Meridian Financial Partners Llc Portfolio Stock Holdings
Meridian Financial Partners Llc disclosed 121 stock positions valued at approximately $263.1 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, J P MORGAN EXCHANGE TRADED F, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 121
- Portfolio Value
- $263.1M
Holdings by Sector
Meridian Financial Partners Llc Portfolio Holdings in Q1 2026
116 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 10.13% | 43,965 | +467 | +1.07% | $26,644,625 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 8.72% | 337,943 | +11,164 | +3.42% | $22,942,950 |
| ISHARES TR | DGRO | Other | 8.60% | 320,868 | -50,302 | -13.55% | $22,640,446 |
| ISHARES TR | IVLU | Other | 5.42% | 354,552 | +23,973 | +7.25% | $14,260,081 |
| ISHARES TR | IWY | Other | 3.99% | 41,607 | +3,117 | +8.10% | $10,489,957 |
| APPLE INC | AAPL | Technology | 3.57% | 37,074 | +670 | +1.84% | $9,398,292 |
| ISHARES TR | IVV | Other | 2.95% | 11,733 | +951 | +8.82% | $7,771,705 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 2.15% | 111,957 | -7,070 | -5.94% | $5,651,589 |
| EXXON MOBIL CORP | XOM | Energy | 2.05% | 32,974 | +3,092 | +10.35% | $5,404,717 |
| VIRGINIA NATL BK CHRLOTSVLE | VABK | Financial Services | 2.02% | 137,660 | -3,501 | -2.48% | $5,317,806 |
| MICROSOFT CORP | MSFT | Technology | 2.00% | 14,162 | +384 | +2.79% | $5,272,203 |
| ALPHABET INC | GOOGL | Communication Services | 1.79% | 15,458 | +308 | +2.03% | $4,721,673 |
| NVIDIA CORPORATION | NVDA | Technology | 1.66% | 24,569 | +396 | +1.64% | $4,375,742 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.61% | 19,762 | +153 | +0.78% | $4,224,523 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.56% | 53,292 | +1,851 | +3.60% | $4,107,214 |
| WISDOMTREE TR | DLN | Other | 1.27% | 37,213 | -101 | -0.27% | $3,343,960 |
| WISDOMTREE TR | DGRW | Other | 1.22% | 36,291 | -1,309 | -3.48% | $3,207,764 |
| VISA INC | V | Financial Services | 1.17% | 10,164 | +65 | +0.64% | $3,075,183 |
| ALPHABET INC | GOOG | Communication Services | 1.10% | 9,551 | +38 | +0.40% | $2,902,835 |
| CHEVRON CORPORATION | CVX | Energy | 1.10% | 14,363 | +536 | +3.88% | $2,894,717 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.07% | 9,455 | -11 | -0.12% | $2,811,917 |
| ISHARES TR | IWV | Other | 1.04% | 7,302 | +1,108 | +17.89% | $2,742,485 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.98% | 11,624 | +57 | +0.49% | $2,575,065 |
| BROADCOM INC | AVGO | Technology | 0.96% | 7,576 | +99 | +1.32% | $2,530,300 |
| ISHARES TR | IWR | Other | 0.96% | 25,642 | +2,160 | +9.20% | $2,528,301 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.87% | 5,434 | -57 | -1.04% | $2,299,832 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.87% | 24,330 | +143 | +0.59% | $2,278,959 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.79% | 5,891 | -34 | -0.57% | $2,085,414 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.76% | 5,824 | +118 | +2.07% | $2,011,144 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.72% | 13,464 | +339 | +2.58% | $1,902,448 |
| VANECK ETF TRUST | PFXF | Other | 0.72% | 107,529 | +18,791 | +21.18% | $1,895,736 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.71% | 14,119 | -17 | -0.12% | $1,861,167 |
| MERCK & CO INC | MRK | Healthcare | 0.64% | 14,120 | +231 | +1.66% | $1,684,234 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.61% | 6,711 | -149 | -2.17% | $1,599,954 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.60% | 32,472 | +527 | +1.65% | $1,578,789 |
| TESLA INC | TSLA | Consumer Cyclical | 0.59% | 4,500 | +25 | +0.56% | $1,559,925 |
| ISHARES TR | IQLT | Other | 0.58% | 32,407 | +3,905 | +13.70% | $1,515,675 |
| LABCORP HOLDINGS INC | LH | Healthcare | 0.57% | 5,594 | - | - | $1,505,670 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.56% | 26,151 | +14,073 | +116.52% | $1,462,364 |
