Meridian Financial Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Meridian Financial Partners LLC reported 118 stock positions worth $252.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.8% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 10.5%) and JPM Sma & Mid Cap En Eq Et-U (JMEE, 8.9%). Compared with Q3 2025, it opened 9 new positions, sold out of 4, added to 36 and reduced 47. The biggest buy was iShares MSCI International V (IVLU, shares +37%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- WARRENTON, VA
- CIK
- 0001763722
- Portfolio Value
- $252.8M (Q4 2025)
- SEC Filing
- 0001763722-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 118 stocks · $252.8M
| VOO Vanguard S&P 500 ETF | 10.84% | 43,498 | $27.4M | Reduce -5.7% |
| DGRO iShares Core Dividend Growth | 10.46% | 371,170 | $26.4M | Reduce -1.3% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 8.91% | 326,779 | $22.5M | Add +7.2% |
| IVLU iShares MSCI International V | 5.15% | 330,579 | $13.0M | Add +37.4% |
| IWY iShares Russell Top 200 Grow | 4.10% | 38,490 | $10.4M | Add +1.6% |
| AAPL Apple Inc. | 3.57% | 36,404 | $9.0M | Add +4.7% |
| IVV iShares Core S&P 500 ETF | 2.94% | 10,782 | $7.4M | Reduce -0.8% |
| MSFT Microsoft Corp. | 2.42% | 13,778 | $6.1M | Reduce -1.1% |
| JPST JPMorgan Ultra-Short Income | 2.39% | 119,027 | $6.0M | Reduce -10.7% |
| VABK Virginia National Bankshares | 2.30% | 141,161 | $5.8M | No change |
| GOOGL Alphabet Inc. Class A | 1.97% | 15,150 | $5.0M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 1.79% | 19,609 | $4.5M | Add +1.6% |
| NVDA Nvidia Corp. | 1.75% | 24,173 | $4.4M | Reduce -1.9% |
| BIV Vanguard Intermediate-Term B | 1.58% | 51,441 | $4.0M | Add +10.7% |
| XOM Exxon Mobil Corp. | 1.58% | 29,882 | $4.0M | Reduce -0.1% |
| DGRW Wisdomtree U.S. Quality Divi | 1.35% | 37,600 | $3.4M | Reduce -2.3% |
| DLN Wisdomtree US Largecap Divid | 1.33% | 37,314 | $3.4M | No change |
| V Visa Inc. Class A | 1.30% | 10,099 | $3.3M | Add +24.5% |
| GOOG Alphabet Inc. Class C | 1.24% | 9,513 | $3.1M | Reduce -0.9% |
| AMD Advanced Micro Devices | 1.14% | 11,567 | $2.9M | Reduce -2.8% |
| JPM JPMorgan Chase & Co. | 1.13% | 9,466 | $2.9M | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.97% | 7,477 | $2.5M | Reduce -1.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.97% | 5,491 | $2.4M | Reduce -1.2% |
| IWV iShares Russell 3000 ETF | 0.96% | 6,194 | $2.4M | Reduce -0.6% |
| IWR iShares Russell Mid-Cap ETF | 0.94% | 23,482 | $2.4M | No change |
| CVX Chevron Corp. | 0.91% | 13,827 | $2.3M | Add +0.0% |
| LHX L3HARRIS Technologies Inc. | 0.82% | 5,925 | $2.1M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.80% | 24,187 | $2.0M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.76% | 4,475 | $1.9M | Add +40.5% |
| PG The Procter & Gamble Co. | 0.76% | 13,125 | $1.9M | Add +1.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.74% | 5,706 | $1.9M | Reduce -1.0% |
| GNRC Generac Holdings Inc. | 0.68% | 10,056 | $1.7M | Add +0.6% |
| DUK Duke Energy Corp. | 0.67% | 14,136 | $1.7M | Add +2.2% |
| PFXF Vaneck Pref Sec X-Financials | 0.65% | 88,738 | $1.6M | Add +4.9% |
| COF Capital One Financial Corp. | 0.64% | 7,032 | $1.6M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.61% | 13,889 | $1.5M | Reduce -0.1% |
| LH Labcorp Holdings Inc. | 0.60% | 5,594 | $1.5M | Add +1.1% |
| JNJ Johnson & Johnson | 0.59% | 6,860 | $1.5M | Reduce -1.2% |
| USB US Bancorp | 0.57% | 25,931 | $1.4M | Reduce -2.5% |
