Meridian Financial Partners LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), Meridian Financial Partners LLC reported 82 stock positions worth $168.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.9% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 11.1%) and JPMorgan Ultra-Short Income (JPST, 8.2%). Compared with Q1 2024, it opened 41 new positions, sold out of 1, added to 18 and reduced 11. The biggest buy was a new position in Vanguard S&P 500 ETF (VOO) and the biggest sale SS SPDR P St Term TSY ETF (SPTS, shares −83%).

Most Recent 13F
Q2 2026
Location
WARRENTON, VA
CIK
0001763722
Portfolio Value
$168.3M (Q2 2024)
SEC Filing
0001763722-24-000003 ↗ filed Jul 19, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $77.8M Q1 2024 Q2 2024: $168.3M $168.3M Q2 2024 Q3 2024: $197.8M Q3 2024 Q4 2024: $189.4M Q4 2024 Q1 2025: $197.1M Q1 2025 Q2 2025: $212.8M Q2 2025 Q3 2025: $240.7M Q3 2025 Q4 2025: $252.8M Q4 2025 Q1 2026: $263.1M Q1 2026 Q2 2026: $293.3M Q2 2026

Holdings 82 stocks · $168.3M
VOO Vanguard S&P 500 ETF 17.86% 59,173 $30.1M New
DGRO iShares Core Dividend Growth 11.11% 313,044 $18.7M Add +5.3%
JPST JPMorgan Ultra-Short Income 8.23% 274,638 $13.9M Add +1.0%
MSFT Microsoft Corp. 3.50% 13,381 $5.9M New
IVV iShares Core S&P 500 ETF 3.49% 10,573 $5.9M New
IWY iShares Russell Top 200 Grow 3.27% 25,701 $5.5M New
TLT iShares 20+ Year Treasury BD 2.81% 50,609 $4.7M New
VABK Virginia National Bankshares 2.62% 118,718 $4.4M New
XOM Exxon Mobil Corp. 2.11% 29,857 $3.5M Add +2.3%
DGRW Wisdomtree U.S. Quality Divi 1.92% 40,424 $3.2M Add +5.5%
DLN Wisdomtree US Largecap Divid 1.69% 37,887 $2.8M Reduce -0.4%
BIV Vanguard Intermediate-Term B 1.61% 35,791 $2.7M New
GOOGL Alphabet Inc. Class A 1.59% 15,034 $2.7M Add +0.8%
NVDA Nvidia Corp. 1.57% 21,864 $2.6M Add +5.3%
V Visa Inc. Class A 1.30% 8,160 $2.2M Add +0.5%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 1.27% 39,250 $2.1M Reduce -10.3%
CVX Chevron Corp. 1.27% 13,167 $2.1M New
JPM JPMorgan Chase & Co. 1.24% 9,968 $2.1M Add +2.0%
IWV iShares Russell 3000 ETF 1.24% 6,635 $2.1M New
PG The Procter & Gamble Co. 1.21% 12,125 $2.0M New
IWR iShares Russell Mid-Cap ETF 1.14% 22,975 $1.9M New
CRWD CrowdStrike Holdings Inc. Class A 1.12% 5,506 $1.9M Add +2.8%
NEE Nextera Energy Inc. 0.99% 23,359 $1.7M Add +1.4%
GOOG Alphabet Inc. Class C 0.99% 9,263 $1.7M Reduce -1.4%
JNJ Johnson & Johnson 0.97% 10,461 $1.6M New
UNH Unitedhealth Group Inc. 0.95% 2,848 $1.6M Add +4.7%
GNRC Generac Holdings Inc. 0.90% 9,667 $1.5M New
DUK Duke Energy Corp. 0.86% 13,568 $1.5M Add +2.1%
VZ Verizon Communications Inc. 0.83% 33,388 $1.4M Add +2.6%
LHX L3HARRIS Technologies Inc. 0.82% 5,795 $1.4M New
HST Host Hotels & Resorts Inc. 0.82% 76,315 $1.4M Add +4.8%
CMCSA Comcast Corp. Class A 0.75% 31,469 $1.3M Add +6.5%
F Ford Motor Co. filed as FORD MTR CO DEL 0.73% 84,518 $1.2M New
JMSB John Marshall Bancorp Inc. 0.73% 64,930 $1.2M No change
LH Labcorp Holdings Inc. 0.69% 5,432 $1.2M Add +7.6%
