Meridian Financial Partners LLC

CIK 0001763722 • 6 13F filings • Apr 14, 2025 – Jul 24, 2026

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Filer information

Filed by: Meridian Financial Partners LLC, Counsel
Address: 39 S. 4TH STREET, WARRENTON, VA, 20186
Phone: 6463953900
AUM: $252.8M

AUM over time

$293.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $252.8M118 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	CONSERVATIVE	$211K	0.1%Prev: 0.1%	5,086 SH	Increased
ABBVIE INC	COM	$342K	0.1%Prev: 0.2%	1,582 SH	Decreased+9 SH
ADVANCED MICRO DEVICES INC	COM	$2.9M	1.1%Prev: 1.2%	11,567 SH	Increased-337 SH
ALBEMARLE CORP	COM	$235K	0.1%Prev: 0.1%	1,304 SH	Increased-1,027 SH
ALPHABET INC	CAP STK CL A	$5.0M	2.0%Prev: 1.6%	15,150 SH	Increased-413 SH
ALPHABET INC	CAP STK CL C	$3.1M	1.2%Prev: 1.0%	9,513 SH	Increased-86 SH
AMAZON COM INC	COM	$4.5M	1.8%Prev: 1.8%	19,609 SH	Increased+300 SH
APPLE INC	COM	$9.0M	3.6%Prev: 3.7%	36,404 SH	Increased+1,639 SH
AT&T INC	COM	$228K	0.1%Prev: 0.1%	9,708 SH	Decreased-26 SH
BANK AMERICA CORP	COM	$202K	0.1%	3,885 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$549K	0.2%Prev: 0.2%	1,135 SH	Increased+98 SH
BOOKING HOLDINGS INC	COM	$398K	0.2%Prev: 0.2%	77 SH	Increased+6 SH
BROADCOM INC	COM	$2.5M	1.0%Prev: 1.1%	7,477 SH	Decreased-88 SH
CAMBRIA ETF TR	CAMBRIA FGN SHR	$433K	0.2%Prev: 0.2%	12,644 SH	Increased
CAPITAL ONE FINL CORP	COM	$1.6M	0.6%Prev: 0.6%	7,032 SH	Increased+5 SH
CATERPILLAR INC	COM	$784K	0.3%Prev: 0.3%	1,215 SH	Increased+11 SH
CBRE GROUP INC	CL A	$263K	0.1%Prev: 0.1%	1,547 SH	Increased-1 SH
CHEVRON CORP NEW	COM	$2.3M	0.9%Prev: 0.9%	13,827 SH	Increased+4 SH
CISCO SYS INC	COM	$375K	0.1%Prev: 0.1%	5,094 SH	Increased
COCA COLA CO	COM	$1.3M	0.5%Prev: 0.5%	18,249 SH	Increased+80 SH
COMCAST CORP NEW	CL A	$798K	0.3%Prev: 0.4%	27,635 SH	Decreased-3,440 SH
COSTCO WHSL CORP NEW	COM	$520K	0.2%Prev: 0.2%	529 SH	Increased+110 SH
CROWDSTRIKE HLDGS INC	CL A	$2.4M	1.0%Prev: 1.2%	5,491 SH	Decreased-68 SH
DANAHER CORPORATION	COM	$1.1M	0.4%Prev: 0.4%	4,546 SH	Increased+173 SH
DOMINION ENERGY INC	COM	$848K	0.3%Prev: 0.4%	13,921 SH	Decreased-215 SH
DUKE ENERGY CORP NEW	COM NEW	$1.7M	0.7%Prev: 0.7%	14,136 SH	Decreased+307 SH
EA SERIES TRUST	BURNEY US FCTR	$295K	0.1%	5,789 SH	New
EATON CORP PLC	SHS	$290K	0.1%Prev: 0.1%	859 SH	Decreased
ELI LILLY & CO	COM	$1.2M	0.5%Prev: 0.4%	1,125 SH	Increased-15 SH
EMERSON ELEC CO	COM	$237K	0.1%Prev: 0.1%	1,583 SH	Increased-1 SH
EXXON MOBIL CORP	COM	$4.0M	1.6%Prev: 1.4%	29,882 SH	Increased-21 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$888K	0.4%Prev: 0.4%	48,559 SH	Decreased-776 SH
GENERAC HLDGS INC	COM	$1.7M	0.7%Prev: 0.7%	10,056 SH	Increased+61 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$328K	0.1%	6,219 SH	New
HOME DEPOT INC	COM	$639K	0.3%Prev: 0.3%	1,661 SH	Increased-1 SH
HONEYWELL INTL INC	COM	$276K	0.1%Prev: 0.1%	1,258 SH	Increased+46 SH
HOST HOTELS & RESORTS INC	COM	$1.4M	0.6%Prev: 0.5%	75,906 SH	Increased-3,460 SH
INTEL CORP	COM	$296K	0.1%Prev: 0.1%	5,465 SH	Increased+4 SH
INTERNATIONAL BUSINESS MACHS	COM	$497K	0.2%Prev: 0.2%	1,672 SH	Increased
