Meridian Financial Partners LLC
122 holdingsFiling period: 2026-03-31Current AUM: $302.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 44.0K | $26.6M | $30.6M | 10.12% | +467 | 2026-03-31 |
| 2 | JMEE | J P MORGAN EXCHANGE TRADED F | 337.9K | $22.9M | $26.2M | 8.67% | +11.2K | 2026-03-31 |
| 3 | DGRO | ISHARES TR | 320.9K | $22.6M | $25.2M | 8.32% | -50,302 | 2026-03-31 |
| 4 | IVLU | ISHARES TR | 354.6K | $14.3M | $15.6M | 5.17% | +24.0K | 2026-03-31 |
| 5 | IWY | ISHARES TR | 41.6K | $10.5M | $11.6M | 3.85% | +3.1K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 37.1K | $9.4M | $11.4M | 3.78% | +670 | 2026-03-31 |
| 7 | IDEQ | LAZARD ACTIVE ETF TR | 245.7K | $7.9M | $8.6M | 2.83% | -- | 2026-03-31 |
| 8 | IVV | ISHARES TR | 11.7K | $7.8M | $8.9M | 2.95% | +951 | 2026-03-31 |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 112.0K | $5.7M | $5.6M | 1.87% | -7,070 | 2026-03-31 |
| 10 | XOM | EXXON MOBIL CORP | 33.0K | $5.4M | $5.0M | 1.64% | +3.1K | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 33.0K | $5.4M | $5.0M | 1.64% | +3.1K | 2026-03-31 |
| 12 | VABK | VIRGINIA NATL BK CHRLOTSVLE | 137.7K | $5.3M | $6.4M | 2.11% | -3,501 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 14.2K | $5.3M | $6.6M | 2.19% | +384 | 2026-03-31 |
| 14 | GOOGL | ALPHABET INC | 15.5K | $4.7M | $5.8M | 1.93% | +308 | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 24.6K | $4.4M | $5.0M | 1.66% | +396 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 19.8K | $4.2M | $5.5M | 1.82% | +153 | 2026-03-31 |
| 17 | BIV | VANGUARD BD INDEX FDS | 53.3K | $4.1M | $4.0M | 1.33% | +1.9K | 2026-03-31 |
| 18 | DLN | WISDOMTREE TR | 37.2K | $3.3M | $3.7M | 1.22% | -101 | 2026-03-31 |
| 19 | DGRW | WISDOMTREE TR | 36.3K | $3.2M | $3.5M | 1.16% | -1,309 | 2026-03-31 |
| 20 | V | VISA INC | 10.2K | $3.1M | $3.7M | 1.23% | +65 | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 9.6K | $2.9M | $3.6M | 1.19% | +38 | 2026-03-31 |
| 22 | CVX | CHEVRON CORPORATION | 14.4K | $2.9M | $2.8M | 0.91% | +536 | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO | 9.5K | $2.8M | $3.4M | 1.11% | -11 | 2026-03-31 |
| 24 | IWV | ISHARES TR | 7.3K | $2.7M | $3.1M | 1.04% | +1.1K | 2026-03-31 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | 11.6K | $2.6M | $6.0M | 1.99% | +57 | 2026-03-31 |
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