Meridian Financial Partners LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Meridian Financial Partners LLC reported 105 stock positions worth $212.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.5% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 11.1%) and JPM Sma & Mid Cap En Eq Et-U (JMEE, 7.9%). Compared with Q1 2025, it opened 5 new positions, sold out of 4, added to 53 and reduced 26. The biggest buy was a new position in iShares MSCI International V (IVLU) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −11%).

Most Recent 13F
Q2 2026
Location
WARRENTON, VA
CIK
0001763722
Portfolio Value
$212.8M (Q2 2025)
SEC Filing
0001763722-25-000005 ↗ filed Aug 7, 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 Q1 2025 Q2 2025: $212.8M $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 105 stocks · $212.8M
VOO Vanguard S&P 500 ETF 12.51% 46,853 $26.6M Reduce -10.9%
DGRO iShares Core Dividend Growth 11.11% 369,817 $23.6M Add +3.8%
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 7.93% 285,065 $16.9M Add +8.8%
IWY iShares Russell Top 200 Grow 4.24% 36,601 $9.0M Add +5.8%
AAPL Apple Inc. 3.36% 34,877 $7.2M Add +0.1%
MSFT Microsoft Corp. 3.32% 14,190 $7.1M Add +0.2%
IVV iShares Core S&P 500 ETF 3.26% 11,166 $6.9M Reduce -1.4%
JPST JPMorgan Ultra-Short Income 3.25% 136,546 $6.9M Reduce -15.1%
VABK Virginia National Bankshares 2.59% 149,014 $5.5M Reduce -1.0%
AMZN Amazon.com Inc. 1.99% 19,266 $4.2M Add +0.7%
NVDA Nvidia Corp. 1.76% 23,736 $3.8M Reduce -1.5%
BIV Vanguard Intermediate-Term B 1.63% 44,743 $3.5M Add +5.2%
XOM Exxon Mobil Corp. 1.55% 30,667 $3.3M Add +2.1%
DGRW Wisdomtree U.S. Quality Divi 1.55% 39,475 $3.3M Reduce -0.5%
DLN Wisdomtree US Largecap Divid 1.44% 37,314 $3.1M No change
V Visa Inc. Class A 1.34% 8,015 $2.8M Reduce -2.5%
CRWD CrowdStrike Holdings Inc. Class A 1.32% 5,510 $2.8M Reduce -1.9%
JPM JPMorgan Chase & Co. 1.32% 9,680 $2.8M Reduce -3.4%
GOOGL Alphabet Inc. Class A 1.28% 15,510 $2.7M Add +1.4%
IWV iShares Russell 3000 ETF 1.05% 6,348 $2.2M Reduce -2.7%
IWR iShares Russell Mid-Cap ETF 1.02% 23,482 $2.2M No change
AVGO Broadcom Inc. 0.98% 7,564 $2.1M Add +0.1%
PG The Procter & Gamble Co. 0.96% 12,792 $2.0M Add +0.3%
IVLU iShares MSCI International V 0.95% 61,207 $2.0M New
CVX Chevron Corp. 0.93% 13,779 $2.0M Add +1.6%
ORCL Oracle Corp. 0.81% 7,851 $1.7M Reduce -0.1%
AMD Advanced Micro Devices 0.81% 12,070 $1.7M Add +0.7%
GOOG Alphabet Inc. Class C 0.79% 9,454 $1.7M Reduce -2.3%
NEE Nextera Energy Inc. 0.79% 24,131 $1.7M Add +1.0%
JNJ Johnson & Johnson 0.77% 10,755 $1.6M Add +1.2%
DUK Duke Energy Corp. 0.76% 13,665 $1.6M Add +0.6%
COF Capital One Financial Corp. 0.69% 6,941 $1.5M Add +1.0%
LHX L3HARRIS Technologies Inc. 0.69% 5,843 $1.5M Add +0.5%
