Meridian Financial Partners
Latest statistics and disclosures from Meridian Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, DGRO, JMEE, IVLU, IWY, and represent 39.47% of Meridian Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: IVLU, JMEE, FLOT, V, TSLA, AAPL, BIV, GPIX, BRNY, NOW.
- Started 9 new stock positions in SPLV, SUSL, RTX, VTV, GPIX, BAC, BRNY, FLOT, ACWI.
- Reduced shares in these 10 stocks: VOO, JPST, DGRO, UNH, GBTC, BND, TLT, MDLZ, ALB, JEPI.
- Sold out of its positions in GBTC, TLT, MDLZ, BND.
- Meridian Financial Partners was a net buyer of stock by $5.5M.
- Meridian Financial Partners has $253M in assets under management (AUM), dropping by 5.03%.
- Central Index Key (CIK): 0001763722
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Portfolio Holdings for Meridian Financial Partners
Meridian Financial Partners holds 118 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.8 | $27M | -5% | 44k | 630.29 |
|
| Ishares Tr Core Div Grwth (DGRO) | 10.5 | $26M | 371k | 71.26 |
|
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 8.9 | $23M | +7% | 327k | 68.90 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 5.2 | $13M | +37% | 331k | 39.42 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 4.1 | $10M | 39k | 269.56 |
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| Apple (AAPL) | 3.6 | $9.0M | +4% | 36k | 247.65 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $7.4M | 11k | 688.32 |
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| Microsoft Corporation (MSFT) | 2.4 | $6.1M | 14k | 444.12 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.4 | $6.0M | -10% | 119k | 50.71 |
|
| Virginia Natl Bankshares (VABK) | 2.3 | $5.8M | 141k | 41.25 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $5.0M | -2% | 15k | 328.38 |
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| Amazon (AMZN) | 1.8 | $4.5M | 20k | 231.31 |
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| NVIDIA Corporation (NVDA) | 1.8 | $4.4M | 24k | 183.32 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.6 | $4.0M | +10% | 51k | 77.74 |
|
| Exxon Mobil Corporation (XOM) | 1.6 | $4.0M | 30k | 133.61 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.3 | $3.4M | -2% | 38k | 90.52 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 1.3 | $3.4M | 37k | 89.80 |
|
|
| Visa Com Cl A (V) | 1.3 | $3.3M | +24% | 10k | 325.28 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $3.1M | 9.5k | 328.38 |
|
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| Advanced Micro Devices (AMD) | 1.1 | $2.9M | -2% | 12k | 249.80 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.9M | 9.5k | 302.04 |
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| Broadcom (AVGO) | 1.0 | $2.5M | 7.5k | 328.82 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $2.4M | 5.5k | 445.88 |
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|
| Ishares Tr Russell 3000 Etf (IWV) | 1.0 | $2.4M | 6.2k | 391.06 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $2.4M | 24k | 100.86 |
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| Chevron Corporation (CVX) | 0.9 | $2.3M | 14k | 166.72 |
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| L3harris Technologies (LHX) | 0.8 | $2.1M | 5.9k | 347.81 |
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| Nextera Energy (NEE) | 0.8 | $2.0M | 24k | 83.85 |
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| Tesla Motors (TSLA) | 0.8 | $1.9M | +40% | 4.5k | 431.44 |
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| Procter & Gamble Company (PG) | 0.8 | $1.9M | 13k | 146.05 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $1.9M | 5.7k | 326.12 |
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| Generac Holdings (GNRC) | 0.7 | $1.7M | 10k | 172.06 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $1.7M | +2% | 14k | 119.37 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.6 | $1.6M | +4% | 89k | 18.42 |
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| Capital One Financial (COF) | 0.6 | $1.6M | 7.0k | 231.01 |
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| Merck & Co (MRK) | 0.6 | $1.5M | 14k | 111.11 |
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| Labcorp Holdings Com Shs (LH) | 0.6 | $1.5M | 5.6k | 269.12 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.5M | 6.9k | 218.01 |
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| Us Bancorp Del Com New (USB) | 0.6 | $1.4M | -2% | 26k | 55.47 |
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| Host Hotels & Resorts (HST) | 0.6 | $1.4M | -4% | 76k | 18.68 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $1.3M | 29k | 46.93 |
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| Coca-Cola Company (KO) | 0.5 | $1.3M | 18k | 72.01 |
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| Verizon Communications (VZ) | 0.5 | $1.3M | 32k | 39.24 |
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| Oracle Corporation (ORCL) | 0.5 | $1.3M | +2% | 7.2k | 173.89 |
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| John Marshall Ban (JMSB) | 0.5 | $1.2M | 58k | 21.16 |
|
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| Eli Lilly & Co. (LLY) | 0.5 | $1.2M | 1.1k | 1078.53 |
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| Union Pacific Corporation (UNP) | 0.5 | $1.2M | +4% | 5.1k | 229.41 |
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| Quanta Services (PWR) | 0.5 | $1.1M | -2% | 2.4k | 473.24 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.1M | 5.6k | 201.97 |
|
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| Rithm Capital Corp Com New (RITM) | 0.4 | $1.1M | 94k | 11.75 |
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| Danaher Corporation (DHR) | 0.4 | $1.1M | +3% | 4.5k | 242.05 |
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| salesforce (CRM) | 0.4 | $1.1M | 4.9k | 221.58 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.4 | $888k | 49k | 18.29 |
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| Roper Industries (ROP) | 0.4 | $888k | 2.2k | 404.67 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $887k | +12% | 2.6k | 339.08 |
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| Dominion Resources (D) | 0.3 | $848k | 14k | 60.92 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $846k | -8% | 1.4k | 616.28 |
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| Pfizer (PFE) | 0.3 | $844k | 33k | 25.89 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $798k | -11% | 28k | 28.89 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $792k | NEW | 16k | 50.99 |
