Meridian Financial Partners LLC

Name: Meridian Financial Partners LLC 13F holdings, Q1 2026
Creator: Meridian Financial Partners LLC
Published: 2026-04-15

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Meridian Financial Partners LLC reported 121 stock positions worth $263.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.1% of the portfolio, followed by JPM Sma & Mid Cap En Eq Et-U (JMEE, 8.7%) and iShares Core Dividend Growth (DGRO, 8.6%). Compared with Q4 2025, it opened 7 new positions, sold out of 4, added to 69 and reduced 24. The biggest buy was a new position in Lazard Intl Dynamic Eqy ETF (IDEQ) and the biggest sale iShares Core Dividend Growth (DGRO, shares −14%).

Most Recent 13F: Q2 2026
Location: WARRENTON, VA
CIK: 0001763722
Portfolio Value: $263.1M (Q1 2026)
SEC Filing: 0001763722-26-000002 ↗ filed Apr 15, 2026

Holdings Value

Holdings 121 stocks · $263.1M


VOO Vanguard S&P 500 ETF	10.13%	43,965	$26.6M	Add +1.1%
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F	8.72%	337,943	$22.9M	Add +3.4%
DGRO iShares Core Dividend Growth	8.60%	320,868	$22.6M	Reduce -13.6%
IVLU iShares MSCI International V	5.42%	354,552	$14.3M	Add +7.3%
IWY iShares Russell Top 200 Grow	3.99%	41,607	$10.5M	Add +8.1%
AAPL Apple Inc.	3.57%	37,074	$9.4M	Add +1.8%
IDEQ Lazard Intl Dynamic Eqy ETF	2.99%	245,657	$7.9M	New
IVV iShares Core S&P 500 ETF	2.95%	11,733	$7.8M	Add +8.8%
JPST JPMorgan Ultra-Short Income	2.15%	111,957	$5.7M	Reduce -5.9%
XOM Exxon Mobil Corp.	2.05%	32,974	$5.4M	Add +10.3%
VABK Virginia National Bankshares	2.02%	137,660	$5.3M	Reduce -2.5%
MSFT Microsoft Corp.	2.00%	14,162	$5.3M	Add +2.8%
GOOGL Alphabet Inc. Class A	1.79%	15,458	$4.7M	Add +2.0%
NVDA Nvidia Corp.	1.66%	24,569	$4.4M	Add +1.6%
AMZN Amazon.com Inc.	1.61%	19,762	$4.2M	Add +0.8%
BIV Vanguard Intermediate-Term B	1.56%	53,292	$4.1M	Add +3.6%
DLN Wisdomtree US Largecap Divid	1.27%	37,213	$3.3M	Reduce -0.3%
DGRW Wisdomtree U.S. Quality Divi	1.22%	36,291	$3.2M	Reduce -3.5%
V Visa Inc. Class A	1.17%	10,164	$3.1M	Add +0.6%
GOOG Alphabet Inc. Class C	1.10%	9,551	$2.9M	Add +0.4%
CVX Chevron Corp.	1.10%	14,363	$2.9M	Add +3.9%
JPM JPMorgan Chase & Co.	1.07%	9,455	$2.8M	Reduce -0.1%
IWV iShares Russell 3000 ETF	1.04%	7,302	$2.7M	Add +17.9%
AMD Advanced Micro Devices	0.98%	11,624	$2.6M	Add +0.5%
AVGO Broadcom Inc.	0.96%	7,576	$2.5M	Add +1.3%
IWR iShares Russell Mid-Cap ETF	0.96%	25,642	$2.5M	Add +9.2%
CRWD CrowdStrike Holdings Inc. Class A	0.87%	5,434	$2.3M	Reduce -1.0%
NEE Nextera Energy Inc.	0.87%	24,330	$2.3M	Add +0.6%
LHX L3HARRIS Technologies Inc.	0.79%	5,891	$2.1M	Reduce -0.6%
TSM Taiwan Semiconductor-SP ADR	0.76%	5,824	$2.0M	Add +2.1%
PG The Procter & Gamble Co.	0.72%	13,464	$1.9M	Add +2.6%
PFXF Vaneck Pref Sec X-Financials	0.72%	107,529	$1.9M	Add +21.2%
DUK Duke Energy Corp.	0.71%	14,119	$1.9M	Reduce -0.1%
MRK Merck & Co. Inc.	0.64%	14,120	$1.7M	Add +1.7%
JNJ Johnson & Johnson	0.61%	6,711	$1.6M	Reduce -2.2%
VZ Verizon Communications Inc.	0.60%	32,472	$1.6M	Add +1.6%
TSLA Tesla Inc.	0.59%	4,500	$1.6M	Add +0.6%
IQLT iShares MSCI International Q	0.58%	32,407	$1.5M	Add +13.7%
LH Labcorp Holdings Inc.	0.57%	5,594	$1.5M	No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F	0.56%	26,151	$1.5M	Add +116.5%
HST Host Hotels & Resorts Inc.	0.55%	75,985	$1.5M	Add +0.1%
KO The Coca-Cola Co.	0.54%	18,683	$1.4M	Add +2.4%
USB US Bancorp	0.53%	25,968	$1.4M	Add +0.1%
PWR Quanta Services Inc.	0.51%	2,396	$1.3M	Reduce -0.4%
UNP Union Pacific Corp.	0.50%	5,350	$1.3M	Add +5.3%
LIN Linde PLC	0.50%	2,652	$1.3M	New
COF Capital One Financial Corp.	0.50%	7,232	$1.3M	Add +2.8%
BSCU Invesco Bulletshares 2030 CB	0.50%	77,848	$1.3M	Add +255.4%
BSCT Invesco Bulletshares 2029 CB	0.48%	67,831	$1.3M	Add +258.6%
JMSB John Marshall Bancorp Inc.	0.45%	57,619	$1.2M	No change
ORCL Oracle Corp.	0.43%	7,986	$1.1M	Add +10.9%
QUAL iShares MSCI USA Quality Fac	0.41%	5,587	$1.1M	No change
