Read this manager's filing book
Disclosed positions
Meridian Financial Partners LLC: source evidence dated 2026-07-25T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $30,547,064
- Reported amount
- 44,262
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001763722-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
Scroll sideways to compare all columns. Select a heading to sort.
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $30,547,064 | 44,262 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMEE | SMALL & MID CAP | $26,600,188 | 347,624 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $24,628,533 | 317,378 | SH | None |
| ISHARES TR | IVLU | MSCI INTL VLU FT | $15,581,332 | 368,005 | SH | None |
| ISHARES TR | IWY | RUS TP200 GR ETF | $12,520,146 | 43,243 | SH | None |
| LAZARD ACTIVE ETF TR | IDEQ | INTL DYNAMIC EQT | $11,069,925 | 319,202 | SH | None |
| APPLE INC | AAPL | COM | $10,263,833 | 31,340 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $8,804,908 | 11,610 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $6,002,564 | 11,344 | SH | None |
| VIRGINIA NATL BK CHRLOTSVLE | VABK | COM | $5,808,714 | 127,161 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $5,535,100 | 14,923 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,450,092 | 13,776 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $5,405,600 | 107,084 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $5,078,129 | 23,897 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,930,416 | 19,338 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $4,742,309 | 32,816 | SH | None |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $4,201,158 | 55,184 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $3,834,343 | 18,544 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,539,578 | 9,561 | SH | None |
| WISDOMTREE TR | DLN | US LARGECAP DIVD | $3,532,179 | 36,050 | SH | None |
| VISA INC | V | COM CL A | $3,519,539 | 9,910 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $3,479,160 | 10,029 | SH | None |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $3,376,713 | 34,905 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $3,096,121 | 7,209 | SH | None |
| BROADCOM INC | AVGO | COM | $2,991,177 | 7,586 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $2,808,055 | 25,642 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $2,543,487 | 14,006 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $2,443,052 | 5,824 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $2,085,831 | 23,410 | SH | None |
| VANECK ETF TRUST | PFXF | PREFERRED SECURT | $1,963,943 | 110,458 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $1,942,762 | 13,122 | SH | None |
| TESLA INC | TSLA | COM | $1,799,921 | 4,563 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $1,726,461 | 13,885 | SH | None |
| MERCK & CO INC | MRK | COM | $1,688,018 | 13,656 | SH | None |
| L3HARRIS TECHNOLOGIES INC | LHX | COM | $1,664,703 | 5,804 | SH | None |
| RITHM CAPITAL CORP | RITM | COM NEW | $1,651,517 | 178,929 | SH | None |
| US BANCORP | USB | COM NEW | $1,650,017 | 26,187 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,638,221 | 6,632 | SH | None |
| ISHARES TR | IQLT | MSCI INTL QUALTY | $1,605,069 | 32,406 | SH | None |
| GOLDMAN SACHS ETF TR | GPIX | S&P 500 PREMIUM | $1,580,333 | 28,495 | SH | None |
| UNION PAC CORP | UNP | COM | $1,513,234 | 5,248 | SH | None |
| CAPITAL ONE FINL CORP | COF | COM | $1,512,572 | 7,241 | SH | None |
| COCA COLA CO | KO | COM | $1,489,624 | 18,067 | SH | None |
| LABCORP HOLDINGS INC | LH | COM SHS | $1,473,886 | 5,419 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $1,394,486 | 32,559 | SH | None |
| LINDE PLC | LIN | SHS | $1,366,611 | 2,658 | SH | None |
| QUANTA SVCS INC | PWR | COM | $1,328,824 | 2,048 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,302,725 | 3,498 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,288,502 | 1,114 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | BSCU | INVSCO 30 CORP | $1,274,408 | 76,587 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.