GNRC Generac Holdings Inc. 0.67% 9,960 $1.4M Add +2.6%
LH Labcorp Holdings Inc. 0.67% 5,432 $1.4M Add +0.8%
IQLT iShares MSCI International Q 0.67% 32,767 $1.4M Add +73.3%
VZ Verizon Communications Inc. 0.63% 30,968 $1.3M Add +1.5%
KO The Coca-Cola Co. 0.62% 18,746 $1.3M Add +0.4%
TSM Taiwan Semiconductor-SP ADR 0.61% 5,761 $1.3M Add +3.1%
CRM Salesforce Inc. 0.60% 4,683 $1.3M Add +4.3%
HST Host Hotels & Resorts Inc. 0.57% 79,474 $1.2M Add +1.2%
ROP Roper Technologies Inc. 0.56% 2,086 $1.2M Add +0.7%
USB US Bancorp 0.55% 26,050 $1.2M Add +2.0%
MRK Merck & Co. Inc. 0.53% 14,305 $1.1M Add +3.3%
CMCSA Comcast Corp. Class A 0.53% 31,308 $1.1M Add +3.9%
UNP Union Pacific Corp. 0.52% 4,803 $1.1M Add +1.5%
JMSB John Marshall Bancorp Inc. 0.50% 57,619 $1.1M No change
QUAL iShares MSCI USA Quality Fac 0.48% 5,543 $1.0M Add +2.1%
RITM Rithm Capital Corp. 0.48% 89,715 $1.0M Add +4.3%
TSLA Tesla Inc. 0.47% 3,181 $1.0M Add +1.1%
PWR Quanta Services Inc. 0.44% 2,500 $945K Reduce -0.2%
UNH Unitedhealth Group Inc. 0.43% 2,956 $922K Add +2.3%
QQQ Invesco QQQ Trust Series 1 0.43% 1,655 $913K Add +2.7%
FPE FT-Preferred Secur & Inc. ETF 0.41% 49,228 $876K Reduce -0.3%
LLY Eli Lilly & Co. 0.39% 1,073 $836K Add +2.5%
D Dominion Energy Inc. 0.38% 14,134 $799K No change
PFE Pfizer Inc. 0.37% 32,442 $786K Add +6.3%
NOW ServiceNow Inc. 0.36% 750 $771K Reduce -34.0%
TMUS T-Mobile US Inc. 0.35% 3,129 $746K Add +2.1%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.32% 12,477 $679K Add +22.7%
VTI VG Morningstar TS MKT ETF-US 0.31% 2,160 $656K Reduce -13.0%
HD Home Depot Inc. 0.29% 1,661 $609K Add +2.1%
VSGX Vanguard ESG Intl Stock ETF 0.28% 9,070 $594K Add +15.2%
ESGU iShares ESG Aware MSCI USA 0.28% 4,344 $588K Add +17.2%
PFXF Vaneck Pref Sec X-Financials 0.27% 34,180 $585K Add +8.0%
WMT Walmart Inc. 0.25% 5,478 $536K No change
BRK.B Berkshire Hathaway Inc. Class B 0.24% 1,039 $505K Add +63.6%
VPU Vanguard Utilities ETF 0.23% 2,824 $498K Add +6.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 1,669 $492K Reduce -9.7%
JEPI JPMorgan Equity Premium Inco 0.22% 8,235 $468K Add +17.7%
CAT Caterpillar Inc. 0.22% 1,194 $464K No change
DOL Wisdomtree TR DVLP Intnl-Usd 0.22% 7,686 $458K No change
KVUE Kenvue Inc. 0.21% 21,000 $440K Reduce -4.8%
COST Costco Wholesale Corp. 0.20% 419 $415K No change
BKNG Booking Holdings Inc. 0.19% 70 $405K Add +4.5%
IJH iShares Core S&P Midcap ETF 0.19% 6,435 $399K Reduce -1.5%
TLT iShares 20+ Year Treasury BD 0.18% 4,455 $393K Reduce -37.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.18% 878 $385K Add +19.8%
EFA iShares MSCI Eafe ETF 0.18% 4,255 $380K Reduce -4.5%
VB Vanguard Most SM-Cap ETF-Usd 0.18% 1,600 $379K Reduce -7.3%
ESGV Vanguard ESG US Stock ETF 0.17% 3,396 $372K Add +14.5%
