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Ashleigh Swayze

Meridian Financial Partners Llc

Assets Managed
$263.121M
Holdings
121
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
4.08%(2Q avg: 4.56%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Meridian Financial Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of Meridian Financial Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 263.121M in assets, with a quarterly growth rate of 4.08% and a 2-quarter average growth rate of 4.56%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.08%
10.13%
$26.645M
43,965 shares@ $606.05 avg price
JMEE
Jpm Sma & Mid Cap En Eq Et-u
Recent Activity
Increased 3.42%
8.72%
$22.943M
337,943 shares@ $67.89 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -13.55%
8.61%
$22.64M
320,868 shares@ $70.56 avg price
IVLU
Ishares Msci International V
Recent Activity
Increased 7.26%
5.42%
$14.26M
354,552 shares@ $40.22 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 8.1%
3.99%
$10.49M
41,607 shares@ $252.13 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.85%
3.58%
$9.398M
37,074 shares@ $253.51 avg price
IEQ
Lazard Intl Dynamic Eqy Etf
Recent Activity
New Position
3%
$7.868M
245,657 shares@ $32.04 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 8.83%
2.96%
$7.772M
11,733 shares@ $662.39 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -5.93%
2.15%
$5.652M
111,957 shares@ $50.48 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 10.35%
2.06%
$5.405M
32,974 shares@ $163.91 avg price

1-10 of 121