Meridian Financial Partners LLC Top Holdings and 13F Report (2026)

About Meridian Financial Partners LLC

Investment Activity

Meridian Financial Partners LLC has $293.31 million in total holdings as of June 30, 2026.
Meridian Financial Partners LLC owns shares of 119 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 4.29% of the portfolio was purchased this quarter.
About 3.51% of the portfolio was sold this quarter.
This quarter, Meridian Financial Partners LLC has purchased 121 new stocks and bought additional shares in 40 stocks.
Meridian Financial Partners LLC sold shares of 56 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $30,547,064
JPMorgan Small & Mid Cap Enhanced Equity ETF: $26,600,188
iShares Core Dividend Growth ETF: $24,628,533
iShares MSCI Intl Value Factor ETF: $15,581,332
iShares Russell Top 200 Growth ETF: $12,520,146

Largest New Holdings this Quarter

170386106 - ChoiceOne Financial Services: $239,115 Holding
921937835 - Vanguard Total Bond Market ETF: $238,850 Holding
670346105 - Nucor: $236,870 Holding
46435U218 - iShares ESG MSCI USA Leaders ETF: $225,934 Holding
91324P102 - UnitedHealth Group: $223,490 Holding

Largest Purchases this Quarter

CrowdStrike: 13,110 shares (about $2.71M)
LAZARD ACTIVE ETF TR: 73,545 shares (about $2.55M)
GOLDMAN SACHS ETF TR: 24,485 shares (about $1.36M)
Rithm Capital: 82,934 shares (about $765.48K)
JPMorgan Small & Mid Cap Enhanced Equity ETF: 9,681 shares (about $740.79K)

