.41 | 0.30% | — | — | $688K | 0.23% | — | HELD |
| 72 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $674K | 0.23% | — | HELD |
| 73 | EFA | ISHARES TR | $105.63 | -0.57% | — | — | $640K | 0.22% | — | HELD |
| 74 | VB | VANGUARD INDEX FDS | $295.02 | -0.26% | — | — | $634K | 0.22% | — | HELD |
| 75 | CSCO | CISCO SYS INC | $115.99 | 2.14% | — | — | $569K | 0.19% | — | HELD |
| 76 | DOL | WISDOMTREE TR | $75.42 | -0.13% | — | — | $531K | 0.18% | — | HELD |
| 77 | VPU | VANGUARD WORLD FD | $191.22 | -0.71% | — | — | $516K | 0.18% | — | HELD |
| 78 | WMT | WALMART INC | $111.21 | 0.09% | — | — | $509K | 0.17% | — | HELD |
| 79 | COST | COSTCO WHOLESALE CORPORATION | $951.89 | -0.24% | — | — | $494K | 0.17% | — | HELD |
| 80 | IJH | ISHARES TR | $75.29 | -0.08% | — | — | $489K | 0.17% | — | HELD |
| 81 | VUG | VANGUARD INDEX FDS | $85.18 | 1.08% | — | — | $483K | 0.16% | — | HELD |
| 82 | FYLD | CAMBRIA ETF TR | $39.31 | -0.10% | — | — | $482K | 0.16% | — | HELD |
| 83 | HD | HOME DEPOT INC | $331.99 | -0.41% | — | — | $468K | 0.16% | — | HELD |
| 84 | ETN | EATON CORP PLC | $415.69 | 7.44% | — | — | $457K | 0.16% | — | HELD |
| 85 | VTV | VANGUARD INDEX FDS | $219.92 | -0.28% | — | — | $454K | 0.15% | — | HELD |
| 86 | ESGV | VANGUARD WORLD FD | $132.02 | 0.68% | — | — | $452K | 0.15% | — | HELD |
| 87 | BKNG | BOOKING HOLDINGS INC | $192.90 | -0.18% | — | — | $434K | 0.15% | — | HELD |
| 88 | INTC | INTEL CORP | $90.20 | -1.02% | — | — | $415K | 0.14% | — | HELD |
| 89 | OKE | ONEOK INC NEW | $90.81 | 1.95% | — | — | $398K | 0.14% | — | HELD |
| 90 | ABBV | ABBVIE INC | $250.88 | -2.54% | — | — | $387K | 0.13% | — | HELD |
| 91 | IBM | INTERNATIONAL BUSINESS MACHS | $223.79 | 0.92% | — | — | $368K | 0.13% | — | HELD |
| 92 | AKRE | PROFESIONALLY MANAGED PORTFO | $57.49 | -0.09% | — | — | $358K | 0.12% | — | HELD |
| 93 | DGS | WISDOMTREE TR | $60.90 | 0.00% | — | — | $351K | 0.12% | — | HELD |
| 94 | TFC | TRUIST FINL CORP | $51.84 | -0.33% | — | — | $347K | 0.12% | — | HELD |
| 95 | SPLV | INVESCO EXCH TRADED FD TR II | $76.23 | -0.20% | — | — | $341K | 0.12% | — | HELD |
| 96 | BRNY | EA SERIES TRUST | $57.30 | -0.15% | — | — | $339K | 0.12% | — | HELD |
| 97 | LMT | LOCKHEED MARTIN CORP | $583.00 | 1.55% | — | — | $331K | 0.11% | — | HELD |
| 98 | IWN | ISHARES TR | $221.24 | -0.25% | — | — | $320K | 0.11% | — | HELD |
| 99 | BAC | BANK OF AMER CORP | $61.97 | 0.39% | — | — | $297K | 0.10% | — | HELD |
| 100 | WM | WASTE MGMT INC DEL | $226.54 | 0.09% | — | — | $280K | 0.10% | — | HELD |
| 101 | IWD | ISHARES TR | — | — | — | — | $269K | 0.09% | — | HELD |
| 102 | LOW | LOWES COS INC | — | — | — | — | $263K | 0.09% | — | HELD |
| 103 | KVUE | KENVUE INC | — | — | — | — | $259K | 0.09% | — | HELD |
| 104 | VEU | VANGUARD INTL EQUITY INDEX F | — | — | — | — | $254K | 0.09% | — | HELD |
| 105 | COFS | CHOICEONE FINANCIA | — | — | — | — | $239K | 0.08% | — | HELD |
| 106 | BND | VANGUARD BD INDEX FDS | — | — | — | — | $239K | 0.08% | — | HELD |
| 107 | NUE | NUCOR CORP | — | — | — | — | $237K | 0.08% | — | HELD |
| 108 | NOW | SERVICENOW INC | — | — | — | — | $235K | 0.08% | — | HELD |
| 109 | SPY | STATE STR SPDR S&P 500 ETF T | — | — | — | — | $230K | 0.08% | — | HELD |
| 110 | SUSL | ISHARES TR | — | — | — | — | $226K | 0.08% | — | HELD |
| 111 | RSPR | INVESCO EXCHANGE TRADED FD T | — | — | — | — | $224K | 0.08% | — | HELD |
| 112 | UNH | UNITEDHEALTH GROUP INC | — | — | — | — | $223K | 0.08% | — | HELD |
| 113 | RTX | RTX CORPORATION | — | — | — | — | $222K | 0.08% | — | HELD |
| 114 | VRT | VERTIV HOLDINGS CO | — | — | — | — | $221K | 0.08% | — | HELD |
| 115 | BUFC | AB ACTIVE ETFS INC | — | — | — | — | $218K | 0.07% | — | HELD |
| 116 | EMR | EMERSON ELEC CO | — | — | — | — | $216K | 0.07% | — | HELD |
| 117 | T | AT&T INC | — | — | — | — | $215K | 0.07% | — | HELD |
| 118 | CBRE | CBRE GROUP INC | — | — | — | — | $213K | 0.07% | — | HELD |
| 119 | MCD | MCDONALDS CORP | — | — | — | — | $211K | 0.07% | — | HELD |
Source: SEC EDGAR · accession 0001763722-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.