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Meridian Financial Partners LLC — 13F Holdings & Portfolio

CIK 1763722 · latest 13F-HR filed 2026-07-24

Backtest portfolio

Meridian Financial Partners LLC manages $293.3M in 13F-reported U.S. long-equity assets across 119 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (10.41%), JMEE (9.07%), DGRO (8.40%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 9, added to 62, and trimmed 22.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
39 S. 4TH STREET
WARRENTON, VA 20186
Phone
(540) 878-5416
Filing Manager
Meridian Financial Partners LLC
WARRENTON, VA
Signatory
Ashleigh Swayze
Counsel
Loading holdings…
AUM

$293.3M

Long-equity book

Holdings

119

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+7 / −9 / ↑62 / ↓22

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$3.9M +14.6%
  • J P MORGAN EXCHANGE TRADED F$3.7M +15.9%
  • ADVANCED MICRO DEVICES INC$3.4M +133.1%
  • LAZARD ACTIVE ETF TR$3.2M +40.7%
  • ISHARES TR$2.0M +19.4%
Show all 62 →

Top Trims

  • J P MORGAN EXCHANGE TRADED F-$748.8K -51.2%
  • HOST HOTELS & RESORTS INC-$679.8K -46.9%
  • EXXON MOBIL CORP-$662.4K -12.3%
  • L3HARRIS TECHNOLOGIES INC-$420.7K -20.2%
  • J P MORGAN EXCHANGE TRADED F-$359.6K -34.3%
Show all 22 →

New Positions

  • CHOICEONE FINANCIA$239.1K
  • VANGUARD BD INDEX FDS$238.8K
  • NUCOR CORP$236.9K
  • ISHARES TR$225.9K
  • UNITEDHEALTH GROUP INC$223.5K
Show all 7 →

Exited Positions

  • HONEYWELL INTL INC$281.6K
  • ISHARES TR$268.2K
  • TRANE TECHNOLOGIES PLC$263.0K
  • CONOCOPHILLIPS$243.1K
  • PHILIP MORRIS INTL INC$223.6K
Show all 9 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $30.5M 10.41% 44,262 SH
2 J P MORGAN EXCHANGE TRADED F JMEE 46641Q118 $26.6M 9.07% 347,624 SH
3 ISHARES TR DGRO 46434V621 $24.6M 8.40% 317,378 SH
4 ISHARES TR IVLU 46435G409 $15.6M 5.31% 368,005 SH
5 ISHARES TR IWY 464289438 $12.5M 4.27% 43,243 SH
6 LAZARD ACTIVE ETF TR IDEQ 52110K400 $11.1M 3.77% 319,202 SH
7 APPLE INC AAPL 037833100 $10.3M 3.50% 31,340 SH
8 ISHARES TR IVV 464287200 $8.8M 3.00% 11,610 SH
9 ADVANCED MICRO DEVICES INC AMD 007903107 $6.0M 2.05% 11,344 SH
10 VIRGINIA NATL BK CHRLOTSVLE VABK 928031103 $5.8M 1.98% 127,161 SH
11 ALPHABET INC GOOGL 02079K305 $5.5M 1.89% 14,923 SH
12 MICROSOFT CORP MSFT 594918104 $5.5M 1.86% 13,776 SH
13 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $5.4M 1.84% 107,084 SH
14 NVIDIA CORPORATION NVDA 67066G104 $5.1M 1.73% 23,897 SH
15 AMAZON COM INC AMZN 023135106 $4.9M 1.68% 19,338 SH
16 EXXON MOBIL CORP XOM 30231G102 $4.7M 1.62% 32,816 SH
17 VANGUARD BD INDEX FDS BIV 921937819 $4.2M 1.43% 55,184 SH
18 CROWDSTRIKE HLDGS INC CRWD 22788C105 $3.8M 1.31% 18,544 SH
19 ALPHABET INC GOOG 02079K107 $3.5M 1.21% 9,561 SH
20 WISDOMTREE TR DLN 97717W307 $3.5M 1.20% 36,050 SH
21 VISA INC V 92826C839 $3.5M 1.20% 9,910 SH
22 JPMORGAN CHASE & CO JPM 46625H100 $3.5M 1.19% 10,029 SH
23 WISDOMTREE TR DGRW 97717X669 $3.4M 1.15% 34,905 SH
24 ISHARES TR IWV 464287689 $3.1M 1.06% 7,209 SH
25 BROADCOM INC AVGO 11135F101 $3.0M 1.02% 7,586 SH
26 ISHARES TR IWR 464287499 $2.8M 0.96% 25,642 SH
27 CHEVRON CORPORATION CVX 166764100 $2.5M 0.87% 14,006 SH
28 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.4M 0.83% 5,824 SH
29 NEXTERA ENERGY INC NEE 65339F101 $2.1M 0.71% 23,410 SH
30 VANECK ETF TRUST PFXF 92189F429 $2.0M 0.67% 110,458 SH
31 PROCTER & GAMBLE CO PG 742718109 $1.9M 0.66% 13,122 SH
32 TESLA INC TSLA 88160R101 $1.8M 0.61% 4,563 SH
33 DUKE ENERGY CORP NEW DUK 26441C204 $1.7M 0.59% 13,885 SH
34 MERCK & CO INC MRK 58933Y105 $1.7M 0.58% 13,656 SH
35 L3HARRIS TECHNOLOGIES INC LHX 502431109 $1.7M 0.57% 5,804 SH
36 RITHM CAPITAL CORP RITM 64828T201 $1.7M 0.56% 178,929 SH
37 US BANCORP USB 902973304 $1.7M 0.56% 26,187 SH
38 JOHNSON & JOHNSON JNJ 478160104 $1.6M 0.56% 6,632 SH
39 ISHARES TR IQLT 46434V456 $1.6M 0.55% 32,406 SH
40 GOLDMAN SACHS ETF TR GPIX 38149W622 $1.6M 0.54% 28,495 SH
41 UNION PAC CORP UNP 907818108 $1.5M 0.52% 5,248 SH
42 CAPITAL ONE FINL CORP COF 14040H105 $1.5M 0.52% 7,241 SH
43 COCA COLA CO KO 191216100 $1.5M 0.51% 18,067 SH
44 LABCORP HOLDINGS INC LH 504922105 $1.5M 0.50% 5,419 SH
45 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.4M 0.48% 32,559 SH
46 LINDE PLC LIN G54950103 $1.4M 0.47% 2,658 SH
47 QUANTA SVCS INC PWR 74762E102 $1.3M 0.45% 2,048 SH
48 VANGUARD INDEX FDS VTI 922908769 $1.3M 0.44% 3,498 SH
49 ELI LILLY & CO LLY 532457108 $1.3M 0.44% 1,114 SH
50 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $1.3M 0.43% 76,587 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $293.3M 119 0001763722-26-000003
2026-03-31 2026-04-15 $263.1M 121 0001763722-26-000002
2025-12-31 2026-02-05 $252.8M 118 0001763722-26-000001