Titelia

Holdings of Meridian Financial Partners LLC

109 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 51.8 % of the equity sleeve

Sector breakdown

  • Funds 21.2 %
  • Technology 12.4 %
  • Communication 4.3 %
  • Financials 3.8 %
  • Industrials 3.0 %
  • Consumer discretionary 2.7 %
  • Health care 2.5 %
  • Energy 2.4 %
  • Consumer staples 2.1 %
  • Utilities 1.9 %
  • Real estate 0.1 %
  • Materials 0.1 %
  • Unattributed 43.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • TW 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US108255M $99.22 %
2TW12M $0.78 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 43,96526.6M $
2JPMorgan Small & Mid Cap Enhanced Equity ETF 337,94322.9M $
3iShares Core Dividend Growth ETF 320,86822.6M $
4iShares MSCI International Value Factor ETF 354,55214.3M $
5iShares Russell Top 200 Growth 41,60710.5M $
6Apple Inc 37,0749.4M $
7Lazard International Dynamic Equity ETF 245,6577.9M $
8iShares Core S&P 500 ETF 11,7337.8M $
9JPMorgan Ultra-Short Income ETF 111,9575.7M $
10Exxon Mobil Corp 32,9745.4M $
11Virginia National Bankshares Corp 137,6605.3M $
12Microsoft Corp 14,1625.3M $
13Alphabet Inc 15,4584.7M $
14NVIDIA Corp 24,5694.4M $
15Amazon.com Inc 19,7624.2M $
16Vanguard Bond Index Funds 53,2924.1M $
17Wisdomtree Trust 37,2133.3M $
18WisdomTree Trust 36,2913.2M $
19Visa Inc 10,1643.1M $
20Alphabet Inc 9,5512.9M $
21Chevron Corp 14,3632.9M $
22JPMorgan Chase & Co 9,4552.8M $
23iShares Russell 3000 ETF 7,3022.7M $
24Advanced Micro Devices Inc 11,6242.6M $
25Broadcom Inc 7,5762.5M $
26iShares Trust 25,6422.5M $
27Crowdstrike Holdings Inc 5,4342.3M $
28NextEra Energy Inc 24,3302.3M $
29L3Harris Technologies Inc 5,8912.1M $
30Taiwan Semiconductor Manufacturing Co Ltd 5,8242M $
31Procter & Gamble Co/The 13,4641.9M $
32VanEck Preferred Securities ex 107,5291.9M $
33Duke Energy Corp 14,1191.9M $
34Merck & Co Inc 14,1201.7M $
35Johnson & Johnson 6,7111.6M $
36Verizon Communications Inc 32,4721.6M $
37Tesla Inc 4,5001.6M $
38iShares MSCI International Quality Factor ETF 32,4071.5M $
39Labcorp Holdings Inc 5,5941.5M $
40J P Morgan Exchange Traded Fund Trust 26,1511.5M $
41Host Hotels & Resorts Inc 75,9851.5M $
42Coca-Cola Co/The 18,6831.4M $
43US Bancorp 25,9681.4M $
44Quanta Services Inc 2,3961.3M $
45Union Pacific Corp 5,3501.3M $
46Capital One Financial Corp 7,2321.3M $
47Invesco BulletShares 2030 Corp 77,8481.3M $
48John Marshall Bancorp Inc 57,6191.2M $
49Oracle Corp 7,9861.1M $
50iShares Trust 5,5871.1M $
51J P Morgan Exchange Traded Fund Trust 18,5281M $
52Eli Lilly & Co 1,1231M $
53Generac Holdings Inc 5,4261M $
54Vanguard Total Stock Market ETF 3,023983.8K $
55Salesforce Inc 5,022918.8K $
56Rithm Capital Corp 95,995912K $
57Pfizer Inc 33,476907.2K $
58Danaher Corp 4,717901K $
59Caterpillar Inc 1,229890.7K $
60First Trust Exchange-Traded Fund III 49,608884.5K $
61Dominion Energy Inc 13,709859.4K $
62Comcast Corp 29,625823.3K $
63Roper Technologies Inc 2,223797.7K $
64T-Mobile US Inc 3,729747.8K $
65Invesco QQQ Trust Series 1 1,168687.5K $
66Walmart Inc 5,462669K $
67iShares ESG Aware MSCI USA ETF 4,414633.4K $
68Berkshire Hathaway Inc 1,323632.5K $
69Vanguard Small-Cap ETF 2,270602.8K $
70iShares MSCI EAFE ETF 6,115601.4K $
71Vanguard World Fund 2,806561.1K $
72Costco Wholesale Corp 539546.3K $
73Home Depot Inc/The 1,688538K $
74WisdomTree Trust 7,745536.3K $
75Cambria Foreign Shareholder Yi 12,644476.6K $
76Vanguard Value ETF 2,272448.9K $
77iShares Core S&P Mid-Cap ETF 6,468443.4K $
78Cisco Systems, Inc. 5,194419.1K $
79ONEOK Inc 4,518409.5K $
80Vanguard Growth ETF 917407.9K $
81International Business Machines Corp. 1,655405.6K $
82Booking Holdings Inc 2,175377.2K $
83Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 5,970356.9K $
84AbbVie Inc 1,585327.1K $
85Truist Financial Corp 6,567314.1K $
86Lockheed Martin Corp 480301.3K $
87ServiceNow Inc 2,925294.1K $
88Intel Corp 5,465289.1K $
89iShares Russell 2000 Value ETF 1,471284.6K $
90iShares Trust 1,311284.1K $
91Honeywell International Inc 1,258281.6K $
92Invesco S&P 500 Low Volatility 3,807280.8K $
93Waste Management Inc 1,201280.2K $
94AT&T Inc 9,830275.6K $
95iShares Trust 1,913268.2K $
96Vanguard FTSE All-World ex-US ETF 3,386257.4K $
97Lowe's Cos Inc 1,055244.3K $
98ConocoPhillips 1,845243.1K $
99Kenvue Inc 14,209237.7K $
100Bank of America Corp 4,701236.4K $