ROP Roper Technologies Inc. 0.69% 2,041 $1.2M New
USB US Bancorp 0.69% 26,080 $1.2M New
KO The Coca-Cola Co. 0.69% 17,680 $1.2M New
UNP Union Pacific Corp. 0.67% 4,628 $1.1M New
CRM Salesforce Inc. 0.64% 4,331 $1.1M Add +8.7%
TMUS T-Mobile US Inc. 0.61% 5,657 $1.0M New
SPTS SS SPDR P St Term TSY ETF 0.60% 35,151 $1.0M Reduce -82.6%
QUAL iShares MSCI USA Quality Fac 0.60% 5,826 $1.0M No change
MBLY Mobileye Global Inc. Class A 0.59% 37,369 $988K New
PFE Pfizer Inc. 0.58% 32,823 $975K New
CVS CVS Health Corp. 0.55% 15,521 $930K New
NOW ServiceNow Inc. 0.54% 1,240 $916K Reduce -1.6%
ON On Semiconductor 0.50% 11,113 $838K New
TSLA Tesla Inc. 0.49% 3,293 $821K Reduce -0.9%
COF Capital One Financial Corp. 0.48% 5,484 $816K Add +5.5%
VTI VG Morningstar TS MKT ETF-US 0.45% 2,763 $754K New
D Dominion Energy Inc. 0.42% 13,817 $713K Reduce -0.7%
MRK Merck & Co. Inc. 0.41% 5,604 $696K No change
HD Home Depot Inc. 0.38% 1,754 $642K New
KVUE Kenvue Inc. 0.38% 34,930 $640K No change
NKE Nike Inc. Class B 0.36% 8,263 $598K New
DOL Wisdomtree TR DVLP Intnl-Usd 0.25% 8,068 $420K Reduce -1.6%
VPU Vanguard Utilities ETF 0.24% 2,691 $410K Reduce -0.9%
IJH iShares Core S&P Midcap ETF 0.24% 6,535 $396K New
FYLD Cambria Foreign Shareholder 0.23% 14,149 $382K New
OKE Oneok Inc. 0.22% 4,508 $376K New
CAT Caterpillar Inc. 0.21% 1,008 $359K New
VB Vanguard Most SM-Cap ETF-Usd 0.21% 1,557 $355K New
WMT Walmart Inc. 0.21% 4,883 $346K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 1,841 $341K New
AZPN Aspen Technology Inc. 0.20% 1,764 $340K No change
COST Costco Wholesale Corp. 0.20% 400 $336K No change
DGS Wisdomtree Em Small Cap 0.19% 6,097 $318K No change
ABBV Abbvie Inc. 0.18% 1,759 $301K No change
TFC Truist Financial Corp. 0.16% 6,472 $275K Reduce -7.2%
PEP Pepsico Inc. 0.16% 1,542 $263K New
ETN Eaton Corp. PLC 0.15% 800 $247K No change
LOW Lowe's Cos Inc. 0.15% 1,023 $245K New
CSCO Cisco Systems Inc. 0.14% 4,835 $232K Reduce -3.1%
MDLZ Mondelez International Inc. Class A 0.14% 3,410 $228K New
DHR Danaher Corp. 0.13% 917 $224K New
WM Waste Management Inc. 0.13% 1,000 $223K No change
LMT Lockheed Martin Corp. 0.13% 450 $214K New
RSPR Invesco S&P 500 Equal Weight 0.13% 6,125 $211K New
COP Conocophillips 0.12% 1,775 $207K No change
TT Trane Technologies PLC 0.12% 609 $201K New
SIRI Sirius XM Holdings Inc. 0.05% 24,347 $84K No change

Portfolio Sells Q1 2024 → Q2 2024
SPTS SS SPDR P St Term TSY ETF Reduce -82.6% 0.60% −6.85
JEPQ JPM Nasdaq Equity Premium Reduce -10.3% 1.27% −1.69
DLN Wisdomtree US Largecap Divid Reduce -0.4% 1.69% −1.67
GOOG Alphabet Inc. Class C Reduce -1.4% 0.99% −0.90
NOW ServiceNow Inc. Reduce -1.6% 0.54% −0.66
D Dominion Energy Inc. Reduce -0.7% 0.42% −0.41
BSCP Invesco Bulletshares 2025 CB Sold out 0.00% −0.31
DOL Wisdomtree TR DVLP Intnl-Usd Reduce -1.6% 0.25% −0.27
VPU Vanguard Utilities ETF Reduce -0.9% 0.24% −0.23
TSLA Tesla Inc. Reduce -0.9% 0.49% −0.18
CSCO Cisco Systems Inc. Reduce -3.1% 0.14% −0.17
TFC Truist Financial Corp. Reduce -7.2% 0.16% −0.16

