Meridian Financial Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Meridian Financial Partners LLC reported 119 stock positions worth $293.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.4% of the portfolio, followed by JPM Sma & Mid Cap En Eq Et-U (JMEE, 9.1%) and iShares Core Dividend Growth (DGRO, 8.4%). Compared with Q1 2026, it opened 7 new positions, sold out of 9, added to 38 and reduced 57. The biggest buy was Lazard Intl Dynamic Eqy ETF (IDEQ, shares +30%) and the biggest sale Exxon Mobil (XOM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WARRENTON, VA
- CIK
- 0001763722
- Portfolio Value
- $293.3M (Q2 2026)
- SEC Filing
- 0001763722-26-000003 ↗ filed Jul 24, 2026
Holdings Value
Holdings 119 stocks · $293.3M
| VOO Vanguard S&P 500 ETF | 10.41% | 44,262 | $30.5M | Add +0.7% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 9.07% | 347,624 | $26.6M | Add +2.9% |
| DGRO iShares Core Dividend Growth | 8.40% | 317,378 | $24.6M | Reduce -1.1% |
| IVLU iShares MSCI International V | 5.31% | 368,005 | $15.6M | Add +3.8% |
| IWY iShares Russell Top 200 Grow | 4.27% | 43,243 | $12.5M | Add +3.9% |
| IDEQ Lazard Intl Dynamic Eqy ETF | 3.77% | 319,202 | $11.1M | Add +29.9% |
| AAPL Apple Inc. | 3.50% | 31,340 | $10.3M | Reduce -15.5% |
| IVV iShares Core S&P 500 ETF | 3.00% | 11,610 | $8.8M | Reduce -1.1% |
| AMD Advanced Micro Devices | 2.05% | 11,344 | $6.0M | Reduce -2.4% |
| VABK Virginia National Bankshares | 1.98% | 127,161 | $5.8M | Reduce -7.6% |
| GOOGL Alphabet Inc. Class A | 1.89% | 14,923 | $5.5M | Reduce -3.5% |
| MSFT Microsoft Corp. | 1.86% | 13,776 | $5.5M | Reduce -2.7% |
| JPST JPMorgan Ultra-Short Income | 1.84% | 107,084 | $5.4M | Reduce -4.3% |
| NVDA Nvidia Corp. | 1.73% | 23,897 | $5.1M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 1.68% | 19,338 | $4.9M | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 1.62% | 32,816 | $4.7M | Reduce -0.5% |
| BIV Vanguard Intermediate-Term B | 1.43% | 55,184 | $4.2M | Add +3.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.31% | 18,544 | $3.8M | Add +241.3% |
| GOOG Alphabet Inc. Class C | 1.21% | 9,561 | $3.5M | Add +0.1% |
| DLN Wisdomtree US Largecap Divid | 1.20% | 36,050 | $3.5M | Reduce -3.1% |
| V Visa Inc. Class A | 1.20% | 9,910 | $3.5M | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 1.19% | 10,029 | $3.5M | Add +6.1% |
| DGRW Wisdomtree U.S. Quality Divi | 1.15% | 34,905 | $3.4M | Reduce -3.8% |
| IWV iShares Russell 3000 ETF | 1.06% | 7,209 | $3.1M | Reduce -1.3% |
| AVGO Broadcom Inc. | 1.02% | 7,586 | $3.0M | Add +0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.96% | 25,642 | $2.8M | No change |
| CVX Chevron Corp. | 0.87% | 14,006 | $2.5M | Reduce -2.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.83% | 5,824 | $2.4M | No change |
| NEE Nextera Energy Inc. | 0.71% | 23,410 | $2.1M | Reduce -3.8% |
| PFXF Vaneck Pref Sec X-Financials | 0.67% | 110,458 | $2.0M | Add +2.7% |
| PG The Procter & Gamble Co. | 0.66% | 13,122 | $1.9M | Reduce -2.5% |
| TSLA Tesla Inc. | 0.61% | 4,563 | $1.8M | Add +1.4% |
| DUK Duke Energy Corp. | 0.59% | 13,885 | $1.7M | Reduce -1.7% |
| MRK Merck & Co. Inc. | 0.58% | 13,656 | $1.7M | Reduce -3.3% |
| LHX L3HARRIS Technologies Inc. | 0.57% | 5,804 | $1.7M | Reduce -1.5% |
| RITM Rithm Capital Corp. | 0.56% | 178,929 | $1.7M | Add +86.4% |
| USB US Bancorp | 0.56% | 26,187 | $1.7M | Add +0.8% |
| JNJ Johnson & Johnson | 0.56% | 6,632 | $1.6M | Reduce -1.2% |