Largest Sales this Quarter

Apple: 5,734 shares (about $1.88M)
Host Hotels & Resorts: 43,599 shares (about $1.04M)
JPMorgan Nasdaq Equity Premium Income ETF: 14,110 shares (about $836.16K)
Virginia National Bankshares: 10,499 shares (about $479.59K)
JPMorgan Equity Premium Income ETF: 6,461 shares (about $368.15K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$30,547,064	$204,972 â–²	0.7%	44,262	10.4%	ETF
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF	$26,600,188	$740,790 â–²	2.9%	347,624	9.1%	ETF
DGRO iShares Core Dividend Growth ETF	$24,628,533	$270,824 â–¼	-1.1%	317,378	8.4%	ETF
IVLU iShares MSCI Intl Value Factor ETF	$15,581,332	$569,600 â–²	3.8%	368,005	5.3%	ETF
IWY iShares Russell Top 200 Growth ETF	$12,520,146	$473,671 â–²	3.9%	43,243	4.3%	ETF
LAZARD ACTIVE ETF TR	$11,069,925	$2,550,541 â–²	29.9%	319,202	3.8%	INTL DYNAMIC EQT
AAPL Apple	$10,263,833	$1,877,882 â–¼	-15.5%	31,340	3.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$8,804,908	$93,282 â–¼	-1.0%	11,610	3.0%	ETF
AMD Advanced Micro Devices	$6,002,564	$148,159 â–¼	-2.4%	11,344	2.0%	Computer and Technology
VABK Virginia National Bankshares	$5,808,714	$479,594 â–¼	-7.6%	127,161	2.0%	Finance
GOOGL Alphabet	$5,535,100	$198,437 â–¼	-3.5%	14,923	1.9%	Computer and Technology
MSFT Microsoft	$5,450,092	$152,710 â–¼	-2.7%	13,776	1.9%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$5,405,600	$245,989 â–¼	-4.4%	107,084	1.8%	ETF
NVDA NVIDIA	$5,078,129	$142,800 â–¼	-2.7%	23,897	1.7%	Computer and Technology
AMZN Amazon.com	$4,930,416	$108,103 â–¼	-2.1%	19,338	1.7%	Retail/Wholesale
XOM ExxonMobil	$4,742,309	$22,833 â–¼	-0.5%	32,816	1.6%	Energy
BIV Vanguard Intermediate-Term Bond ETF	$4,201,158	$144,038 â–²	3.6%	55,184	1.4%	ETF
CRWD CrowdStrike	$3,834,343	$2,710,755 â–²	241.3%	18,544	1.3%	Computer and Technology
GOOG Alphabet	$3,539,578	$3,702 â–²	0.1%	9,561	1.2%	Computer and Technology
DLN WisdomTree U.S. LargeCap Dividend Fund	$3,532,179	$113,951 â–¼	-3.1%	36,050	1.2%	Finance
V Visa	$3,519,539	$90,208 â–¼	-2.5%	9,910	1.2%	Business Services
JPM JPMorgan Chase & Co.	$3,479,160	$199,126 â–²	6.1%	10,029	1.2%	Finance
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$3,376,713	$134,082 â–¼	-3.8%	34,905	1.2%	Manufacturing
IWV iShares Russell 3000 ETF	$3,096,121	$39,942 â–¼	-1.3%	7,209	1.1%	ETF
AVGO Broadcom	$2,991,177	$3,943 â–²	0.1%	7,586	1.0%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$2,808,055		0.0%	25,642	1.0%	ETF
CVX Chevron	$2,543,487	$64,831 â–¼	-2.5%	14,006	0.9%	Energy
TSM Taiwan Semiconductor Manufacturing	$2,443,052		0.0%	5,824	0.8%	Computer and Technology
NEE NextEra Energy	$2,085,831	$81,972 â–¼	-3.8%	23,410	0.7%	Utilities
PFXF VanEck Preferred Securities ex Financials ETF	$1,963,943	$52,078 â–²	2.7%	110,458	0.7%	ETF
PG Procter & Gamble	$1,942,762	$50,634 â–¼	-2.5%	13,122	0.7%	Consumer Staples
TSLA Tesla	$1,799,921	$24,851 â–²	1.4%	4,563	0.6%	Auto/Tires/Trucks
DUK Duke Energy	$1,726,461	$29,096 â–¼	-1.7%	13,885	0.6%	Utilities
MRK Merck & Co., Inc.	$1,688,018	$57,355 â–¼	-3.3%	13,656	0.6%	Medical
LHX L3Harris Technologies	$1,664,703	$24,953 â–¼	-1.5%	5,804	0.6%	Aerospace
RITM Rithm Capital	$1,651,517	$765,482 â–²	86.4%	178,929	0.6%	Finance
USB U.S. Bancorp	$1,650,017	$13,799 â–²	0.8%	26,187	0.6%	Finance
JNJ Johnson & Johnson	$1,638,221	$19,514 â–¼	-1.2%	6,632	0.6%	Medical
IQLT iShares MSCI Intl Quality Factor ETF	$1,605,069	$50 â–¼	0.0%	32,406	0.5%	ETF
GOLDMAN SACHS ETF TR	$1,580,333	$1,357,938 â–²	610.6%	28,495	0.5%	S&P 500 PREMIUM
UNP Union Pacific	$1,513,234	$29,411 â–¼	-1.9%	5,248	0.5%	Transportation
COF Capital One Financial	$1,512,572	$1,880 â–²	0.1%	7,241	0.5%	Finance
KO CocaCola	$1,489,624	$50,789 â–¼	-3.3%	18,067	0.5%	Consumer Staples
LABCORP HOLDINGS INC	$1,473,886	$47,597 â–¼	-3.1%	5,419	0.5%	COM SHS
VZ Verizon Communications	$1,394,486	$3,726 â–²	0.3%	32,559	0.5%	Computer and Technology
LINDE PLC	$1,366,611	$3,085 â–²	0.2%	2,658	0.5%	SHS
PWR Quanta Services	$1,328,824	$225,796 â–¼	-14.5%	2,048	0.5%	Construction
VTI Vanguard Total Stock Market ETF	$1,302,725	$176,899 â–²	15.7%	3,498	0.4%	ETF
LLY Eli Lilly and Company	$1,288,502	$10,410 â–¼	-0.8%	1,114	0.4%	Medical
