Meridian Financial Partners LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Meridian Financial Partners LLC reported 104 stock positions worth $197.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.7% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 11.2%) and JPM Sma & Mid Cap En Eq Et-U (JMEE, 7.4%). Compared with Q4 2024, it opened 9 new positions, sold out of 5, added to 49 and reduced 30. The biggest buy was a new position in JPM Sma & Mid Cap En Eq Et-U (JMEE) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −5%).

Most Recent 13F
Q2 2026
Location
WARRENTON, VA
CIK
0001763722
Portfolio Value
$197.1M (Q1 2025)
SEC Filing
0001763722-25-000003 ↗ filed Apr 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 Q4 2024 Q1 2025: $197.1M $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 104 stocks · $197.1M
VOO Vanguard S&P 500 ETF 13.71% 52,587 $27.0M Reduce -4.7%
DGRO iShares Core Dividend Growth 11.17% 356,460 $22.0M Add +2.0%
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 7.44% 261,978 $14.7M New
JPST JPMorgan Ultra-Short Income 4.13% 160,767 $8.1M Reduce -13.7%
AAPL Apple Inc. 3.93% 34,844 $7.7M Add +2.6%
IWY iShares Russell Top 200 Grow 3.70% 34,601 $7.3M Add +1.0%
IVV iShares Core S&P 500 ETF 3.23% 11,323 $6.4M Reduce -2.8%
VABK Virginia National Bankshares 2.76% 150,561 $5.4M No change
MSFT Microsoft Corp. 2.70% 14,157 $5.3M Add +4.2%
AMZN Amazon.com Inc. 1.85% 19,125 $3.6M Add +1.5%
XOM Exxon Mobil Corp. 1.81% 30,024 $3.6M Add +0.9%
BIV Vanguard Intermediate-Term B 1.65% 42,534 $3.3M Add +2.7%
DGRW Wisdomtree U.S. Quality Divi 1.61% 39,672 $3.2M Reduce -0.7%
DLN Wisdomtree US Largecap Divid 1.50% 37,314 $3.0M Reduce -2.3%
V Visa Inc. Class A 1.46% 8,220 $2.9M Reduce -2.1%
NVDA Nvidia Corp. 1.33% 24,097 $2.6M Add +1.8%
JPM JPMorgan Chase & Co. 1.25% 10,020 $2.5M Add +0.6%
GOOGL Alphabet Inc. Class A 1.20% 15,303 $2.4M Add +0.5%
CVX Chevron Corp. 1.15% 13,556 $2.3M Add +1.0%
PG The Procter & Gamble Co. 1.10% 12,747 $2.2M Add +1.2%
IWV iShares Russell 3000 ETF 1.05% 6,525 $2.1M Add +0.4%
IWR iShares Russell Mid-Cap ETF 1.01% 23,482 $2.0M No change
CRWD CrowdStrike Holdings Inc. Class A 1.00% 5,615 $2.0M Add +0.4%
JNJ Johnson & Johnson 0.89% 10,623 $1.8M Add +0.6%
NEE Nextera Energy Inc. 0.86% 23,889 $1.7M Add +1.3%
DUK Duke Energy Corp. 0.84% 13,587 $1.7M Reduce -0.6%
UNH Unitedhealth Group Inc. 0.77% 2,889 $1.5M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.77% 9,674 $1.5M Add +2.9%
VZ Verizon Communications Inc. 0.70% 30,517 $1.4M Reduce -1.1%
KO The Coca-Cola Co. 0.68% 18,673 $1.3M Add +0.7%
AVGO Broadcom Inc. 0.64% 7,559 $1.3M Add +3.8%
LH Labcorp Holdings Inc. 0.64% 5,386 $1.3M Add +0.2%
MRK Merck & Co. Inc. 0.63% 13,855 $1.2M Add +4.3%