| IQLT iShares MSCI International Q | 0.55% | 32,406 | $1.6M | Reduce 0.0% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.54% | 28,495 | $1.6M | Add +610.6% |
| UNP Union Pacific Corp. | 0.52% | 5,248 | $1.5M | Reduce -1.9% |
| COF Capital One Financial Corp. | 0.52% | 7,241 | $1.5M | Add +0.1% |
| KO The Coca-Cola Co. | 0.51% | 18,067 | $1.5M | Reduce -3.3% |
| LH Labcorp Holdings Inc. | 0.50% | 5,419 | $1.5M | Reduce -3.1% |
| VZ Verizon Communications Inc. | 0.48% | 32,559 | $1.4M | Add +0.3% |
| LIN Linde PLC | 0.47% | 2,658 | $1.4M | Add +0.2% |
| PWR Quanta Services Inc. | 0.45% | 2,048 | $1.3M | Reduce -14.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 3,498 | $1.3M | Add +15.7% |
| LLY Eli Lilly & Co. | 0.44% | 1,114 | $1.3M | Reduce -0.8% |
| BSCU Invesco Bulletshares 2030 CB | 0.43% | 76,587 | $1.3M | Reduce -1.6% |
| BSCT Invesco Bulletshares 2029 CB | 0.43% | 68,041 | $1.3M | Add +0.3% |
| JMSB John Marshall Bancorp Inc. | 0.43% | 57,619 | $1.3M | No change |
| QUAL iShares MSCI USA Quality Fac | 0.42% | 5,627 | $1.2M | Add +0.7% |
| GNRC Generac Holdings Inc. | 0.40% | 5,208 | $1.2M | Reduce -4.0% |
| ORCL Oracle Corp. | 0.34% | 7,590 | $1.0M | Reduce -5.0% |
| D Dominion Energy Inc. | 0.34% | 14,158 | $1.0M | Add +3.3% |
| DHR Danaher Corp. | 0.31% | 4,580 | $920K | Reduce -2.9% |
| CAT Caterpillar Inc. | 0.31% | 997 | $912K | Reduce -18.9% |
| FPE FT-Preferred Secur & Inc. ETF | 0.31% | 50,622 | $909K | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 1,211 | $855K | Add +3.7% |
| VSGX Vanguard ESG Intl Stock ETF | 0.28% | 10,022 | $813K | Add +2.1% |
| PFE Pfizer Inc. | 0.28% | 32,642 | $810K | Reduce -2.5% |
| ROP Roper Technologies Inc. | 0.27% | 2,250 | $784K | Add +1.2% |
| CRM Salesforce Inc. | 0.26% | 4,650 | $777K | Reduce -7.4% |
| ESGU iShares ESG Aware MSCI USA | 0.26% | 4,669 | $774K | Add +5.8% |
| HST Host Hotels & Resorts Inc. | 0.26% | 32,386 | $771K | Reduce -57.4% |
| BSCS Invesco Bulletshares 2028 CB | 0.25% | 35,395 | $722K | Reduce -2.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.24% | 12,041 | $714K | Reduce -54.0% |
| CMCSA Comcast Corp. Class A | 0.24% | 30,041 | $706K | Add +1.4% |
| TMUS T-Mobile US Inc. | 0.23% | 3,671 | $689K | Reduce -1.6% |
| JEPI JPMorgan Equity Premium Inco | 0.23% | 12,067 | $688K | Reduce -34.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 1,380 | $674K | Add +4.3% |
| EFA iShares MSCI Eafe ETF | 0.22% | 6,115 | $640K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 2,134 | $634K | Reduce -6.0% |
| CSCO Cisco Systems Inc. | 0.19% | 5,094 | $569K | Reduce -1.9% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 0.18% | 7,145 | $531K | Reduce -7.8% |
| VPU Vanguard Utilities ETF | 0.18% | 2,639 | $516K | Reduce -6.0% |
| WMT Walmart Inc. | 0.17% | 4,526 | $509K | Reduce -17.1% |
| COST Costco Wholesale Corp. | 0.17% | 539 | $494K | No change |
| IJH iShares Core S&P Midcap ETF | 0.17% | 6,468 | $489K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 5,501 | $483K | No change |
| FYLD Cambria Foreign Shareholder | 0.16% | 12,665 | $482K | Add +0.2% |
| HD Home Depot Inc. | 0.16% | 1,372 | $468K | Reduce -18.7% |
| ETN Eaton Corp. PLC | 0.16% | 1,108 | $457K | Add +29.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 2,089 | $454K | Reduce -8.1% |
| ESGV Vanguard ESG US Stock ETF | 0.15% | 3,375 | $452K | Add +6.7% |
| BKNG Booking Holdings Inc. | 0.15% | 2,372 | $434K | Reduce -95.6% |
| INTC Intel Corp. | 0.14% | 4,028 | $415K | Reduce -26.3% |
| OKE Oneok Inc. | 0.14% | 4,371 | $398K | Reduce -3.3% |
