Universe · entity
Meridian Financial Partners LLC
Institutional manager (13F) · CIK 1763722
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $228M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $27M | 43,965 |
| 2 | J P MORGAN EXCHANGE TRADED F | $23M | 337,943 |
| 3 | ISHARES TR | $23M | 320,868 |
| 4 | ISHARES TR | $14M | 354,552 |
| 5 | ISHARES TR | $10M | 41,607 |
| 6 | APPLE INC | $9M | 37,074 |
| 7 | LAZARD ACTIVE ETF TR | $8M | 245,657 |
| 8 | ISHARES TR | $8M | 11,733 |
| 9 | J P MORGAN EXCHANGE TRADED F | $6M | 111,957 |
| 10 | EXXON MOBIL CORP | $5M | 32,974 |
| 11 | VIRGINIA NATL BK CHRLOTSVLE | $5M | 137,660 |
| 12 | MICROSOFT CORP | $5M | 14,162 |
| 13 | ALPHABET INC | $5M | 15,458 |
| 14 | NVIDIA CORPORATION | $4M | 24,569 |
| 15 | AMAZON COM INC | $4M | 19,762 |
| 16 | VANGUARD BD INDEX FDS | $4M | 53,292 |
| 17 | WISDOMTREE TR | $3M | 37,213 |
| 18 | WISDOMTREE TR | $3M | 36,291 |
| 19 | VISA INC | $3M | 10,164 |
| 20 | ALPHABET INC | $3M | 9,551 |
| 21 | CHEVRON CORPORATION | $3M | 14,363 |
| 22 | JPMORGAN CHASE & CO | $3M | 9,455 |
| 23 | ISHARES TR | $3M | 7,302 |
| 24 | ADVANCED MICRO DEVICES INC | $3M | 11,624 |
| 25 | BROADCOM INC | $3M | 7,576 |
| 26 | ISHARES TR | $3M | 25,642 |
| 27 | CROWDSTRIKE HLDGS INC | $2M | 5,434 |
| 28 | NEXTERA ENERGY INC | $2M | 24,330 |
| 29 | L3HARRIS TECHNOLOGIES INC | $2M | 5,891 |
| 30 | TAIWAN SEMICONDUCTOR MANUFAC | $2M | 5,824 |
| 31 | PROCTER & GAMBLE CO | $2M | 13,464 |
| 32 | VANECK ETF TRUST | $2M | 107,529 |
| 33 | DUKE ENERGY CORP NEW | $2M | 14,119 |
| 34 | MERCK & CO INC | $2M | 14,120 |
| 35 | JOHNSON & JOHNSON | $2M | 6,711 |
| 36 | VERIZON COMMUNICATIONS INC | $2M | 32,472 |
| 37 | TESLA INC | $2M | 4,500 |
| 38 | ISHARES TR | $2M | 32,407 |
| 39 | LABCORP HOLDINGS INC | $2M | 5,594 |
| 40 | J P MORGAN EXCHANGE TRADED F | $1M | 26,151 |
| 41 | HOST HOTELS & RESORTS INC | $1M | 75,985 |
| 42 | COCA COLA CO | $1M | 18,683 |
| 43 | US BANCORP | $1M | 25,968 |
| 44 | QUANTA SVCS INC | $1M | 2,396 |
| 45 | UNION PAC CORP | $1M | 5,350 |
| 46 | LINDE PLC | $1M | 2,652 |
| 47 | CAPITAL ONE FINL CORP | $1M | 7,232 |
| 48 | INVESCO EXCH TRD SLF IDX FD | $1M | 77,848 |
| 49 | INVESCO EXCH TRD SLF IDX FD | $1M | 67,831 |
| 50 | JOHN MARSHALL BANCORP INC | $1M | 57,619 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.