Portfolio Buys Q1 2024 → Q2 2024
VOO Vanguard S&P 500 ETF New 17.86% +17.86
MSFT Microsoft Corp. New 3.50% +3.50
IVV iShares Core S&P 500 ETF New 3.49% +3.49
IWY iShares Russell Top 200 Grow New 3.27% +3.27
TLT iShares 20+ Year Treasury BD New 2.81% +2.81
VABK Virginia National Bankshares New 2.62% +2.62
BIV Vanguard Intermediate-Term B New 1.61% +1.61
CVX Chevron Corp. New 1.27% +1.27
IWV iShares Russell 3000 ETF New 1.24% +1.24
PG The Procter & Gamble Co. New 1.21% +1.21
IWR iShares Russell Mid-Cap ETF New 1.14% +1.14
JNJ Johnson & Johnson New 0.97% +0.97
GNRC Generac Holdings Inc. New 0.90% +0.90
LHX L3HARRIS Technologies Inc. New 0.82% +0.82
F Ford Motor Co. New 0.73% +0.73
ROP Roper Technologies Inc. New 0.69% +0.69
USB US Bancorp New 0.69% +0.69
KO The Coca-Cola Co. New 0.69% +0.69
UNP Union Pacific Corp. New 0.67% +0.67
TMUS T-Mobile US Inc. New 0.61% +0.61
MBLY Mobileye Global Inc. Class A New 0.59% +0.59
PFE Pfizer Inc. New 0.58% +0.58
CVS CVS Health Corp. New 0.55% +0.55
ON On Semiconductor New 0.50% +0.50
VTI VG Morningstar TS MKT ETF-US New 0.45% +0.45
HD Home Depot Inc. New 0.38% +0.38
NKE Nike Inc. Class B New 0.36% +0.36
IJH iShares Core S&P Midcap ETF New 0.24% +0.24
FYLD Cambria Foreign Shareholder New 0.23% +0.23
OKE Oneok Inc. New 0.22% +0.22
CAT Caterpillar Inc. New 0.21% +0.21
VB Vanguard Most SM-Cap ETF-Usd New 0.21% +0.21
WMT Walmart Inc. New 0.21% +0.21
IBM Intl Business Machines Corp. New 0.20% +0.20
PEP Pepsico Inc. New 0.16% +0.16
LOW Lowe's Cos Inc. New 0.15% +0.15
MDLZ Mondelez International Inc. Class A New 0.14% +0.14
DHR Danaher Corp. New 0.13% +0.13
LMT Lockheed Martin Corp. New 0.13% +0.13
RSPR Invesco S&P 500 Equal Weight New 0.13% +0.13
TT Trane Technologies PLC New 0.12% +0.12
COF Capital One Financial Corp. Add +5.5% 0.48% −0.43
LH Labcorp Holdings Inc. Add +7.6% 0.69% −0.62
UNH Unitedhealth Group Inc. Add +4.7% 0.95% −0.69
DUK Duke Energy Corp. Add +2.1% 0.86% −0.73
CMCSA Comcast Corp. Class A Add +6.5% 0.75% −0.74
NVDA Nvidia Corp. Add +5.3% 1.57% −0.76
CRM Salesforce Inc. Add +8.7% 0.64% −0.78
VZ Verizon Communications Inc. Add +2.6% 0.83% −0.83
NEE Nextera Energy Inc. Add +1.4% 0.99% −0.83

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 119$293.3MVOO, JMEE, DGRO, IVLU, IWY
Q1 2026 121$263.1MVOO, JMEE, DGRO, IVLU, IWY
Q4 2025 118$252.8MVOO, DGRO, JMEE, IVLU, IWY
Q3 2025 113$240.7MVOO, DGRO, JMEE, IWY, AAPL
Q2 2025 105$212.8MVOO, DGRO, JMEE, IWY, AAPL
Q1 2025 104$197.1MVOO, DGRO, JMEE, JPST, AAPL
Q4 2024 100$189.4MVOO, DGRO, JPST, AAPL, IWY
Q3 2024 100$197.8MVOO, DGRO, JPST, AAPL, IVV
Q2 2024 82$168.3MVOO, DGRO, JPST, MSFT, IVV
Q1 2024 42$77.8MDGRO, JPST, SPTS, XOM, DGRW