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, IWY, AAPL, and represent 38.73% of Meridian Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: IVLU (+$6.4M), JMEE, PFXF, DHR, DGRO, IWY, VEU, BND, HON, BNDX.
- Started 8 new stock positions in INTC, DHR, IWN, BNDX, PEP, BND, VEU, HON.
- Reduced shares in these 10 stocks: JNJ, UNH, VOO, VABK, ORCL, IVV, IQLT, ALB, JPST, TLT.
- Meridian Financial Partners was a net buyer of stock by $8.9M.
- Meridian Financial Partners has $241M in assets under management (AUM), dropping by 13.12%.
- Central Index Key (CIK): 0001763722
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Portfolio Holdings for Meridian Financial Partners
Meridian Financial Partners holds 113 positions in its portfolio as reported in the September 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) | 11.9 | $29M | 46k | 618.77 |
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| Ishares Tr Core Div Grwth (DGRO) | 10.7 | $26M | 376k | 68.50 |
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 8.1 | $20M | +6% | 305k | 63.79 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 4.4 | $11M | +3% | 38k | 277.56 |
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| Apple (AAPL) | 3.7 | $9.0M | 35k | 258.06 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 3.6 | $8.6M | +293% | 241k | 35.65 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.1 | $7.3M | -2% | 11k | 676.42 |
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| Microsoft Corporation (MSFT) | 3.0 | $7.3M | 14k | 524.86 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.8 | $6.8M | -2% | 133k | 50.63 |
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| Virginia Natl Bankshares (VABK) | 2.3 | $5.5M | -5% | 141k | 38.70 |
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| NVIDIA Corporation (NVDA) | 1.9 | $4.7M | +3% | 25k | 189.11 |
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| Amazon (AMZN) | 1.8 | $4.3M | 19k | 225.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $3.8M | 16k | 244.62 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.5 | $3.6M | +3% | 47k | 77.99 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.4 | $3.4M | -2% | 39k | 89.14 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $3.4M | -2% | 30k | 114.02 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 1.3 | $3.2M | 37k | 86.93 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $2.9M | 9.6k | 304.03 |
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| Visa Com Cl A (V) | 1.2 | $2.9M | 8.1k | 351.36 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $2.8M | 5.6k | 509.95 |
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| Advanced Micro Devices (AMD) | 1.2 | $2.8M | 12k | 235.56 |
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| Broadcom (AVGO) | 1.1 | $2.6M | 7.6k | 345.48 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.0 | $2.4M | 6.2k | 382.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.4M | 9.6k | 245.46 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.9 | $2.3M | 24k | 97.25 |
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| Chevron Corporation (CVX) | 0.9 | $2.1M | 14k | 153.74 |
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| Nextera Energy (NEE) | 0.8 | $2.0M | 24k | 84.04 |
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| Oracle Corporation (ORCL) | 0.8 | $2.0M | -10% | 7.1k | 288.65 |
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| Procter & Gamble Company (PG) | 0.8 | $1.9M | 13k | 150.69 |
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| L3harris Technologies (LHX) | 0.8 | $1.8M | +2% | 6.0k | 306.76 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $1.8M | 5.8k | 304.52 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $1.7M | 14k | 125.23 |
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| Generac Holdings (GNRC) | 0.7 | $1.7M | 10k | 171.33 |
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| Labcorp Holdings Com Shs (LH) | 0.6 | $1.5M | 5.5k | 277.53 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.6 | $1.5M | +147% | 85k | 18.03 |
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| Capital One Financial (COF) | 0.6 | $1.5M | 7.0k | 211.92 |
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| Tesla Motors (TSLA) | 0.6 | $1.4M | 3.2k | 438.69 |
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| Verizon Communications (VZ) | 0.5 | $1.3M | +3% | 32k | 41.32 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.3M | -35% | 6.9k | 189.69 |
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| Host Hotels & Resorts (HST) | 0.5 | $1.3M | 79k | 16.25 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $1.3M | -13% | 28k | 45.00 |
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| Us Bancorp Del Com New (USB) | 0.5 | $1.3M | +2% | 27k | 46.99 |
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| Merck & Co (MRK) | 0.5 | $1.2M | -2% | 14k | 86.40 |
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| Coca-Cola Company (KO) | 0.5 | $1.2M | -3% | 18k | 66.12 |
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| salesforce (CRM) | 0.5 | $1.2M | +3% | 4.9k | 240.43 |
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| Union Pacific Corporation (UNP) | 0.5 | $1.1M | 4.8k | 232.67 |
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| Roper Industries (ROP) | 0.5 | $1.1M | +3% | 2.2k | 520.01 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $1.1M | 5.6k | 196.69 |
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| Quanta Services (PWR) | 0.5 | $1.1M | 2.5k | 443.45 |
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| John Marshall Ban (JMSB) | 0.5 | $1.1M | 58k | 18.89 |
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| Rithm Capital Corp Com New (RITM) | 0.4 | $1.0M | +3% | 93k | 10.95 |
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| Eli Lilly & Co. (LLY) | 0.4 | $964k | +6% | 1.1k | 845.73 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $956k | 31k | 30.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $912k | -9% | 1.5k | 611.44 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.4 | $903k | 49k | 18.30 |
