Meridian Financial Partners LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Meridian Financial Partners LLC reported 113 stock positions worth $240.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.9% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 10.7%) and JPM Sma & Mid Cap En Eq Et-U (JMEE, 8.1%). Compared with Q2 2025, it opened 8 new positions, added to 54 and reduced 36. The biggest buy was iShares MSCI International V (IVLU, shares +293%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −2%).

Most Recent 13F
Q2 2026
Location
WARRENTON, VA
CIK
0001763722
Portfolio Value
$240.7M (Q3 2025)
SEC Filing
0001763722-25-000007 ↗ filed Oct 20, 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 Q2 2025 Q3 2025: $240.7M $240.7M Q3 2025 Q4 2025: $252.8M Q4 2025 Q1 2026: $263.1M Q1 2026 Q2 2026: $293.3M Q2 2026

Holdings 113 stocks · $240.7M
VOO Vanguard S&P 500 ETF 11.86% 46,122 $28.5M Reduce -1.6%
DGRO iShares Core Dividend Growth 10.70% 375,986 $25.8M Add +1.7%
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 8.08% 304,985 $19.5M Add +7.0%
IWY iShares Russell Top 200 Grow 4.37% 37,871 $10.5M Add +3.5%
AAPL Apple Inc. 3.73% 34,765 $9.0M Reduce -0.3%
IVLU iShares MSCI International V 3.56% 240,586 $8.6M Add +293.1%
IVV iShares Core S&P 500 ETF 3.05% 10,864 $7.3M Reduce -2.7%
MSFT Microsoft Corp. 3.04% 13,938 $7.3M Reduce -1.8%
JPST JPMorgan Ultra-Short Income 2.80% 133,328 $6.8M Reduce -2.4%
VABK Virginia National Bankshares 2.27% 141,161 $5.5M Reduce -5.3%
NVDA Nvidia Corp. 1.94% 24,652 $4.7M Add +3.9%
AMZN Amazon.com Inc. 1.81% 19,309 $4.3M Add +0.2%
GOOGL Alphabet Inc. Class A 1.58% 15,563 $3.8M Add +0.3%
BIV Vanguard Intermediate-Term B 1.51% 46,453 $3.6M Add +3.8%
DGRW Wisdomtree U.S. Quality Divi 1.43% 38,497 $3.4M Reduce -2.5%
XOM Exxon Mobil Corp. 1.42% 29,903 $3.4M Reduce -2.5%
DLN Wisdomtree US Largecap Divid 1.35% 37,314 $3.2M No change
JPM JPMorgan Chase & Co. 1.22% 9,631 $2.9M Reduce -0.5%
V Visa Inc. Class A 1.18% 8,112 $2.9M Add +1.2%
CRWD CrowdStrike Holdings Inc. Class A 1.18% 5,559 $2.8M Add +0.9%
AMD Advanced Micro Devices 1.17% 11,904 $2.8M Reduce -1.4%
AVGO Broadcom Inc. 1.09% 7,565 $2.6M Add +0.0%
IWV iShares Russell 3000 ETF 0.99% 6,231 $2.4M Reduce -1.8%
GOOG Alphabet Inc. Class C 0.98% 9,599 $2.4M Add +1.5%
IWR iShares Russell Mid-Cap ETF 0.95% 23,482 $2.3M No change
CVX Chevron Corp. 0.88% 13,823 $2.1M Add +0.3%
NEE Nextera Energy Inc. 0.85% 24,302 $2.0M Add +0.7%
ORCL Oracle Corp. 0.85% 7,051 $2.0M Reduce -10.2%
PG The Procter & Gamble Co. 0.81% 12,918 $1.9M Add +1.0%
LHX L3HARRIS Technologies Inc. 0.76% 5,971 $1.8M Add +2.2%
TSM Taiwan Semiconductor-SP ADR 0.73% 5,763 $1.8M Add +0.0%
DUK Duke Energy Corp. 0.72% 13,829 $1.7M Add +1.2%
