Meridian Financial Partners LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Meridian Financial Partners LLC reported 100 stock positions worth $189.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 15.7% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 11.3%) and JPMorgan Ultra-Short Income (JPST, 5.0%). Compared with Q3 2024, it opened 8 new positions, sold out of 8, added to 33 and reduced 36. The biggest buy was iShares Russell Top 200 Grow (IWY, shares +29%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −34%).

Most Recent 13F
Q2 2026
Location
WARRENTON, VA
CIK
0001763722
Portfolio Value
$189.4M (Q4 2024)
SEC Filing
0001763722-25-000001 ↗ filed Jan 14, 2025

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 Q3 2024 Q4 2024: $189.4M $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 · $189.4M
VOO Vanguard S&P 500 ETF 15.70% 55,195 $29.7M Reduce -7.5%
DGRO iShares Core Dividend Growth 11.32% 349,463 $21.4M Add +8.3%
JPST JPMorgan Ultra-Short Income 4.95% 186,193 $9.4M Reduce -33.9%
AAPL Apple Inc. 4.49% 33,971 $8.5M Reduce -0.3%
IWY iShares Russell Top 200 Grow 4.26% 34,259 $8.1M Add +28.8%
IVV iShares Core S&P 500 ETF 3.62% 11,645 $6.9M Reduce -1.0%
VABK Virginia National Bankshares 3.04% 150,561 $5.8M Reduce -4.3%
MSFT Microsoft Corp. 3.02% 13,587 $5.7M Reduce -0.9%
AMZN Amazon.com Inc. 2.18% 18,846 $4.1M Add +0.3%
DGRW Wisdomtree U.S. Quality Divi 1.71% 39,967 $3.2M Add +0.8%
XOM Exxon Mobil Corp. 1.69% 29,748 $3.2M Add +0.7%
NVDA Nvidia Corp. 1.68% 23,674 $3.2M Add +0.4%
BIV Vanguard Intermediate-Term B 1.63% 41,433 $3.1M Add +10.9%
DLN Wisdomtree US Largecap Divid 1.57% 38,197 $3.0M Add +0.5%
GOOGL Alphabet Inc. Class A 1.52% 15,226 $2.9M Add +0.5%
V Visa Inc. Class A 1.40% 8,394 $2.7M Add +0.6%
JPM JPMorgan Chase & Co. 1.26% 9,965 $2.4M Add +0.8%
IWV iShares Russell 3000 ETF 1.15% 6,497 $2.2M Reduce -1.7%
PG The Procter & Gamble Co. 1.11% 12,596 $2.1M Add +3.4%
IWR iShares Russell Mid-Cap ETF 1.10% 23,482 $2.1M Add +0.5%
CVX Chevron Corp. 1.03% 13,416 $1.9M Add +0.5%
CRWD CrowdStrike Holdings Inc. Class A 1.01% 5,595 $1.9M Add +0.6%
GOOG Alphabet Inc. Class C 0.94% 9,399 $1.8M No change
NEE Nextera Energy Inc. 0.89% 23,590 $1.7M Add +0.7%
AVGO Broadcom Inc. 0.89% 7,280 $1.7M Add +2.4%
TLT iShares 20+ Year Treasury BD 0.86% 18,546 $1.6M Reduce -62.8%
JNJ Johnson & Johnson 0.81% 10,564 $1.5M Add +0.6%
GNRC Generac Holdings Inc. 0.79% 9,603 $1.5M Add +0.3%
CRM Salesforce Inc. 0.78% 4,414 $1.5M Add +0.4%
DUK Duke Energy Corp. 0.78% 13,668 $1.5M Add +0.3%
UNH Unitedhealth Group Inc. 0.77% 2,891 $1.5M Reduce -0.4%
AMD Advanced Micro Devices 0.72% 11,370 $1.4M Reduce -2.2%
HST Host Hotels & Resorts Inc. 0.72% 77,830 $1.4M Add +1.3%
