§ 13F · FUND PROFILE
Meridian Financial Partners LLC.
AUM · $293M (13F)Positions · 119Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 44K | $31M | 10.4% | +1% |
| 2 | JMEE | J P MORGAN EXCHANGE TRADED F | 348K | $27M | 9.1% | +3% |
| 3 | DGRO | ISHARES TR | 317K | $25M | 8.4% | −1% |
| 4 | IVLU | ISHARES TR | 368K | $16M | 5.3% | +4% |
| 5 | IWY | ISHARES TR | 43K | $13M | 4.3% | +4% |
| 6 | IDEQ | LAZARD ACTIVE ETF TR | 319K | $11M | 3.8% | +30% |
| 7 | AAPL | APPLE INC | 31K | $10M | 3.5% | −15% |
| 8 | IVV | ISHARES TR | 12K | $9M | 3.0% | −1% |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 11K | $6M | 2.0% | −2% |
| 10 | VABK | VIRGINIA NATL BK CHRLOTSVLE | 127K | $6M | 2.0% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERIDIAN SIGNAL
AC read
Meridian Financial Partners LLC is a Other fund managing $293 million in assets. The fund runs a portfolio of 119 positions.
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