Meridian Financial Partners
Latest statistics and disclosures from Meridian Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, JMEE, DGRO, IVLU, IWY, and represent 36.86% of Meridian Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: IDEQ (+$7.9M), LIN, IVLU, BSCU, BSCT, JEPQ, IWY, JMEE, BSCS, JEPI.
- Started 7 new stock positions in IDEQ, COP, BSCS, MDLZ, AKRE, SPY, LIN.
- Reduced shares in these 10 stocks: DGRO, GNRC, , JPST, , BNDX, SUSL, VABK, QQQ, DGRW.
- Sold out of its positions in FLOT, SUSL, UNH, BNDX.
- Meridian Financial Partners was a net buyer of stock by $16M.
- Meridian Financial Partners has $263M in assets under management (AUM), dropping by 4.08%.
- Central Index Key (CIK): 0001763722
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Portfolio Holdings for Meridian Financial Partners
Meridian Financial Partners holds 121 positions in its portfolio as reported in the March 2026 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) | 10.1 | $27M | 44k | 606.04 |
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 8.7 | $23M | +3% | 338k | 67.89 |
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| Ishares Tr Core Div Grwth (DGRO) | 8.6 | $23M | -13% | 321k | 70.56 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 5.4 | $14M | +7% | 355k | 40.22 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 4.0 | $11M | +8% | 42k | 252.12 |
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| Apple (AAPL) | 3.6 | $9.4M | 37k | 253.50 |
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| Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) | 3.0 | $7.9M | NEW | 246k | 32.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $7.8M | +8% | 12k | 662.38 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.1 | $5.7M | -5% | 112k | 50.48 |
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| Exxon Mobil Corporation (XOM) | 2.1 | $5.4M | +10% | 33k | 163.91 |
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| Virginia Natl Bankshares (VABK) | 2.0 | $5.3M | -2% | 138k | 38.63 |
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| Microsoft Corporation (MSFT) | 2.0 | $5.3M | +2% | 14k | 372.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $4.7M | +2% | 16k | 305.45 |
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| NVIDIA Corporation (NVDA) | 1.7 | $4.4M | 25k | 178.10 |
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| Amazon (AMZN) | 1.6 | $4.2M | 20k | 213.77 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.6 | $4.1M | +3% | 53k | 77.07 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 1.3 | $3.3M | 37k | 89.86 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.2 | $3.2M | -3% | 36k | 88.39 |
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| Visa Com Cl A (V) | 1.2 | $3.1M | 10k | 302.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.9M | 9.6k | 303.93 |
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| Chevron Corporation (CVX) | 1.1 | $2.9M | +3% | 14k | 201.54 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $2.8M | 9.5k | 297.40 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.0 | $2.7M | +17% | 7.3k | 375.58 |
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| Advanced Micro Devices (AMD) | 1.0 | $2.6M | 12k | 221.53 |
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| Broadcom (AVGO) | 1.0 | $2.5M | 7.6k | 333.99 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $2.5M | +9% | 26k | 98.60 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $2.3M | 5.4k | 423.23 |
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| Nextera Energy (NEE) | 0.9 | $2.3M | 24k | 93.67 |
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| L3harris Technologies (LHX) | 0.8 | $2.1M | 5.9k | 354.00 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $2.0M | +2% | 5.8k | 345.32 |
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| Procter & Gamble Company (PG) | 0.7 | $1.9M | +2% | 14k | 141.30 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.7 | $1.9M | +21% | 108k | 17.63 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $1.9M | 14k | 131.82 |
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| Merck & Co (MRK) | 0.6 | $1.7M | 14k | 119.28 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.6M | -2% | 6.7k | 238.41 |
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| Verizon Communications (VZ) | 0.6 | $1.6M | 33k | 48.62 |
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| Tesla Motors (TSLA) | 0.6 | $1.6M | 4.5k | 346.65 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $1.5M | +13% | 32k | 46.77 |
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| Labcorp Holdings Com Shs (LH) | 0.6 | $1.5M | 5.6k | 269.16 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.5M | +116% | 26k | 55.92 |
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| Host Hotels & Resorts (HST) | 0.6 | $1.5M | 76k | 19.09 |
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| Coca-Cola Company (KO) | 0.5 | $1.4M | +2% | 19k | 75.91 |
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| Us Bancorp Com New (USB) | 0.5 | $1.4M | 26k | 53.70 |
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| Quanta Services (PWR) | 0.5 | $1.3M | 2.4k | 555.57 |
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| Union Pacific Corporation (UNP) | 0.5 | $1.3M | +5% | 5.4k | 246.09 |
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| Linde SHS (LIN) | 0.5 | $1.3M | NEW | 2.7k | 494.59 |
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| Capital One Financial (COF) | 0.5 | $1.3M | +2% | 7.2k | 181.15 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.5 | $1.3M | +255% | 78k | 16.76 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.5 | $1.3M | +258% | 68k | 18.69 |
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| John Marshall Ban (JMSB) | 0.4 | $1.2M | 58k | 20.51 |
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| Oracle Corporation (ORCL) | 0.4 | $1.1M | +10% | 8.0k | 143.18 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.1M | 5.6k | 193.39 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $1.0M | +206% | 19k | 56.52 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.0M | 1.1k | 931.10 |
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| Generac Holdings (GNRC) | 0.4 | $1.0M | -46% | 5.4k | 191.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $984k | +15% | 3.0k | 325.43 |
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| salesforce (CRM) | 0.3 | $919k | +2% | 5.0k | 182.96 |
