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 37.46% of Meridian Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: CRWD, IDEQ, GPIX, RITM, JMEE, IVLU, IWY, VUG, COFS, BND.
- Started 7 new stock positions in UNH, VRT, BND, COFS, SUSL, NUE, MCD.
- Reduced shares in these 10 stocks: AAPL, HST, JEPQ, VABK, JEPI, Honeywell International, DGRO, ACWI, TT, JPST.
- Sold out of its positions in ALB, COP, Honeywell International, ACWI, MDLZ, PEP, PM, TNGY, TT.
- Meridian Financial Partners was a net buyer of stock by $2.3M.
- Meridian Financial Partners has $293M in assets under management (AUM), dropping by 11.47%.
- Central Index Key (CIK): 0001763722
Tip: Access up to 7 years of quarterly data
Positions held by Meridian Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Meridian Financial Partners
Meridian Financial Partners holds 119 positions in its portfolio as reported in the June 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) | 10.4 | $31M | 44k | 690.14 |
|
|
| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 9.1 | $27M | +2% | 348k | 76.52 |
|
| Ishares Tr Core Div Grwth (DGRO) | 8.4 | $25M | 317k | 77.60 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 5.3 | $16M | +3% | 368k | 42.34 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 4.3 | $13M | +3% | 43k | 289.53 |
|
| Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) | 3.8 | $11M | +29% | 319k | 34.68 |
|
| Apple (AAPL) | 3.5 | $10M | -15% | 31k | 327.50 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $8.8M | 12k | 758.39 |
|
|
| Advanced Micro Devices (AMD) | 2.0 | $6.0M | -2% | 11k | 529.14 |
|
| Virginia Natl Bankshares (VABK) | 2.0 | $5.8M | -7% | 127k | 45.68 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $5.5M | -3% | 15k | 370.91 |
|
| Microsoft Corporation (MSFT) | 1.9 | $5.5M | -2% | 14k | 395.62 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.8 | $5.4M | -4% | 107k | 50.48 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $5.1M | -2% | 24k | 212.50 |
|
| Amazon (AMZN) | 1.7 | $4.9M | -2% | 19k | 254.96 |
|
| Exxon Mobil Corporation (XOM) | 1.6 | $4.7M | 33k | 144.51 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.4 | $4.2M | +3% | 55k | 76.13 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $3.8M | +241% | 19k | 206.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $3.5M | 9.6k | 370.21 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 1.2 | $3.5M | -3% | 36k | 97.98 |
|
| Visa Com Cl A (V) | 1.2 | $3.5M | -2% | 9.9k | 355.15 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $3.5M | +6% | 10k | 346.91 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.2 | $3.4M | -3% | 35k | 96.74 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $3.1M | 7.2k | 429.48 |
|
|
| Broadcom (AVGO) | 1.0 | $3.0M | 7.6k | 394.30 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $2.8M | 26k | 109.51 |
|
|
| Chevron Corporation (CVX) | 0.9 | $2.5M | -2% | 14k | 181.60 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $2.4M | 5.8k | 419.48 |
|
|
| Nextera Energy (NEE) | 0.7 | $2.1M | -3% | 23k | 89.10 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.7 | $2.0M | +2% | 111k | 17.78 |
|
| Procter & Gamble Company (PG) | 0.7 | $1.9M | -2% | 13k | 148.05 |
|
| Tesla Motors (TSLA) | 0.6 | $1.8M | 4.6k | 394.46 |
|
|
| Duke Energy Corp Com New (DUK) | 0.6 | $1.7M | 14k | 124.34 |
|
|
| Merck & Co (MRK) | 0.6 | $1.7M | -3% | 14k | 123.61 |
|
| L3harris Technologies (LHX) | 0.6 | $1.7M | 5.8k | 286.82 |
|
|
| Rithm Capital Corp Com New (RITM) | 0.6 | $1.7M | +86% | 179k | 9.23 |
|
| Us Bancorp Com New (USB) | 0.6 | $1.7M | 26k | 63.01 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $1.6M | 6.6k | 247.02 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $1.6M | 32k | 49.53 |
|
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.5 | $1.6M | +610% | 29k | 55.46 |
|
| Union Pacific Corporation (UNP) | 0.5 | $1.5M | 5.2k | 288.34 |
|
|
| Capital One Financial (COF) | 0.5 | $1.5M | 7.2k | 208.89 |
|
|
| Coca-Cola Company (KO) | 0.5 | $1.5M | -3% | 18k | 82.45 |
|
| Labcorp Holdings Com Shs (LH) | 0.5 | $1.5M | -3% | 5.4k | 271.98 |
|
| Verizon Communications (VZ) | 0.5 | $1.4M | 33k | 42.83 |
|
|
| Linde SHS (LIN) | 0.5 | $1.4M | 2.7k | 514.15 |
|
|
| Quanta Services (PWR) | 0.5 | $1.3M | -14% | 2.0k | 648.84 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.3M | +15% | 3.5k | 372.42 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.3M | 1.1k | 1156.64 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.4 | $1.3M | 77k | 16.64 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.4 | $1.3M | 68k | 18.59 |
|
|
| John Marshall Ban (JMSB) | 0.4 | $1.3M | 58k | 21.94 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.2M | 5.6k | 220.66 |
|
|
| Generac Holdings (GNRC) | 0.4 | $1.2M | -4% | 5.2k | 226.58 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.0M | -4% | 7.6k | 132.49 |