| HST Host Hotels & Resorts Inc. | 0.56% | 75,906 | $1.4M | Reduce -4.4% |
| IQLT iShares MSCI International Q | 0.53% | 28,502 | $1.3M | Add +0.6% |
| KO The Coca-Cola Co. | 0.52% | 18,249 | $1.3M | Add +0.4% |
| VZ Verizon Communications Inc. | 0.50% | 31,945 | $1.3M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.50% | 7,200 | $1.3M | Add +2.1% |
| JMSB John Marshall Bancorp Inc. | 0.48% | 57,619 | $1.2M | No change |
| LLY Eli Lilly & Co. | 0.48% | 1,125 | $1.2M | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.46% | 5,082 | $1.2M | Add +4.9% |
| PWR Quanta Services Inc. | 0.45% | 2,405 | $1.1M | Reduce -2.1% |
| QUAL iShares MSCI USA Quality Fac | 0.45% | 5,587 | $1.1M | No change |
| RITM Rithm Capital Corp. | 0.44% | 94,034 | $1.1M | Add +1.1% |
| DHR Danaher Corp. | 0.44% | 4,546 | $1.1M | Add +4.0% |
| CRM Salesforce Inc. | 0.43% | 4,901 | $1.1M | Add +0.9% |
| FPE FT-Preferred Secur & Inc. ETF | 0.35% | 48,559 | $888K | Reduce -1.6% |
| ROP Roper Technologies Inc. | 0.35% | 2,193 | $887K | Add +1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 2,616 | $887K | Add +12.8% |
| D Dominion Energy Inc. | 0.34% | 13,921 | $848K | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 1,372 | $846K | Reduce -8.0% |
| PFE Pfizer Inc. | 0.33% | 32,600 | $844K | Reduce -1.4% |
| CMCSA Comcast Corp. Class A | 0.32% | 27,635 | $798K | Reduce -11.1% |
| FLOT iShares Floating Rate Bond E | 0.31% | 15,539 | $792K | New |
| CAT Caterpillar Inc. | 0.31% | 1,215 | $784K | Add +0.9% |
| VSGX Vanguard ESG Intl Stock ETF | 0.29% | 9,787 | $729K | Add +7.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 12,078 | $708K | Add +4.1% |
| TMUS T-Mobile US Inc. | 0.26% | 3,620 | $665K | Add +10.0% |
| ESGU iShares ESG Aware MSCI USA | 0.25% | 4,316 | $644K | Add +8.8% |
| WMT Walmart Inc. | 0.25% | 5,374 | $641K | Reduce -1.0% |
| HD Home Depot Inc. | 0.25% | 1,661 | $639K | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 1,135 | $549K | Add +9.4% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 0.21% | 7,745 | $527K | Add +1.3% |
| VPU Vanguard Utilities ETF | 0.21% | 2,806 | $525K | No change |
| COST Costco Wholesale Corp. | 0.21% | 529 | $520K | Add +26.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 1,672 | $497K | No change |
| IJH iShares Core S&P Midcap ETF | 0.18% | 6,468 | $455K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 1,600 | $443K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 927 | $442K | Reduce -9.0% |
| FYLD Cambria Foreign Shareholder | 0.17% | 12,644 | $433K | No change |
| EFA iShares MSCI Eafe ETF | 0.17% | 4,255 | $421K | No change |
| BKNG Booking Holdings Inc. | 0.16% | 77 | $398K | Add +8.4% |
| CSCO Cisco Systems Inc. | 0.15% | 5,094 | $375K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.15% | 3,084 | $373K | Reduce -1.7% |
| BSCU Invesco Bulletshares 2030 CB | 0.15% | 21,905 | $369K | No change |
| DGS Wisdomtree Em Small Cap | 0.14% | 5,970 | $359K | No change |
| BSCT Invesco Bulletshares 2029 CB | 0.14% | 18,915 | $355K | No change |
| NOW ServiceNow Inc. | 0.14% | 2,835 | $355K | Reduce -5.3% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 6,049 | $352K | Reduce -32.3% |
| OKE Oneok Inc. | 0.14% | 4,518 | $343K | Reduce -0.0% |
| ABBV Abbvie Inc. | 0.14% | 1,582 | $342K | Add +0.6% |
| TFC Truist Financial Corp. | 0.13% | 6,612 | $331K | Reduce -0.1% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.13% | 6,219 | $328K | New |
| INTC Intel Corp. | 0.12% | 5,465 | $296K | Add +0.1% |