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$205K	0.1%	2,810 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$355K	0.1%Prev: 0.1%	18,915 SH	Decreased
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$369K	0.1%Prev: 0.2%	21,905 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL REL	$212K	0.1%Prev: 0.1%	6,125 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$846K	0.3%Prev: 0.4%	1,372 SH	Decreased-120 SH
ISHARES TR	CORE DIV GRWTH	$26.4M	10.5%Prev: 10.7%	371,170 SH	Increased-4,816 SH
ISHARES TR	CORE S&P MCP ETF	$455K	0.2%Prev: 0.2%	6,468 SH	Increased
ISHARES TR	CORE S&P500 ETF	$7.4M	2.9%Prev: 3.1%	10,782 SH	Increased-82 SH
ISHARES TR	ESG AWR MSCI USA	$644K	0.3%Prev: 0.2%	4,316 SH	Increased+349 SH
ISHARES TR	ESG MSCI LEADR	$205K	0.1%	1,669 SH	New
ISHARES TR	FLTG RATE NT ETF	$792K	0.3%	15,539 SH	New
ISHARES TR	MSCI ACWI ETF	$204K	0.1%	1,418 SH	New
ISHARES TR	MSCI EAFE ETF	$421K	0.2%Prev: 0.2%	4,255 SH	Increased
ISHARES TR	MSCI INTL QUALTY	$1.3M	0.5%Prev: 0.5%	28,502 SH	Increased+156 SH
ISHARES TR	MSCI INTL VLU FT	$13.0M	5.2%Prev: 3.6%	330,579 SH	Increased+89,993 SH
ISHARES TR	MSCI USA QLT FCT	$1.1M	0.4%Prev: 0.5%	5,587 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$220K	0.1%Prev: 0.1%	1,002 SH	Increased
ISHARES TR	RUS 2000 VAL ETF	$246K	0.1%Prev: 0.1%	1,246 SH	Increased
ISHARES TR	RUS MID CAP ETF	$2.4M	0.9%Prev: 0.9%	23,482 SH	Increased
ISHARES TR	RUS TP200 GR ETF	$10.4M	4.1%Prev: 4.4%	38,490 SH	Decreased+619 SH
ISHARES TR	RUSSELL 3000 ETF	$2.4M	1.0%Prev: 1.0%	6,194 SH	Increased-37 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$352K	0.1%Prev: 0.2%	6,049 SH	Decreased-2,882 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$708K	0.3%Prev: 0.3%	12,078 SH	Increased+476 SH
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$22.5M	8.9%Prev: 8.1%	326,779 SH	Increased+21,794 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.0M	2.4%Prev: 2.8%	119,027 SH	Decreased-14,301 SH
JOHN MARSHALL BANCORP INC	COM	$1.2M	0.5%Prev: 0.5%	57,619 SH	Increased
JOHNSON & JOHNSON	COM	$1.5M	0.6%Prev: 0.5%	6,860 SH	Increased-83 SH
JPMORGAN CHASE & CO.	COM	$2.9M	1.1%Prev: 1.2%	9,466 SH	Decreased-165 SH
KENVUE INC	COM	$255K	0.1%Prev: 0.1%	14,654 SH	Decreased-4,932 SH
L3HARRIS TECHNOLOGIES INC	COM	$2.1M	0.8%Prev: 0.8%	5,925 SH	Increased-46 SH
LABCORP HOLDINGS INC	COM SHS	$1.5M	0.6%Prev: 0.6%	5,594 SH	Decreased+62 SH
LOCKHEED MARTIN CORP	COM	$281K	0.1%Prev: 0.1%	480 SH	Increased
LOWES COS INC	COM	$292K	0.1%Prev: 0.1%	1,055 SH	Increased-1 SH
MERCK & CO INC	COM	$1.5M	0.6%Prev: 0.5%	13,889 SH	Increased-21 SH
MICROSOFT CORP	COM	$6.1M	2.4%Prev: 3.0%	13,778 SH	Decreased-160 SH
NEXTERA ENERGY INC	COM	$2.0M	0.8%Prev: 0.8%	24,187 SH	Decreased-115 SH
NVIDIA CORPORATION	COM	$4.4M	1.8%Prev: 1.9%	24,173 SH	Decreased-479 SH
ONEOK INC NEW	COM	$343K	0.1%Prev: 0.1%	4,518 SH	Increased-1 SH
ORACLE CORP	COM	$1.3M	0.5%Prev: 0.8%	7,200 SH	Decreased+149 SH
PEPSICO INC	COM	$209K	0.1%Prev: 0.1%	1,426 SH	Increased-22 SH
PFIZER INC	COM	$844K	0.3%Prev: 0.4%	32,600 SH	Decreased-469 SH
PHILIP MORRIS INTL INC	COM	$240K	0.1%Prev: 0.1%	1,420 SH	Increased-2 SH
