Holders — by stockHoldings — by fund
Meridian Financial Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001763722
$293.3M
disclosed book value
119
positions
10.4%
largest position share
Positions, as of 2026-06-30
top 100 of 119 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 44,262 | $30.5M | 10.4% |
| 2 | JMEEJ P MORGAN EXCHANGE TRADED F | 347,624 | $26.6M | 9.1% |
| 3 | DGROISHARES TR | 317,378 | $24.6M | 8.4% |
| 4 | IVLUISHARES TR | 368,005 | $15.6M | 5.3% |
| 5 | IWYISHARES TR | 43,243 | $12.5M | 4.3% |
| 6 | IDEQLAZARD ACTIVE ETF TR | 319,202 | $11.1M | 3.8% |
| 7 | AAPLAPPLE INC | 31,340 | $10.3M | 3.5% |
| 8 | IVVISHARES TR | 11,610 | $8.8M | 3% |
| 9 | AMDADVANCED MICRO DEVICES INC | 11,344 | $6.0M | 2% |
| 10 | VABKVIRGINIA NATL BK CHRLOTSVLE | 127,161 | $5.8M | 2% |
| 11 | GOOGLALPHABET INC | 14,923 | $5.5M | 1.9% |
| 12 | MSFTMICROSOFT CORP | 13,776 | $5.5M | 1.9% |
| 13 | JPSTJ P MORGAN EXCHANGE TRADED F | 107,084 | $5.4M | 1.8% |
| 14 | NVDANVIDIA CORPORATION | 23,897 | $5.1M | 1.7% |
| 15 | AMZNAMAZON COM INC | 19,338 | $4.9M | 1.7% |
| 16 | EXMOCEXXON MOBIL CORP | 32,816 | $4.7M | 1.6% |
| 17 | BIVVANGUARD BD INDEX FDS | 55,184 | $4.2M | 1.4% |
| 18 | CRWDCROWDSTRIKE HLDGS INC | 18,544 | $3.8M | 1.3% |
| 19 | GOOGALPHABET INC | 9,561 | $3.5M | 1.2% |
| 20 | DLNWISDOMTREE TR | 36,050 | $3.5M | 1.2% |
| 21 | VVISA INC | 9,910 | $3.5M | 1.2% |
| 22 | JPMJPMORGAN CHASE & CO | 10,029 | $3.5M | 1.2% |
| 23 | DGRWWISDOMTREE TR | 34,905 | $3.4M | 1.2% |
| 24 | IWVISHARES TR | 7,209 | $3.1M | 1.1% |
| 25 | AVGOBROADCOM INC | 7,586 | $3.0M | 1% |
| 26 | IWRISHARES TR | 25,642 | $2.8M | 1% |
| 27 | CVXCHEVRON CORPORATION | 14,006 | $2.5M | 0.9% |
| 28 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 5,824 | $2.4M | 0.8% |
| 29 | NEENEXTERA ENERGY INC | 23,410 | $2.1M | 0.7% |
| 30 | PFXFVANECK ETF TRUST | 110,458 | $2.0M | 0.7% |
| 31 | PGPROCTER & GAMBLE CO | 13,122 | $1.9M | 0.7% |
| 32 | TSLATESLA INC | 4,563 | $1.8M | 0.6% |
| 33 | DUKDUKE ENERGY CORP NEW | 13,885 | $1.7M | 0.6% |
| 34 | MRKMERCK & CO INC | 13,656 | $1.7M | 0.6% |
| 35 | LHXL3HARRIS TECHNOLOGIES INC | 5,804 | $1.7M | 0.6% |
| 36 | RITMRITHM CAPITAL CORP | 178,929 | $1.7M | 0.6% |
| 37 | USBUS BANCORP | 26,187 | $1.7M | 0.6% |
| 38 | JNJJOHNSON & JOHNSON | 6,632 | $1.6M | 0.6% |
| 39 | IQLTISHARES TR | 32,406 | $1.6M | 0.5% |
| 40 | GPIXGOLDMAN SACHS ETF TR | 28,495 | $1.6M | 0.5% |
| 41 | UNPUNION PAC CORP | 5,248 | $1.5M | 0.5% |
| 42 | COFCAPITAL ONE FINL CORP | 7,241 | $1.5M | 0.5% |
| 43 | KOCOCA COLA CO | 18,067 | $1.5M | 0.5% |
| 44 | LHLABCORP HOLDINGS INC | 5,419 | $1.5M | 0.5% |
| 45 | VZVERIZON COMMUNICATIONS INC | 32,559 | $1.4M | 0.5% |
| 46 | LINDE PLC | 2,658 | $1.4M | 0.5% |
| 47 | PWRQUANTA SVCS INC | 2,048 | $1.3M | 0.5% |
| 48 | VTIVANGUARD INDEX FDS | 3,498 | $1.3M | 0.4% |
| 49 | LLYELI LILLY & CO | 1,114 | $1.3M | 0.4% |
| 50 | BSCUINVESCO EXCH TRD SLF IDX FD | 76,587 | $1.3M | 0.4% |
