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 $263.1M across 121 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($26.6M, 10.13%), JMEE ($22.9M, 8.72%), DGRO ($22.6M, 8.60%), IVLU ($14.3M, 5.42%), IWY ($10.5M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $26.6M | 10.13% | 43,965 | Added |
| 2 | JMEE | J P MORGAN EXCHANGE TRADED F | $22.9M | 8.72% | 337,943 | Added |
| 3 | DGRO | ISHARES TR | $22.6M | 8.60% | 320,868 | Trimmed |
| 4 | IVLU | ISHARES TR | $14.3M | 5.42% | 354,552 | Added |
| 5 | IWY | ISHARES TR | $10.5M | 3.99% | 41,607 | Added |
| 6 | AAPL | APPLE INC | $9.4M | 3.57% | 37,074 | Added |
| 7 | IEQ | LAZARD ACTIVE ETF TR | $7.9M | 2.99% | 245,657 | New |
| 8 | IVV | ISHARES TR | $7.8M | 2.95% | 11,733 | Added |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $5.7M | 2.15% | 111,957 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $5.4M | 2.05% | 32,974 | Added |
| 11 | VABK | VIRGINIA NATL BK CHRLOTSVLE | $5.3M | 2.02% | 137,660 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $5.3M | 2.00% | 14,162 | Added |
| 13 | GOOGL | ALPHABET INC | $4.7M | 1.79% | 15,458 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $4.4M | 1.66% | 24,569 | Added |
| 15 | AMZN | AMAZON COM INC | $4.2M | 1.61% | 19,762 | Added |
| 16 | BIV | VANGUARD BD INDEX FDS | $4.1M | 1.56% | 53,292 | Added |
| 17 | DLN | WISDOMTREE TR | $3.3M | 1.27% | 37,213 | Trimmed |
| 18 | DGRW | WISDOMTREE TR | $3.2M | 1.22% | 36,291 | Trimmed |
| 19 | V | VISA INC | $3.1M | 1.17% | 10,164 | Added |
| 20 | GOOG | ALPHABET INC | $2.9M | 1.10% | 9,551 | Added |
| 21 | CVX | CHEVRON CORPORATION | $2.9M | 1.10% | 14,363 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $2.8M | 1.07% | 9,455 | Trimmed |
| 23 | IWV | ISHARES TR | $2.7M | 1.04% | 7,302 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $2.6M | 0.98% | 11,624 | Added |
| 25 | IWR | ISHARES TR | $2.5M | 0.96% | 25,642 | Added |
Source: SEC Form 13F filings · as of 2026-03-31