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

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 Q3 2025 Q4 2025: $252.8M $252.8M Q4 2025 Q1 2026: $263.1M Q1 2026 Q2 2026: $293.3M Q2 2026

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%
TT Trane Technologies PLC 0.10% 609 $241K No change
PM Philip Morris International 0.09% 1,420 $240K Reduce -0.1%
EMR Emerson Electric Co. 0.09% 1,583 $237K Reduce -0.1%
ALB Albemarle Corp. 0.09% 1,304 $235K Reduce -44.1%
BNDX Vanguard Total Intl Bond ETF 0.09% 4,827 $234K No change
T AT&T Inc. 0.09% 9,708 $228K Reduce -0.3%
WM Waste Management Inc. 0.09% 1,000 $226K No change
RTX RTX Corp. 0.09% 1,119 $221K New
IWD iShares Russell 1000 Value E 0.09% 1,002 $220K No change
RSPR Invesco S&P 500 Equal Weight 0.08% 6,125 $212K No change
BUFC AB Conservative Buffer ETF filed as AB ACTIVE ETFS INC 0.08% 5,086 $211K No change
PEP Pepsico Inc. 0.08% 1,426 $209K Reduce -1.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 1,050 $208K New
SPLV Invesco S&P 500 Low Volatili 0.08% 2,810 $205K New
SUSL iShares ESG MSCI USA Leaders 0.08% 1,669 $205K New
ACWI iShares MSCI Acwi ETF 0.08% 1,418 $204K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 3,885 $202K New
TNGY Tortoise Energy ETF 0.04% 12,373 $114K No change

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

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