GNRC Generac Holdings Inc. 0.71% 9,995 $1.7M Add +0.3%
LH Labcorp Holdings Inc. 0.64% 5,532 $1.5M Add +1.8%
PFXF Vaneck Pref Sec X-Financials 0.63% 84,576 $1.5M Add +147.4%
COF Capital One Financial Corp. 0.62% 7,027 $1.5M Add +1.2%
TSLA Tesla Inc. 0.58% 3,186 $1.4M Add +0.2%
VZ Verizon Communications Inc. 0.55% 31,983 $1.3M Add +3.3%
JNJ Johnson & Johnson 0.55% 6,943 $1.3M Reduce -35.4%
HST Host Hotels & Resorts Inc. 0.54% 79,366 $1.3M Reduce -0.1%
IQLT iShares MSCI International Q 0.53% 28,346 $1.3M Reduce -13.5%
USB US Bancorp 0.52% 26,606 $1.3M Add +2.1%
MRK Merck & Co. Inc. 0.50% 13,910 $1.2M Reduce -2.8%
KO The Coca-Cola Co. 0.50% 18,169 $1.2M Reduce -3.1%
CRM Salesforce Inc. 0.49% 4,859 $1.2M Add +3.8%
UNP Union Pacific Corp. 0.47% 4,846 $1.1M Add +0.9%
ROP Roper Technologies Inc. 0.47% 2,153 $1.1M Add +3.2%
QUAL iShares MSCI USA Quality Fac 0.46% 5,587 $1.1M Add +0.8%
PWR Quanta Services Inc. 0.45% 2,456 $1.1M Reduce -1.8%
JMSB John Marshall Bancorp Inc. 0.45% 57,619 $1.1M No change
RITM Rithm Capital Corp. 0.42% 92,992 $1.0M Add +3.6%
LLY Eli Lilly & Co. 0.40% 1,140 $964K Add +6.2%
CMCSA Comcast Corp. Class A 0.40% 31,075 $956K Reduce -0.7%
QQQ Invesco QQQ Trust Series 1 0.38% 1,492 $912K Reduce -9.8%
FPE FT-Preferred Secur & Inc. ETF 0.38% 49,335 $903K Add +0.2%
DHR Danaher Corp. 0.37% 4,373 $896K New
D Dominion Energy Inc. 0.36% 14,136 $856K Add +0.0%
PFE Pfizer Inc. 0.35% 33,069 $849K Add +1.9%
VTI VG Morningstar TS MKT ETF-US 0.32% 2,319 $769K Add +7.4%
TMUS T-Mobile US Inc. 0.31% 3,292 $746K Add +5.2%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.28% 11,602 $669K Reduce -7.0%
VSGX Vanguard ESG Intl Stock ETF 0.27% 9,150 $645K Add +0.9%
HD Home Depot Inc. 0.26% 1,662 $638K Add +0.1%
CAT Caterpillar Inc. 0.25% 1,204 $605K Add +0.8%
ESGU iShares ESG Aware MSCI USA 0.24% 3,967 $584K Reduce -8.7%
UNH Unitedhealth Group Inc. 0.24% 1,553 $574K Reduce -47.5%
WMT Walmart Inc. 0.23% 5,428 $559K Reduce -0.9%
VPU Vanguard Utilities ETF 0.23% 2,806 $553K Reduce -0.6%
NOW ServiceNow Inc. 0.23% 599 $548K Reduce -20.1%
BRK.B Berkshire Hathaway Inc. Class B 0.22% 1,037 $518K Reduce -0.2%
JEPI JPMorgan Equity Premium Inco 0.21% 8,931 $508K Add +8.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.21% 1,019 $496K Add +16.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 1,672 $484K Add +0.2%
DOL Wisdomtree TR DVLP Intnl-Usd 0.20% 7,645 $480K Reduce -0.5%
IJH iShares Core S&P Midcap ETF 0.18% 6,468 $426K Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 0.17% 1,600 $413K No change
EFA iShares MSCI Eafe ETF 0.17% 4,255 $403K No change
FYLD Cambria Foreign Shareholder 0.16% 12,644 $394K Add +0.3%
COST Costco Wholesale Corp. 0.16% 419 $383K No change
ESGV Vanguard ESG US Stock ETF 0.16% 3,137 $375K Reduce -7.6%