PROCTER AND GAMBLE CO	COM	$1.9M	0.8%Prev: 0.8%	13,125 SH	Decreased+207 SH
QUANTA SVCS INC	COM	$1.1M	0.5%Prev: 0.5%	2,405 SH	Increased-51 SH
RITHM CAPITAL CORP	COM NEW	$1.1M	0.4%Prev: 0.4%	94,034 SH	Increased+1,042 SH
ROPER TECHNOLOGIES INC	COM	$887K	0.4%Prev: 0.5%	2,193 SH	Decreased+40 SH
RTX CORPORATION	COM	$221K	0.1%	1,119 SH	New
SALESFORCE INC	COM	$1.1M	0.4%Prev: 0.5%	4,901 SH	Decreased+42 SH
SERVICENOW INC	COM	$355K	0.1%Prev: 0.2%	2,835 SH	Decreased+2,236 SH
T-MOBILE US INC	COM	$665K	0.3%Prev: 0.3%	3,620 SH	Decreased+328 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.9M	0.7%Prev: 0.7%	5,706 SH	Increased-57 SH
TESLA INC	COM	$1.9M	0.8%Prev: 0.6%	4,475 SH	Increased+1,289 SH
TORTOISE CAPITAL SERIES TRUS	ENERGY FD	$114K	0.0%Prev: 0.0%	12,373 SH	Increased
TRANE TECHNOLOGIES PLC	SHS	$241K	0.1%Prev: 0.1%	609 SH	Decreased
TRUIST FINL CORP	COM	$331K	0.1%Prev: 0.1%	6,612 SH	Increased-4 SH
UNION PAC CORP	COM	$1.2M	0.5%Prev: 0.5%	5,082 SH	Increased+236 SH
UNITEDHEALTH GROUP INC	COM	$243K	0.1%Prev: 0.2%	700 SH	Decreased-853 SH
US BANCORP DEL	COM NEW	$1.4M	0.6%Prev: 0.5%	25,931 SH	Increased-675 SH
VANECK ETF TRUST	PREFERRED SECURT	$1.6M	0.6%Prev: 0.6%	88,738 SH	Increased+4,162 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$4.0M	1.6%Prev: 1.5%	51,441 SH	Increased+4,988 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$234K	0.1%Prev: 0.1%	4,827 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$442K	0.2%Prev: 0.2%	927 SH	Decreased-92 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$27.4M	10.8%Prev: 11.9%	43,498 SH	Decreased-2,624 SH
VANGUARD INDEX FDS	SMALL CP ETF	$443K	0.2%Prev: 0.2%	1,600 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$887K	0.4%Prev: 0.3%	2,616 SH	Increased+297 SH
VANGUARD INDEX FDS	VALUE ETF	$208K	0.1%	1,050 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$284K	0.1%Prev: 0.1%	3,708 SH	Increased
VANGUARD WORLD FD	ESG INTL STK ETF	$729K	0.3%Prev: 0.3%	9,787 SH	Increased+637 SH
VANGUARD WORLD FD	ESG US STK ETF	$373K	0.1%Prev: 0.2%	3,084 SH	Decreased-53 SH
VANGUARD WORLD FD	UTILITIES ETF	$525K	0.2%Prev: 0.2%	2,806 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$1.3M	0.5%Prev: 0.5%	31,945 SH	Decreased-38 SH
VIRGINIA NATL BANKSHARES COR	COM	$5.8M	2.3%Prev: 2.3%	141,161 SH	Increased
VISA INC	COM CL A	$3.3M	1.3%Prev: 1.2%	10,099 SH	Increased+1,987 SH
WALMART INC	COM	$641K	0.3%Prev: 0.2%	5,374 SH	Increased-54 SH
WASTE MGMT INC DEL	COM	$226K	0.1%Prev: 0.1%	1,000 SH	Increased
WISDOMTREE TR	EMG MKTS SMCAP	$359K	0.1%Prev: 0.1%	5,970 SH	Increased
WISDOMTREE TR	TRUE DEVELOPED I	$527K	0.2%	7,745 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$3.4M	1.3%Prev: 1.3%	37,314 SH	Increased
WISDOMTREE TR	US QTLY DIV GRT	$3.4M	1.3%Prev: 1.4%	37,600 SH	Decreased-897 SH

Sold (vs prior filing)

GRAYSCALE BITCOIN TRUST ETF — $265K
ISHARES TR — $237K
MONDELEZ INTL INC — $211K
VANGUARD BD INDEX FDS — $263K
WISDOMTREE TR — $480K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001763722-26-000001	$252.8M	View
Oct 20, 2025	Q3 2025	13F-HR	0001763722-25-000007	$240.7M	View
Jul 24, 2026	Q2 2026