Meridian Financial Partners LLC

All Holdings — 2026 Q1

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%.
PCA Score Concentration Risk
Risk ENB
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

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