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| Danaher Corporation (DHR) | 0.4 | $896k | NEW | 4.4k | 204.96 |
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| Dominion Resources (D) | 0.4 | $856k | 14k | 60.57 |
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| Pfizer (PFE) | 0.4 | $849k | 33k | 25.68 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $770k | +7% | 2.3k | 331.81 |
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| Metropcs Communications (TMUS) | 0.3 | $746k | +5% | 3.3k | 226.58 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $669k | -7% | 12k | 57.66 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $645k | 9.2k | 70.45 |
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| Home Depot (HD) | 0.3 | $638k | 1.7k | 383.67 |
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| Caterpillar (CAT) | 0.3 | $605k | 1.2k | 502.33 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $584k | -8% | 4.0k | 147.19 |
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| UnitedHealth (UNH) | 0.2 | $574k | -47% | 1.6k | 369.81 |
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| Wal-Mart Stores (WMT) | 0.2 | $559k | 5.4k | 102.90 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $553k | 2.8k | 196.94 |
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| Servicenow (NOW) | 0.2 | $548k | -20% | 599.00 | 914.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $518k | 1.0k | 499.84 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $508k | +8% | 8.9k | 56.91 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $496k | +16% | 1.0k | 487.00 |
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| International Business Machines (IBM) | 0.2 | $484k | 1.7k | 289.46 |
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| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.2 | $480k | 7.6k | 62.73 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $426k | 6.5k | 65.81 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $413k | 1.6k | 257.98 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $403k | 4.3k | 94.75 |
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| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.2 | $395k | 13k | 31.20 |
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| Costco Wholesale Corporation (COST) | 0.2 | $383k | 419.00 | 914.80 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $375k | -7% | 3.1k | 119.67 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.2 | $371k | 22k | 16.92 |
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| Booking Holdings (BKNG) | 0.2 | $364k | 71.00 | 5131.23 |
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| Abbvie (ABBV) | 0.2 | $364k | 1.6k | 231.24 |
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| Cisco Systems (CSCO) | 0.1 | $358k | 5.1k | 70.33 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $356k | 19k | 18.83 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $341k | 6.0k | 57.14 |
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| Oneok (OKE) | 0.1 | $327k | 4.5k | 72.39 |
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| Eaton Corp SHS (ETN) | 0.1 | $324k | 859.00 | 376.70 |
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| Kenvue (KVUE) | 0.1 | $315k | -6% | 20k | 16.08 |
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| Truist Financial Corp equities (TFC) | 0.1 | $292k | 6.6k | 44.14 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $269k | NEW | 3.7k | 72.54 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $265k | 2.7k | 96.78 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $263k | NEW | 3.5k | 74.28 |
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| Trane Technologies SHS (TT) | 0.1 | $260k | 609.00 | 426.37 |
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| At&t (T) | 0.1 | $256k | 9.7k | 26.25 |
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| Honeywell International (HON) | 0.1 | $254k | NEW | 1.2k | 209.85 |
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| Lowe's Companies (LOW) | 0.1 | $251k | 1.1k | 237.59 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $247k | 480.00 | 514.02 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $239k | NEW | 4.8k | 49.47 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $238k | -40% | 2.7k | 89.25 |
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| Cbre Group Cl A (CBRE) | 0.1 | $235k | 1.5k | 151.70 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $223k | NEW | 1.2k | 179.13 |
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| Philip Morris International (PM) | 0.1 | $221k | 1.4k | 155.27 |
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| Waste Management (WM) | 0.1 | $220k | 1.0k | 219.98 |
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| Albemarle Corporation (ALB) | 0.1 | $214k | -43% | 2.3k | 91.67 |
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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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| Mondelez Intl Cl A (MDLZ) | 0.1 | $211k | 3.4k | 61.65 |
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| Emerson Electric (EMR) | 0.1 | $211k | 1.6k | 132.94 |
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| Ab Active Etfs Conservative (BUFC) | 0.1 | $207k | 5.1k | 40.68 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $205k | -5% | 1.0k | 204.95 |
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| Intel Corporation (INTC) | 0.1 | $204k | NEW | 5.5k | 37.43 |
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| Pepsi (PEP) | 0.1 | $201k | NEW | 1.4k | 138.84 |
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| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.0 | $113k | 12k | 9.16 |
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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 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
- Meridian Financial Partners 2021 Q4 filed Jan. 27, 2022