Q1 2026 · 13F-HR
Meridian Financial Partners LLCholdings as filed
Filed 2026-04-15 · accession 0001763722-26-000002
$263.1M
Reported value
121
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD INDEX FDS | $26.6M | 10.1% | 43,965 | Common | NONE |
| 46641Q118 | JMEE | J P MORGAN EXCHANGE TRADED F | $22.9M | 8.72% | 337,943 | Common | NONE |
| 46434V621 | DGRO | ISHARES TR | $22.6M | 8.60% | 320,868 | Common | NONE |
| 46435G409 | IVLU | ISHARES TR | $14.3M | 5.42% | 354,552 | Common | NONE |
| 464289438 | IWY | ISHARES TR | $10.5M | 3.99% | 41,607 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $9.4M | 3.57% | 37,074 | Common | NONE |
| 52110K400 | IDEQ | LAZARD ACTIVE ETF TR | $7.9M | 2.99% | 245,657 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $7.8M | 2.95% | 11,733 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $5.7M | 2.15% | 111,957 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $5.4M | 2.05% | 32,974 | Common | NONE |
| 928031103 | VABK | VIRGINIA NATL BK CHRLOTSVLE | $5.3M | 2.02% | 137,660 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $5.3M | 2.00% | 14,162 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $4.7M | 1.79% | 15,458 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $4.4M | 1.66% | 24,569 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $4.2M | 1.61% | 19,762 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $4.1M | 1.56% | 53,292 | Common | NONE |
| 97717W307 | DLN | WISDOMTREE TR | $3.3M | 1.27% | 37,213 | Common | NONE |
| 97717X669 | DGRW | WISDOMTREE TR | $3.2M | 1.22% | 36,291 | Common | NONE |
| 92826C839 | V | VISA INC | $3.1M | 1.17% | 10,164 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $2.9M | 1.10% | 9,551 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $2.9M | 1.10% | 14,363 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $2.8M | 1.07% | 9,455 | Common | NONE |
| 464287689 | IWV | ISHARES TR | $2.7M | 1.04% | 7,302 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $2.6M | 0.98% | 11,624 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $2.5M | 0.96% | 7,576 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $2.5M | 0.96% | 25,642 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $2.3M | 0.87% | 5,434 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $2.3M | 0.87% | 24,330 | Common | NONE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES INC | $2.1M | 0.79% | 5,891 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.0M | 0.76% | 5,824 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $1.9M | 0.72% | 13,464 | Common | NONE |
| 92189F429 | PFXF | VANECK ETF TRUST | $1.9M | 0.72% | 107,529 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $1.9M | 0.71% | 14,119 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $1.7M | 0.64% | 14,120 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $1.6M | 0.61% | 6,711 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $1.6M | 0.60% | 32,472 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $1.6M | 0.59% | 4,500 | Common | NONE |
| 46434V456 | IQLT | ISHARES TR | $1.5M | 0.58% | 32,407 | Common | NONE |
| 504922105 | LH | LABCORP HOLDINGS INC | $1.5M | 0.57% | 5,594 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.56% | 26,151 | Common | NONE |
| 44107P104 | HST | HOST HOTELS & RESORTS INC | $1.5M | 0.55% | 75,985 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $1.4M | 0.54% | 18,683 | Common | NONE |
| 902973304 | USB | US BANCORP | $1.4M | 0.53% | 25,968 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $1.3M | 0.51% | 2,396 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $1.3M | 0.50% | 5,350 | Common | NONE |
| G54950103 | LIN | LINDE PLC | $1.3M | 0.50% | 2,652 | Common | NONE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $1.3M | 0.50% | 7,232 | Common | NONE |
| 46138J460 | BSCU | INVESCO EXCH TRD SLF IDX FD | $1.3M | 0.50% | 77,848 | Common | NONE |
| 46138J577 | BSCT | INVESCO EXCH TRD SLF IDX FD | $1.3M | 0.48% | 67,831 | Common | NONE |
| 47805L101 | JMSB | JOHN MARSHALL BANCORP INC | $1.2M | 0.45% | 57,619 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $1.1M | 0.43% | 7,986 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $1.1M | 0.41% | 5,587 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.40% | 18,528 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $1.0M | 0.40% | 1,123 | Common | NONE |
| 368736104 | GNRC | GENERAC HLDGS INC | $1.0M | 0.39% | 5,426 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $983,775 | 0.37% | 3,023 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $918,825 | 0.35% | 5,022 | Common | NONE |
| 64828T201 | RITM | RITHM CAPITAL CORP | $911,951 | 0.35% | 95,995 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $907,199 | 0.34% | 33,476 | Common | NONE |
| 235851102 | DHR | DANAHER CORP DEL | $901,000 | 0.34% | 4,717 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $890,693 | 0.34% | 1,229 | Common | NONE |
