Meridian Financial Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 23, 2026, Meridian Financial Partners Llc disclosed 123 stock positions valued at approximately $306.13M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, J P MORGAN EXCHANGE TRADED F, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 123
- Portfolio Value
- $306.13M
Holdings by Sector
Meridian Financial Partners Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 10.34% | 44,600 | +635 | +1.44% | $31,640,705 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 8.68% | 358,457 | +20,514 | +6.07% | $26,568,864 |
| ISHARES TR | DGRO | Other | 8.19% | 319,132 | -1,736 | -0.54% | $25,080,568 |
| ISHARES TR | IVLU | Other | 5.34% | 384,917 | +30,365 | +8.56% | $16,358,967 |
| ISHARES TR | IWY | Other | 4.30% | 44,981 | +3,374 | +8.11% | $13,148,531 |
| LAZARD ACTIVE ETF TR | IDEQ | Other | 4.03% | 359,120 | +113,463 | +46.19% | $12,325,010 |
| APPLE INC | AAPL | Technology | 3.47% | 31,033 | -6,041 | -16.29% | $10,613,125 |
| ISHARES TR | IVV | Other | 2.90% | 11,458 | -275 | -2.34% | $8,881,803 |
| MICROSOFT CORP | MSFT | Technology | 2.39% | 13,545 | -617 | -4.36% | $7,306,703 |
| VIRGINIA NATL BK CHRLOTSVLE | VABK | Financial Services | 2.09% | 124,615 | -13,045 | -9.48% | $6,410,819 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.03% | 11,072 | -552 | -4.75% | $6,225,191 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.89% | 33,120 | +146 | +0.44% | $5,785,329 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.75% | 106,718 | -5,239 | -4.68% | $5,370,068 |
| NVIDIA CORPORATION | NVDA | Technology | 1.71% | 24,084 | -485 | -1.97% | $5,231,705 |
| ALPHABET INC | GOOGL | Communication Services | 1.70% | 14,893 | -565 | -3.66% | $5,200,794 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.62% | 19,420 | -342 | -1.73% | $4,947,563 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.43% | 59,388 | +6,096 | +11.44% | $4,367,412 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.36% | 17,071 | +11,637 | +214.15% | $4,175,170 |
| VISA INC | V | Financial Services | 1.29% | 9,874 | -290 | -2.85% | $3,947,322 |
| WISDOMTREE TR | DLN | Other | 1.18% | 36,050 | -1,163 | -3.13% | $3,597,430 |
| WISDOMTREE TR | DGRW | Other | 1.10% | 33,888 | -2,403 | -6.62% | $3,371,195 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.10% | 10,013 | +558 | +5.90% | $3,359,639 |
| ALPHABET INC | GOOG | Communication Services | 1.09% | 9,651 | +100 | +1.05% | $3,328,726 |
| ISHARES TR | IWV | Other | 1.02% | 7,134 | -168 | -2.30% | $3,115,899 |
| CHEVRON CORPORATION | CVX | Energy | 1.00% | 13,922 | -441 | -3.07% | $3,053,468 |
| ISHARES TR | IWR | Other | 0.92% | 25,642 | - | - | $2,809,594 |
| BROADCOM INC | AVGO | Technology | 0.86% | 7,634 | +58 | +0.77% | $2,628,631 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.81% | 5,879 | +55 | +0.94% | $2,482,284 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.68% | 13,291 | -173 | -1.28% | $2,087,746 |
| FIRST TR EXCH TRADED FD III | FPE | Other | 0.66% | 118,512 | +68,904 | +138.90% | $2,026,548 |
Showing 30 of 123 holdings in the latest reporting period.