Meridian Financial Partners LLC
Q3 2026 13F filing
Updated 13 days ago124 disclosed positions worth $306.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $31.6M | 44.6K | 10.34% | Added(+0.8%) |
| 2 | ? N/A J P MORGAN EXCHANGE TRADED F | $26.6M | 358.5K | 8.68% | Added(+3.1%) |
| 3 | E ISHARES TR | $25.1M | 319.1K | 8.19% | Added(+0.6%) |
| 4 | E ISHARES TR | $16.4M | 384.9K | 5.34% | Added(+4.6%) |
| 5 | E ISHARES TR | $13.1M | 45.0K | 4.29% | Added(+4.0%) |
| 6 | L LAZARD ACTIVE ETF TR | $12.3M | 359.1K | 4.03% | Added(+12.5%) |
| 7 | A APPLE INC | $10.6M | 31.0K | 3.47% | Trimmed(-1.0%) |
| 8 | E ISHARES TR | $8.9M | 11.5K | 2.90% | Trimmed(-1.3%) |
| 9 | M MICROSOFT CORP | $7.3M | 13.5K | 2.39% | Trimmed(-1.7%) |
| 10 | V VIRGINIA NATL BK CHRLOTSVLE | $6.4M | 124.6K | 2.09% | Trimmed(-2.0%) |
| 11 | A ADVANCED MICRO DEVICES INC | $6.2M | 11.1K | 2.03% | Trimmed(-2.4%) |
| 12 | X EXXONMOBIL HOLDINGS CORP | $5.8M | 33.1K | 1.89% | — |
| 13 | J J P MORGAN EXCHANGE TRADED F | $5.4M | 106.7K | 1.75% | Trimmed(-0.3%) |
| 14 | N NVIDIA CORPORATION | $5.2M | 24.1K | 1.71% | Added(+0.8%) |
| 15 | G ALPHABET INC | $5.2M | 14.9K | 1.70% | Trimmed(-0.2%) |
| 16 | A AMAZON COM INC | $4.9M | 19.4K | 1.62% | Added(+0.4%) |
| 17 | V VANGUARD BD INDEX FDS | $4.4M | 59.4K | 1.43% | Added(+7.6%) |
| 18 | C CROWDSTRIKE HLDGS INC | $4.2M | 17.1K | 1.36% | Trimmed(-7.9%) |
| 19 | V VISA INC | $3.9M | 9.9K | 1.29% | Trimmed(-0.4%) |
| 20 | B WISDOMTREE TR | $3.6M | 36.0K | 1.18% | Unchanged |
| 21 | B WISDOMTREE TR | $3.4M | 33.9K | 1.10% | Trimmed(-2.9%) |
| 22 | J JPMORGAN CHASE & CO | $3.4M | 10.0K | 1.10% | Trimmed(-0.2%) |
| 23 | G ALPHABET INC | $3.3M | 9.7K | 1.09% | Added(+0.9%) |
| 24 | E ISHARES TR | $3.1M | 7.1K | 1.02% | Trimmed(-1.0%) |
| 25 | C CHEVRON CORPORATION | $3.1M | 13.9K | 1.00% | Trimmed(-0.6%) |
| 26 | E ISHARES TR | $2.8M | 25.6K | 0.92% | Unchanged |
| 27 | A BROADCOM INC | $2.6M | 7.6K | 0.86% | Added(+0.6%) |
| 28 | T TAIWAN SEMICONDUCTOR MANUFAC | $2.5M | 5.9K | 0.81% | Added(+0.9%) |
| 29 | P PROCTER & GAMBLE CO | $2.1M | 13.3K | 0.68% | Added(+1.3%) |
| 30 | F FIRST TR EXCH TRADED FD III | $2M | 118.5K | 0.66% | Added(+134.1%) |
| 31 | G GOLDMAN SACHS ETF TR | $2M | 35.7K | 0.66% | Added(+25.4%) |
| 32 | M MERCK & CO INC | $1.9M | 13.3K | 0.63% | Trimmed(-2.8%) |
| 33 | N NEXTERA ENERGY INC | $1.9M | 23.6K | 0.61% | Added(+0.8%) |
| 34 | L LABCORP HOLDINGS INC | $1.7M | 5.4K | 0.57% | Trimmed(-0.8%) |
| 35 | G CORNING INC | $1.7M | 12.3K | 0.56% | — |
| 36 | D DUKE ENERGY CORP NEW | $1.7M | 14.0K | 0.54% | Added(+0.7%) |
| 37 | K COCA COLA CO | $1.7M | 18.0K | 0.54% | Trimmed(-0.4%) |
| 38 | J JOHNSON & JOHNSON | $1.7M | 6.5K | 0.54% | Trimmed(-1.6%) |
| 39 | T TESLA INC | $1.6M | 4.5K | 0.53% | Trimmed(-1.1%) |
| 40 | E ISHARES TR | $1.6M | 32.6K | 0.53% | Added(+0.5%) |
| 41 | R RITHM CAPITAL CORP | $1.5M | 176.2K | 0.50% | Trimmed(-1.5%) |
| 42 | U UNION PAC CORP | $1.5M | 5.3K | 0.50% | Added(+0.4%) |
| 43 | U US BANCORP | $1.5M | 26.3K | 0.49% | Added(+0.5%) |
| 44 | V VERIZON COMMUNICATIONS INC | $1.4M | 32.5K | 0.47% | Trimmed(-0.3%) |
| 45 | C CAPITAL ONE FINL CORP | $1.4M | 7.2K | 0.47% | Trimmed(-0.2%) |
| 46 | J J P MORGAN EXCHANGE TRADED F | $1.4M | 28.2K | 0.47% | — |
| 47 | L L3HARRIS TECHNOLOGIES INC | $1.4M | 5.9K | 0.46% | Added(+1.9%) |
| 48 | L ELI LILLY & CO | $1.4M | 1.1K | 0.46% | Added(+0.6%) |
| 49 | L LINDE PLC | $1.3M | 2.7K | 0.43% | Added(+1.3%) |
| 50 | ? N/A JOHN MARSHALL BANCORP INC | $1.3M | 57.6K | 0.43% | Unchanged |