FYLD Cambria Foreign Shareholder 0.17% 12,613 $369K No change
OKE Oneok Inc. 0.17% 4,518 $369K No change
BSCU Invesco Bulletshares 2030 CB 0.17% 21,905 $368K No change
CSCO Cisco Systems Inc. 0.17% 5,183 $360K No change
BSCT Invesco Bulletshares 2029 CB 0.17% 18,915 $354K No change
DGS Wisdomtree Em Small Cap 0.16% 5,991 $331K No change
ETN Eaton Corp. PLC 0.14% 860 $307K Add +0.1%
ABBV Abbvie Inc. 0.14% 1,564 $290K Add +0.1%
TFC Truist Financial Corp. 0.13% 6,612 $284K Reduce -1.1%
T AT&T Inc. 0.13% 9,551 $276K Add +0.4%
TT Trane Technologies PLC 0.13% 609 $266K No change
PM Philip Morris International 0.12% 1,420 $259K Reduce -12.8%
ALB Albemarle Corp. 0.12% 4,113 $258K Reduce -31.7%
LOW Lowe's Cos Inc. 0.11% 1,055 $234K No change
GBTC Grayscale Bitcoin Trust ETF 0.11% 2,737 $232K New
MDLZ Mondelez International Inc. Class A 0.11% 3,413 $230K No change
WM Waste Management Inc. 0.11% 1,000 $229K No change
LMT Lockheed Martin Corp. 0.10% 480 $222K No change
CBRE CBRE Group Inc. Class A 0.10% 1,547 $217K Reduce -6.2%
RSPR Invesco S&P 500 Equal Weight 0.10% 6,125 $215K No change
EMR Emerson Electric Co. 0.10% 1,583 $211K New
IWD iShares Russell 1000 Value E 0.10% 1,065 $207K No change
BUFC AB Conservative Buffer ETF filed as AB ACTIVE ETFS INC 0.09% 5,086 $201K New
TNGY Tortoise Energy ETF 0.05% 12,373 $114K New

Portfolio Sells Q1 2025 → Q2 2025
VOO Vanguard S&P 500 ETF Reduce -10.9% 12.51% −1.20
JPST JPMorgan Ultra-Short Income Reduce -15.1% 3.25% −0.88
VABK Virginia National Bankshares Reduce -1.0% 2.59% −0.16
CACI Caci International Inc. Class A Sold out 0.00% −0.16
TLT iShares 20+ Year Treasury BD Reduce -37.2% 0.18% −0.14
V Visa Inc. Class A Reduce -2.5% 1.34% −0.12
PEP Pepsico Inc. Sold out 0.00% −0.12
LDOS Leidos Holdings Inc. Sold out 0.00% −0.11
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.11
ALB Albemarle Corp. Reduce -31.7% 0.12% −0.10
NOW ServiceNow Inc. Reduce -34.0% 0.36% −0.10
KVUE Kenvue Inc. Reduce -4.8% 0.21% −0.06
DGRW Wisdomtree U.S. Quality Divi Reduce -0.5% 1.55% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -13.0% 0.31% −0.04
FPE FT-Preferred Secur & Inc. ETF Reduce -0.3% 0.41% −0.03
VB Vanguard Most SM-Cap ETF-Usd Reduce -7.3% 0.18% −0.02
PM Philip Morris International Reduce -12.8% 0.12% −0.01
CBRE CBRE Group Inc. Class A Reduce -6.2% 0.10% −0.01
EFA iShares MSCI Eafe ETF Reduce -4.5% 0.18% −0.01
TFC Truist Financial Corp. Reduce -1.1% 0.13% −0.01
IJH iShares Core S&P Midcap ETF Reduce -1.5% 0.19% −0.01
IWV iShares Russell 3000 ETF Reduce -2.7% 1.05% −0.00
IBM Intl Business Machines Corp. Reduce -9.7% 0.23% −0.00
GOOG Alphabet Inc. Class C Reduce -2.3% 0.79% +0.02
IVV iShares Core S&P 500 ETF Reduce -1.4% 3.26% +0.03
JPM JPMorgan Chase & Co. Reduce -3.4% 1.32% +0.07