JEPI JPMorgan Equity Premium Inco	0.40%	18,528	$1.0M	Add +206.3%
LLY Eli Lilly & Co.	0.40%	1,123	$1.0M	Reduce -0.2%
GNRC Generac Holdings Inc.	0.39%	5,426	$1.0M	Reduce -46.0%
VTI VG Morningstar TS MKT ETF-US	0.37%	3,023	$984K	Add +15.6%
CRM Salesforce Inc.	0.35%	5,022	$919K	Add +2.5%
RITM Rithm Capital Corp.	0.35%	95,995	$912K	Add +2.1%
PFE Pfizer Inc.	0.34%	33,476	$907K	Add +2.7%
DHR Danaher Corp.	0.34%	4,717	$901K	Add +3.8%
CAT Caterpillar Inc.	0.34%	1,229	$891K	Add +1.1%
FPE FT-Preferred Secur & Inc. ETF	0.34%	49,608	$885K	Add +2.2%
D Dominion Energy Inc.	0.33%	13,709	$859K	Reduce -1.5%
CMCSA Comcast Corp. Class A	0.31%	29,625	$823K	Add +7.2%
ROP Roper Technologies Inc.	0.30%	2,223	$798K	Add +1.4%
TMUS T-Mobile US Inc.	0.28%	3,729	$748K	Add +3.0%
BSCS Invesco Bulletshares 2028 CB	0.28%	36,108	$738K	New
VSGX Vanguard ESG Intl Stock ETF	0.27%	9,820	$711K	Add +0.3%
QQQ Invesco QQQ Trust Series 1	0.26%	1,168	$687K	Reduce -14.9%
WMT Walmart Inc.	0.25%	5,462	$669K	Add +1.6%
ESGU iShares ESG Aware MSCI USA	0.24%	4,414	$633K	Add +2.3%
BRK.B Berkshire Hathaway Inc. Class B	0.24%	1,323	$633K	Add +16.6%
VB Vanguard Most SM-Cap ETF-Usd	0.23%	2,270	$603K	Add +41.9%
EFA iShares MSCI Eafe ETF	0.23%	6,115	$601K	Add +43.7%
VPU Vanguard Utilities ETF	0.21%	2,806	$561K	No change
COST Costco Wholesale Corp.	0.21%	539	$546K	Add +1.9%
HD Home Depot Inc.	0.20%	1,688	$538K	Add +1.6%
DOL Wisdomtree TR DVLP Intnl-Usd	0.20%	7,745	$536K	No change
FYLD Cambria Foreign Shareholder	0.18%	12,644	$477K	No change
VTV Vanguard Mrngstr Val ETF-Aui	0.17%	2,272	$449K	Add +116.4%
IJH iShares Core S&P Midcap ETF	0.17%	6,468	$443K	No change
CSCO Cisco Systems Inc.	0.16%	5,194	$419K	Add +2.0%
OKE Oneok Inc.	0.16%	4,518	$410K	No change
VUG Vanguard Mrngstar GR ETF-Sui	0.15%	917	$408K	Reduce -1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.15%	1,655	$406K	Reduce -1.0%
BKNG Booking Holdings Inc.	0.14%	2,175	$377K	Add +2724.7%
ESGV Vanguard ESG US Stock ETF	0.14%	3,162	$361K	Add +2.5%
DGS Wisdomtree Em Small Cap	0.14%	5,970	$357K	No change
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO	0.13%	6,464	$341K	New
ABBV Abbvie Inc.	0.12%	1,585	$327K	Add +0.2%
ETN Eaton Corp. PLC	0.12%	859	$317K	No change
TFC Truist Financial Corp.	0.12%	6,567	$314K	Reduce -0.7%
LMT Lockheed Martin Corp.	0.11%	480	$301K	No change
NOW ServiceNow Inc.	0.11%	2,925	$294K	Add +3.2%
INTC Intel Corp.	0.11%	5,465	$289K	No change
BRNY Burney US Factor Rotation	0.11%	5,789	$288K	No change
IWN iShares Russell 2000 Value E	0.11%	1,471	$285K	Add +18.1%
IWD iShares Russell 1000 Value E	0.11%	1,311	$284K	Add +30.8%
HON Honeywell International Inc.	0.11%	1,258	$282K	No change
SPLV Invesco S&P 500 Low Volatili	0.11%	3,807	$281K	Add +35.5%
WM Waste Management Inc.	0.11%	1,201	$280K	Add +20.1%
T AT&T Inc.	0.10%	9,830	$276K	Add +1.3%
ACWI iShares MSCI Acwi ETF	0.10%	1,913	$268K	Add +34.9%
TT Trane Technologies PLC	0.10%	609	$263K	No change
VEU Vanguard Ftse All-World Ex-U	0.10%	3,386	$257K	Reduce -8.7%
LOW Lowe's Cos Inc.	0.09%	1,055	$244K	No change
COP Conocophillips	0.09%	1,845	$243K	New
KVUE Kenvue Inc.	0.09%	14,209	$238K	Reduce -3.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.09%	4,701	$236K	Add +21.0%
RTX RTX Corp.	0.09%	1,131	$224K	Add +1.1%
PM Philip Morris International	0.09%	1,420	$224K	No change
PEP Pepsico Inc.	0.08%	1,407	$216K	Reduce -1.3%
EMR Emerson Electric Co.	0.08%	1,583	$213K	No change
CBRE CBRE Group Inc. Class A	0.08%	1,507	$208K	Reduce -2.6%
BUFC AB Conservative Buffer ETF filed as AB ACTIVE ETFS INC	0.08%	5,086	$208K	No change
RSPR Invesco S&P 500 Equal Weight	0.08%	6,125	$207K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.08%	311	$205K	New
ALB Albemarle Corp.	0.08%	1,167	$203K	Reduce -10.5%
GPIX GLDM SA S&P 500 PR in ETF-US	0.08%	4,010	$202K	Reduce -35.5%
MDLZ Mondelez International Inc. Class A	0.08%	3,496	$201K	New
TNGY Tortoise Energy ETF	0.05%	12,373	$128K	No change

