Meridian Financial Partners LLC Top Holdings and 13F Report (2026) About Meridian Financial Partners LLCInvestment ActivityMeridian Financial Partners LLC has $263.12 million in total holdings as of March 31, 2026.Meridian Financial Partners LLC owns shares of 121 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 8.51% of the portfolio was purchased this quarter.About 2.63% of the portfolio was sold this quarter.This quarter, Meridian Financial Partners LLC has purchased 118 new stocks and bought additional shares in 69 stocks.Meridian Financial Partners LLC sold shares of 24 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $26,644,625JPMorgan Small & Mid Cap Enhanced Equity ETF $22,942,950iShares Core Dividend Growth ETF $22,640,446iShares MSCI Intl Value Factor ETF $14,260,081iShares Russell Top 200 Growth ETF $10,489,957 Largest New Holdings this Quarter 52110K400 - LAZARD ACTIVE ETF TR $7,868,394 HoldingG54950103 - LINDE PLC $1,311,653 Holding46138J643 - Invesco BulletShares 2028 Corporate Bond ETF $738,409 Holding74316P579 - PROFESIONALLY MANAGED PORTFO $340,524 Holding20825C104 - ConocoPhillips $243,116 Holding Largest Purchases this Quarter LAZARD ACTIVE ETF TR 245,657 shares (about $7.87M)LINDE PLC 2,652 shares (about $1.31M)iShares MSCI Intl Value Factor ETF 23,973 shares (about $964.19K)Invesco BulletShares 2030 Corporate Bond ETF 55,943 shares (about $937.60K)Invesco BulletShares 2029 Corporate Bond ETF 48,916 shares (about $914.24K) Largest Sales this Quarter iShares Core Dividend Growth ETF 50,302 shares (about $3.55M)Generac 4,630 shares (about $884.79K)JPMorgan Ultra-Short Income ETF 7,070 shares (about $356.89K)Virginia National Bankshares 3,501 shares (about $135.24K)Invesco QQQ 204 shares (about $120.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Financial Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$26,644,625$283,021 ▲1.1%43,96510.1%ETFJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$22,942,950$757,924 ▲3.4%337,9438.7%ETFDGROiShares Core Dividend Growth ETF$22,640,446$3,549,309 ▼-13.6%320,8688.6%ETFIVLUiShares MSCI Intl Value Factor ETF$14,260,081$964,194 ▲7.3%354,5525.4%ETFIWYiShares Russell Top 200 Growth ETF$10,489,957$785,858 ▲8.1%41,6074.0%ETFAAPLApple$9,398,292$169,846 ▲1.8%37,0743.6%Computer and TechnologyLAZARD ACTIVE ETF TR$7,868,394$7,868,394 ▲New Holding245,6573.0%INTL DYNAMIC EQTIVViShares Core S&P 500 ETF$7,771,705$629,923 ▲8.8%11,7333.0%ETFJPSTJPMorgan Ultra-Short Income ETF$5,651,589$356,894 ▼-5.9%111,9572.1%ETFXOMExxonMobil$5,404,717$506,805 ▲10.3%32,9742.1%EnergyVABKVirginia National Bankshares$5,317,806$135,244 ▼-2.5%137,6602.0%FinanceMSFTMicrosoft$5,272,203$142,955 ▲2.8%14,1622.0%Computer and TechnologyGOOGLAlphabet$4,721,673$94,079 ▲2.0%15,4581.8%Computer and TechnologyNVDANVIDIA$4,375,742$70,528 ▲1.6%24,5691.7%Computer and