PWR Quanta Services Inc. Reduce -0.2% 0.44% +0.12
ORCL Oracle Corp. Reduce -0.1% 0.81% +0.25
CRWD CrowdStrike Holdings Inc. Class A Reduce -1.9% 1.32% +0.31
NVDA Nvidia Corp. Reduce -1.5% 1.76% +0.44

Portfolio Buys Q1 2025 → Q2 2025
IVLU iShares MSCI International V New 0.95% +0.95
MSFT Microsoft Corp. Add +0.2% 3.32% +0.62
IWY iShares Russell Top 200 Grow Add +5.8% 4.24% +0.54
JMEE JPM Sma & Mid Cap En Eq Et-U Add +8.8% 7.93% +0.49
AVGO Broadcom Inc. Add +0.1% 0.98% +0.34
IQLT iShares MSCI International Q Add +73.3% 0.67% +0.28
AMD Advanced Micro Devices Add +0.7% 0.81% +0.18
TSM Taiwan Semiconductor-SP ADR Add +3.1% 0.61% +0.14
AMZN Amazon.com Inc. Add +0.7% 1.99% +0.14
GBTC Grayscale Bitcoin Trust ETF New 0.11% +0.11
EMR Emerson Electric Co. New 0.10% +0.10
BUFC AB Conservative Buffer ETF New 0.09% +0.09
GOOGL Alphabet Inc. Class A Add +1.4% 1.28% +0.08
LHX L3HARRIS Technologies Inc. Add +0.5% 0.69% +0.07
COF Capital One Financial Corp. Add +1.0% 0.69% +0.07
BRK.B Berkshire Hathaway Inc. Class B Add +63.6% 0.24% +0.07
TSLA Tesla Inc. Add +1.1% 0.47% +0.06
TNGY Tortoise Energy ETF New 0.05% +0.05
JEPQ JPM Nasdaq Equity Premium Add +22.7% 0.32% +0.05
ESGU iShares ESG Aware MSCI USA Add +17.2% 0.28% +0.05
GNRC Generac Holdings Inc. Add +2.6% 0.67% +0.05
QQQ Invesco QQQ Trust Series 1 Add +2.7% 0.43% +0.05
VSGX Vanguard ESG Intl Stock ETF Add +15.2% 0.28% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +19.8% 0.18% +0.04
LH Labcorp Holdings Inc. Add +0.8% 0.67% +0.03
BKNG Booking Holdings Inc. Add +4.5% 0.19% +0.03
ESGV Vanguard ESG US Stock ETF Add +14.5% 0.17% +0.03
ETN Eaton Corp. PLC Add +0.1% 0.14% +0.03
JEPI JPMorgan Equity Premium Inco Add +17.7% 0.22% +0.02
HST Host Hotels & Resorts Inc. Add +1.2% 0.57% +0.01
USB US Bancorp Add +2.0% 0.55% +0.01
PFXF Vaneck Pref Sec X-Financials Add +8.0% 0.27% +0.01
QUAL iShares MSCI USA Quality Fac Add +2.1% 0.48% +0.01
VPU Vanguard Utilities ETF Add +6.6% 0.23% +0.00
T AT&T Inc. Add +0.4% 0.13% −0.01
CRM Salesforce Inc. Add +4.3% 0.60% −0.01
HD Home Depot Inc. Add +2.1% 0.29% −0.02
PFE Pfizer Inc. Add +6.3% 0.37% −0.02
RITM Rithm Capital Corp. Add +4.3% 0.48% −0.02
BIV Vanguard Intermediate-Term B Add +5.2% 1.63% −0.03
ABBV Abbvie Inc. Add +0.1% 0.14% −0.03
CMCSA Comcast Corp. Class A Add +3.9% 0.53% −0.04
LLY Eli Lilly & Co. Add +2.5% 0.39% −0.05
UNP Union Pacific Corp. Add +1.5% 0.52% −0.05
KO The Coca-Cola Co. Add +0.4% 0.62% −0.06
DGRO iShares Core Dividend Growth Add +3.8% 11.11% −0.06
TMUS T-Mobile US Inc. Add +2.1% 0.35% −0.06
ROP Roper Technologies Inc. Add +0.7% 0.56% −0.06
NEE Nextera Energy Inc. Add +1.0% 0.79% −0.07
VZ Verizon Communications Inc. Add +1.5% 0.63% −0.07

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