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Ashleigh Swayze

Meridian Financial Partners Llc

Assets Managed
$293.311M
Holdings
119
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
11.48%(2Q avg: 7.78%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Meridian Financial Partners Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 119 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 293.311M in assets, with a quarterly growth rate of 11.48% and a 2-quarter average growth rate of 7.78%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.68%
10.42%
$30.547M
44,262 shares@ $690.15 avg price
JMEE
Jpm Sma & Mid Cap En Eq Et-u
Recent Activity
Increased 2.87%
9.07%
$26.6M
347,624 shares@ $76.52 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -1.08%
8.4%
$24.629M
317,378 shares@ $77.61 avg price
IVLU
Ishares Msci International V
Recent Activity
Increased 3.8%
5.32%
$15.581M
368,005 shares@ $42.35 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 3.94%
4.27%
$12.52M
43,243 shares@ $289.54 avg price
IEQ
Lazard Intl Dynamic Eqy Etf
Recent Activity
Increased 29.94%
3.78%
$11.07M
319,202 shares@ $34.68 avg price
AAPL
Apple Inc
Recent Activity
Decreased -15.46%
3.5%
$10.264M
31,340 shares@ $327.5 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.04%
3.01%
$8.805M
11,610 shares@ $758.4 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -2.4%
2.05%
$6.003M
11,344 shares@ $529.14 avg price
VABK
Virginia National Bankshares
Recent Activity
Decreased -7.62%
1.99%
$5.809M
127,161 shares@ $45.68 avg price

1-10 of 119