Q2 2026 · 13F-HR
Meridian Financial Partners LLCholdings as filed
Filed 2026-07-24 · accession 0001763722-26-000003
$293.3M
Reported value
119
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD INDEX FDS | $30.5M | 10.4% | 44,262 | Common | NONE |
| 46641Q118 | JMEE | J P MORGAN EXCHANGE TRADED F | $26.6M | 9.07% | 347,624 | Common | NONE |
| 46434V621 | DGRO | ISHARES TR | $24.6M | 8.40% | 317,378 | Common | NONE |
| 46435G409 | IVLU | ISHARES TR | $15.6M | 5.31% | 368,005 | Common | NONE |
| 464289438 | IWY | ISHARES TR | $12.5M | 4.27% | 43,243 | Common | NONE |
| 52110K400 | IDEQ | LAZARD ACTIVE ETF TR | $11.1M | 3.77% | 319,202 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $10.3M | 3.50% | 31,340 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $8.8M | 3.00% | 11,610 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $6.0M | 2.05% | 11,344 | Common | NONE |
| 928031103 | VABK | VIRGINIA NATL BK CHRLOTSVLE | $5.8M | 1.98% | 127,161 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $5.5M | 1.89% | 14,923 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $5.5M | 1.86% | 13,776 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $5.4M | 1.84% | 107,084 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.1M | 1.73% | 23,897 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $4.9M | 1.68% | 19,338 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $4.7M | 1.62% | 32,816 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $4.2M | 1.43% | 55,184 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $3.8M | 1.31% | 18,544 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $3.5M | 1.21% | 9,561 | Common | NONE |
| 97717W307 | DLN | WISDOMTREE TR | $3.5M | 1.20% | 36,050 | Common | NONE |
| 92826C839 | V | VISA INC | $3.5M | 1.20% | 9,910 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $3.5M | 1.19% | 10,029 | Common | NONE |
| 97717X669 | DGRW | WISDOMTREE TR | $3.4M | 1.15% | 34,905 | Common | NONE |
| 464287689 | IWV | ISHARES TR | $3.1M | 1.06% | 7,209 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $3.0M | 1.02% | 7,586 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $2.8M | 0.96% | 25,642 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $2.5M | 0.87% | 14,006 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.4M | 0.83% | 5,824 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $2.1M | 0.71% | 23,410 | Common | NONE |
| 92189F429 | PFXF | VANECK ETF TRUST | $2.0M | 0.67% | 110,458 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $1.9M | 0.66% | 13,122 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $1.8M | 0.61% | 4,563 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $1.7M | 0.59% | 13,885 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $1.7M | 0.58% | 13,656 | Common | NONE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES INC | $1.7M | 0.57% | 5,804 | Common | NONE |
| 64828T201 | RITM | RITHM CAPITAL CORP | $1.7M | 0.56% | 178,929 | Common | NONE |
| 902973304 | USB | US BANCORP | $1.7M | 0.56% | 26,187 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $1.6M | 0.56% | 6,632 | Common | NONE |
| 46434V456 | IQLT | ISHARES TR | $1.6M | 0.55% | 32,406 | Common | NONE |
| 38149W622 | GPIX | GOLDMAN SACHS ETF TR | $1.6M | 0.54% | 28,495 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $1.5M | 0.52% | 5,248 | Common | NONE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $1.5M | 0.52% | 7,241 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $1.5M | 0.51% | 18,067 | Common | NONE |
| 504922105 | LH | LABCORP HOLDINGS INC | $1.5M | 0.50% | 5,419 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $1.4M | 0.48% | 32,559 | Common | NONE |
| G54950103 | LIN | LINDE PLC | $1.4M | 0.47% | 2,658 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $1.3M | 0.45% | 2,048 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $1.3M | 0.44% | 3,498 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $1.3M | 0.44% | 1,114 | Common | NONE |
| 46138J460 | BSCU | INVESCO EXCH TRD SLF IDX FD | $1.3M | 0.43% | 76,587 | Common | NONE |
| 46138J577 | BSCT | INVESCO EXCH TRD SLF IDX FD | $1.3M | 0.43% | 68,041 | Common | NONE |
| 47805L101 | JMSB | JOHN MARSHALL BANCORP INC | $1.3M | 0.43% | 57,619 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $1.2M | 0.42% | 5,627 | Common | NONE |
| 368736104 | GNRC | GENERAC HLDGS INC | $1.2M | 0.40% | 5,208 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $1.0M | 0.34% | 7,590 | Common | NONE |
| 25746U109 | D | DOMINION ENERGY INC | $1.0M | 0.34% | 14,158 | Common | NONE |
| 235851102 | DHR | DANAHER CORP DEL | $919,624 | 0.31% | 4,580 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $912,007 | 0.31% | 997 | Common | NONE |
| 33739E108 | FPE | FIRST TR EXCH TRADED FD III | $908,665 | 0.31% | 50,622 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $854,893 | 0.29% | 1,211 | Common | NONE |