BSCU Invesco Bulletshares 2030 CB 0.15% 21,905 $371K No change
BKNG Booking Holdings Inc. 0.15% 71 $364K Add +1.4%
ABBV Abbvie Inc. 0.15% 1,573 $364K Add +0.6%
CSCO Cisco Systems Inc. 0.15% 5,094 $358K Reduce -1.7%
BSCT Invesco Bulletshares 2029 CB 0.15% 18,915 $356K No change
DGS Wisdomtree Em Small Cap 0.14% 5,970 $341K Reduce -0.3%
OKE Oneok Inc. 0.14% 4,519 $327K Add +0.0%
ETN Eaton Corp. PLC 0.13% 859 $324K Reduce -0.1%
KVUE Kenvue Inc. 0.13% 19,586 $315K Reduce -6.7%
TFC Truist Financial Corp. 0.12% 6,616 $292K Add +0.1%
VEU Vanguard Ftse All-World Ex-U 0.11% 3,708 $269K New
GBTC Grayscale Bitcoin Trust ETF 0.11% 2,737 $265K No change
BND Vanguard Total Bond Market 0.11% 3,543 $263K New
TT Trane Technologies PLC 0.11% 609 $260K No change
T AT&T Inc. 0.11% 9,734 $256K Add +1.9%
HON Honeywell International Inc. 0.11% 1,212 $254K New
LOW Lowe's Cos Inc. 0.10% 1,056 $251K Add +0.1%
LMT Lockheed Martin Corp. 0.10% 480 $247K No change
BNDX Vanguard Total Intl Bond ETF 0.10% 4,827 $239K New
TLT iShares 20+ Year Treasury BD 0.10% 2,661 $237K Reduce -40.3%

Show all 113 holdings

Portfolio Sells Q2 2025 → Q3 2025
VOO Vanguard S&P 500 ETF Reduce -1.6% 11.86% −0.65
JPST JPMorgan Ultra-Short Income Reduce -2.4% 2.80% −0.45
VABK Virginia National Bankshares Reduce -5.3% 2.27% −0.32
MSFT Microsoft Corp. Reduce -1.8% 3.04% −0.28
JNJ Johnson & Johnson Reduce -35.4% 0.55% −0.23
IVV iShares Core S&P 500 ETF Reduce -2.7% 3.05% −0.21
UNH Unitedhealth Group Inc. Reduce -47.5% 0.24% −0.19
XOM Exxon Mobil Corp. Reduce -2.5% 1.42% −0.14
IQLT iShares MSCI International Q Reduce -13.5% 0.53% −0.14
NOW ServiceNow Inc. Reduce -20.1% 0.23% −0.13
DGRW Wisdomtree U.S. Quality Divi Reduce -2.5% 1.43% −0.13
CMCSA Comcast Corp. Class A Reduce -0.7% 0.40% −0.13
KO The Coca-Cola Co. Reduce -3.1% 0.50% −0.12
JPM JPMorgan Chase & Co. Reduce -0.5% 1.22% −0.10
TLT iShares 20+ Year Treasury BD Reduce -40.3% 0.10% −0.09
KVUE Kenvue Inc. Reduce -6.7% 0.13% −0.08
IWV iShares Russell 3000 ETF Reduce -1.8% 0.99% −0.06
QQQ Invesco QQQ Trust Series 1 Reduce -9.8% 0.38% −0.05
JEPQ JPM Nasdaq Equity Premium Reduce -7.0% 0.28% −0.04
HST Host Hotels & Resorts Inc. Reduce -0.1% 0.54% −0.04
ESGU iShares ESG Aware MSCI USA Reduce -8.7% 0.24% −0.03
MRK Merck & Co. Inc. Reduce -2.8% 0.50% −0.03
ALB Albemarle Corp. Reduce -43.3% 0.09% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 0.22% −0.02
CSCO Cisco Systems Inc. Reduce -1.7% 0.15% −0.02
WMT Walmart Inc. Reduce -0.9% 0.23% −0.02
ESGV Vanguard ESG US Stock ETF Reduce -7.6% 0.16% −0.02
DOL Wisdomtree TR DVLP Intnl-Usd Reduce -0.5% 0.20% −0.02
DGS Wisdomtree Em Small Cap Reduce -0.3% 0.14% −0.01
IWD iShares Russell 1000 Value E Reduce -5.9% 0.09% −0.01