| BRNY Burney US Factor Rotation | 0.12% | 5,789 | $295K | New |
| LOW Lowe's Cos Inc. | 0.12% | 1,055 | $292K | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.11% | 859 | $290K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.11% | 3,708 | $284K | No change |
| LMT Lockheed Martin Corp. | 0.11% | 480 | $281K | No change |
| HON Honeywell International Inc. | 0.11% | 1,258 | $276K | Add +3.8% |
| CBRE CBRE Group Inc. Class A | 0.10% | 1,547 | $263K | Reduce -0.1% |
| KVUE Kenvue Inc. | 0.10% | 14,654 | $255K | Reduce -25.2% |
| IWN iShares Russell 2000 Value E | 0.10% | 1,246 | $246K | No change |
| UNH Unitedhealth Group Inc. | 0.10% | 700 | $243K | Reduce -54.9% |
Portfolio Sells Q3 2025 → Q4 2025
| VOO Vanguard S&P 500 ETF | Reduce -5.7% | 10.84% | −1.01 |
| MSFT Microsoft Corp. | Reduce -1.1% | 2.42% | −0.62 |
| JPST JPMorgan Ultra-Short Income | Reduce -10.7% | 2.39% | −0.42 |
| DGRO iShares Core Dividend Growth | Reduce -1.3% | 10.46% | −0.24 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.2% | 0.97% | −0.21 |
| NVDA Nvidia Corp. | Reduce -1.9% | 1.75% | −0.18 |
| UNH Unitedhealth Group Inc. | Reduce -54.9% | 0.10% | −0.14 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 2.94% | −0.12 |
| AVGO Broadcom Inc. | Reduce -1.2% | 0.97% | −0.11 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.11 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.11 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.09 |
| NOW ServiceNow Inc. | Reduce -5.3% | 0.14% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 1.13% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -11.1% | 0.32% | −0.08 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -2.3% | 1.35% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -32.3% | 0.14% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -0.1% | 0.50% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -0.5% | 0.80% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.0% | 0.33% | −0.04 |
| IWV iShares Russell 3000 ETF | Reduce -0.6% | 0.96% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -9.0% | 0.17% | −0.03 |
| KVUE Kenvue Inc. | Reduce -25.2% | 0.10% | −0.03 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -1.6% | 0.35% | −0.02 |
| AMD Advanced Micro Devices | Reduce -2.8% | 1.14% | −0.02 |
| D Dominion Energy Inc. | Reduce -1.5% | 0.34% | −0.02 |
| PFE Pfizer Inc. | Reduce -1.4% | 0.33% | −0.02 |
| T AT&T Inc. | Reduce -0.3% | 0.09% | −0.02 |
| HD Home Depot Inc. | Reduce -0.1% | 0.25% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -1.7% | 0.15% | −0.01 |
| PWR Quanta Services Inc. | Reduce -2.1% | 0.45% | −0.00 |
| PEP Pepsico Inc. | Reduce -1.5% | 0.08% | −0.00 |
| OKE Oneok Inc. | Reduce -0.0% | 0.14% | −0.00 |
| PM Philip Morris International | Reduce -0.1% | 0.09% | +0.00 |
| ALB Albemarle Corp. | Reduce -44.1% | 0.09% | +0.00 |
| EMR Emerson Electric Co. | Reduce -0.1% | 0.09% | +0.01 |
| CBRE CBRE Group Inc. Class A | Reduce -0.1% | 0.10% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.0% | 0.74% | +0.01 |
| TFC Truist Financial Corp. | Reduce -0.1% | 0.13% | +0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 0.12% | +0.01 |
| WMT Walmart Inc. | Reduce -1.0% | 0.25% | +0.02 |
| HST Host Hotels & Resorts Inc. | Reduce -4.4% | 0.56% | +0.03 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.59% | +0.04 |
| USB US Bancorp | Reduce -2.5% | 0.57% | +0.05 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.8% | 0.82% | +0.05 |