| ABBV Abbvie Inc. | 0.13% | 1,585 | $387K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 1,742 | $368K | Add +5.3% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.12% | 6,464 | $358K | No change |
| DGS Wisdomtree Em Small Cap | 0.12% | 5,519 | $351K | Reduce -7.5% |
| TFC Truist Financial Corp. | 0.12% | 6,567 | $347K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.12% | 4,431 | $341K | Add +16.4% |
| BRNY Burney US Factor Rotation | 0.12% | 5,789 | $339K | No change |
| LMT Lockheed Martin Corp. | 0.11% | 643 | $331K | Add +34.0% |
| IWN iShares Russell 2000 Value E | 0.11% | 1,446 | $320K | Reduce -1.7% |
| BAC Bank of America Corp. | 0.10% | 4,822 | $297K | Add +2.6% |
| WM Waste Management Inc. | 0.10% | 1,201 | $280K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -0.5% | 1.62% | −0.44 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -54.0% | 0.24% | −0.31 |
| JPST JPMorgan Ultra-Short Income | Reduce -4.3% | 1.84% | −0.30 |
| HST Host Hotels & Resorts Inc. | Reduce -57.4% | 0.26% | −0.29 |
| CVX Chevron Corp. | Reduce -2.5% | 0.87% | −0.23 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.5% | 0.57% | −0.23 |
| DGRO iShares Core Dividend Growth | Reduce -1.1% | 8.40% | −0.21 |
| JEPI JPMorgan Equity Premium Inco | Reduce -34.9% | 0.23% | −0.16 |
| NEE Nextera Energy Inc. | Reduce -3.8% | 0.71% | −0.15 |
| MSFT Microsoft Corp. | Reduce -2.7% | 1.86% | −0.15 |
| DUK Duke Energy Corp. | Reduce -1.7% | 0.59% | −0.12 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.11 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.10 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.10 |
| COP Conocophillips | Sold out | 0.00% | −0.09 |
| ORCL Oracle Corp. | Reduce -5.0% | 0.34% | −0.09 |
| PM Philip Morris International | Sold out | 0.00% | −0.09 |
| CRM Salesforce Inc. | Reduce -7.4% | 0.26% | −0.08 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.08 |
| WMT Walmart Inc. | Reduce -17.1% | 0.17% | −0.08 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.08 |
| AAPL Apple Inc. | Reduce -15.5% | 3.50% | −0.07 |
| LH Labcorp Holdings Inc. | Reduce -3.1% | 0.50% | −0.07 |
| PFE Pfizer Inc. | Reduce -2.5% | 0.28% | −0.07 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -3.8% | 1.15% | −0.07 |
| DLN Wisdomtree US Largecap Divid | Reduce -3.1% | 1.20% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -3.3% | 0.58% | −0.06 |
| BSCU Invesco Bulletshares 2030 CB | Reduce -1.6% | 0.43% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 0.66% | −0.06 |
| PWR Quanta Services Inc. | Reduce -14.5% | 0.45% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.56% | −0.05 |
| TMUS T-Mobile US Inc. | Reduce -1.6% | 0.23% | −0.05 |
| TNGY Tortoise Energy ETF | Sold out | 0.00% | −0.05 |
| HD Home Depot Inc. | Reduce -18.7% | 0.16% | −0.04 |
| VABK Virginia National Bankshares | Reduce -7.6% | 1.98% | −0.04 |
| VPU Vanguard Utilities ETF | Reduce -6.0% | 0.18% | −0.04 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -2.0% | 0.25% | −0.03 |
| NOW ServiceNow Inc. | Reduce -23.3% | 0.08% | −0.03 |
| KO The Coca-Cola Co. | Reduce -3.3% | 0.51% | −0.03 |
| DHR Danaher Corp. | Reduce -2.9% | 0.31% | −0.03 |
| IQLT iShares MSCI International Q | Reduce 0.0% | 0.55% | −0.03 |
| CAT Caterpillar Inc. | Reduce -18.9% | 0.31% | −0.03 |
| DOL Wisdomtree TR DVLP Intnl-Usd | Reduce -7.8% | 0.18% | −0.02 |
| OKE Oneok Inc. | Reduce -3.3% | 0.14% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -17.1% | 0.09% | −0.02 |
