Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Meridian Financial Partners LLC (CIK 1763722) reported $293.3M across 119 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($30.5M, 10.41%), JMEE ($26.6M, 9.07%), DGRO ($24.6M, 8.40%), IVLU ($15.6M, 5.31%), IWY ($12.5M, 4.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $30.5M | 10.41% | 44,262 | Added |
| 2 | JMEE | J P MORGAN EXCHANGE TRADED F | $26.6M | 9.07% | 347,624 | Added |
| 3 | DGRO | ISHARES TR | $24.6M | 8.40% | 317,378 | Trimmed |
| 4 | IVLU | ISHARES TR | $15.6M | 5.31% | 368,005 | Added |
| 5 | IWY | ISHARES TR | $12.5M | 4.27% | 43,243 | Added |
| 6 | IEQ | LAZARD ACTIVE ETF TR | $11.1M | 3.77% | 319,202 | Added |
| 7 | AAPL | APPLE INC | $10.3M | 3.50% | 31,340 | Trimmed |
| 8 | IVV | ISHARES TR | $8.8M | 3.00% | 11,610 | Trimmed |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $6.0M | 2.05% | 11,344 | Trimmed |
| 10 | VABK | VIRGINIA NATL BK CHRLOTSVLE | $5.8M | 1.98% | 127,161 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $5.5M | 1.89% | 14,923 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $5.5M | 1.86% | 13,776 | Trimmed |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $5.4M | 1.84% | 107,084 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $5.1M | 1.73% | 23,897 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $4.9M | 1.68% | 19,338 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $4.7M | 1.62% | 32,816 | Trimmed |
| 17 | BIV | VANGUARD BD INDEX FDS | $4.2M | 1.43% | 55,184 | Added |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $3.8M | 1.31% | 18,544 | Added |
| 19 | GOOG | ALPHABET INC | $3.5M | 1.21% | 9,561 | Added |
| 20 | V | VISA INC | $3.5M | 1.20% | 9,910 | Trimmed |
| 21 | DLN | WISDOMTREE TR | $3.5M | 1.20% | 36,050 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $3.5M | 1.19% | 10,029 | Added |
| 23 | DGRW | WISDOMTREE TR | $3.4M | 1.15% | 34,905 | Trimmed |
| 24 | IWV | ISHARES TR | $3.1M | 1.06% | 7,209 | Trimmed |
| 25 | AVGO | BROADCOM INC | $3.0M | 1.02% | 7,586 | Added |
Source: SEC Form 13F filings · as of 2026-06-30