Meridian Financial Partners LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 17, 2024), Meridian Financial Partners LLC reported 100 stock positions worth $197.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 15.9% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 10.2%) and JPMorgan Ultra-Short Income (JPST, 7.2%). Compared with Q2 2024, it opened 22 new positions, sold out of 4, added to 41 and reduced 25. The biggest buy was a new position in Apple (AAPL) and the biggest sale an exit from Mobileye Global Class A (MBLY).

Most Recent 13F
Q2 2026
Location
WARRENTON, VA
CIK
0001763722
Portfolio Value
$197.8M (Q3 2024)
SEC Filing
0001763722-24-000008 ↗ filed Oct 17, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $77.8M Q1 2024 Q2 2024: $168.3M Q2 2024 Q3 2024: $197.8M $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 100 stocks · $197.8M
VOO Vanguard S&P 500 ETF 15.92% 59,662 $31.5M Add +0.8%
DGRO iShares Core Dividend Growth 10.23% 322,836 $20.2M Add +3.1%
JPST JPMorgan Ultra-Short Income 7.23% 281,806 $14.3M Add +2.6%
AAPL Apple Inc. 4.02% 34,088 $7.9M New
IVV iShares Core S&P 500 ETF 3.43% 11,762 $6.8M Add +11.3%
VABK Virginia National Bankshares 3.31% 157,306 $6.6M Add +32.5%
MSFT Microsoft Corp. 2.98% 13,712 $5.9M Add +2.5%
IWY iShares Russell Top 200 Grow 2.96% 26,607 $5.9M Add +3.5%
TLT iShares 20+ Year Treasury BD 2.48% 49,901 $4.9M Reduce -1.4%
AMZN Amazon.com Inc. 1.77% 18,786 $3.5M New
XOM Exxon Mobil Corp. 1.75% 29,529 $3.5M Reduce -1.1%
DGRW Wisdomtree U.S. Quality Divi 1.67% 39,646 $3.3M Reduce -1.9%
DLN Wisdomtree US Largecap Divid 1.51% 38,024 $3.0M Add +0.4%
BIV Vanguard Intermediate-Term B 1.48% 37,344 $2.9M Add +4.3%
NVDA Nvidia Corp. 1.45% 23,587 $2.9M Add +7.9%
GOOGL Alphabet Inc. Class A 1.27% 15,155 $2.5M Add +0.8%
V Visa Inc. Class A 1.16% 8,347 $2.3M Add +2.3%
IWV iShares Russell 3000 ETF 1.09% 6,612 $2.2M Reduce -0.3%
PG The Procter & Gamble Co. 1.07% 12,182 $2.1M Add +0.5%
JPM JPMorgan Chase & Co. 1.05% 9,881 $2.1M Reduce -0.9%
IWR iShares Russell Mid-Cap ETF 1.04% 23,366 $2.1M Add +1.7%
NEE Nextera Energy Inc. 1.00% 23,435 $2.0M Add +0.3%
CVX Chevron Corp. 0.99% 13,349 $2.0M Add +1.4%
AMD Advanced Micro Devices 0.96% 11,621 $1.9M New
JNJ Johnson & Johnson 0.86% 10,498 $1.7M Add +0.3%
UNH Unitedhealth Group Inc. 0.86% 2,902 $1.7M Add +1.9%
GOOG Alphabet Inc. Class C 0.79% 9,399 $1.6M Add +1.5%
DUK Duke Energy Corp. 0.79% 13,625 $1.6M Add +0.4%
CRWD CrowdStrike Holdings Inc. Class A 0.79% 5,562 $1.6M Add +1.0%
MRK Merck & Co. Inc. 0.78% 13,543 $1.5M Add +141.7%
