AI Portfolio Summary
In 2026 Q1, Meridian Financial Partners LLC maintained a portfolio of 125 distinct positions. The most significant new addition to the portfolio was LAZARD ACTIVE ETF TR, which now represents 2.99% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 1.1%. The fund also reduced its exposure to ISHARES TR by 13.6%.
Total Positions
125
Quarter
2026 Q1
Top Holding
VOO (10.1%)
Top 10 Concentration
50.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 125
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 10.13% | 10.84% |
#1
Prev: #1
|
6.5 | 467 | 1.1% |
P
S
|
43,965 | $26,644,625 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JMEE
J P MORGAN EXCH...
|
Unknown | 8.72% | 8.91% |
#2
1
Prev: #3
|
5.5 | 11,164 | 3.4% |
P
S
|
337,943 | $22,942,950 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DGRO
ISHARES TR
|
Warrant | 8.60% | 10.46% |
#3
1
Prev: #2
|
4.9 | -50,302 | -13.6% |
P
S
|
320,868 | $22,640,446 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IVLU
ISHARES TR
|
Bond/Debt | 5.42% | 5.15% |
#4
Prev: #4
|
4.7 | 23,973 | 7.3% |
P
S
|
354,552 | $14,260,081 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IWY
ISHARES TR
|
ETF | 3.99% | 4.10% |
#5
Prev: #5
|
4.1 | 3,117 | 8.1% |
P
S
|
41,607 | $10,489,957 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AAPL
APPLE INC
|
Technology | 3.57% | 3.57% |
#6
Prev: #6
|
1.9 | 670 | 1.8% |
P
S
|
37,074 | $9,398,292 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IEQ
LAZARD ACTIVE E...
|
Bond/Debt | 2.99% | — |
#7
Prev: #—
|
4.7 | 245,657 | no change |
NEW
|
245,657 | $7,868,394 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IVV
ISHARES TR
|
ETF | 2.95% | 2.94% |
#8
1
Prev: #7
|
3.2 | 951 | 8.8% |
P
S
|
11,733 | $7,771,705 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 2.15% | 2.39% |
#9
Prev: #9
|
1.4 | -7,070 | -5.9% |
P
S
|
111,957 | $5,651,589 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.05% | 1.58% |
#10
5
Prev: #15
|
2.8 | 3,092 | 10.3% |
P
S
|
32,974 | $5,404,717 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VABK
VIRGINIA NATL B...
|
Financial Services | 2.02% | 2.30% |
#11
1
Prev: #10
|
1.3 | -3,501 | -2.5% |
P
S
|
137,660 | $5,317,806 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.00% | 2.42% |
#12
4
Prev: #8
|
1.3 | 384 | 2.8% |
P
S
|
14,162 | $5,272,203 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.79% | 1.97% |
#13
2
Prev: #11
|
1.2 | 308 | 2.0% |
P
S
|
15,458 | $4,721,673 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.66% | 1.75% |
#14
1
Prev: #13
|
1.2 | 396 | 1.6% |
P
S
|
24,569 | $4,375,742 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.61% | 1.79% |
#15
3
Prev: #12
|
1.1 | 153 | 0.8% |
P
S
|
19,762 | $4,224,523 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 1.56% | 1.58% |
#16
2
Prev: #14
|
1.1 | 1,851 | 3.6% |
P
S
|
53,292 | $4,107,214 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DLN
WISDOMTREE TR
|
Unknown | 1.27% | 1.33% |
#17
Prev: #17
|
1.0 | -101 | -0.3% |
P
S
|
37,213 | $3,343,960 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DGRW
WISDOMTREE TR
|
ETF | 1.22% | 1.35% |
#18
2
Prev: #16
|
1.0 | -1,309 | -3.5% |
P
S
|
36,291 | $3,207,764 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
V
VISA INC
|
Financial Services | 1.17% | 1.30% |
#19
1
Prev: #18
|
1.0 | 65 | 0.6% |
P
S
|
10,164 | $3,075,183 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.10% | 1.24% |
#20
1
Prev: #19
|
0.9 | 38 | 0.4% |
P
S
|
9,551 | $2,902,835 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.10% | 0.91% |
#21
5
Prev: #26
|
0.9 | 536 | 3.9% |
P
S
|
14,363 | $2,894,717 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.07% | 1.13% |
#22
1
Prev: #21
|
0.9 | -11 | -0.1% |
P
S
|
9,455 | $2,811,917 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IWV
ISHARES TR
|
ETF | 1.04% | 0.96% |
#23
1
Prev: #24
|
2.4 | 1,108 | 17.9% |
P
S
|
7,302 | $2,742,485 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.98% | 1.14% |
#24
4
Prev: #20
|
0.9 | 57 | 0.5% |
P
S
|
11,624 | $2,575,065 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.96% | 0.97% |
#25
3
Prev: #22
|
0.9 | 99 | 1.3% |
P
S
|
7,576 | $2,530,300 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IWR
ISHARES TR
|
ETF | 0.96% | 0.94% |
#26
1
Prev: #25
|
2.4 | 2,160 | 9.2% |
P
S
|
25,642 | $2,528,301 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.87% | 0.97% |
#27
4
Prev: #23
|
0.8 | -57 | -1.0% |
P
S
|
5,434 | $2,299,832 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.87% | 0.80% |
#28
Prev: #28
|
0.8 | 143 | 0.6% |
P
S
|
24,330 | $2,278,959 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 0.79% | 0.82% |
#29
2
Prev: #27
|
0.8 | -34 | -0.6% |
P
S
|
5,891 | $2,085,414 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.76% | 0.74% |
#30
1
Prev: #31
|
0.8 | 118 | 2.1% |
P
S
|
5,824 | $2,011,144 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.72% | 0.76% |
#31
1
Prev: #30
|
0.8 | 339 | 2.6% |
P
S
|
13,464 | $1,902,448 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PFXF
VANECK ETF TRUS...