TechnologyAMZNAmazon.com$4,224,523$32,707 ▲0.8%19,7621.6%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$4,107,214$142,657 ▲3.6%53,2921.6%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$3,343,960$9,076 ▼-0.3%37,2131.3%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,207,764$115,703 ▼-3.5%36,2911.2%ManufacturingVVisa$3,075,183$19,666 ▲0.6%10,1641.2%Business ServicesGOOGAlphabet$2,902,835$11,549 ▲0.4%9,5511.1%Computer and TechnologyCVXChevron$2,894,717$108,025 ▲3.9%14,3631.1%EnergyJPMJPMorgan Chase & Co.$2,811,917$3,271 ▼-0.1%9,4551.1%FinanceIWViShares Russell 3000 ETF$2,742,485$416,143 ▲17.9%7,3021.0%ETFAMDAdvanced Micro Devices$2,575,065$12,627 ▲0.5%11,6241.0%Computer and TechnologyAVGOBroadcom$2,530,300$33,065 ▲1.3%7,5761.0%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$2,528,301$212,976 ▲9.2%25,6421.0%ETFCRWDCrowdStrike$2,299,832$24,124 ▼-1.0%5,4340.9%Computer and TechnologyNEENextEra Energy$2,278,959$13,395 ▲0.6%24,3300.9%UtilitiesLHXL3Harris Technologies$2,085,414$12,036 ▼-0.6%5,8910.8%AerospaceTSMTaiwan Semiconductor Manufacturing$2,011,144$40,748 ▲2.1%5,8240.8%Computer and TechnologyPGProcter & Gamble$1,902,448$47,900 ▲2.6%13,4640.7%Consumer StaplesPFXFVanEck Preferred Securities ex Financials ETF$1,895,736$331,285 ▲21.2%107,5290.7%ETFDUKDuke Energy$1,861,167$2,241 ▼-0.1%14,1190.7%UtilitiesMRKMerck & Co., Inc.$1,684,234$27,554 ▲1.7%14,1200.6%MedicalJNJJohnson & Johnson$1,599,954$35,523 ▼-2.2%6,7110.6%MedicalVZVerizon Communications$1,578,789$25,623 ▲1.6%32,4720.6%Computer and TechnologyTSLATesla$1,559,925$8,666 ▲0.6%4,5000.6%Auto/Tires/TrucksIQLTiShares MSCI Intl Quality Factor ETF$1,515,675$182,637 ▲13.7%32,4070.6%ETFLABCORP HOLDINGS INC$1,505,6700.0%5,5940.6%COM SHSJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,462,364$786,962 ▲116.5%26,1510.6%ETFHSTHost Hotels & Resorts$1,450,545$1,508 ▲0.1%75,9850.6%FinanceKOCocaCola$1,418,227$32,945 ▲2.4%18,6830.5%Consumer StaplesUSBU.S. Bancorp$1,394,468$1,987 ▲0.1%25,9680.5%FinancePWRQuanta Services$1,331,146$5,000 ▼-0.4%2,3960.5%ConstructionUNPUnion Pacific$1,316,594$65,953 ▲5.3%5,3500.5%TransportationLINDE PLC$1,311,653$1,311,653 ▲New Holding2,6520.5%SHSCOFCapital One Financial$1,310,077$36,230 ▲2.8%7,2320.5%FinanceBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,304,732$937,604 ▲255.4%77,8480.5%ManufacturingBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,267,761$914,240 ▲258.6%67,8310.5%ETFJMSBJohn Marshall Bancorp$1,181,7660.0%57,6190.4%FinanceORCLOracle$1,143,427$112,539 ▲10.9%7,9860.4%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$1,080,4700.0%5,5870.4%ETFJEPIJPMorgan Equity Premium Income ETF$1,047,203$705,313 ▲206.3%18,5280.4%ETFLLYEli Lilly and Company$1,045,627$1,862 ▼-0.2%1,1230.4%MedicalGNRCGenerac$1,036,909$884,793 ▼-46.0%5,4260.4%IndustrialsVTIVanguard Total Stock Market