| 921910725 | VSGX | VANGUARD WORLD FD | $813,185 | 0.28% | 10,022 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $810,165 | 0.28% | 32,642 | Common | NONE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $784,182 | 0.27% | 2,250 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $776,550 | 0.26% | 4,650 | Common | NONE |
| 46435G425 | ESGU | ISHARES TR | $774,120 | 0.26% | 4,669 | Common | NONE |
| 44107P104 | HST | HOST HOTELS & RESORTS INC | $770,787 | 0.26% | 32,386 | Common | NONE |
| 46138J643 | BSCS | INVESCO EXCH TRD SLF IDX FD | $721,881 | 0.25% | 35,395 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $713,550 | 0.24% | 12,041 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $705,657 | 0.24% | 30,041 | Common | NONE |
| 872590104 | TMUS | T-MOBILE US INC | $688,753 | 0.23% | 3,671 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $687,578 | 0.23% | 12,067 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $673,923 | 0.23% | 1,380 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $639,935 | 0.22% | 6,115 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $633,819 | 0.22% | 2,134 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $569,369 | 0.19% | 5,094 | Common | NONE |
| 97717W794 | DOL | WISDOMTREE TR | $531,388 | 0.18% | 7,145 | Common | NONE |
| 92204A876 | VPU | VANGUARD WORLD FD | $516,241 | 0.18% | 2,639 | Common | NONE |
| 931142103 | WMT | WALMART INC | $509,311 | 0.17% | 4,526 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $494,153 | 0.17% | 539 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $489,175 | 0.17% | 6,468 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $482,750 | 0.16% | 5,501 | Common | NONE |
| 132061300 | FYLD | CAMBRIA ETF TR | $482,157 | 0.16% | 12,665 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $468,356 | 0.16% | 1,372 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $457,449 | 0.16% | 1,108 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $454,337 | 0.15% | 2,089 | Common | NONE |
| 921910733 | ESGV | VANGUARD WORLD FD | $452,250 | 0.15% | 3,375 | Common | NONE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $433,618 | 0.15% | 2,372 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $414,826 | 0.14% | 4,028 | Common | NONE |
| 682680103 | OKE | ONEOK INC NEW | $397,930 | 0.14% | 4,371 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $386,914 | 0.13% | 1,585 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $367,910 | 0.13% | 1,742 | Common | NONE |
| 74316P579 | AKRE | PROFESIONALLY MANAGED PORTFO | $357,782 | 0.12% | 6,464 | Common | NONE |
| 97717W281 | DGS | WISDOMTREE TR | $351,395 | 0.12% | 5,519 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP | $346,738 | 0.12% | 6,567 | Common | NONE |
| 46138E354 | SPLV | INVESCO EXCH TRADED FD TR II | $340,921 | 0.12% | 4,431 | Common | NONE |
| 02072L649 | BRNY | EA SERIES TRUST | $339,007 | 0.12% | 5,789 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $330,798 | 0.11% | 643 | Common | NONE |
| 464287630 | IWN | ISHARES TR | $319,985 | 0.11% | 1,446 | Common | NONE |
| 060505104 | BAC | BANK OF AMER CORP | $296,987 | 0.10% | 4,822 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $279,593 | 0.10% | 1,201 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $268,793 | 0.09% | 1,087 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $263,123 | 0.09% | 1,255 | Common | NONE |
| 49177J102 | KVUE | KENVUE INC | $258,995 | 0.09% | 13,850 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $253,630 | 0.09% | 3,051 | Common | NONE |
| 170386106 | COFS | CHOICEONE FINANCIA | $239,115 | 0.08% | 7,125 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $238,850 | 0.08% | 3,280 | Common | NONE |
| 670346105 | NUE | NUCOR CORP | $236,870 | 0.08% | 1,000 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $235,014 | 0.08% | 2,244 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $230,217 | 0.08% | 305 | Common | NONE |
| 46435U218 | SUSL | ISHARES TR | $225,934 | 0.08% | 1,695 | Common | NONE |
| 46137V290 | RSPR | INVESCO EXCHANGE TRADED FD T | $224,468 | 0.08% | 6,125 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $223,490 | 0.08% | 534 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $221,552 | 0.08% | 1,131 | Common | NONE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $221,422 | 0.08% | 727 | Common | NONE |
| 00039J806 | BUFC | AB ACTIVE ETFS INC | $217,605 | 0.07% | 5,086 | Common | NONE |
| 291011104 | EMR | EMERSON ELEC CO | $215,684 | 0.07% | 1,583 | Common | NONE |
| 00206R102 | T | AT&T INC | $215,400 | 0.07% | 10,051 | Common | NONE |
| 12504L109 | CBRE | CBRE GROUP INC | $213,105 | 0.07% | 1,507 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $211,430 | 0.07% | 798 | 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.