Meridian Financial Partners LLC Top Holdings and 13F Report (2026) About Meridian Financial Partners LLCInvestment ActivityMeridian 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 $30,547,064JPMorgan Small & Mid Cap Enhanced Equity ETF $26,600,188iShares Core Dividend Growth ETF $24,628,533iShares MSCI Intl Value Factor ETF $15,581,332iShares Russell Top 200 Growth ETF $12,520,146 Largest New Holdings this Quarter 170386106 - ChoiceOne Financial Services $239,115 Holding921937835 - Vanguard Total Bond Market ETF $238,850 Holding670346105 - Nucor $236,870 Holding46435U218 - iShares ESG MSCI USA Leaders ETF $225,934 Holding91324P102 - 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 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$30,547,064$204,972 ▲0.7%44,26210.4%ETFJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$26,600,188$740,790 ▲2.9%347,6249.1%ETFDGROiShares Core Dividend Growth ETF$24,628,533$270,824 ▼-1.1%317,3788.4%ETFIVLUiShares MSCI Intl Value Factor ETF$15,581,332$569,600 ▲3.8%368,0055.3%ETFIWYiShares Russell Top 200 Growth ETF$12,520,146$473,671 ▲3.9%43,2434.3%ETFLAZARD ACTIVE ETF TR$11,069,925$2,550,541 ▲29.9%319,2023.8%INTL DYNAMIC EQTAAPLApple$10,263,833$1,877,882 ▼-15.5%31,3403.5%TechnologyIVViShares Core S&P 500 ETF$8,804,908$93,282 ▼-1.0%11,6103.0%ETFAMDAdvanced Micro Devices$6,002,564$148,159 ▼-2.4%11,3442.0%TechnologyVABKVirginia National Bankshares$5,808,714$479,594 ▼-7.6%127,1612.0%FinanceGOOGLAlphabet$5,535,100$198,437 ▼-3.5%14,9231.9%Communication ServicesMSFTMicrosoft$5,450,092$152,710 ▼-2.7%13,7761.9%TechnologyJPSTJPMorgan Ultra-Short Income ETF$5,405,600$245,989 ▼-4.4%107,0841.8%ETFNVDANVIDIA$5,078,129$142,800 ▼-2.7%23,8971.7%TechnologyAMZNAmazon.com$4,930,416$108,103 ▼-2.1%19,3381.7%Consumer DiscretionaryXOMExxonMobil$4,742,309$22,833 ▼-0.5%32,8161.6%EnergyBIVVanguard Intermediate-Term Bond ETF$4,201,158$144,038 ▲3.6%55,1841.4%ETFCRWDCrowdStrike$3,834,343$2,710,755 ▲241.3%18,5441.3%TechnologyGOOGAlphabet$3,539,578$3,702 ▲0.1%9,5611.2%Communication ServicesDLNWisdomTree U.S. LargeCap Dividend Fund$3,532,179$113,951 ▼-3.1%36,0501.2%ETFVVisa$3,519,539$90,208 ▼-2.5%9,9101.2%FinanceJPMJPMorgan Chase & Co.$3,479,160$199,126 ▲6.1%10,0291.2%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,376,713$134,082 ▼-3.8%34,9051.2%ETFIWViShares Russell 3000 ETF$3,096,121$39,942 ▼-1.3%7,2091.1%ETFAVGOBroadcom$2,991,177$3,943 ▲0.1%7,5861.0%TechnologyIWRiShares Russell Mid-Cap ETF$2,808,0550.0%25,6421.0%ETFCVXChevron$2,543,487$64,831 ▼-2.5%14,0060.9%EnergyTSMTaiwan Semiconductor Manufacturing$2,443,0520.0%5,8240.8%TechnologyNEENextEra Energy$2,085,831$81,972 ▼-3.8%23,4100.7%UtilitiesPFXFVanEck Preferred Securities ex Financials ETF$1,963,943$52,078 ▲2.7%110,4580.7%ETFPGProcter & Gamble$1,942,762$50,634 ▼-2.5%13,1220.7%Consumer StaplesTSLATesla$1,799,921$24,851 ▲1.4%4,5630.6%Consumer DiscretionaryDUKDuke Energy$1,726,461$29,096 ▼-1.7%13,8850.6%UtilitiesMRKMerck & Co., Inc.$1,688,018$57,355 ▼-3.3%13,6560.6%HealthcareLHXL3Harris Technologies$1,664,703$24,953 ▼-1.5%5,8040.6%IndustrialsRITMRithm Capital$1,651,517$765,482 ▲86.4%178,9290.6%FinanceUSBU.S. Bancorp$1,650,017$13,799 ▲0.8%26,1870.6%FinanceJNJJohnson & Johnson$1,638,221$19,514 ▼-1.2%6,6320.6%HealthcareIQLTiShares MSCI Intl Quality Factor ETF$1,605,069$50 ▼0.0%32,4060.5%ETFGOLDMAN SACHS ETF TR$1,580,333$1,357,938 ▲610.6%28,4950.5%S&P 500 PREMIUMUNPUnion Pacific$1,513,234$29,411 ▼-1.9%5,2480.5%IndustrialsCOFCapital One Financial$1,512,572$1,880 ▲0.1%7,2410.5%FinanceKOCocaCola$1,489,624$50,789 ▼-3.3%18,0670.5%Consumer StaplesLABCORP HOLDINGS INC$1,473,886$47,597 ▼-3.1%5,4190.5%COM SHSVZVerizon Communications$1,394,486$3,726 ▲0.3%32,5590.5%Communication ServicesLINDE PLC$1,366,611$3,085 ▲0.2%2,6580.5%SHSPWRQuanta Services$1,328,824$225,796 ▼-14.5%2,0480.5%IndustrialsVTIVanguard Total Stock Market ETF$1,302,725$176,899 ▲15.7%3,4980.4%ETFLLYEli Lilly and Company$1,288,502$10,410 ▼-0.8%1,1140.4%HealthcareBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,274,408$20,983 ▼-1.6%76,5870.4%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,264,882$3,904 ▲0.3%68,0410.4%ETFJMSBJohn Marshall Bancorp$1,264,1610.0%57,6190.4%FinanceQUALiShares MSCI USA Quality Factor ETF$1,241,654$8,826 ▲0.7%5,6270.4%ETFGNRCGenerac$1,180,029$49,394 ▼-4.0%5,2080.4%IndustrialsORCLOracle$1,005,591$52,466 ▼-5.0%7,5900.3%TechnologyDDominion Energy$1,004,761$31,865 ▲3.3%14,1580.3%UtilitiesDHRDanaher$919,624$27,508 ▼-2.9%4,5800.3%HealthcareCATCaterpillar$912,007$212,222 ▼-18.9%9970.3%IndustrialsFPEFirst Trust Preferred Securities and Income ETF$908,665$18,201 ▲2.0%50,6220.3%ETFQQQInvesco QQQ$854,893$30,355 ▲3.7%1,2110.3%ETFVSGXVanguard ESG International Stock ETF$813,185$16,390 ▲2.1%10,0220.3%ETFPFEPfizer$810,165$20,700 ▼-2.5%32,6420.3%HealthcareROPER TECHNOLOGIES INC$784,182$9,410 ▲1.2%2,2500.3%COMCRMSalesforce$776,550$62,124 ▼-7.4%4,6500.3%TechnologyESGUiShares ESG Aware MSCI USA ETF$774,120$42,279 ▲5.8%4,6690.3%ETFHSTHost Hotels & Resorts$770,787$1,037,656 ▼-57.4%32,3860.3%Real EstateBSCSInvesco BulletShares 2028 Corporate Bond ETF$721,881$14,542 ▼-2.0%35,3950.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$713,550$836,159 ▼-54.0%12,0410.2%ETFCMCSAComcast$705,657$9,772 ▲1.4%30,0410.2%Communication ServicesTMUST-Mobile US$688,753$10,882 ▼-1.6%3,6710.2%Communication ServicesJEPIJPMorgan Equity Premium Income ETF$687,578$368,148 ▼-34.9%12,0670.2%ETFBRK.BBerkshire Hathaway$673,923$27,836 ▲4.3%1,3800.2%FinanceEFAiShares MSCI EAFE ETF$639,9350.0%6,1150.2%ETFVBVanguard Small-Cap ETF$633,819$40,393 ▼-6.0%2,1340.2%ETFCSCOCisco Systems$569,369$11,177 ▼-1.9%5,0940.2%TechnologyDOLWisdomTree International LargeCap Dividend Fund$531,388$44,623 ▼-7.7%7,1450.2%ETFVPUVanguard Utilities ETF$516,241$32,669 ▼-6.0%2,6390.2%ETFWALMART INC$509,311$105,328 ▼-17.1%4,5260.2%COMCOSTCostco Wholesale$494,1530.0%5390.2%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$489,1750.0%6,4680.2%ETFVUGVanguard Growth ETF$482,750$402,277 ▲499.9%5,5010.2%ETFFYLDCambria Foreign Shareholder Yield ETF$482,157$799 ▲0.2%12,6650.2%ETFHDHome Depot$468,356$107,872 ▼-18.7%1,3720.2%Consumer DiscretionaryETNEaton$457,449$102,802 ▲29.0%1,1080.2%IndustrialsVTVVanguard Value ETF$454,337$39,801 ▼-8.1%2,0890.2%ETFESGVVanguard ESG U.S. Stock ETF$452,250$28,542 ▲6.7%3,3750.2%ETFBKNGBooking$433,618$36,013 ▲9.1%2,3720.1%Consumer DiscretionaryINTCIntel$414,826$147,990 ▼-26.3%4,0280.1%TechnologyOKEONEOK$397,930$13,383 ▼-3.3%4,3710.1%EnergyABBVAbbVie$386,9140.0%1,5850.1%HealthcareIBMInternational Business Machines$367,910$18,374 ▲5.3%1,7420.1%TechnologyPROFESIONALLY MANAGED PORTFO$357,7820.0%6,4640.1%AKRE FOCUS ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$351,395$28,715 ▼-7.6%5,5190.1%ETFTFCTruist Financial$346,7380.0%6,5670.1%FinanceSPLVInvesco S&P 500 Low Volatility ETF$340,921$48,011 ▲16.4%4,4310.1%ETFBRNYBurney U.S. Factor Rotation ETF$339,0070.0%5,7890.1%ETFLMTLockheed Martin$330,798$83,857 ▲34.0%6430.1%IndustrialsIWNiShares Russell 2000 Value ETF$319,985$5,532 ▼-1.7%1,4460.1%ETFBACBank of America$296,987$7,452 ▲2.6%4,8220.1%FinanceWMWaste Management$279,5930.0%1,2010.1%IndustrialsShowing largest 100 holdings. 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