| 51 | BSCTINVESCO EXCH TRD SLF IDX FD | 68,041 | $1.3M | 0.4% |
| 52 | JMSBJOHN MARSHALL BANCORP INC | 57,619 | $1.3M | 0.4% |
| 53 | QUALISHARES TR | 5,627 | $1.2M | 0.4% |
| 54 | GNRCGENERAC HLDGS INC | 5,208 | $1.2M | 0.4% |
| 55 | ORCLORACLE CORP | 7,590 | $1.0M | 0.3% |
| 56 | DDOMINION ENERGY INC | 14,158 | $1.0M | 0.3% |
| 57 | DHRDANAHER CORP DEL | 4,580 | $919,624 | 0.3% |
| 58 | CATCATERPILLAR INC | 997 | $912,007 | 0.3% |
| 59 | FPEFIRST TR EXCH TRADED FD III | 50,622 | $908,665 | 0.3% |
| 60 | QQQINVESCO QQQ TR | 1,211 | $854,893 | 0.3% |
| 61 | VSGXVANGUARD WORLD FD | 10,022 | $813,185 | 0.3% |
| 62 | PFEPFIZER INC | 32,642 | $810,165 | 0.3% |
| 63 | ROPROPER TECHNOLOGIES INC | 2,250 | $784,182 | 0.3% |
| 64 | CRMSALESFORCE INC | 4,650 | $776,550 | 0.3% |
| 65 | ESGUISHARES TR | 4,669 | $774,120 | 0.3% |
| 66 | HSTHOST HOTELS & RESORTS INC | 32,386 | $770,787 | 0.3% |
| 67 | BSCSINVESCO EXCH TRD SLF IDX FD | 35,395 | $721,881 | 0.2% |
| 68 | JEPQJ P MORGAN EXCHANGE TRADED F | 12,041 | $713,550 | 0.2% |
| 69 | CMCSACOMCAST CORP NEW | 30,041 | $705,657 | 0.2% |
| 70 | TMUST-MOBILE US INC | 3,671 | $688,753 | 0.2% |
| 71 | JEPIJ P MORGAN EXCHANGE TRADED F | 12,067 | $687,578 | 0.2% |
| 72 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,380 | $673,923 | 0.2% |
| 73 | EFAISHARES TR | 6,115 | $639,935 | 0.2% |
| 74 | VBVANGUARD INDEX FDS | 2,134 | $633,819 | 0.2% |
| 75 | CSCOCISCO SYS INC | 5,094 | $569,369 | 0.2% |
| 76 | DOLWISDOMTREE TR | 7,145 | $531,388 | 0.2% |
| 77 | VPUVANGUARD WORLD FD | 2,639 | $516,241 | 0.2% |
| 78 | WMTWALMART INC | 4,526 | $509,311 | 0.2% |
| 79 | COSTCOSTCO WHOLESALE CORPORATION | 539 | $494,153 | 0.2% |
| 80 | IJHISHARES TR | 6,468 | $489,175 | 0.2% |
| 81 | VUGVANGUARD INDEX FDS | 5,501 | $482,750 | 0.2% |
| 82 | FYLDCAMBRIA ETF TR | 12,665 | $482,157 | 0.2% |
| 83 | HDHOME DEPOT INC | 1,372 | $468,356 | 0.2% |
| 84 | EATON CORP PLC | 1,108 | $457,449 | 0.2% |
| 85 | VTVVANGUARD INDEX FDS | 2,089 | $454,337 | 0.2% |
| 86 | ESGVVANGUARD WORLD FD | 3,375 | $452,250 | 0.2% |
| 87 | BKNGBOOKING HOLDINGS INC | 2,372 | $433,618 | 0.1% |
| 88 | INTCINTEL CORP | 4,028 | $414,826 | 0.1% |
| 89 | OKEONEOK INC NEW | 4,371 | $397,930 | 0.1% |
| 90 | ABBVABBVIE INC | 1,585 | $386,914 | 0.1% |
| 91 | IBMINTERNATIONAL BUSINESS MACHS | 1,742 | $367,910 | 0.1% |
| 92 | AKREPROFESIONALLY MANAGED PORTFO | 6,464 | $357,782 | 0.1% |
| 93 | DGSWISDOMTREE TR | 5,519 | $351,395 | 0.1% |
| 94 | TFCTRUIST FINL CORP | 6,567 | $346,738 | 0.1% |
| 95 | SPLVINVESCO EXCH TRADED FD TR II | 4,431 | $340,921 | 0.1% |
| 96 | BRNYEA SERIES TRUST | 5,789 | $339,007 | 0.1% |
| 97 | LMTLOCKHEED MARTIN CORP | 643 | $330,798 | 0.1% |
| 98 | IWNISHARES TR | 1,446 | $319,985 | 0.1% |
| 99 | BACBANK OF AMER CORP | 4,822 | $296,987 | 0.1% |
| 100 | WMWASTE MGMT INC DEL | 1,201 | $279,593 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.