Portfolio Sells Q4 2025 → Q1 2026


DGRO iShares Core Dividend Growth	Reduce -13.6%	8.60%	−1.86
FLOT iShares Floating Rate Bond E	Sold out	0.00%	−0.31
GNRC Generac Holdings Inc.	Reduce -46.0%	0.39%	−0.29
VABK Virginia National Bankshares	Reduce -2.5%	2.02%	−0.28
JPST JPMorgan Ultra-Short Income	Reduce -5.9%	2.15%	−0.24
DGRW Wisdomtree U.S. Quality Divi	Reduce -3.5%	1.22%	−0.13
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.10
CRWD CrowdStrike Holdings Inc. Class A	Reduce -1.0%	0.87%	−0.09
BNDX Vanguard Total Intl Bond ETF	Sold out	0.00%	−0.09
LLY Eli Lilly & Co.	Reduce -0.2%	0.40%	−0.08
SUSL iShares ESG MSCI USA Leaders	Sold out	0.00%	−0.08
QQQ Invesco QQQ Trust Series 1	Reduce -14.9%	0.26%	−0.07
JPM JPMorgan Chase & Co.	Reduce -0.1%	1.07%	−0.06
DLN Wisdomtree US Largecap Divid	Reduce -0.3%	1.27%	−0.05
GPIX GLDM SA S&P 500 PR in ETF-US	Reduce -35.5%	0.08%	−0.05
IBM Intl Business Machines Corp.	Reduce -1.0%	0.15%	−0.04
CBRE CBRE Group Inc. Class A	Reduce -2.6%	0.08%	−0.03
LHX L3HARRIS Technologies Inc.	Reduce -0.6%	0.79%	−0.02
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -1.1%	0.15%	−0.02
ALB Albemarle Corp.	Reduce -10.5%	0.08%	−0.02
VEU Vanguard Ftse All-World Ex-U	Reduce -8.7%	0.10%	−0.01
TFC Truist Financial Corp.	Reduce -0.7%	0.12%	−0.01
KVUE Kenvue Inc.	Reduce -3.0%	0.09%	−0.01
D Dominion Energy Inc.	Reduce -1.5%	0.33%	−0.01
PEP Pepsico Inc.	Reduce -1.3%	0.08%	−0.00
JNJ Johnson & Johnson	Reduce -2.2%	0.61%	+0.02
DUK Duke Energy Corp.	Reduce -0.1%	0.71%	+0.04
PWR Quanta Services Inc.	Reduce -0.4%	0.51%	+0.06