GNRC Generac Holdings Inc. 0.77% 9,574 $1.5M Reduce -1.0%
VZ Verizon Communications Inc. 0.75% 33,152 $1.5M Reduce -0.7%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.71% 25,572 $1.4M Reduce -34.9%
LHX L3HARRIS Technologies Inc. 0.69% 5,764 $1.4M Reduce -0.5%
HST Host Hotels & Resorts Inc. 0.68% 76,853 $1.4M Add +0.7%
CMCSA Comcast Corp. Class A 0.67% 31,916 $1.3M Add +1.4%
KO The Coca-Cola Co. 0.65% 17,942 $1.3M Add +1.5%
JMSB John Marshall Bancorp Inc. 0.62% 62,419 $1.2M Reduce -3.9%
AVGO Broadcom Inc. 0.62% 7,112 $1.2M New
LH Labcorp Holdings Inc. 0.61% 5,430 $1.2M Reduce -0.0%
CRM Salesforce Inc. 0.61% 4,395 $1.2M Add +1.5%
USB US Bancorp 0.60% 25,963 $1.2M Reduce -0.5%
TMUS T-Mobile US Inc. 0.60% 5,746 $1.2M Add +1.6%
UNP Union Pacific Corp. 0.57% 4,605 $1.1M Reduce -0.5%
ROP Roper Technologies Inc. 0.57% 2,032 $1.1M Reduce -0.4%
NOW ServiceNow Inc. 0.53% 1,171 $1.0M Reduce -5.6%
QUAL iShares MSCI USA Quality Fac 0.53% 5,826 $1.0M No change
FSD First Trust High Income Long 0.48% 52,504 $950K New
PFE Pfizer Inc. 0.48% 32,568 $943K Reduce -0.8%
F Ford Motor Co. filed as FORD MTR CO 0.46% 85,471 $903K Add +1.1%
QQQ Invesco QQQ Trust Series 1 0.45% 1,808 $882K New
TSLA Tesla Inc. 0.44% 3,293 $862K No change
ON On Semiconductor 0.42% 11,305 $821K Add +1.7%
COF Capital One Financial Corp. 0.41% 5,459 $817K Reduce -0.5%
KVUE Kenvue Inc. 0.40% 34,601 $800K Reduce -0.9%
ALB Albemarle Corp. 0.40% 8,433 $799K New
D Dominion Energy Inc. 0.40% 13,751 $795K Reduce -0.5%
PWR Quanta Services Inc. 0.40% 2,660 $793K New
VTI VG Morningstar TS MKT ETF-US 0.39% 2,756 $780K Reduce -0.3%
NKE Nike Inc. Class B 0.38% 8,396 $742K Add +1.6%
HD Home Depot Inc. 0.33% 1,629 $660K Reduce -7.1%
BSCR Invesco Bulletshares 2027 CB 0.33% 32,997 $651K New
BSCU Invesco Bulletshares 2030 CB 0.24% 28,560 $484K New
BSCT Invesco Bulletshares 2029 CB 0.24% 25,488 $479K New
BSCS Invesco Bulletshares 2028 CB 0.24% 23,170 $476K New
VPU Vanguard Utilities ETF 0.24% 2,691 $468K No change
CACI Caci International Inc. Class A 0.22% 878 $443K New
DOL Wisdomtree TR DVLP Intnl-Usd 0.22% 8,068 $435K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.22% 1,926 $426K Add +4.6%
AZPN Aspen Technology Inc. 0.21% 1,764 $421K No change
WMT Walmart Inc. 0.21% 5,214 $421K Add +6.8%
VB Vanguard Most SM-Cap ETF-Usd 0.21% 1,747 $414K Add +12.2%
OKE Oneok Inc. 0.21% 4,508 $411K No change
IJH iShares Core S&P Midcap ETF 0.21% 6,535 $407K No change
FYLD Cambria Foreign Shareholder 0.20% 14,526 $405K Add +2.7%
CAT Caterpillar Inc. 0.20% 994 $389K Reduce -1.4%