TSLA Tesla Inc. 0.70% 3,293 $1.3M No change
MRK Merck & Co. Inc. 0.70% 13,286 $1.3M Reduce -1.9%
TMUS T-Mobile US Inc. 0.67% 5,771 $1.3M Add +0.4%
VZ Verizon Communications Inc. 0.65% 30,873 $1.2M Reduce -6.9%
LH Labcorp Holdings Inc. 0.65% 5,377 $1.2M Reduce -1.0%
NOW ServiceNow Inc. 0.64% 1,148 $1.2M Reduce -2.0%
LHX L3HARRIS Technologies Inc. 0.64% 5,743 $1.2M Reduce -0.4%
USB US Bancorp 0.63% 25,004 $1.2M Reduce -3.7%
JMSB John Marshall Bancorp Inc. 0.61% 57,619 $1.2M Reduce -7.7%
KO The Coca-Cola Co. 0.61% 18,553 $1.2M Add +3.4%
CMCSA Comcast Corp. Class A 0.60% 30,086 $1.1M Reduce -5.7%
UNP Union Pacific Corp. 0.56% 4,690 $1.1M Add +1.9%
ROP Roper Technologies Inc. 0.56% 2,052 $1.1M Add +1.0%
QUAL iShares MSCI USA Quality Fac 0.55% 5,826 $1.0M No change
COF Capital One Financial Corp. 0.52% 5,547 $989K Add +1.6%
RITM Rithm Capital Corp. 0.47% 82,961 $898K New
QQQ Invesco QQQ Trust Series 1 0.47% 1,743 $891K Reduce -3.6%
PWR Quanta Services Inc. 0.42% 2,536 $802K Reduce -4.7%
D Dominion Energy Inc. 0.40% 13,970 $752K Add +1.6%
FPE FT-Preferred Secur & Inc. ETF 0.39% 41,910 $742K New
VTI VG Morningstar TS MKT ETF-US 0.39% 2,553 $740K Reduce -7.4%
PFE Pfizer Inc. 0.39% 27,783 $737K Reduce -14.7%
ON On Semiconductor 0.35% 10,518 $663K Reduce -7.0%
HD Home Depot Inc. 0.33% 1,627 $633K Reduce -0.1%
KVUE Kenvue Inc. 0.33% 29,218 $624K Reduce -15.6%
F Ford Motor Co. filed as FORD MTR CO 0.32% 60,781 $602K Reduce -28.9%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.29% 9,726 $548K Reduce -62.0%
ALB Albemarle Corp. 0.27% 5,984 $515K Reduce -29.0%
VPU Vanguard Utilities ETF 0.27% 3,092 $505K Add +14.9%
WMT Walmart Inc. 0.25% 5,214 $471K No change
OKE Oneok Inc. 0.24% 4,518 $454K Add +0.2%
AZPN Aspen Technology Inc. 0.23% 1,764 $440K No change
VSGX Vanguard ESG Intl Stock ETF 0.23% 7,681 $436K New
VB Vanguard Most SM-Cap ETF-Usd 0.23% 1,792 $431K Add +2.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.22% 1,871 $411K Reduce -2.9%
IJH iShares Core S&P Midcap ETF 0.21% 6,535 $407K No change
DOL Wisdomtree TR DVLP Intnl-Usd 0.21% 7,905 $391K Reduce -2.0%
ESGU iShares ESG Aware MSCI USA 0.20% 3,015 $388K New
COST Costco Wholesale Corp. 0.20% 414 $379K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.19% 892 $366K New
CAT Caterpillar Inc. 0.19% 994 $361K No change
BSCU Invesco Bulletshares 2030 CB 0.19% 21,988 $360K Reduce -23.0%
CACI Caci International Inc. Class A 0.19% 878 $355K No change
BSCT Invesco Bulletshares 2029 CB 0.18% 18,990 $348K Reduce -25.5%
EFA iShares MSCI Eafe ETF 0.18% 4,455 $337K No change
FYLD Cambria Foreign Shareholder 0.17% 12,568 $317K Reduce -13.5%
ABBV Abbvie Inc. 0.16% 1,723 $306K No change
BRK.B Berkshire Hathaway Inc. Class B 0.16% 673 $305K Add +1.5%
