Institutional Fund
Meridian Financial Partners LLC
Warrenton, VACIK 17637225 filings on record
Portfolio Value
$263.12M
Q1 2026
Holdings
121
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+4.1%
from $252.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds10.1%
- J P Morgan Exchange Traded F8.7%
- Ishares Tr8.6%
- Ishares Tr5.4%
- Ishares Tr4.0%
- Apple Inc3.6%
- Other59.6%
Portfolio Holdings
121 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 44.0K | $26.64M | 10.1% | +467 | Added |
| 2 | J P Morgan Exchange Traded F | 337.9K | $22.94M | 8.7% | +11.2K | Added |
| 3 | Ishares Tr | 320.9K | $22.64M | 8.6% | −50.3K | Reduced |
| 4 | Ishares Tr | 354.6K | $14.26M | 5.4% | +24.0K | Added |
| 5 | Ishares Tr | 41.6K | $10.49M | 4.0% | +3.1K | Added |
| 6 | Apple Inc | 37.1K | $9.40M | 3.6% | +670 | Added |
| 7 | Lazard Active ETF Tr | 245.7K | $7.87M | 3.0% | +245.7K | New |
| 8 | Ishares Tr | 11.7K | $7.77M | 3.0% | +951 | Added |
| 9 | J P Morgan Exchange Traded F | 112.0K | $5.65M | 2.1% | −7.1K | Reduced |
| 10 | Exxon Mobil Corp | 33.0K | $5.40M | 2.1% | +3.1K | Added |
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