AMD Advanced Micro Devices 0.63% 11,990 $1.2M Add +5.5%
COF Capital One Financial Corp. 0.63% 6,870 $1.2M Add +23.9%
GNRC Generac Holdings Inc. 0.62% 9,703 $1.2M Add +1.0%
ROP Roper Technologies Inc. 0.62% 2,071 $1.2M Add +0.9%
LHX L3HARRIS Technologies Inc. 0.62% 5,815 $1.2M Add +1.3%
CRM Salesforce Inc. 0.61% 4,492 $1.2M Add +1.8%
UNP Union Pacific Corp. 0.57% 4,734 $1.1M Add +0.9%
HST Host Hotels & Resorts Inc. 0.57% 78,556 $1.1M Add +0.9%
CMCSA Comcast Corp. Class A 0.56% 30,121 $1.1M Add +0.1%
ORCL Oracle Corp. 0.56% 7,861 $1.1M Add +481.0%
USB US Bancorp 0.55% 25,534 $1.1M Add +2.1%
RITM Rithm Capital Corp. 0.50% 86,059 $985K Add +3.7%
JMSB John Marshall Bancorp Inc. 0.48% 57,619 $952K No change
QUAL iShares MSCI USA Quality Fac 0.47% 5,430 $928K Reduce -6.8%
TSM Taiwan Semiconductor-SP ADR 0.47% 5,590 $928K New
NOW ServiceNow Inc. 0.46% 1,136 $904K Reduce -1.1%
FPE FT-Preferred Secur & Inc. ETF 0.44% 49,392 $869K Add +17.9%
LLY Eli Lilly & Co. 0.44% 1,047 $865K New
TMUS T-Mobile US Inc. 0.41% 3,065 $817K Reduce -46.9%
TSLA Tesla Inc. 0.41% 3,148 $816K Reduce -4.4%
D Dominion Energy Inc. 0.40% 14,134 $792K Add +1.2%
PFE Pfizer Inc. 0.39% 30,526 $774K Add +9.9%
QQQ Invesco QQQ Trust Series 1 0.38% 1,611 $755K Reduce -7.6%
IQLT iShares MSCI International Q 0.38% 18,909 $750K New
VTI VG Morningstar TS MKT ETF-US 0.35% 2,483 $682K Reduce -2.7%
TLT iShares 20+ Year Treasury BD 0.33% 7,091 $645K Reduce -61.8%
PWR Quanta Services Inc. 0.32% 2,505 $637K Reduce -1.2%
HD Home Depot Inc. 0.30% 1,627 $596K No change
PFXF Vaneck Pref Sec X-Financials 0.27% 31,639 $530K Add +178.2%
KVUE Kenvue Inc. 0.27% 22,049 $529K Reduce -24.5%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.27% 10,165 $526K Add +4.5%
WMT Walmart Inc. 0.24% 5,478 $481K Add +5.1%
VSGX Vanguard ESG Intl Stock ETF 0.24% 7,871 $464K Add +2.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 1,849 $460K Reduce -1.2%
VPU Vanguard Utilities ETF 0.23% 2,650 $453K Reduce -14.3%
ESGU iShares ESG Aware MSCI USA 0.23% 3,706 $452K Add +22.9%
OKE Oneok Inc. 0.23% 4,518 $448K No change
ALB Albemarle Corp. 0.22% 6,024 $434K Add +0.7%
DOL Wisdomtree TR DVLP Intnl-Usd 0.21% 7,686 $423K Reduce -2.8%
JEPI JPMorgan Equity Premium Inco 0.20% 6,998 $400K New
COST Costco Wholesale Corp. 0.20% 419 $396K Add +1.2%
CAT Caterpillar Inc. 0.20% 1,194 $394K Add +20.1%
VB Vanguard Most SM-Cap ETF-Usd 0.19% 1,725 $383K Reduce -3.7%
IJH iShares Core S&P Midcap ETF 0.19% 6,535 $381K No change
EFA iShares MSCI Eafe ETF 0.18% 4,455 $364K No change
BSCU Invesco Bulletshares 2030 CB 0.18% 21,905 $363K Reduce -0.4%
BSCT Invesco Bulletshares 2029 CB 0.18% 18,915 $350K Reduce -0.4%
FYLD Cambria Foreign Shareholder 0.17% 12,613 $340K Add +0.4%