| DGS Wisdomtree Em Small Cap | Reduce -7.5% | 0.12% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.1% | 0.15% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -6.0% | 0.22% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -9.9% | 0.09% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| IDEQ Lazard Intl Dynamic Eqy ETF | Add +29.9% | 3.77% | +0.78 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +610.6% | 0.54% | +0.46 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +241.3% | 1.31% | +0.43 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +2.9% | 9.07% | +0.35 |
| VOO Vanguard S&P 500 ETF | Add +0.7% | 10.41% | +0.29 |
| IWY iShares Russell Top 200 Grow | Add +3.9% | 4.27% | +0.28 |
| RITM Rithm Capital Corp. | Add +86.4% | 0.56% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +6.1% | 1.19% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 1.21% | +0.10 |
| COFS Choiceone Financial SVCS Inc. | New | 0.08% | +0.08 |
| BND Vanguard Total Bond Market | New | 0.08% | +0.08 |
| NUE Nucor Corp. | New | 0.08% | +0.08 |
| SUSL iShares ESG MSCI USA Leaders | New | 0.08% | +0.08 |
| UNH Unitedhealth Group Inc. | New | 0.08% | +0.08 |
| VRT Vertiv Holdings Co. Class A | New | 0.08% | +0.08 |
| MCD McDonald's Corp. | New | 0.07% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +15.7% | 0.44% | +0.07 |
| AVGO Broadcom Inc. | Add +0.1% | 1.02% | +0.06 |
| ETN Eaton Corp. PLC | Add +29.0% | 0.16% | +0.04 |
| USB US Bancorp | Add +0.8% | 0.56% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.7% | 0.29% | +0.03 |
| ESGU iShares ESG Aware MSCI USA | Add +5.8% | 0.26% | +0.02 |
| TSLA Tesla Inc. | Add +1.4% | 0.61% | +0.02 |
| COF Capital One Financial Corp. | Add +0.1% | 0.52% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +6.7% | 0.15% | +0.02 |
| D Dominion Energy Inc. | Add +3.3% | 0.34% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +0.7% | 0.42% | +0.01 |
| BAC Bank of America Corp. | Add +2.6% | 0.10% | +0.01 |
| SPLV Invesco S&P 500 Low Volatili | Add +16.4% | 0.12% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Add +2.1% | 0.28% | +0.01 |
| LMT Lockheed Martin Corp. | Add +34.0% | 0.11% | −0.00 |
| LOW Lowe's Cos Inc. | Add +19.0% | 0.09% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.3% | 0.23% | −0.01 |
| FYLD Cambria Foreign Shareholder | Add +0.2% | 0.16% | −0.02 |
| FPE FT-Preferred Secur & Inc. ETF | Add +2.0% | 0.31% | −0.03 |
| IBM Intl Business Machines Corp. | Add +5.3% | 0.13% | −0.03 |
| T AT&T Inc. | Add +2.3% | 0.07% | −0.03 |
| LIN Linde PLC | Add +0.2% | 0.47% | −0.03 |
| ROP Roper Technologies Inc. | Add +1.2% | 0.27% | −0.04 |
| BSCT Invesco Bulletshares 2029 CB | Add +0.3% | 0.43% | −0.05 |
| PFXF Vaneck Pref Sec X-Financials | Add +2.7% | 0.67% | −0.05 |
| CMCSA Comcast Corp. Class A | Add +1.4% | 0.24% | −0.07 |
| IVLU iShares MSCI International V | Add +3.8% | 5.31% | −0.11 |
| VZ Verizon Communications Inc. | Add +0.3% | 0.48% | −0.12 |
| BIV Vanguard Intermediate-Term B | Add +3.5% | 1.43% | −0.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 119 | $293.3M | VOO, JMEE, DGRO, IVLU, IWY |
| Q1 2026 | 121 | $263.1M | VOO, JMEE, DGRO, IVLU, IWY |
| Q4 2025 | 118 | $252.8M | VOO, DGRO, JMEE, IVLU, IWY |
| Q3 2025 | 113 | $240.7M | VOO, DGRO, JMEE, IWY, AAPL |
| Q2 2025 | 105 | $212.8M | VOO, DGRO, JMEE, IWY, AAPL |
| Q1 2025 | 104 | $197.1M | VOO, DGRO, JMEE, JPST, AAPL |
| Q4 2024 | 100 | $189.4M | VOO, DGRO, JPST, AAPL, IWY |
| Q3 2024 | 100 | $197.8M | VOO, DGRO, JPST, AAPL, IVV |
| Q2 2024 | 82 | $168.3M | VOO, DGRO, JPST, MSFT, IVV |
| Q1 2024 | 42 | $77.8M | DGRO, JPST, SPTS, XOM, DGRW |