| 33739E108 | FPE | FIRST TR EXCH TRADED FD III | $884,511 | 0.34% | 49,608 | Common | NONE |
| 25746U109 | D | DOMINION ENERGY INC | $859,388 | 0.33% | 13,709 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $823,288 | 0.31% | 29,625 | Common | NONE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $797,706 | 0.30% | 2,223 | Common | NONE |
| 872590104 | TMUS | T-MOBILE US INC | $747,814 | 0.28% | 3,729 | Common | NONE |
| 46138J643 | BSCS | INVESCO EXCH TRD SLF IDX FD | $738,409 | 0.28% | 36,108 | Common | NONE |
| 921910725 | VSGX | VANGUARD WORLD FD | $711,263 | 0.27% | 9,820 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $687,473 | 0.26% | 1,168 | Common | NONE |
| 931142103 | WMT | WALMART INC | $669,040 | 0.25% | 5,462 | Common | NONE |
| 46435G425 | ESGU | ISHARES TR | $633,409 | 0.24% | 4,414 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $632,500 | 0.24% | 1,323 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $602,799 | 0.23% | 2,270 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $601,410 | 0.23% | 6,115 | Common | NONE |
| 92204A876 | VPU | VANGUARD WORLD FD | $561,144 | 0.21% | 2,806 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $546,272 | 0.21% | 539 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $537,968 | 0.20% | 1,688 | Common | NONE |
| 97717W794 | DOL | WISDOMTREE TR | $536,296 | 0.20% | 7,745 | Common | NONE |
| 132061300 | FYLD | CAMBRIA ETF TR | $476,552 | 0.18% | 12,644 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $448,902 | 0.17% | 2,272 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $443,381 | 0.17% | 6,468 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $419,061 | 0.16% | 5,194 | Common | NONE |
| 682680103 | OKE | ONEOK INC NEW | $409,504 | 0.16% | 4,518 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $407,913 | 0.16% | 917 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $405,591 | 0.15% | 1,655 | Common | NONE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $377,207 | 0.14% | 2,175 | Common | NONE |
| 921910733 | ESGV | VANGUARD WORLD FD | $360,594 | 0.14% | 3,162 | Common | NONE |
| 97717W281 | DGS | WISDOMTREE TR | $356,887 | 0.14% | 5,970 | Common | NONE |
| 74316P579 | AKRE | PROFESIONALLY MANAGED PORTFO | $340,524 | 0.13% | 6,464 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $327,096 | 0.12% | 1,585 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $316,842 | 0.12% | 859 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP | $314,100 | 0.12% | 6,567 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $301,296 | 0.11% | 480 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $294,109 | 0.11% | 2,925 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $289,144 | 0.11% | 5,465 | Common | NONE |
| 02072L649 | BRNY | EA SERIES TRUST | $287,822 | 0.11% | 5,789 | Common | NONE |
| 464287630 | IWN | ISHARES TR | $284,580 | 0.11% | 1,471 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $284,067 | 0.11% | 1,311 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $281,591 | 0.11% | 1,258 | Common | NONE |
| 46138E354 | SPLV | INVESCO EXCH TRADED FD TR II | $280,804 | 0.11% | 3,807 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $280,205 | 0.11% | 1,201 | Common | NONE |
| 00206R102 | T | AT&T INC | $275,644 | 0.10% | 9,830 | Common | NONE |
| 464288257 | ACWI | ISHARES TR | $268,203 | 0.10% | 1,913 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $262,997 | 0.10% | 609 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $257,370 | 0.10% | 3,386 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $244,349 | 0.09% | 1,055 | Common | NONE |
| 20825C104 | COP | CONOCOPHILLIPS | $243,116 | 0.09% | 1,845 | Common | NONE |
| 49177J102 | KVUE | KENVUE INC | $237,722 | 0.09% | 14,209 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $236,366 | 0.09% | 4,701 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $223,848 | 0.09% | 1,131 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $223,636 | 0.08% | 1,420 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $215,566 | 0.08% | 1,407 | Common | NONE |
| 291011104 | EMR | EMERSON ELEC CO | $213,135 | 0.08% | 1,583 | Common | NONE |
| 12504L109 | CBRE | CBRE GROUP INC | $207,996 | 0.08% | 1,507 | Common | NONE |
| 00039J806 | BUFC | AB ACTIVE ETFS INC | $207,763 | 0.08% | 5,086 | Common | NONE |
| 46137V290 | RSPR | INVESCO EXCHANGE TRADED FD T | $207,116 | 0.08% | 6,125 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $205,017 | 0.08% | 311 | Common | NONE |
| 012653101 | ALB | ALBEMARLE CORP | $202,510 | 0.08% | 1,167 | Common | NONE |
| 38149W622 | GPIX | GOLDMAN SACHS ETF TR | $201,783 | 0.08% | 4,010 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $201,031 | 0.08% | 3,496 | Common | NONE |
| 890930209 | TNGY | TORTOISE CAPITAL SERIES TRUS | $127,689 | 0.05% | 12,373 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.