BRK.B Berkshire Hathaway Inc. Class B 0.17% 635 $338K Reduce -5.7%
ABBV Abbvie Inc. 0.17% 1,563 $327K Reduce -9.3%
CACI Caci International Inc. Class A 0.16% 878 $322K No change
CSCO Cisco Systems Inc. 0.16% 5,183 $320K Add +3.3%
BKNG Booking Holdings Inc. 0.16% 67 $309K New
ESGV Vanguard ESG US Stock ETF 0.15% 2,967 $291K Add +16.5%
DGS Wisdomtree Em Small Cap 0.15% 5,991 $289K No change
TFC Truist Financial Corp. 0.14% 6,687 $275K Reduce -0.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.14% 733 $272K Reduce -17.8%
T AT&T Inc. 0.14% 9,514 $269K New
PM Philip Morris International 0.13% 1,629 $259K Reduce -8.6%
LOW Lowe's Cos Inc. 0.12% 1,055 $246K Add +3.1%
ETN Eaton Corp. PLC 0.12% 859 $234K No change
MDLZ Mondelez International Inc. Class A 0.12% 3,413 $232K No change
WM Waste Management Inc. 0.12% 1,000 $232K No change
PEP Pepsico Inc. 0.12% 1,513 $227K Add +1.1%
LDOS Leidos Holdings Inc. 0.11% 1,658 $224K No change
RSPR Invesco S&P 500 Equal Weight 0.11% 6,125 $219K No change
CBRE CBRE Group Inc. Class A 0.11% 1,650 $216K Reduce -8.3%

Show all 104 holdings

Portfolio Sells Q4 2024 → Q1 2025
VOO Vanguard S&P 500 ETF Reduce -4.7% 13.71% −1.99
JPST JPMorgan Ultra-Short Income Reduce -13.7% 4.13% −0.82
TLT iShares 20+ Year Treasury BD Reduce -61.8% 0.33% −0.53
IVV iShares Core S&P 500 ETF Reduce -2.8% 3.23% −0.39
ON On Semiconductor Sold out 0.00% −0.35
F Ford Motor Co. Sold out 0.00% −0.32
TSLA Tesla Inc. Reduce -4.4% 0.41% −0.29
TMUS T-Mobile US Inc. Reduce -46.9% 0.41% −0.26
AZPN Aspen Technology Inc. Sold out 0.00% −0.23
NOW ServiceNow Inc. Reduce -1.1% 0.46% −0.18
DHR Danaher Corp. Sold out 0.00% −0.11
IWN iShares Russell 2000 Value E Sold out 0.00% −0.11
DGRW Wisdomtree U.S. Quality Divi Reduce -0.7% 1.61% −0.10
PWR Quanta Services Inc. Reduce -1.2% 0.32% −0.10
QQQ Invesco QQQ Trust Series 1 Reduce -7.6% 0.38% −0.09
QUAL iShares MSCI USA Quality Fac Reduce -6.8% 0.47% −0.08
DLN Wisdomtree US Largecap Divid Reduce -2.3% 1.50% −0.07
KVUE Kenvue Inc. Reduce -24.5% 0.27% −0.06
VUG Vanguard Mrngstar GR ETF-Sui Reduce -17.8% 0.14% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -2.7% 0.35% −0.04
VPU Vanguard Utilities ETF Reduce -14.3% 0.23% −0.04
VB Vanguard Most SM-Cap ETF-Usd Reduce -3.7% 0.19% −0.03
CBRE CBRE Group Inc. Class A Reduce -8.3% 0.11% −0.01
TFC Truist Financial Corp. Reduce -0.5% 0.14% −0.01
BSCT Invesco Bulletshares 2029 CB Reduce -0.4% 0.18% −0.01
BSCU Invesco Bulletshares 2030 CB Reduce -0.4% 0.18% −0.01
UNH Unitedhealth Group Inc. Reduce -0.1% 0.77% −0.00
ABBV Abbvie Inc. Reduce -9.3% 0.17% +0.00
DOL Wisdomtree TR DVLP Intnl-Usd Reduce -2.8% 0.21% +0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.7% 0.17% +0.01