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| Caterpillar (CAT) | 0.3 | $785k | 1.2k | 645.64 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $729k | +6% | 9.8k | 74.47 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $708k | +4% | 12k | 58.63 |
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| Metropcs Communications (TMUS) | 0.3 | $665k | +9% | 3.6k | 183.60 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $644k | +8% | 4.3k | 149.24 |
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| Wal-Mart Stores (WMT) | 0.3 | $641k | 5.4k | 119.36 |
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| Home Depot (HD) | 0.3 | $639k | 1.7k | 384.54 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $549k | +9% | 1.1k | 483.83 |
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| Wisdomtree Tr True Developed I (DOL) | 0.2 | $527k | 7.7k | 68.10 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $525k | 2.8k | 187.21 |
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| Costco Wholesale Corporation (COST) | 0.2 | $520k | +26% | 529.00 | 983.14 |
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| International Business Machines (IBM) | 0.2 | $498k | 1.7k | 297.54 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $455k | 6.5k | 70.34 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $443k | 1.6k | 276.85 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $442k | -9% | 927.00 | 476.95 |
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| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.2 | $433k | 13k | 34.25 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $421k | 4.3k | 99.03 |
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| Booking Holdings (BKNG) | 0.2 | $398k | +8% | 77.00 | 5163.61 |
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| Cisco Systems (CSCO) | 0.1 | $375k | 5.1k | 73.69 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $373k | 3.1k | 120.84 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $369k | 22k | 16.86 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $359k | 6.0k | 60.20 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $355k | 19k | 18.79 |
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| Servicenow (NOW) | 0.1 | $355k | +373% | 2.8k | 125.30 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $352k | -32% | 6.0k | 58.19 |
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| Oneok (OKE) | 0.1 | $343k | 4.5k | 75.83 |
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| Abbvie (ABBV) | 0.1 | $342k | 1.6k | 216.15 |
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| Truist Financial Corp equities (TFC) | 0.1 | $331k | 6.6k | 50.02 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $328k | NEW | 6.2k | 52.72 |
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| Intel Corporation (INTC) | 0.1 | $297k | 5.5k | 54.25 |
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| Ea Series Trust Burney Us Fctr (BRNY) | 0.1 | $295k | NEW | 5.8k | 50.94 |
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| Lowe's Companies (LOW) | 0.1 | $292k | 1.1k | 277.11 |
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| Eaton Corp SHS (ETN) | 0.1 | $290k | 859.00 | 337.96 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $284k | 3.7k | 76.63 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $281k | 480.00 | 586.23 |
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| Honeywell International (HON) | 0.1 | $276k | +3% | 1.3k | 219.17 |
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| Cbre Group Cl A (CBRE) | 0.1 | $263k | 1.5k | 170.29 |
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| Kenvue (KVUE) | 0.1 | $255k | -25% | 15k | 17.38 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $246k | 1.2k | 197.61 |
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| UnitedHealth (UNH) | 0.1 | $243k | -54% | 700.00 | 347.75 |
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| Trane Technologies SHS (TT) | 0.1 | $241k | 609.00 | 395.33 |
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| Philip Morris International (PM) | 0.1 | $240k | 1.4k | 168.81 |
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| Emerson Electric (EMR) | 0.1 | $237k | 1.6k | 149.57 |
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| Albemarle Corporation (ALB) | 0.1 | $235k | -44% | 1.3k | 180.06 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $234k | 4.8k | 48.43 |
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| At&t (T) | 0.1 | $228k | 9.7k | 23.50 |
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| Waste Management (WM) | 0.1 | $227k | 1.0k | 226.49 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $221k | NEW | 1.1k | 197.50 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $220k | 1.0k | 219.13 |
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| Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.1 | $212k | 6.1k | 34.68 |
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| Ab Active Etfs Conservative (BUFC) | 0.1 | $211k | 5.1k | 41.44 |
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| Pepsi (PEP) | 0.1 | $209k | 1.4k | 146.74 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $208k | NEW | 1.1k | 198.46 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $205k | NEW | 2.8k | 72.98 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $205k | NEW | 1.7k | 122.60 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $204k | NEW | 1.4k | 144.01 |
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| Bank of America Corporation (BAC) | 0.1 | $202k | NEW | 3.9k | 52.07 |
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| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.0 | $114k | 12k | 9.20 |
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Past Filings by Meridian Financial Partners
SEC 13F filings are viewable for Meridian Financial Partners going back to 2018
- Meridian Financial Partners 2025 Q4 filed Feb. 5, 2026
- Meridian Financial Partners 2025 Q3 filed Oct. 20, 2025
- Meridian Financial Partners 2025 Q2 filed Aug. 7, 2025
- Meridian Financial Partners 2025 Q1 filed April 14, 2025
- Meridian Financial Partners 2024 Q4 filed Jan. 14, 2025
- Meridian Financial Partners 2024 Q3 filed Oct. 17, 2024
- Meridian Financial Partners 2024 Q2 filed July 19, 2024
- Meridian Financial Partners 2024 Q1 filed April 17, 2024
- Meridian Financial Partners 2023 Q4 filed Jan. 19, 2024
- Meridian Financial Partners 2023 Q3 filed Oct. 20, 2023
- Meridian Financial Partners 2023 Q2 filed July 24, 2023
- Meridian Financial Partners 2023 Q1 filed April 19, 2023
- Meridian Financial Partners 2022 Q4 filed Jan. 20, 2023
- Meridian Financial Partners 2022 Q3 filed Oct. 24, 2022
- Meridian Financial Partners 2022 Q2 filed July 29, 2022
- Meridian Financial Partners 2022 Q1 filed May 2, 2022