|
| Dominion Resources (D) | 0.3 | $1.0M | +3% | 14k | 70.97 |
|
| Danaher Corporation (DHR) | 0.3 | $920k | -2% | 4.6k | 200.79 |
|
| Caterpillar (CAT) | 0.3 | $912k | -18% | 997.00 | 914.75 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $909k | +2% | 51k | 17.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $855k | +3% | 1.2k | 705.94 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $813k | +2% | 10k | 81.14 |
|
| Pfizer (PFE) | 0.3 | $810k | -2% | 33k | 24.82 |
|
| Roper Industries (ROP) | 0.3 | $784k | 2.3k | 348.53 |
|
|
| salesforce (CRM) | 0.3 | $777k | -7% | 4.7k | 167.00 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $774k | +5% | 4.7k | 165.80 |
|
| Host Hotels & Resorts (HST) | 0.3 | $771k | -57% | 32k | 23.80 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $722k | 35k | 20.39 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $714k | -53% | 12k | 59.26 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $706k | 30k | 23.49 |
|
|
| Metropcs Communications (TMUS) | 0.2 | $689k | 3.7k | 187.62 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $688k | -34% | 12k | 56.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $674k | +4% | 1.4k | 488.35 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $640k | 6.1k | 104.65 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $634k | -5% | 2.1k | 297.01 |
|
| Cisco Systems (CSCO) | 0.2 | $569k | 5.1k | 111.77 |
|
|
| Wisdomtree Tr True Dev Intl Fd (DOL) | 0.2 | $531k | -7% | 7.1k | 74.37 |
|
| Vanguard World Utilities Etf (VPU) | 0.2 | $516k | -5% | 2.6k | 195.62 |
|
| Wal-Mart Stores (WMT) | 0.2 | $509k | -17% | 4.5k | 112.53 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $494k | 539.00 | 916.80 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $489k | 6.5k | 75.63 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $483k | +499% | 5.5k | 87.76 |
|
| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.2 | $482k | 13k | 38.07 |
|
|
| Home Depot (HD) | 0.2 | $468k | -18% | 1.4k | 341.37 |
|
| Eaton Corp SHS (ETN) | 0.2 | $457k | +28% | 1.1k | 412.86 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $454k | -8% | 2.1k | 217.49 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $452k | +6% | 3.4k | 134.00 |
|
| Booking Holdings (BKNG) | 0.1 | $434k | +9% | 2.4k | 182.81 |
|
| Intel Corporation (INTC) | 0.1 | $415k | -26% | 4.0k | 102.99 |
|
| Oneok (OKE) | 0.1 | $398k | -3% | 4.4k | 91.04 |
|
| Abbvie (ABBV) | 0.1 | $387k | 1.6k | 244.11 |
|
|
| International Business Machines (IBM) | 0.1 | $368k | +5% | 1.7k | 211.20 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $358k | 6.5k | 55.35 |
|
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $351k | -7% | 5.5k | 63.67 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $347k | 6.6k | 52.80 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $341k | +16% | 4.4k | 76.94 |
|
| Ea Series Trust Burney Us Fctr (BRNY) | 0.1 | $339k | 5.8k | 58.56 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $331k | +33% | 643.00 | 514.46 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $320k | 1.4k | 221.29 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $297k | +2% | 4.8k | 61.59 |
|
| Waste Management (WM) | 0.1 | $280k | 1.2k | 232.80 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $269k | -17% | 1.1k | 247.28 |
|
| Lowe's Companies (LOW) | 0.1 | $263k | +18% | 1.3k | 209.66 |
|
| Kenvue (KVUE) | 0.1 | $259k | -2% | 14k | 18.70 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $254k | -9% | 3.1k | 83.13 |
|
| Choiceone Fin cmn stk (COFS) | 0.1 | $239k | NEW | 7.1k | 33.56 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $239k | NEW | 3.3k | 72.82 |
|
| Nucor Corporation (NUE) | 0.1 | $237k | NEW | 1.0k | 236.87 |
|
| Servicenow (NOW) | 0.1 | $235k | -23% | 2.2k | 104.73 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $230k | 305.00 | 754.81 |
|
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $226k | NEW | 1.7k | 133.29 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.1 | $225k | 6.1k | 36.65 |
|
|
| UnitedHealth (UNH) | 0.1 | $224k | NEW | 534.00 | 418.52 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $222k | 1.1k | 195.89 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $221k | NEW | 727.00 | 304.57 |
|
| Ab Active Etfs Conservative (BUFC) | 0.1 | $218k | 5.1k | 42.79 |
|
|
| Emerson Electric (EMR) | 0.1 | $216k | 1.6k | 136.25 |
|
|
| At&t (T) | 0.1 | $215k | +2% | 10k | 21.43 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $213k | 1.5k | 141.41 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $211k | NEW | 798.00 | 264.95 |
|
Past Filings by Meridian Financial Partners
SEC 13F filings are viewable for Meridian Financial Partners going back to 2018
- Meridian Financial Partners 2026 Q2 filed July 24, 2026
- 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