ETN Eaton Corp. PLC Reduce -0.1% 0.13% −0.01
VPU Vanguard Utilities ETF Reduce -0.6% 0.23% −0.00
PWR Quanta Services Inc. Reduce -1.8% 0.45% +0.01
ORCL Oracle Corp. Reduce -10.2% 0.85% +0.04
AMD Advanced Micro Devices Reduce -1.4% 1.17% +0.36
AAPL Apple Inc. Reduce -0.3% 3.73% +0.36

Portfolio Buys Q2 2025 → Q3 2025
IVLU iShares MSCI International V Add +293.1% 3.56% +2.62
DHR Danaher Corp. New 0.37% +0.37
PFXF Vaneck Pref Sec X-Financials Add +147.4% 0.63% +0.36
GOOGL Alphabet Inc. Class A Add +0.3% 1.58% +0.30
GOOG Alphabet Inc. Class C Add +1.5% 0.98% +0.19
NVDA Nvidia Corp. Add +3.9% 1.94% +0.17
JMEE JPM Sma & Mid Cap En Eq Et-U Add +7.0% 8.08% +0.15
IWY iShares Russell Top 200 Grow Add +3.5% 4.37% +0.13
TSM Taiwan Semiconductor-SP ADR Add +0.0% 0.73% +0.12
VEU Vanguard Ftse All-World Ex-U New 0.11% +0.11
BND Vanguard Total Bond Market New 0.11% +0.11
TSLA Tesla Inc. Add +0.2% 0.58% +0.11
AVGO Broadcom Inc. Add +0.0% 1.09% +0.11
HON Honeywell International Inc. New 0.11% +0.11
BNDX Vanguard Total Intl Bond ETF New 0.10% +0.10
IWN iShares Russell 2000 Value E New 0.09% +0.09
INTC Intel Corp. New 0.08% +0.08
PEP Pepsico Inc. New 0.08% +0.08
LHX L3HARRIS Technologies Inc. Add +2.2% 0.76% +0.07
NEE Nextera Energy Inc. Add +0.7% 0.85% +0.06
GNRC Generac Holdings Inc. Add +0.3% 0.71% +0.04
CAT Caterpillar Inc. Add +0.8% 0.25% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +16.1% 0.21% +0.03
ABBV Abbvie Inc. Add +0.6% 0.15% +0.01
VTI VG Morningstar TS MKT ETF-US Add +7.4% 0.32% +0.01
LLY Eli Lilly & Co. Add +6.2% 0.40% +0.01
CBRE CBRE Group Inc. Class A Add +0.1% 0.10% −0.00
LOW Lowe's Cos Inc. Add +0.1% 0.10% −0.01
JEPI JPMorgan Equity Premium Inco Add +8.4% 0.21% −0.01
FYLD Cambria Foreign Shareholder Add +0.3% 0.16% −0.01
IJH iShares Core S&P Midcap ETF Add +0.5% 0.18% −0.01
VSGX Vanguard ESG Intl Stock ETF Add +0.9% 0.27% −0.01
EMR Emerson Electric Co. Add +0.1% 0.09% −0.01
TFC Truist Financial Corp. Add +0.1% 0.12% −0.01
PFE Pfizer Inc. Add +1.9% 0.35% −0.02
QUAL iShares MSCI USA Quality Fac Add +0.8% 0.46% −0.02
D Dominion Energy Inc. Add +0.0% 0.36% −0.02
MDLZ Mondelez International Inc. Class A Add +0.1% 0.09% −0.02
HD Home Depot Inc. Add +0.1% 0.26% −0.02
T AT&T Inc. Add +1.9% 0.11% −0.02
PM Philip Morris International Add +0.1% 0.09% −0.03
IBM Intl Business Machines Corp. Add +0.2% 0.20% −0.03
LH Labcorp Holdings Inc. Add +1.8% 0.64% −0.03
USB US Bancorp Add +2.1% 0.52% −0.03
FPE FT-Preferred Secur & Inc. ETF Add +0.2% 0.38% −0.04
OKE Oneok Inc. Add +0.0% 0.14% −0.04
DUK Duke Energy Corp. Add +1.2% 0.72% −0.04
BKNG Booking Holdings Inc. Add +1.4% 0.15% −0.04
TMUS T-Mobile US Inc. Add +5.2% 0.31% −0.04
CVX Chevron Corp. Add +0.3% 0.88% −0.04

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