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| Rithm Capital Corp Com New (RITM) | 0.3 | $912k | +2% | 96k | 9.50 |
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| Pfizer (PFE) | 0.3 | $907k | +2% | 34k | 27.10 |
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| Danaher Corporation (DHR) | 0.3 | $901k | +3% | 4.7k | 191.01 |
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| Caterpillar (CAT) | 0.3 | $891k | 1.2k | 724.73 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $885k | +2% | 50k | 17.83 |
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| Dominion Resources (D) | 0.3 | $859k | 14k | 62.69 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $823k | +7% | 30k | 27.79 |
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| Roper Industries (ROP) | 0.3 | $798k | 2.2k | 358.84 |
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| Metropcs Communications (TMUS) | 0.3 | $748k | +3% | 3.7k | 200.54 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.3 | $738k | NEW | 36k | 20.45 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $711k | 9.8k | 72.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $688k | -14% | 1.2k | 588.59 |
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| Wal-Mart Stores (WMT) | 0.3 | $669k | 5.5k | 122.49 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $633k | +2% | 4.4k | 143.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $633k | +16% | 1.3k | 478.08 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $603k | +41% | 2.3k | 265.55 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $601k | +43% | 6.1k | 98.35 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $561k | 2.8k | 199.98 |
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| Costco Wholesale Corporation (COST) | 0.2 | $546k | 539.00 | 1013.49 |
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| Home Depot (HD) | 0.2 | $538k | 1.7k | 318.70 |
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| Wisdomtree Tr True Developed I (DOL) | 0.2 | $536k | 7.7k | 69.24 |
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| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.2 | $477k | 13k | 37.69 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $449k | +116% | 2.3k | 197.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $443k | 6.5k | 68.55 |
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| Cisco Systems (CSCO) | 0.2 | $419k | 5.2k | 80.68 |
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| Oneok (OKE) | 0.2 | $410k | 4.5k | 90.64 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $408k | 917.00 | 444.83 |
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| International Business Machines (IBM) | 0.2 | $406k | 1.7k | 245.07 |
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| Booking Holdings (BKNG) | 0.1 | $377k | +2724% | 2.2k | 173.43 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $361k | +2% | 3.2k | 114.04 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $357k | 6.0k | 59.78 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $341k | NEW | 6.5k | 52.68 |
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| Abbvie (ABBV) | 0.1 | $327k | 1.6k | 206.37 |
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| Eaton Corp SHS (ETN) | 0.1 | $317k | 859.00 | 368.85 |
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| Truist Financial Corp equities (TFC) | 0.1 | $314k | 6.6k | 47.83 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $301k | 480.00 | 627.70 |
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| Servicenow (NOW) | 0.1 | $294k | +3% | 2.9k | 100.55 |
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| Intel Corporation (INTC) | 0.1 | $289k | 5.5k | 52.91 |
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| Ea Series Trust Burney Us Fctr (BRNY) | 0.1 | $288k | 5.8k | 49.72 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $285k | +18% | 1.5k | 193.46 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $284k | +30% | 1.3k | 216.68 |
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| Honeywell International (HON) | 0.1 | $282k | 1.3k | 223.84 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $281k | +35% | 3.8k | 73.76 |
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| Waste Management (WM) | 0.1 | $280k | +20% | 1.2k | 233.31 |
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| At&t (T) | 0.1 | $276k | 9.8k | 28.04 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $268k | +34% | 1.9k | 140.20 |
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| Trane Technologies SHS (TT) | 0.1 | $263k | 609.00 | 431.85 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $257k | -8% | 3.4k | 76.01 |
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| Lowe's Companies (LOW) | 0.1 | $244k | 1.1k | 231.61 |
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| ConocoPhillips (COP) | 0.1 | $243k | NEW | 1.8k | 131.77 |
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| Kenvue (KVUE) | 0.1 | $238k | -3% | 14k | 16.73 |
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| Bank of America Corporation (BAC) | 0.1 | $236k | +21% | 4.7k | 50.28 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $224k | 1.1k | 197.92 |
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| Philip Morris International (PM) | 0.1 | $224k | 1.4k | 157.49 |
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| Pepsi (PEP) | 0.1 | $216k | 1.4k | 153.21 |
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| Emerson Electric (EMR) | 0.1 | $213k | 1.6k | 134.64 |
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| Cbre Group Cl A (CBRE) | 0.1 | $208k | -2% | 1.5k | 138.02 |
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| Ab Active Etfs Conservative (BUFC) | 0.1 | $208k | 5.1k | 40.85 |
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| Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.1 | $207k | 6.1k | 33.81 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $205k | NEW | 311.00 | 659.22 |
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| Albemarle Corporation (ALB) | 0.1 | $203k | -10% | 1.2k | 173.53 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $202k | -35% | 4.0k | 50.32 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $201k | NEW | 3.5k | 57.50 |
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| Tortoise Capital Series Trus Energy Etf (TNGY) | 0.0 | $128k | 12k | 10.32 |
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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 2026 Q1 filed April 15, 2026
- 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