Meridian Financial Partners LLC - Portfolio overview

Meridian Financial Partners LLC has 126 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 10.07%
2. JMEE - J P MORGAN EXCHANGE TRADED F, 8.67%
3. DGRO - ISHARES TR, 8.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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