Meridian Financial Partners

Meridian Financial Partners as of March 31, 2026

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