EFA iShares MSCI Eafe ETF 0.19% 4,455 $373K New
COST Costco Wholesale Corp. 0.19% 414 $367K Add +3.5%
ABBV Abbvie Inc. 0.17% 1,723 $340K Reduce -2.0%
DGS Wisdomtree Em Small Cap 0.17% 6,097 $327K No change
SPTS SS SPDR P St Term TSY ETF 0.16% 10,472 $308K Reduce -70.2%
BRK.B Berkshire Hathaway Inc. Class B 0.15% 663 $305K New
ETN Eaton Corp. PLC 0.14% 859 $285K Add +7.4%
LMT Lockheed Martin Corp. 0.14% 480 $281K Add +6.7%
TFC Truist Financial Corp. 0.14% 6,532 $279K Add +0.9%
LOW Lowe's Cos Inc. 0.14% 1,023 $277K No change
LDOS Leidos Holdings Inc. 0.14% 1,658 $270K New
CSCO Cisco Systems Inc. 0.14% 5,020 $267K Add +3.8%
DHR Danaher Corp. 0.13% 957 $266K Add +4.4%
PEP Pepsico Inc. 0.13% 1,528 $260K Reduce -0.9%
MDLZ Mondelez International Inc. Class A 0.13% 3,413 $251K Add +0.1%
TT Trane Technologies PLC 0.12% 609 $237K No change
RSPR Invesco S&P 500 Equal Weight 0.12% 6,125 $233K No change
ORCL Oracle Corp. 0.12% 1,353 $231K New
CBRE CBRE Group Inc. Class A 0.11% 1,800 $224K New
PM Philip Morris International 0.11% 1,782 $216K New
ACN Accenture PLC Class A 0.11% 599 $212K New
IWD iShares Russell 1000 Value E 0.11% 1,111 $211K New
WM Waste Management Inc. 0.11% 1,000 $208K No change
T AT&T Inc. 0.10% 9,251 $204K New

Portfolio Sells Q2 2024 → Q3 2024
MBLY Mobileye Global Inc. Class A Sold out 0.00% −0.59
JEPQ JPM Nasdaq Equity Premium Reduce -34.9% 0.71% −0.56
CVS CVS Health Corp. Sold out 0.00% −0.55
SPTS SS SPDR P St Term TSY ETF Reduce -70.2% 0.16% −0.45
XOM Exxon Mobil Corp. Reduce -1.1% 1.75% −0.36
TLT iShares 20+ Year Treasury BD Reduce -1.4% 2.48% −0.34
DGRW Wisdomtree U.S. Quality Divi Reduce -1.9% 1.67% −0.25
JPM JPMorgan Chase & Co. Reduce -0.9% 1.05% −0.19
IWV iShares Russell 3000 ETF Reduce -0.3% 1.09% −0.15
GNRC Generac Holdings Inc. Reduce -1.0% 0.77% −0.13
LHX L3HARRIS Technologies Inc. Reduce -0.5% 0.69% −0.13
COP Conocophillips Sold out 0.00% −0.12
ROP Roper Technologies Inc. Reduce -0.4% 0.57% −0.12
JMSB John Marshall Bancorp Inc. Reduce -3.9% 0.62% −0.10
PFE Pfizer Inc. Reduce -0.8% 0.48% −0.10
UNP Union Pacific Corp. Reduce -0.5% 0.57% −0.09
USB US Bancorp Reduce -0.5% 0.60% −0.09
VZ Verizon Communications Inc. Reduce -0.7% 0.75% −0.08
LH Labcorp Holdings Inc. Reduce -0.0% 0.61% −0.08
COF Capital One Financial Corp. Reduce -0.5% 0.41% −0.07
VTI VG Morningstar TS MKT ETF-US Reduce -0.3% 0.39% −0.05
SIRI Sirius XM Holdings Inc. Sold out 0.00% −0.05
HD Home Depot Inc. Reduce -7.1% 0.33% −0.05
PEP Pepsico Inc. Reduce -0.9% 0.13% −0.02
D Dominion Energy Inc. Reduce -0.5% 0.40% −0.02
