account_balance
Investment manager · 13F filer · SEC CIK 1763722
Meridian Financial Partners LLC
Reported value$293Mas of Jun 30, 2026
Positions119 7 new, 9 sold out
Top 10 weight51.8%VOO alone is 10%
FiledJul 2424 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
10.4%
JMEEJ P Morgan Exchange Traded F
9.1%Added +3%
DGROiShares Tr
8.4%
IVLUiShares Tr
5.3%Added +4%
IWYiShares Tr
4.3%Added +4%
IDEQLazard Active ETF Tr
3.8%Added +30%
AAPLApple Inc
3.5%Trimmed −15%
IVViShares Tr
3.0%
AMDAdvanced Micro Devices Inc
2.0%Trimmed −2%
VABKVirginia Natl Bk Chrlotsvle
2.0%Trimmed −8%
GOOGLAlphabet Inc
1.9%Trimmed −3%
MSFTMicrosoft Corp
1.9%Trimmed −3%
VOOVanguard Index FDS
10.4%
JMEEJ P Morgan Exchange Traded F
9.1%Added +3%
DGROiShares Tr
8.4%
IVLUiShares Tr
5.3%Added +4%
IWY4.3%
IDEQ3.8%
AAPL3.5%IVV3.0%
AMD2.0%VABK2.0%GOOGL1.9%MSFT1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 10.4% Held
JMEE J P Morgan Exchange Traded F 9.1% Added +3%
DGRO iShares Tr 8.4% Held
IVLU iShares Tr 5.3% Added +4%
IWY iShares Tr 4.3% Added +4%
IDEQ Lazard Active ETF Tr 3.8% Added +30%
AAPL Apple Inc 3.5% Trimmed −15%IVV iShares Tr 3.0% Held
AMD Advanced Micro Devices Inc 2.0% Trimmed −2%VABK Virginia Natl Bk Chrlotsvle 2.0% Trimmed −8%GOOGL Alphabet Inc 1.9% Trimmed −3%MSFT Microsoft Corp 1.9% Trimmed −3%What changed