Meridian Financial Partners

Meridian Financial Partners as of Dec. 31, 2025

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