Portfolio Buys Q4 2025 → Q1 2026


IDEQ Lazard Intl Dynamic Eqy ETF	New	2.99%	+2.99
LIN Linde PLC	New	0.50%	+0.50
XOM Exxon Mobil Corp.	Add +10.3%	2.05%	+0.47
BSCU Invesco Bulletshares 2030 CB	Add +255.4%	0.50%	+0.35
BSCT Invesco Bulletshares 2029 CB	Add +258.6%	0.48%	+0.34
BSCS Invesco Bulletshares 2028 CB	New	0.28%	+0.28
JEPQ JPM Nasdaq Equity Premium	Add +116.5%	0.56%	+0.28
IVLU iShares MSCI International V	Add +7.3%	5.42%	+0.26
JEPI JPMorgan Equity Premium Inco	Add +206.3%	0.40%	+0.26
CVX Chevron Corp.	Add +3.9%	1.10%	+0.19
AKRE Akre Focus ETF	New	0.13%	+0.13
VZ Verizon Communications Inc.	Add +1.6%	0.60%	+0.10
COP Conocophillips	New	0.09%	+0.09
VTV Vanguard Mrngstr Val ETF-Aui	Add +116.4%	0.17%	+0.09
IWV iShares Russell 3000 ETF	Add +17.9%	1.04%	+0.08
SPY SS SPDR S&P 500 ETF Trust-US	New	0.08%	+0.08
MDLZ Mondelez International Inc. Class A	New	0.08%	+0.08
PFXF Vaneck Pref Sec X-Financials	Add +21.2%	0.72%	+0.07
NEE Nextera Energy Inc.	Add +0.6%	0.87%	+0.06
EFA iShares MSCI Eafe ETF	Add +43.7%	0.23%	+0.06
VB Vanguard Most SM-Cap ETF-Usd	Add +41.9%	0.23%	+0.05
IQLT iShares MSCI International Q	Add +13.7%	0.58%	+0.05
UNP Union Pacific Corp.	Add +5.3%	0.50%	+0.04
MRK Merck & Co. Inc.	Add +1.7%	0.64%	+0.03
TSM Taiwan Semiconductor-SP ADR	Add +2.1%	0.76%	+0.03
CAT Caterpillar Inc.	Add +1.1%	0.34%	+0.03
SPLV Invesco S&P 500 Low Volatili	Add +35.5%	0.11%	+0.03
IWR iShares Russell Mid-Cap ETF	Add +9.2%	0.96%	+0.02
BRK.B Berkshire Hathaway Inc. Class B	Add +16.6%	0.24%	+0.02
VTI VG Morningstar TS MKT ETF-US	Add +15.6%	0.37%	+0.02
TMUS T-Mobile US Inc.	Add +3.0%	0.28%	+0.02
ACWI iShares MSCI Acwi ETF	Add +34.9%	0.10%	+0.02
IWD iShares Russell 1000 Value E	Add +30.8%	0.11%	+0.02
KO The Coca-Cola Co.	Add +2.4%	0.54%	+0.02
IVV iShares Core S&P 500 ETF	Add +8.8%	2.95%	+0.02
WM Waste Management Inc.	Add +20.1%	0.11%	+0.02
T AT&T Inc.	Add +1.3%	0.10%	+0.01
PFE Pfizer Inc.	Add +2.7%	0.34%	+0.01
CSCO Cisco Systems Inc.	Add +2.0%	0.16%	+0.01
IWN iShares Russell 2000 Value E	Add +18.1%	0.11%	+0.01
BAC Bank of America Corp.	Add +21.0%	0.09%	+0.01
AAPL Apple Inc.	Add +1.8%	3.57%	+0.01
COST Costco Wholesale Corp.	Add +1.9%	0.21%	+0.00
WMT Walmart Inc.	Add +1.6%	0.25%	+0.00
RTX RTX Corp.	Add +1.1%	0.09%	−0.00
CMCSA Comcast Corp. Class A	Add +7.2%	0.31%	−0.00
HST Host Hotels & Resorts Inc.	Add +0.1%	0.55%	−0.01
ESGV Vanguard ESG US Stock ETF	Add +2.5%	0.14%	−0.01
ABBV Abbvie Inc.	Add +0.2%	0.12%	−0.01
AVGO Broadcom Inc.	Add +1.3%	0.96%	−0.01

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