CAT Caterpillar Inc. Reduce -1.4% 0.20% −0.02
NOW ServiceNow Inc. Reduce -5.6% 0.53% −0.01
ABBV Abbvie Inc. Reduce -2.0% 0.17% −0.01
KVUE Kenvue Inc. Reduce -0.9% 0.40% +0.02

Portfolio Buys Q2 2024 → Q3 2024
AAPL Apple Inc. New 4.02% +4.02
AMZN Amazon.com Inc. New 1.77% +1.77
AMD Advanced Micro Devices New 0.96% +0.96
VABK Virginia National Bankshares Add +32.5% 3.31% +0.70
AVGO Broadcom Inc. New 0.62% +0.62
FSD First Trust High Income Long New 0.48% +0.48
QQQ Invesco QQQ Trust Series 1 New 0.45% +0.45
ALB Albemarle Corp. New 0.40% +0.40
PWR Quanta Services Inc. New 0.40% +0.40
MRK Merck & Co. Inc. Add +141.7% 0.78% +0.36
BSCR Invesco Bulletshares 2027 CB New 0.33% +0.33
BSCU Invesco Bulletshares 2030 CB New 0.24% +0.24
BSCT Invesco Bulletshares 2029 CB New 0.24% +0.24
BSCS Invesco Bulletshares 2028 CB New 0.24% +0.24
CACI Caci International Inc. Class A New 0.22% +0.22
EFA iShares MSCI Eafe ETF New 0.19% +0.19
BRK.B Berkshire Hathaway Inc. Class B New 0.15% +0.15
LDOS Leidos Holdings Inc. New 0.14% +0.14
ORCL Oracle Corp. New 0.12% +0.12
CBRE CBRE Group Inc. Class A New 0.11% +0.11
PM Philip Morris International New 0.11% +0.11
ACN Accenture PLC Class A New 0.11% +0.11
IWD iShares Russell 1000 Value E New 0.11% +0.11
T AT&T Inc. New 0.10% +0.10
NKE Nike Inc. Class B Add +1.6% 0.38% +0.02
LMT Lockheed Martin Corp. Add +6.7% 0.14% +0.01
IBM Intl Business Machines Corp. Add +4.6% 0.22% +0.01
WMT Walmart Inc. Add +6.8% 0.21% +0.01
NEE Nextera Energy Inc. Add +0.3% 1.00% +0.01
DHR Danaher Corp. Add +4.4% 0.13% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +12.2% 0.21% −0.00
ETN Eaton Corp. PLC Add +7.4% 0.14% −0.00
CSCO Cisco Systems Inc. Add +3.8% 0.14% −0.00
MDLZ Mondelez International Inc. Class A Add +0.1% 0.13% −0.01
TMUS T-Mobile US Inc. Add +1.6% 0.60% −0.01
COST Costco Wholesale Corp. Add +3.5% 0.19% −0.01
FYLD Cambria Foreign Shareholder Add +2.7% 0.20% −0.02
TFC Truist Financial Corp. Add +0.9% 0.14% −0.02
CRM Salesforce Inc. Add +1.5% 0.61% −0.03
KO The Coca-Cola Co. Add +1.5% 0.65% −0.03
IVV iShares Core S&P 500 ETF Add +11.3% 3.43% −0.06
DUK Duke Energy Corp. Add +0.4% 0.79% −0.07
CMCSA Comcast Corp. Class A Add +1.4% 0.67% −0.08
ON On Semiconductor Add +1.7% 0.42% −0.08
UNH Unitedhealth Group Inc. Add +1.9% 0.86% −0.10
IWR iShares Russell Mid-Cap ETF Add +1.7% 1.04% −0.10
JNJ Johnson & Johnson Add +0.3% 0.86% −0.11
NVDA Nvidia Corp. Add +7.9% 1.45% −0.13
HST Host Hotels & Resorts Inc. Add +0.7% 0.68% −0.13
BIV Vanguard Intermediate-Term B Add +4.3% 1.48% −0.13

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