CSCO Cisco Systems Inc. 0.16% 5,020 $297K No change
DGS Wisdomtree Em Small Cap 0.15% 5,991 $293K Reduce -1.7%
TFC Truist Financial Corp. 0.15% 6,721 $292K Add +2.9%
ETN Eaton Corp. PLC 0.15% 859 $285K No change
ESGV Vanguard ESG US Stock ETF 0.14% 2,546 $267K New
LOW Lowe's Cos Inc. 0.13% 1,023 $252K No change
LDOS Leidos Holdings Inc. 0.13% 1,658 $239K No change
CBRE CBRE Group Inc. Class A 0.12% 1,800 $236K No change
LMT Lockheed Martin Corp. 0.12% 480 $233K No change
PEP Pepsico Inc. 0.12% 1,496 $227K Reduce -2.1%
ORCL Oracle Corp. 0.12% 1,353 $226K No change
TT Trane Technologies PLC 0.12% 609 $225K No change
RSPR Invesco S&P 500 Equal Weight 0.11% 6,125 $216K No change
PM Philip Morris International 0.11% 1,782 $214K No change
DHR Danaher Corp. 0.11% 904 $208K Reduce -5.5%
IWN iShares Russell 2000 Value E 0.11% 1,246 $205K New
MDLZ Mondelez International Inc. Class A 0.11% 3,413 $204K No change
WM Waste Management Inc. 0.11% 1,000 $202K No change
PFXF Vaneck Pref Sec X-Financials 0.10% 11,371 $196K New

Portfolio Sells Q3 2024 → Q4 2024
JPST JPMorgan Ultra-Short Income Reduce -33.9% 4.95% −2.28
TLT iShares 20+ Year Treasury BD Reduce -62.8% 0.86% −1.62
FSD First Trust High Income Long Sold out 0.00% −0.48
JEPQ JPM Nasdaq Equity Premium Reduce -62.0% 0.29% −0.42
NKE Nike Inc. Class B Sold out 0.00% −0.38
BSCR Invesco Bulletshares 2027 CB Sold out 0.00% −0.33
VABK Virginia National Bankshares Reduce -4.3% 3.04% −0.28
BSCS Invesco Bulletshares 2028 CB Sold out 0.00% −0.24
AMD Advanced Micro Devices Reduce -2.2% 0.72% −0.24
VOO Vanguard S&P 500 ETF Reduce -7.5% 15.70% −0.22
SPTS SS SPDR P St Term TSY ETF Sold out 0.00% −0.16
F Ford Motor Co. Reduce -28.9% 0.32% −0.14
ALB Albemarle Corp. Reduce -29.0% 0.27% −0.13
ACN Accenture PLC Class A Sold out 0.00% −0.11
IWD iShares Russell 1000 Value E Sold out 0.00% −0.11
T AT&T Inc. Sold out 0.00% −0.10
VZ Verizon Communications Inc. Reduce -6.9% 0.65% −0.10
PFE Pfizer Inc. Reduce -14.7% 0.39% −0.09
UNH Unitedhealth Group Inc. Reduce -0.4% 0.77% −0.09
MRK Merck & Co. Inc. Reduce -1.9% 0.70% −0.08
CMCSA Comcast Corp. Class A Reduce -5.7% 0.60% −0.08
KVUE Kenvue Inc. Reduce -15.6% 0.33% −0.08
ON On Semiconductor Reduce -7.0% 0.35% −0.07
BSCT Invesco Bulletshares 2029 CB Reduce -25.5% 0.18% −0.06
LHX L3HARRIS Technologies Inc. Reduce -0.4% 0.64% −0.06
BSCU Invesco Bulletshares 2030 CB Reduce -23.0% 0.19% −0.05
FYLD Cambria Foreign Shareholder Reduce -13.5% 0.17% −0.04
DHR Danaher Corp. Reduce -5.5% 0.11% −0.02
JMSB John Marshall Bancorp Inc. Reduce -7.7% 0.61% −0.01
DOL Wisdomtree TR DVLP Intnl-Usd Reduce -2.0% 0.21% −0.01
PEP Pepsico Inc. Reduce -2.1% 0.12% −0.01
