StockDriftsStockDriftsTop 50 Meridian Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.41% | 44.3K | $30.5M | +0.68%(+297) | $323.21(+120.50%) | 2026-06-30 | |
| JMEE | J P MORGAN EXCHANGE TRADED F | 9.07% | 347.6K | $26.6M | +2.86%(+9.68K) | $59.31(+34.54%) | 2026-06-30 | |
| DGRO | ISHARES TR | 8.4% | 317.4K | $24.6M | -1.09%(-3.49K) | $52.35(+52.01%) | 2026-06-30 | |
| IVLU | ISHARES TR | 5.31% | 368.0K | $15.6M | +3.79%(+13.45K) | $34.87(+27.20%) | 2026-06-30 | |
| IWY | ISHARES TR | 4.27% | 43.2K | $12.5M | +3.93%(+1.64K) | $189.13(+54.95%) | 2026-06-30 | |
| IDEQ | LAZARD ACTIVE ETF TR | 3.77% | 319.2K | $11.1M | +29.94%(+73.55K) | $31.47(+14.38%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.5% | 31.3K | $10.3M | -15.47%(-5.73K) | $78.88(+287.13%) | 2026-06-30 | |
| IVV | ISHARES TR | 3% | 11.6K | $8.8M | -1.05%(-123) | $245.07(+217.84%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.05% | 11.3K | $6.0M | -2.41%(-280) | $114.24(+348.39%) | 2026-06-30 | |
| VABK | VIRGINIA NATL BK CHRLOTSVLE | 1.98% | 127.2K | $5.8M | -7.63%(-10.50K) | $35.26(+32.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.39% | +49.69% | +7.64% | +44.47% |
| Top 20 Holdings Unweighted | +16.84% | +59.51% | +9.49% | +57.32% |
Meridian Financial Partners LLC reports $293.31M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are VOO (10.4%), JMEE (9.1%) and DGRO (8.4%). The top 20 holdings account for 67.53% of reported assets. Its disclosed equity book has returned +49.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meridian Financial Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1763722). View Meridian Financial Partners LLC’s 13F filings on SEC