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Meridian Financial Partners LLC

Meridian Financial Partners LLC is an Investment Adviser institutional filer with the SEC under CIK 1763722, reporting 124 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: VA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-23

Top 10 portfolio positions

The largest reported holdings in Meridian Financial Partners LLC's most recent 13F filing, ranked by reported market value.

  1. VANGUARD INDEX FDS (VOO)
  2. J P MORGAN EXCHANGE TRADED F (JMEE)
  3. ISHARES TR (DGRO)
  4. ISHARES TR (IVLU)
  5. ISHARES TR (IWY)
  6. LAZARD ACTIVE ETF TR (IDEQ)
  7. APPLE INC (AAPL)
  8. ISHARES TR (IVV)
  9. MICROSOFT CORP (MSFT)
  10. VIRGINIA NATL BK CHRLOTSVLE (VABK)
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