Meridian Financial Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Meridian Financial Partners LLC held in its portfolio 118 assets valued at $252,809,301 (i.e. $252.81M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($27.42M), ISHARES TR ($26.45M), and J P MORGAN EXCHANGE TRADED F ($22.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 118 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Meridian Financial Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 43498 | 27416434 | S&P 500 ETF SHS |
| ISHARES TR | 371170 | 26449574 | CORE DIV GRWTH |
| J P MORGAN EXCHANGE TRADED F | 326779 | 22515073 | SMALL & MID CAP |
| ISHARES TR | 330579 | 13031424 | MSCI INTL VLU FT |
| ISHARES TR | 38490 | 10375364 | RUS TP200 GR ETF |
| APPLE INC | 36404 | 9015474 | COM |
| ISHARES TR | 10782 | 7421466 | CORE S&P500 ETF |
| MICROSOFT CORP | 13778 | 6119083 | COM |
| J P MORGAN EXCHANGE TRADED F | 119027 | 6035859 | ULTRA SHRT ETF |
| VIRGINIA NATL BANKSHARES COR | 141161 | 5822891 | COM |
| ALPHABET INC | 15150 | 4975005 | CAP STK CL A |
| AMAZON COM INC | 19609 | 4535758 | COM |
| NVIDIA CORPORATION | 24173 | 4431397 | COM |
| VANGUARD BD INDEX FDS | 51441 | 3999023 | INTERMED TERM |
| EXXON MOBIL CORP | 29882 | 3992532 | COM |
| WISDOMTREE TR | 37600 | 3403555 | US QTLY DIV GRT |
| WISDOMTREE TR | 37314 | 3350797 | US LARGECAP DIVD |
| VISA INC | 10099 | 3285048 | COM CL A |
| ALPHABET INC | 9513 | 3123879 | CAP STK CL C |
| ADVANCED MICRO DEVICES INC | 11567 | 2889437 | COM |
| JPMORGAN CHASE & CO. | 9466 | 2859111 | COM |
| BROADCOM INC | 7477 | 2458578 | COM |
| CROWDSTRIKE HLDGS INC | 5491 | 2448327 | CL A |
| ISHARES TR | 6194 | 2422239 | RUSSELL 3000 ETF |
| ISHARES TR | 23482 | 2368395 | RUS MID CAP ETF |
| CHEVRON CORP NEW | 13827 | 2305301 | COM |
| L3HARRIS TECHNOLOGIES INC | 5925 | 2060774 | COM |
| NEXTERA ENERGY INC | 24187 | 2028064 | COM |
| TESLA INC | 4475 | 1930694 | COM |
| PROCTER AND GAMBLE CO | 13125 | 1916966 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 5706 | 1860841 | SPONSORED ADS |
| GENERAC HLDGS INC | 10056 | 1730235 | COM |
| DUKE ENERGY CORP NEW | 14136 | 1687414 | COM NEW |
| VANECK ETF TRUST | 88738 | 1634554 | PREFERRED SECURT |
| CAPITAL ONE FINL CORP | 7032 | 1624462 | COM |
| MERCK & CO INC | 13889 | 1543207 | COM |
| LABCORP HOLDINGS INC | 5594 | 1505463 | COM SHS |
| JOHNSON & JOHNSON | 6860 | 1495534 | COM |
| US BANCORP DEL | 25931 | 1438379 | COM NEW |
| HOST HOTELS & RESORTS INC | 75906 | 1417915 | COM |
| ISHARES TR | 28502 | 1337599 | MSCI INTL QUALTY |
| COCA COLA CO | 18249 | 1314142 | COM |
| VERIZON COMMUNICATIONS INC | 31945 | 1253533 | COM |
| ORACLE CORP | 7200 | 1252022 | COM |
| JOHN MARSHALL BANCORP INC | 57619 | 1219218 | COM |
| ELI LILLY & CO | 1125 | 1213350 | COM |
| UNION PAC CORP | 5082 | 1165873 | COM |
| QUANTA SVCS INC | 2405 | 1138142 | COM |
| ISHARES TR | 5587 | 1128406 | MSCI USA QLT FCT |
| RITHM CAPITAL CORP | 94034 | 1104895 | COM NEW |
| DANAHER CORPORATION | 4546 | 1100367 | COM |
| SALESFORCE INC | 4901 | 1085964 | COM |
| FIRST TR EXCH TRADED FD III | 48559 | 888144 | PFD SECS INC ETF |
| ROPER TECHNOLOGIES INC | 2193 | 887450 | COM |
| VANGUARD INDEX FDS | 2616 | 887033 | TOTAL STK MKT |
| DOMINION ENERGY INC | 13921 | 848039 | COM |
| INVESCO QQQ TR | 1372 | 845536 | UNIT SER 1 |
| PFIZER INC | 32600 | 844025 | COM |
| COMCAST CORP NEW | 27635 | 798378 | CL A |
| ISHARES TR | 15539 | 792334 | FLTG RATE NT ETF |
| CATERPILLAR INC | 1215 | 784454 | COM |
| VANGUARD WORLD FD | 9787 | 728838 | ESG INTL STK ETF |
| J P MORGAN EXCHANGE TRADED F | 12078 | 708121 | NASDAQ EQT PREM |
| T-MOBILE US INC | 3620 | 664632 | COM |
| ISHARES TR | 4316 | 644120 | ESG AWR MSCI USA |
| WALMART INC | 5374 | 641441 | COM |
| HOME DEPOT INC | 1661 | 638720 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1135 | 549147 | CL B NEW |
| WISDOMTREE TR | 7745 | 527435 | TRUE DEVELOPED I |
| VANGUARD WORLD FD | 2806 | 525311 | UTILITIES ETF |
| COSTCO WHSL CORP NEW | 529 | 520080 | COM |
| INTERNATIONAL BUSINESS MACHS | 1672 | 497487 | COM |
| ISHARES TR | 6468 | 454959 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 1600 | 442960 | SMALL CP ETF |
| VANGUARD INDEX FDS | 927 | 442131 | GROWTH ETF |
| CAMBRIA ETF TR | 12644 | 433057 | CAMBRIA FGN SHR |
| ISHARES TR | 4255 | 421373 | MSCI EAFE ETF |
| BOOKING HOLDINGS INC | 77 | 397598 | COM |
| CISCO SYS INC | 5094 | 375385 | COM |
| VANGUARD WORLD FD | 3084 | 372671 | ESG US STK ETF |
| INVESCO EXCH TRD SLF IDX FD | 21905 | 369318 | INVSCO 30 CORP |
| WISDOMTREE TR | 5970 | 359416 | EMG MKTS SMCAP |
| INVESCO EXCH TRD SLF IDX FD | 18915 | 355413 | BULETSHS 2029 |
| SERVICENOW INC | 2835 | 355226 | COM |
| J P MORGAN EXCHANGE TRADED F | 6049 | 352011 | EQUITY PREMIUM |
| ONEOK INC NEW | 4518 | 342586 | COM |
| ABBVIE INC | 1582 | 341949 | COM |
| TRUIST FINL CORP | 6612 | 330732 | COM |
| GOLDMAN SACHS ETF TR | 6219 | 327866 | S&P 500 PREMIUM |
| INTEL CORP | 5465 | 296467 | COM |
| EA SERIES TRUST | 5789 | 294893 | BURNEY US FCTR |
| LOWES COS INC | 1055 | 292351 | COM |
| EATON CORP PLC | 859 | 290308 | SHS |
| VANGUARD INTL EQUITY INDEX F | 3708 | 284144 | ALLWRLD EX US |
| LOCKHEED MARTIN CORP | 480 | 281390 | COM |
| HONEYWELL INTL INC | 1258 | 275716 | COM |
| CBRE GROUP INC | 1547 | 263439 | CL A |
| KENVUE INC | 14654 | 254692 | COM |
| ISHARES TR | 1246 | 246222 | RUS 2000 VAL ETF |
| UNITEDHEALTH GROUP INC | 700 | 243425 | COM |
| TRANE TECHNOLOGIES PLC | 609 | 240756 | SHS |
| PHILIP MORRIS INTL INC | 1420 | 239710 | COM |
| EMERSON ELEC CO | 1583 | 236769 | COM |
| ALBEMARLE CORP | 1304 | 234798 | COM |
| VANGUARD CHARLOTTE FDS | 4827 | 233772 | TOTAL INT BD ETF |
| AT&T INC | 9708 | 228136 | COM |
| WASTE MGMT INC DEL | 1000 | 226490 | COM |
| RTX CORPORATION | 1119 | 221003 | COM |
| ISHARES TR | 1002 | 219568 | RUS 1000 VAL ETF |
| INVESCO EXCHANGE TRADED FD T | 6125 | 212415 | S&P500 EQL REL |
| AB ACTIVE ETFS INC | 5086 | 210764 | CONSERVATIVE |
| PEPSICO INC | 1426 | 209251 | COM |
| VANGUARD INDEX FDS | 1050 | 208383 | VALUE ETF |
| INVESCO EXCH TRADED FD TR II | 2810 | 205074 | S&P500 LOW VOL |
| ISHARES TR | 1669 | 204622 | ESG MSCI LEADR |
| ISHARES TR | 1418 | 204206 | MSCI ACWI ETF |
| BANK AMERICA CORP | 3885 | 202292 | COM |
| TORTOISE CAPITAL SERIES TRUS | 12373 | 113832 | ENERGY FD |
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