Meridian Financial Partners LLC
CIK 0001763722 · WARRENTON, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$293.3M
2026 Q2
Positions
119
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
51.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
10.4%
JMEE
J P MORGAN EXCHANGE TRADED F
9.1%
DGRO
ISHARES TR
8.4%
IVLU
ISHARES TR
5.3%
IWY
ISHARES TR
4.3%
IDEQ
LAZARD ACTIVE ETF TR
3.8%
AAPL
APPLE INC
3.5%
IVV
ISHARES TR
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.