13F Insight
DOSSIER · 13F-HR · Q2 2026

Meridian Financial Partners LLC

$293M in tracked AUM across 119 positions as of Q2 2026.

MF
CIK 0001763722 · last filed Jun 30, 2026
Total AUM
$293M
as of Q2 2026
Holdings
119
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Meridian Financial Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$31M44K10.4%02
JMEE
J P MORGAN EXCHANGE TRADED F
$27M348K9.1%03
DGRO
ISHARES TR
$25M317K8.4%04
IVLU
ISHARES TR
$16M368K5.3%05
IWY
ISHARES TR
$13M43K4.3%06
IDEQ
LAZARD ACTIVE ETF TR
$11M319K3.8%07
AAPL
APPLE INC
$10M31K3.5%08
IVV
ISHARES TR
$9M12K3.0%09
AMD
ADVANCED MICRO DEVICES INC
$6M11K2.0%10
VABK
VIRGINIA NATL BK CHRLOTSVLE
$6M127K2.0%

Filing history

2026Q2Jun 30
$293M▲ 11.5%
119 positionsView →2026Q1Mar 31
$263M▲ 4.1%
121 positionsView →2025Q4Dec 31
$253M▲ 5.0%
118 positionsView →2025Q3Sep 30
$241M▲ 13.1%
113 positionsView →2025Q2Jun 30
$213M▲ 8.0%
105 positionsLocked2025Q1Mar 31
$197M▲ 4.0%
104 positionsLocked2024Q4Dec 31
$189M▼ 4.2%
100 positionsLocked2024Q3Sep 30
$198M▲ 17.5%
100 positionsLocked2024Q2Jun 30
$168M▲ 116.3%
82 positionsLocked2024Q1Mar 31
$78M▼ 20.2%
42 positionsLocked2023Q4Dec 31
$98M▼ 0.2%
52 positionsLocked2023Q3Sep 30
$98M▼ 41.3%
50 positionsLocked
Showing 12 of 31