|
Preferred | 0.72% | 0.65% |
#32
2
Prev: #34
|
2.8 | 18,791 | 21.2% |
P
S
|
107,529 | $1,895,736 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 0.71% | 0.67% |
#33
Prev: #33
|
0.8 | -17 | -0.1% |
P
S
|
14,119 | $1,861,167 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.64% | 0.61% |
#34
2
Prev: #36
|
0.8 | 231 | 1.7% |
P
S
|
14,120 | $1,684,234 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.61% | 0.59% |
#35
3
Prev: #38
|
0.7 | -149 | -2.2% |
P
S
|
6,711 | $1,599,954 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.60% | 0.50% |
#36
7
Prev: #43
|
0.7 | 527 | 1.6% |
P
S
|
32,472 | $1,578,789 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.59% | 0.76% |
#37
8
Prev: #29
|
0.7 | 25 | 0.6% |
P
S
|
4,500 | $1,559,925 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IQLT
ISHARES TR
|
Bond/Debt | 0.58% | 0.53% |
#38
3
Prev: #41
|
2.2 | 3,905 | 13.7% |
P
S
|
32,407 | $1,515,675 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LH
LABCORP HOLDING...
|
Healthcare | 0.57% | 0.60% |
#39
2
Prev: #37
|
1.2 | no change | no change |
P
S
|
5,594 | $1,505,670 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 0.56% | 0.28% |
#40
23
Prev: #63
|
3.2 | 14,073 | 116.5% |
P
S
|
26,151 | $1,462,364 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
HST
HOST HOTELS & R...
|
Real Estate | 0.55% | 0.56% |
#41
1
Prev: #40
|
0.7 | 79 | 0.1% |
P
S
|
75,985 | $1,450,545 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.54% | 0.52% |
#42
Prev: #42
|
0.7 | 434 | 2.4% |
P
S
|
18,683 | $1,418,227 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
USB
US BANCORP
|
Financial Services | 0.53% | 0.57% |
#43
4
Prev: #39
|
0.7 | 37 | 0.1% |
P
S
|
25,968 | $1,394,468 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.51% | 0.45% |
#44
4
Prev: #48
|
0.7 | -9 | -0.4% |
P
S
|
2,396 | $1,331,146 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.50% | 0.46% |
#45
2
Prev: #47
|
2.2 | 268 | 5.3% |
P
S
|
5,350 | $1,316,594 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.50% | — |
#46
Prev: #—
|
3.7 | 2,652 | no change |
NEW
|
2,652 | $1,311,653 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 0.50% | 0.64% |
#47
12
Prev: #35
|
0.7 | 200 | 2.8% |
P
S
|
7,232 | $1,310,077 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BSCU
INVESCO EXCH TR...
|
ETF | 0.50% | 0.15% |
#48
33
Prev: #81
|
3.2 | 55,943 | 255.4% |
P
S
|
77,848 | $1,304,732 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BSCT
INVESCO EXCH TR...
|
ETF | 0.48% | 0.14% |
#49
34
Prev: #83
|
3.2 | 48,916 | 258.6% |
P
S
|
67,831 | $1,267,761 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JMSB
JOHN MARSHALL B...
|
Financial Services | 0.45% | 0.48% |
#50
5
Prev: #45
|
1.2 | no change | no change |
P
S
|
57,619 | $1,181,766 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 |
Showing 1-50 of 125 holdings