IBM Intl Business Machines Corp. Reduce -1.2% 0.23% +0.02
PM Philip Morris International Reduce -8.6% 0.13% +0.02
VZ Verizon Communications Inc. Reduce -1.1% 0.70% +0.05
V Visa Inc. Class A Reduce -2.1% 1.46% +0.06
DUK Duke Energy Corp. Reduce -0.6% 0.84% +0.06

Portfolio Buys Q4 2024 → Q1 2025
JMEE JPM Sma & Mid Cap En Eq Et-U New 7.44% +7.44
TSM Taiwan Semiconductor-SP ADR New 0.47% +0.47
LLY Eli Lilly & Co. New 0.44% +0.44
ORCL Oracle Corp. Add +481.0% 0.56% +0.44
IQLT iShares MSCI International Q New 0.38% +0.38
JEPI JPMorgan Equity Premium Inco New 0.20% +0.20
PFXF Vaneck Pref Sec X-Financials Add +178.2% 0.27% +0.17
BKNG Booking Holdings Inc. New 0.16% +0.16
T AT&T Inc. New 0.14% +0.14
CVX Chevron Corp. Add +1.0% 1.15% +0.13
XOM Exxon Mobil Corp. Add +0.9% 1.81% +0.12
BMY Bristol-Myers Squibb Co. New 0.11% +0.11
COF Capital One Financial Corp. Add +23.9% 0.63% +0.10
IWD iShares Russell 1000 Value E New 0.10% +0.10
JNJ Johnson & Johnson Add +0.6% 0.89% +0.09
KO The Coca-Cola Co. Add +0.7% 0.68% +0.07
ROP Roper Technologies Inc. Add +0.9% 0.62% +0.06
FPE FT-Preferred Secur & Inc. ETF Add +17.9% 0.44% +0.05
RITM Rithm Capital Corp. Add +3.7% 0.50% +0.03
ESGU iShares ESG Aware MSCI USA Add +22.9% 0.23% +0.02
BIV Vanguard Intermediate-Term B Add +2.7% 1.65% +0.02
CAT Caterpillar Inc. Add +20.1% 0.20% +0.01
ESGV Vanguard ESG US Stock ETF Add +16.5% 0.15% +0.01
CSCO Cisco Systems Inc. Add +3.3% 0.16% +0.01
VSGX Vanguard ESG Intl Stock ETF Add +2.5% 0.24% +0.01
FYLD Cambria Foreign Shareholder Add +0.4% 0.17% +0.01
D Dominion Energy Inc. Add +1.2% 0.40% +0.00
PFE Pfizer Inc. Add +9.9% 0.39% +0.00
UNP Union Pacific Corp. Add +0.9% 0.57% +0.00
COST Costco Wholesale Corp. Add +1.2% 0.20% +0.00
WMT Walmart Inc. Add +5.1% 0.24% −0.00
PEP Pepsico Inc. Add +1.1% 0.12% −0.00
CRWD CrowdStrike Holdings Inc. Class A Add +0.4% 1.00% −0.01
LOW Lowe's Cos Inc. Add +3.1% 0.12% −0.01
PG The Procter & Gamble Co. Add +1.2% 1.10% −0.01
JPM JPMorgan Chase & Co. Add +0.6% 1.25% −0.01
LH Labcorp Holdings Inc. Add +0.2% 0.64% −0.01
LHX L3HARRIS Technologies Inc. Add +1.3% 0.62% −0.02
JEPQ JPM Nasdaq Equity Premium Add +4.5% 0.27% −0.02
CMCSA Comcast Corp. Class A Add +0.1% 0.56% −0.03
NEE Nextera Energy Inc. Add +1.3% 0.86% −0.03
ALB Albemarle Corp. Add +0.7% 0.22% −0.05
MRK Merck & Co. Inc. Add +4.3% 0.63% −0.07
USB US Bancorp Add +2.1% 0.55% −0.08
IWV iShares Russell 3000 ETF Add +0.4% 1.05% −0.09
AMD Advanced Micro Devices Add +5.5% 0.63% −0.10
DGRO iShares Core Dividend Growth Add +2.0% 11.17% −0.14
HST Host Hotels & Resorts Inc. Add +0.9% 0.57% −0.15
GNRC Generac Holdings Inc. Add +1.0% 0.62% −0.16
CRM Salesforce Inc. Add +1.8% 0.61% −0.17

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