Meridian Financial Partners LLC
120 holdingsFiling period: 2026-06-30Current AUM: $311.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 44.3K | $30.5M | $31.6M | 10.15% | +297 | 2026-06-30 |
| 2 | JMEE | J P Morgan Exchange Traded F | 347.6K | $26.6M | $25.5M | 8.21% | +9.7K | 2026-06-30 |
| 3 | DGRO | iShares TR | 317.4K | $24.6M | $26.0M | 8.37% | -3,490 | 2026-06-30 |
| 4 | IVLU | iShares TR | 368.0K | $15.6M | $15.8M | 5.08% | +13.5K | 2026-06-30 |
| 5 | IWY | iShares TR | 43.2K | $12.5M | $12.5M | 4.01% | +1.6K | 2026-06-30 |
| 6 | IDEQ | Lazard Active ETF TR | 319.2K | $11.1M | $10.8M | 3.46% | +73.5K | 2026-06-30 |
| 7 | AAPL | Apple Inc | 31.3K | $10.3M | $12.2M | 3.92% | -5,734 | 2026-06-30 |
| 8 | IVV | iShares TR | 11.6K | $8.8M | $9.1M | 2.93% | -123 | 2026-06-30 |
| 9 | AMD | Advanced Micro Devices Inc | 11.3K | $6.0M | $6.0M | 1.92% | -280 | 2026-06-30 |
| 10 | VABK | Virginia Natl BK Chrlotsvle | 127.2K | $5.8M | $6.4M | 2.05% | -10,499 | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 14.9K | $5.5M | $5.0M | 1.62% | -535 | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 13.8K | $5.5M | $7.8M | 2.49% | -386 | 2026-06-30 |
| 13 | JPST | J P Morgan Exchange Traded F | 107.1K | $5.4M | $5.4M | 1.73% | -4,873 | 2026-06-30 |
| 14 | NVDA | NVIDIA Corporation | 23.9K | $5.1M | $5.5M | 1.76% | -672 | 2026-06-30 |
| 15 | AMZN | Amazon.com Inc | 19.3K | $4.9M | $5.3M | 1.69% | -424 | 2026-06-30 |
| 16 | XOM | Exxon Mobil Corp | 32.8K | $4.7M | $6.3M | 2.03% | -158 | 2026-06-30 |
| 17 | XOM | Exxon Mobil Corp | 32.8K | $4.7M | $6.3M | 2.03% | -158 | 2026-06-30 |
| 18 | BIV | Vanguard BD Index Fds | 55.2K | $4.2M | $4.0M | 1.30% | +1.9K | 2026-06-30 |
| 19 | CRWD | Crowdstrike Hldgs Inc | 18.5K | $3.8M | $5.4M | 1.72% | +13.1K | 2026-06-30 |
| 20 | GOOG | Alphabet Inc | 9.6K | $3.5M | $3.2M | 1.04% | +10 | 2026-06-30 |
| 21 | DLN | WisdomTree TR | 36.0K | $3.5M | $3.7M | 1.18% | -1,163 | 2026-06-30 |
| 22 | V | Visa Inc | 9.9K | $3.5M | $4.1M | 1.32% | -254 | 2026-06-30 |
| 23 | JPM | JPMorgan Chase & Co | 10.0K | $3.5M | $3.6M | 1.16% | +574 | 2026-06-30 |
| 24 | DGRW | WisdomTree TR | 34.9K | $3.4M | $3.5M | 1.12% | -1,386 | 2026-06-30 |
| 25 | IWV | iShares TR | 7.2K | $3.1M | $3.2M | 1.02% | -93 | 2026-06-30 |
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