Meridian Financial Partners LLC ETF holdings
Warrenton, VA
Reported $175.9M in 48 ETFs in its Form 13F for June 30, 2026.
ETF value
$175.9M
ETFs held
48
Change from prior quarter
+12.7%
With price moves
ETFs as a share of its 13F
60.0%
of $293.3M
Top 10 of 48 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $30.5M | 44,262 | +297 shares |
| JMEE | JPMorgan Small & Mid Cap Enhanced Equity ETF | $26.6M | 347,624 | +9,681 shares |
| DGRO | iShares Core Dividend Growth ETF | $24.6M | 317,378 | −3,490 shares |
| IVLU | iShares Edge MSCI Intl Value Factor ETF | $15.6M | 368,005 | +13,453 shares |
| IWY | iShares Russell Top 200 Growth ETF | $12.5M | 43,243 | +1,636 shares |
| IDEQ | Lazard International Dynamic Equity ETF | $11.1M | 319,202 | +73,545 shares |
| IVV | iShares Core S&P 500 ETF | $8.8M | 11,610 | −123 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $5.4M | 107,084 | −4,873 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $4.2M | 55,184 | +1,892 shares |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | $3.5M | 36,050 | −1,163 shares |
38 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001763722. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Meridian Financial Partners LLC own?
Meridian Financial Partners LLC reported 48 ETF positions worth $175.9M in its Form 13F for June 30, 2026. The largest was VOO, at $30.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.