DGS Wisdomtree Em Small Cap Reduce -1.7% 0.15% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -7.4% 0.39% −0.00
HD Home Depot Inc. Reduce -0.1% 0.33% +0.00
IBM Intl Business Machines Corp. Reduce -2.9% 0.22% +0.00
PWR Quanta Services Inc. Reduce -4.7% 0.42% +0.02
QQQ Invesco QQQ Trust Series 1 Reduce -3.6% 0.47% +0.02
USB US Bancorp Reduce -3.7% 0.63% +0.03
LH Labcorp Holdings Inc. Reduce -1.0% 0.65% +0.04
MSFT Microsoft Corp. Reduce -0.9% 3.02% +0.04
IWV iShares Russell 3000 ETF Reduce -1.7% 1.15% +0.05
NOW ServiceNow Inc. Reduce -2.0% 0.64% +0.11
IVV iShares Core S&P 500 ETF Reduce -1.0% 3.62% +0.19
AAPL Apple Inc. Reduce -0.3% 4.49% +0.48

Portfolio Buys Q3 2024 → Q4 2024
IWY iShares Russell Top 200 Grow Add +28.8% 4.26% +1.29
DGRO iShares Core Dividend Growth Add +8.3% 11.32% +1.08
RITM Rithm Capital Corp. New 0.47% +0.47
AMZN Amazon.com Inc. Add +0.3% 2.18% +0.41
FPE FT-Preferred Secur & Inc. ETF New 0.39% +0.39
AVGO Broadcom Inc. Add +2.4% 0.89% +0.27
GOOGL Alphabet Inc. Class A Add +0.5% 1.52% +0.25
V Visa Inc. Class A Add +0.6% 1.40% +0.24
NVDA Nvidia Corp. Add +0.4% 1.68% +0.23
VSGX Vanguard ESG Intl Stock ETF New 0.23% +0.23
CRWD CrowdStrike Holdings Inc. Class A Add +0.6% 1.01% +0.22
JPM JPMorgan Chase & Co. Add +0.8% 1.26% +0.21
ESGU iShares ESG Aware MSCI USA New 0.20% +0.20
VUG Vanguard Mrngstar GR ETF-Sui New 0.19% +0.19
CRM Salesforce Inc. Add +0.4% 0.78% +0.17
BIV Vanguard Intermediate-Term B Add +10.9% 1.63% +0.15
ESGV Vanguard ESG US Stock ETF New 0.14% +0.14
COF Capital One Financial Corp. Add +1.6% 0.52% +0.11
IWN iShares Russell 2000 Value E New 0.11% +0.11
PFXF Vaneck Pref Sec X-Financials New 0.10% +0.10
TMUS T-Mobile US Inc. Add +0.4% 0.67% +0.07
DLN Wisdomtree US Largecap Divid Add +0.5% 1.57% +0.06
IWR iShares Russell Mid-Cap ETF Add +0.5% 1.10% +0.05
PG The Procter & Gamble Co. Add +3.4% 1.11% +0.05
DGRW Wisdomtree U.S. Quality Divi Add +0.8% 1.71% +0.04
HST Host Hotels & Resorts Inc. Add +1.3% 0.72% +0.04
OKE Oneok Inc. Add +0.2% 0.24% +0.03
CVX Chevron Corp. Add +0.5% 1.03% +0.03
VPU Vanguard Utilities ETF Add +14.9% 0.27% +0.03
VB Vanguard Most SM-Cap ETF-Usd Add +2.6% 0.23% +0.02
GNRC Generac Holdings Inc. Add +0.3% 0.79% +0.02
TFC Truist Financial Corp. Add +2.9% 0.15% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +1.5% 0.16% +0.01
D Dominion Energy Inc. Add +1.6% 0.40% −0.01
ROP Roper Technologies Inc. Add +1.0% 0.56% −0.01
UNP Union Pacific Corp. Add +1.9% 0.56% −0.01
DUK Duke Energy Corp. Add +0.3% 0.78% −0.02
KO The Coca-Cola Co. Add +3.4% 0.61% −0.04
JNJ Johnson & Johnson Add +0.6% 0.81% −0.05
XOM Exxon Mobil Corp. Add +0.7% 1.69% −0.06
NEE Nextera Energy Inc. Add +0.7% 0.89% −0.11

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