Meridian Financial Partners

Meridian Financial Partners as of June 30, 2026

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 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 368k 42.34
Ishares Tr Rus Tp200 Gr Etf (IWY) 4.3 $13M 43k 289.53
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) 3.8 $11M 319k 34.68
Apple (AAPL) 3.5 $10M 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 11k 529.14
Virginia Natl Bankshares (VABK) 2.0 $5.8M 127k 45.68
Alphabet Cap Stk Cl A (GOOGL) 1.9 $5.5M 15k 370.91
Microsoft Corporation (MSFT) 1.9 $5.5M 14k 395.62
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.8 $5.4M 107k 50.48
NVIDIA Corporation (NVDA) 1.7 $5.1M 24k 212.50
Amazon (AMZN) 1.7 $4.9M 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 55k 76.13
Crowdstrike Hldgs Cl A (CRWD) 1.3 $3.8M 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 36k 97.98
Visa Com Cl A (V) 1.2 $3.5M 9.9k 355.15
JPMorgan Chase & Co. (JPM) 1.2 $3.5M 10k 346.91
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.2 $3.4M 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 14k 181.60
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.8 $2.4M 5.8k 419.48
Nextera Energy (NEE) 0.7 $2.1M 23k 89.10
Vaneck Etf Trust Preferred Securt (PFXF) 0.7 $2.0M 111k 17.78
Procter & Gamble Company (PG) 0.7 $1.9M 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 14k 123.61
L3harris Technologies (LHX) 0.6 $1.7M 5.8k 286.82
Rithm Capital Corp Com New (RITM) 0.6 $1.7M 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 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 18k 82.45
Labcorp Holdings Com Shs (LH) 0.5 $1.5M 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 2.0k 648.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.3M 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 5.2k 226.58
Oracle Corporation (ORCL) 0.3 $1.0M 7.6k 132.49
Dominion Resources (D) 0.3 $1.0M 14k 70.97
Danaher Corporation (DHR) 0.3 $920k 4.6k 200.79
Caterpillar (CAT) 0.3 $912k 997.00 914.75
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $909k 51k 17.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $855k 1.2k 705.94
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $813k 10k 81.14
Pfizer (PFE) 0.3 $810k 33k 24.82
Roper Industries (ROP) 0.3 $784k 2.3k 348.53
salesforce (CRM) 0.3 $777k 4.7k 167.00
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $774k 4.7k 165.80
Host Hotels & Resorts (HST) 0.3 $771k 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 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 12k 56.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $674k 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 2.1k 297.01
Cisco Systems (CSCO) 0.2 $569k 5.1k 111.77
Wisdomtree Tr True Dev Intl Fd (DOL) 0.2 $531k 7.1k 74.37
Vanguard World Utilities Etf (VPU) 0.2 $516k 2.6k 195.62
Wal-Mart Stores (WMT) 0.2 $509k 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 5.5k 87.76
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.2 $482k 13k 38.07
Home Depot (HD) 0.2 $468k 1.4k 341.37
Eaton Corp SHS (ETN) 0.2 $457k 1.1k 412.86
Vanguard Index Fds Value Etf (VTV) 0.2 $454k 2.1k 217.49
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $452k 3.4k 134.00
Booking Holdings (BKNG) 0.1 $434k 2.4k 182.81
Intel Corporation (INTC) 0.1 $415k 4.0k 102.99
Oneok (OKE) 0.1 $398k 4.4k 91.04
Abbvie (ABBV) 0.1 $387k 1.6k 244.11
International Business Machines (IBM) 0.1 $368k 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 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 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 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 4.8k 61.59
Waste Management (WM) 0.1 $280k 1.2k 232.80
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $269k 1.1k 247.28
Lowe's Companies (LOW) 0.1 $263k 1.3k 209.66
Kenvue (KVUE) 0.1 $259k 14k 18.70
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $254k 3.1k 83.13
Choiceone Fin cmn stk (COFS) 0.1 $239k 7.1k 33.56
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $239k 3.3k 72.82
Nucor Corporation (NUE) 0.1 $237k 1.0k 236.87
Servicenow (NOW) 0.1 $235k 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 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 534.00 418.52
Raytheon Technologies Corp (RTX) 0.1 $222k 1.1k 195.89
Vertiv Holdings Com Cl A (VRT) 0.1 $221k 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 10k 21.43
Cbre Group Cl A (CBRE) 0.1 $213k 1.5k 141.41
McDonald's Corporation (MCD) 0.1 $211k 798.00 264.95