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$1,274,408	$20,983 â–¼	-1.6%	76,587	0.4%	Manufacturing
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$1,264,882	$3,904 â–²	0.3%	68,041	0.4%	ETF
JMSB John Marshall Bancorp	$1,264,161		0.0%	57,619	0.4%	Finance
QUAL iShares MSCI USA Quality Factor ETF	$1,241,654	$8,826 â–²	0.7%	5,627	0.4%	ETF
GNRC Generac	$1,180,029	$49,394 â–¼	-4.0%	5,208	0.4%	Industrials
ORCL Oracle	$1,005,591	$52,466 â–¼	-5.0%	7,590	0.3%	Computer and Technology
D Dominion Energy	$1,004,761	$31,865 â–²	3.3%	14,158	0.3%	Utilities
DHR Danaher	$919,624	$27,508 â–¼	-2.9%	4,580	0.3%	Medical
CAT Caterpillar	$912,007	$212,222 â–¼	-18.9%	997	0.3%	Industrials
FPE First Trust Preferred Securities and Income ETF	$908,665	$18,201 â–²	2.0%	50,622	0.3%	ETF
QQQ Invesco QQQ	$854,893	$30,355 â–²	3.7%	1,211	0.3%	Finance
VSGX Vanguard ESG International Stock ETF	$813,185	$16,390 â–²	2.1%	10,022	0.3%	ETF
PFE Pfizer	$810,165	$20,700 â–¼	-2.5%	32,642	0.3%	Medical
ROPER TECHNOLOGIES INC	$784,182	$9,410 â–²	1.2%	2,250	0.3%	COM
CRM Salesforce	$776,550	$62,124 â–¼	-7.4%	4,650	0.3%	Computer and Technology
ESGU iShares ESG Aware MSCI USA ETF	$774,120	$42,279 â–²	5.8%	4,669	0.3%	Manufacturing
HST Host Hotels & Resorts	$770,787	$1,037,656 â–¼	-57.4%	32,386	0.3%	Finance
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$721,881	$14,542 â–¼	-2.0%	35,395	0.2%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$713,550	$836,159 â–¼	-54.0%	12,041	0.2%	ETF
CMCSA Comcast	$705,657	$9,772 â–²	1.4%	30,041	0.2%	Consumer Discretionary
TMUS T-Mobile US	$688,753	$10,882 â–¼	-1.6%	3,671	0.2%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$687,578	$368,148 â–¼	-34.9%	12,067	0.2%	ETF
BRK.B Berkshire Hathaway	$673,923	$27,836 â–²	4.3%	1,380	0.2%	Finance
EFA iShares MSCI EAFE ETF	$639,935		0.0%	6,115	0.2%	Finance
VB Vanguard Small-Cap ETF	$633,819	$40,393 â–¼	-6.0%	2,134	0.2%	ETF
CSCO Cisco Systems	$569,369	$11,177 â–¼	-1.9%	5,094	0.2%	Computer and Technology
DOL WisdomTree International LargeCap Dividend Fund	$531,388	$44,623 â–¼	-7.7%	7,145	0.2%	Finance
VPU Vanguard Utilities ETF	$516,241	$32,669 â–¼	-6.0%	2,639	0.2%	ETF
WALMART INC	$509,311	$105,328 â–¼	-17.1%	4,526	0.2%	COM
COST Costco Wholesale	$494,153		0.0%	539	0.2%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$489,175		0.0%	6,468	0.2%	ETF
VUG Vanguard Growth ETF	$482,750	$402,277 â–²	499.9%	5,501	0.2%	ETF
FYLD Cambria Foreign Shareholder Yield ETF	$482,157	$799 â–²	0.2%	12,665	0.2%	ETF
HD Home Depot	$468,356	$107,872 â–¼	-18.7%	1,372	0.2%	Retail/Wholesale
ETN Eaton	$457,449	$102,802 â–²	29.0%	1,108	0.2%	Industrials
VTV Vanguard Value ETF	$454,337	$39,801 â–¼	-8.1%	2,089	0.2%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$452,250	$28,542 â–²	6.7%	3,375	0.2%	ETF
BKNG Booking	$433,618	$36,013 â–²	9.1%	2,372	0.1%	Retail/Wholesale
INTC Intel	$414,826	$147,990 â–¼	-26.3%	4,028	0.1%	Computer and Technology
OKE ONEOK	$397,930	$13,383 â–¼	-3.3%	4,371	0.1%	Energy
ABBV AbbVie	$386,914		0.0%	1,585	0.1%	Medical
IBM International Business Machines	$367,910	$18,374 â–²	5.3%	1,742	0.1%	Computer and Technology
PROFESIONALLY MANAGED PORTFO	$357,782		0.0%	6,464	0.1%	AKRE FOCUS ETF
DGS WisdomTree Emerging Markets SmallCap Dividend Fund	$351,395	$28,715 â–¼	-7.6%	5,519	0.1%	Finance
TFC Truist Financial	$346,738		0.0%	6,567	0.1%	Finance
SPLV Invesco S&P 500 Low Volatility ETF	$340,921	$48,011 â–²	16.4%	4,431	0.1%	ETF
BRNY Burney U.S. Factor Rotation ETF	$339,007		0.0%	5,789	0.1%	ETF
LMT Lockheed Martin	$330,798	$83,857 â–²	34.0%	643	0.1%	Aerospace
IWN iShares Russell 2000 Value ETF	$319,985	$5,532 â–¼	-1.7%	1,446	0.1%	ETF
BAC Bank of America	$296,987	$7,452 â–²	2.6%	4,822	0.1%	Finance
WM Waste Management	$279,593		0.0%	1,201	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

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Meridian Financial Partners LLC Top Holdings and 13F Report (2026)

About Meridian Financial Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Meridian Financial Partners LLC Top Holdings and 13F Report (2026)

About Meridian Financial Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeridian Financial Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools