# Meridian Financial Partners LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1763722. Source: https://holderbook.com/funds/1763722-meridian-financial-partners-llc/

- Reported value: $293.3M
- Positions: 119
- Weight of the ten largest: 51.8%
- Filed: 2026-07-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $30.5M | 44,262 | 10.4% | 9 |
| J P MORGAN EXCHANGE TRADED F | [JMEE](https://holderbook.com/stocks/JMEE/) | $26.6M | 347,624 | 9.1% | 6 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $24.6M | 317,378 | 8.4% | 22 |
| ISHARES TR | [IVLU](https://holderbook.com/stocks/IVLU/) | $15.6M | 368,005 | 5.3% | 5 |
| ISHARES TR | [IWY](https://holderbook.com/stocks/IWY/) | $12.5M | 43,243 | 4.3% | 9 |
| LAZARD ACTIVE ETF TR | [IDEQ](https://holderbook.com/stocks/IDEQ/) | $11.1M | 319,202 | 3.8% | 2 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $10.3M | 31,340 | 3.5% | 8 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $8.8M | 11,610 | 3.0% | 9 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $6.0M | 11,344 | 2.0% | 8 |
| VIRGINIA NATL BK CHRLOTSVLE | [VABK](https://holderbook.com/stocks/VABK/) | $5.8M | 127,161 | 2.0% | 9 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $5.5M | 14,923 | 1.9% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $5.5M | 13,776 | 1.9% | 9 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $5.4M | 107,084 | 1.8% | 26 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $5.1M | 23,897 | 1.7% | 18 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $4.9M | 19,338 | 1.7% | 8 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $4.7M | 32,816 | 1.6% | 31 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $4.2M | 55,184 | 1.4% | 9 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $3.8M | 18,544 | 1.3% | 13 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.5M | 9,561 | 1.2% | 31 |
| WISDOMTREE TR | [DLN](https://holderbook.com/stocks/DLN/) | $3.5M | 36,050 | 1.2% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $3.5M | 9,910 | 1.2% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.5M | 10,029 | 1.2% | 31 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $3.4M | 34,905 | 1.2% | 26 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $3.1M | 7,209 | 1.1% | 9 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $3.0M | 7,586 | 1.0% | 8 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $2.8M | 25,642 | 1.0% | 9 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.5M | 14,006 | 0.9% | 9 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $2.4M | 5,824 | 0.8% | 6 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $2.1M | 23,410 | 0.7% | 31 |
| VANECK ETF TRUST | [PFXF](https://holderbook.com/stocks/PFXF/) | $2.0M | 110,458 | 0.7% | 7 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.9M | 13,122 | 0.7% | 9 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.8M | 4,563 | 0.6% | 15 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $1.7M | 13,885 | 0.6% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.7M | 13,656 | 0.6% | 31 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $1.7M | 5,804 | 0.6% | 9 |
| RITHM CAPITAL CORP | [RITM](https://holderbook.com/stocks/RITM/) | $1.7M | 178,929 | 0.6% | 7 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $1.7M | 26,187 | 0.6% | 9 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.6M | 6,632 | 0.6% | 9 |
| ISHARES TR | [IQLT](https://holderbook.com/stocks/IQLT/) | $1.6M | 32,406 | 0.5% | 6 |
| GOLDMAN SACHS ETF TR | [GPIX](https://holderbook.com/stocks/GPIX/) | $1.6M | 28,495 | 0.5% | 3 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $1.5M | 5,248 | 0.5% | 9 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $1.5M | 7,241 | 0.5% | 18 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.5M | 18,067 | 0.5% | 9 |
| LABCORP HOLDINGS INC | [LH](https://holderbook.com/stocks/LH/) | $1.5M | 5,419 | 0.5% | 9 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $1.4M | 32,559 | 0.5% | 31 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $1.4M | 2,658 | 0.5% | 2 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $1.3M | 2,048 | 0.5% | 8 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.3M | 3,498 | 0.4% | 9 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.3M | 1,114 | 0.4% | 6 |
| INVESCO EXCH TRD SLF IDX FD | [BSCU](https://holderbook.com/stocks/BSCU/) | $1.3M | 76,587 | 0.4% | 8 |
| INVESCO EXCH TRD SLF IDX FD | [BSCT](https://holderbook.com/stocks/BSCT/) | $1.3M | 68,041 | 0.4% | 8 |
| JOHN MARSHALL BANCORP INC | [JMSB](https://holderbook.com/stocks/JMSB/) | $1.3M | 57,619 | 0.4% | 17 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $1.2M | 5,627 | 0.4% | 17 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $1.2M | 5,208 | 0.4% | 9 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.0M | 7,590 | 0.3% | 8 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $1.0M | 14,158 | 0.3% | 31 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $919.6K | 4,580 | 0.3% | 4 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $912.0K | 997 | 0.3% | 9 |
| FIRST TR EXCH TRADED FD III | [FPE](https://holderbook.com/stocks/FPE/) | $908.7K | 50,622 | 0.3% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $854.9K | 1,211 | 0.3% | 8 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $813.2K | 10,022 | 0.3% | 7 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $810.2K | 32,642 | 0.3% | 9 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $784.2K | 2,250 | 0.3% | 9 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $776.5K | 4,650 | 0.3% | 23 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $774.1K | 4,669 | 0.3% | 7 |
| HOST HOTELS & RESORTS INC | [HST](https://holderbook.com/stocks/HST/) | $770.8K | 32,386 | 0.3% | 13 |
| INVESCO EXCH TRD SLF IDX FD | [BSCS](https://holderbook.com/stocks/BSCS/) | $721.9K | 35,395 | 0.2% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $713.5K | 12,041 | 0.2% | 17 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $705.7K | 30,041 | 0.2% | 31 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $688.8K | 3,671 | 0.2% | 9 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $687.6K | 12,067 | 0.2% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $673.9K | 1,380 | 0.2% | 8 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $639.9K | 6,115 | 0.2% | 8 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $633.8K | 2,134 | 0.2% | 9 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $569.4K | 5,094 | 0.2% | 15 |
| WISDOMTREE TR | [DOL](https://holderbook.com/stocks/DOL/) | $531.4K | 7,145 | 0.2% | 21 |
| VANGUARD WORLD FD | [VPU](https://holderbook.com/stocks/VPU/) | $516.2K | 2,639 | 0.2% | 21 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $509.3K | 4,526 | 0.2% | 9 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $494.2K | 539 | 0.2% | 14 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $489.2K | 6,468 | 0.2% | 9 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $482.8K | 5,501 | 0.2% | 7 |
| CAMBRIA ETF TR | [FYLD](https://holderbook.com/stocks/FYLD/) | $482.2K | 12,665 | 0.2% | 9 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $468.4K | 1,372 | 0.2% | 9 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $457.4K | 1,108 | 0.2% | 10 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $454.3K | 2,089 | 0.2% | 3 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $452.2K | 3,375 | 0.2% | 7 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $433.6K | 2,372 | 0.1% | 6 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $414.8K | 4,028 | 0.1% | 4 |
| ONEOK INC NEW | [OKE](https://holderbook.com/stocks/OKE/) | $397.9K | 4,371 | 0.1% | 9 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $386.9K | 1,585 | 0.1% | 11 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $367.9K | 1,742 | 0.1% | 9 |
| PROFESIONALLY MANAGED PORTFO | [AKRE](https://holderbook.com/stocks/AKRE/) | $357.8K | 6,464 | 0.1% | 2 |
| WISDOMTREE TR | [DGS](https://holderbook.com/stocks/DGS/) | $351.4K | 5,519 | 0.1% | 21 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $346.7K | 6,567 | 0.1% | 11 |
| INVESCO EXCH TRADED FD TR II | [SPLV](https://holderbook.com/stocks/SPLV/) | $340.9K | 4,431 | 0.1% | 3 |
| EA SERIES TRUST | [BRNY](https://holderbook.com/stocks/BRNY/) | $339.0K | 5,789 | 0.1% | 3 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $330.8K | 643 | 0.1% | 9 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $320.0K | 1,446 | 0.1% | 4 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $297.0K | 4,822 | 0.1% | 3 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $279.6K | 1,201 | 0.1% | 10 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.2% | +14.8% | -2.7% | 99% |
| Q1 2026 | -1.4% | -4.6% | +3.3% | 98% |
| Q4 2025 | +2.4% | +2.4% | +0.0% | 99% |
| Q3 2025 | +7.6% | +7.8% | -0.2% | 100% |
| Q2 2025 | +7.6% | +10.5% | -2.8% | 100% |
| Q1 2025 | -3.8% | -4.6% | +0.7% | 100% |
| Q4 2024 | +0.2% | +2.1% | -1.9% | 100% |
| Q3 2024 | +5.5% | +5.4% | +0.0% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $293.3M | 119 |
| Q1 2026 | $263.1M | 121 |
| Q4 2025 | $252.8M | 118 |
| Q3 2025 | $240.7M | 113 |
| Q2 2025 | $212.8M | 105 |
| Q1 2025 | $197.1M | 104 |
| Q4 2024 | $189.4M | 100 |
| Q3 2024 | $197.8M | 100 |
| Q2 2024 | $168.3M | 82 |
| Q1 2024 | $77.8M | 42 |
| Q4 2023 | $97.5M | 52 |
| Q3 2023 | $97.7M | 50 |