| LLY Eli Lilly & Co. | Reduce -1.3% | 0.48% | +0.08 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.61% | +0.11 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 1.58% | +0.16 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 1.24% | +0.26 |
Portfolio Buys Q3 2025 → Q4 2025
| IVLU iShares MSCI International V | Add +37.4% | 5.15% | +1.59 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +7.2% | 8.91% | +0.82 |
| FLOT iShares Floating Rate Bond E | New | 0.31% | +0.31 |
| TSLA Tesla Inc. | Add +40.5% | 0.76% | +0.18 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.13% | +0.13 |
| BRNY Burney US Factor Rotation | New | 0.12% | +0.12 |
| V Visa Inc. Class A | Add +24.5% | 1.30% | +0.12 |
| RTX RTX Corp. | New | 0.09% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.08% | +0.08 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.08% | +0.08 |
| SUSL iShares ESG MSCI USA Leaders | New | 0.08% | +0.08 |
| ACWI iShares MSCI Acwi ETF | New | 0.08% | +0.08 |
| BAC Bank of America Corp. | New | 0.08% | +0.08 |
| BIV Vanguard Intermediate-Term B | Add +10.7% | 1.58% | +0.08 |
| DHR Danaher Corp. | Add +4.0% | 0.44% | +0.06 |
| CAT Caterpillar Inc. | Add +0.9% | 0.31% | +0.06 |
| COST Costco Wholesale Corp. | Add +26.3% | 0.21% | +0.05 |
| INTC Intel Corp. | Add +0.1% | 0.12% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.8% | 0.35% | +0.03 |
| CVX Chevron Corp. | Add +0.0% | 0.91% | +0.03 |
| COF Capital One Financial Corp. | Add +0.1% | 0.64% | +0.02 |
| KO The Coca-Cola Co. | Add +0.4% | 0.52% | +0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Add +7.0% | 0.29% | +0.02 |
| RITM Rithm Capital Corp. | Add +1.1% | 0.44% | +0.01 |
| PFXF Vaneck Pref Sec X-Financials | Add +4.9% | 0.65% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +8.8% | 0.25% | +0.01 |
| DOL Wisdomtree TR DVLP Intnl-Usd | Add +1.3% | 0.21% | +0.01 |
| BKNG Booking Holdings Inc. | Add +8.4% | 0.16% | +0.01 |
| HON Honeywell International Inc. | Add +3.8% | 0.11% | +0.00 |
| JEPQ JPM Nasdaq Equity Premium | Add +4.1% | 0.28% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.4% | 0.22% | +0.00 |
| IQLT iShares MSCI International Q | Add +0.6% | 0.53% | −0.00 |
| UNP Union Pacific Corp. | Add +4.9% | 0.46% | −0.01 |
| AMZN Amazon.com Inc. | Add +1.6% | 1.79% | −0.01 |
| ABBV Abbvie Inc. | Add +0.6% | 0.14% | −0.02 |
| GNRC Generac Holdings Inc. | Add +0.6% | 0.68% | −0.03 |
| LH Labcorp Holdings Inc. | Add +1.1% | 0.60% | −0.04 |
| TMUS T-Mobile US Inc. | Add +10.0% | 0.26% | −0.05 |
| PG The Procter & Gamble Co. | Add +1.6% | 0.76% | −0.05 |
| DUK Duke Energy Corp. | Add +2.2% | 0.67% | −0.05 |
| CRM Salesforce Inc. | Add +0.9% | 0.43% | −0.06 |
| ROP Roper Technologies Inc. | Add +1.9% | 0.35% | −0.11 |
| AAPL Apple Inc. | Add +4.7% | 3.57% | −0.16 |
| IWY iShares Russell Top 200 Grow | Add +1.6% | 4.10% | −0.26 |
| ORCL Oracle Corp. | Add +2.1% | 0.50% | −0.35 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 119 | $293.3M | VOO, JMEE, DGRO, IVLU, IWY |
| Q1 2026 | 121 | $263.1M | VOO, JMEE, DGRO, IVLU, IWY |
| Q4 2025 | 118 | $252.8M | VOO, DGRO, JMEE, IVLU, IWY |
| Q3 2025 | 113 | $240.7M | VOO, DGRO, JMEE, IWY, AAPL |
| Q2 2025 | 105 | $212.8M | VOO, DGRO, JMEE, IWY, AAPL |
| Q1 2025 | 104 | $197.1M | VOO, DGRO, JMEE, JPST, AAPL |
| Q4 2024 | 100 | $189.4M | VOO, DGRO, JPST, AAPL, IWY |
| Q3 2024 | 100 | $197.8M | VOO, DGRO, JPST, AAPL, IVV |
| Q2 2024 | 82 | $168.3M | VOO, DGRO, JPST, MSFT, IVV |
| Q1 2024 | 42 | $77.8M | DGRO, JPST, SPTS, XOM, DGRW |