ETF$983,775$132,450 ▲15.6%3,0230.4%ETFCRMSalesforce$918,825$22,138 ▲2.5%5,0220.3%Computer and TechnologyRITMRithm Capital$911,951$18,629 ▲2.1%95,9950.3%FinancePFEPfizer$907,199$23,740 ▲2.7%33,4760.3%MedicalDHRDanaher$901,000$32,663 ▲3.8%4,7170.3%MedicalCATCaterpillar$890,693$10,146 ▲1.2%1,2290.3%IndustrialsFPEFirst Trust Preferred Securities and Income ETF$884,511$18,704 ▲2.2%49,6080.3%ETFDDominion Energy$859,388$13,290 ▼-1.5%13,7090.3%UtilitiesCMCSAComcast$823,288$55,303 ▲7.2%29,6250.3%Consumer DiscretionaryROPER TECHNOLOGIES INC$797,706$10,765 ▲1.4%2,2230.3%COMTMUST-Mobile US$747,814$21,859 ▲3.0%3,7290.3%Computer and TechnologyBSCSInvesco BulletShares 2028 Corporate Bond ETF$738,409$738,409 ▲New Holding36,1080.3%ETFVSGXVanguard ESG International Stock ETF$711,263$2,390 ▲0.3%9,8200.3%ETFQQQInvesco QQQ$687,473$120,072 ▼-14.9%1,1680.3%FinanceWALMART INC$669,040$10,779 ▲1.6%5,4620.3%COMESGUiShares ESG Aware MSCI USA ETF$633,409$14,063 ▲2.3%4,4140.2%ManufacturingBRK.BBerkshire Hathaway$632,500$89,879 ▲16.6%1,3230.2%FinanceVBVanguard Small-Cap ETF$602,799$177,919 ▲41.9%2,2700.2%ETFEFAiShares MSCI EAFE ETF$601,410$182,931 ▲43.7%6,1150.2%FinanceVPUVanguard Utilities ETF$561,1440.0%2,8060.2%ETFCOSTCostco Wholesale$546,272$10,135 ▲1.9%5390.2%Retail/WholesaleHDHome Depot$537,968$8,605 ▲1.6%1,6880.2%Retail/WholesaleDOLWisdomTree International LargeCap Dividend Fund$536,2960.0%7,7450.2%FinanceFYLDCambria Foreign Shareholder Yield ETF$476,5520.0%12,6440.2%ETFVTVVanguard Value ETF$448,902$241,443 ▲116.4%2,2720.2%ETFIJHiShares Core S&P Mid-Cap ETF$443,3810.0%6,4680.2%ETFCSCOCisco Systems$419,061$8,068 ▲2.0%5,1940.2%Computer and TechnologyOKEONEOK$409,5040.0%4,5180.2%EnergyVUGVanguard Growth ETF$407,913$4,448 ▼-1.1%9170.2%ETFIBMInternational Business Machines$405,591$4,166 ▼-1.0%1,6550.2%Computer and TechnologyBKNGBooking$377,207$363,853 ▲2,724.7%2,1750.1%Retail/WholesaleESGVVanguard ESG U.S. Stock ETF$360,594$8,895 ▲2.5%3,1620.1%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$356,8870.0%5,9700.1%FinancePROFESIONALLY MANAGED PORTFO$340,524$340,524 ▲New Holding6,4640.1%AKRE FOCUS ETFABBVAbbVie$327,096$619 ▲0.2%1,5850.1%MedicalETNEaton$316,8420.0%8590.1%IndustrialsTFCTruist Financial$314,100$2,152 ▼-0.7%6,5670.1%FinanceLMTLockheed Martin$301,2960.0%4800.1%AerospaceNOWServiceNow$294,109$9,050 ▲3.2%2,9250.1%Computer and TechnologyINTCIntel$289,1440.0%5,4650.1%Computer and TechnologyBRNYBurney U.S. Factor Rotation ETF$287,8220.0%5,7890.1%ETFIWNiShares Russell 2000 Value ETF$284,580$43,529 ▲18.1%1,4710.1%ETFIWDiShares Russell 1000 Value ETF$284,067$66,954 ▲30.8%1,3110.1%ETFHONHoneywell International$281,5910.0%1,2580.1%Multi-Sector ConglomeratesSPLVInvesco S&P 500 Low Volatility ETF$280,804$73,539 ▲35.5%3,8070.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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