| HOST HOTELS & RESORTS INC | HST | Real Estate | 0.55% | 75,985 | +79 | +0.10% | $1,450,545 |
| COCA COLA CO | KO | Consumer Defensive | 0.54% | 18,683 | +434 | +2.38% | $1,418,227 |
| US BANCORP | USB | Financial Services | 0.53% | 25,968 | +37 | +0.14% | $1,394,468 |
| QUANTA SVCS INC | PWR | Industrials | 0.51% | 2,396 | -9 | -0.37% | $1,331,146 |
| UNION PAC CORP | UNP | Industrials | 0.50% | 5,350 | +268 | +5.27% | $1,316,594 |
| LINDE PLC | LIN | Other | 0.50% | 2,652 | +2,652 | +100.00% | $1,311,653 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.50% | 7,232 | +200 | +2.84% | $1,310,077 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 0.50% | 77,848 | +55,943 | +255.39% | $1,304,732 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 0.48% | 67,831 | +48,916 | +258.61% | $1,267,761 |
| JOHN MARSHALL BANCORP INC | JMSB | Financial Services | 0.45% | 57,619 | - | - | $1,181,766 |
| ORACLE CORP | ORCL | Technology | 0.43% | 7,986 | +786 | +10.92% | $1,143,427 |
| ISHARES TR | QUAL | Other | 0.41% | 5,587 | - | - | $1,080,470 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.40% | 18,528 | +12,479 | +206.30% | $1,047,203 |
| ELI LILLY & CO | LLY | Healthcare | 0.40% | 1,123 | -2 | -0.18% | $1,045,627 |
| GENERAC HLDGS INC | GNRC | Industrials | 0.39% | 5,426 | -4,630 | -46.04% | $1,036,909 |
| VANGUARD INDEX FDS | VTI | Other | 0.37% | 3,023 | +407 | +15.56% | $983,775 |
| SALESFORCE INC | CRM | Technology | 0.35% | 5,022 | +121 | +2.47% | $918,825 |
| RITHM CAPITAL CORP | RITM | Real Estate | 0.35% | 95,995 | +1,961 | +2.09% | $911,951 |
| PFIZER INC | PFE | Healthcare | 0.34% | 33,476 | +876 | +2.69% | $907,199 |
| DANAHER CORP DEL | DHR | Healthcare | 0.34% | 4,717 | +171 | +3.76% | $901,000 |
| CATERPILLAR INC | CAT | Industrials | 0.34% | 1,229 | +14 | +1.15% | $890,693 |
| FIRST TR EXCH TRADED FD III | FPE | Other | 0.34% | 49,608 | +1,049 | +2.16% | $884,511 |
| DOMINION ENERGY INC | D | Utilities | 0.33% | 13,709 | -212 | -1.52% | $859,388 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.31% | 29,625 | +1,990 | +7.20% | $823,288 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.30% | 2,223 | +30 | +1.37% | $797,706 |
| T-MOBILE US INC | TMUS | Communication Services | 0.28% | 3,729 | +109 | +3.01% | $747,814 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.28% | 36,108 | +36,108 | +100.00% | $738,409 |
| VANGUARD WORLD FD | VSGX | Other | 0.27% | 9,820 | +33 | +0.34% | $711,263 |
| INVESCO QQQ TR | QQQ | Other | 0.26% | 1,168 | -204 | -14.87% | $687,473 |
| WALMART INC | WMT | Consumer Defensive | 0.25% | 5,462 | +88 | +1.64% | $669,040 |
| ISHARES TR | ESGU | Other | 0.24% | 4,414 | +98 | +2.27% | $633,409 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.24% | 1,323 | +188 | +16.56% | $632,500 |
| VANGUARD INDEX FDS | VB | Other | 0.23% | 2,270 | +670 | +41.88% | $602,799 |
| ISHARES TR | EFA | Other | 0.23% | 6,115 | +1,860 | +43.71% | $601,410 |
| VANGUARD WORLD FD | VPU | Other | 0.21% | 2,806 | - | - | $561,144 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.21% | 539 | +10 | +1.89% | $546,272 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.20% | 1,688 | +27 | +1.63% | $537,968 |
| WISDOMTREE TR | DOL | Other | 0.20% | 7,745 | - | - | $536,296 |
| CAMBRIA ETF TR | FYLD | Other | 0.18% | 12,644 | - | - | $476,552 |
| VANGUARD INDEX FDS | VTV | Other | 0.17% | 2,272 | +1,222 | +116.38% | $448,902 |
| ISHARES TR | IJH | Other | 0.17% | 6,468 | - | - | $443,381 |
| CISCO SYS INC | CSCO | Technology | 0.16% | 5,194 | +100 | +1.96% | $419,061 |
| ONEOK INC NEW | OKE | Energy | 0.16% | 4,518 | - | - | $409,504 |
| VANGUARD INDEX FDS | VUG | Other | 0.16% | 917 | -10 | -1.08% | $407,913 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.15% | 1,655 | -17 | -1.02% | $405,591 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.14% | 2,175 | +2,098 | +2724.68% | $377,207 |
| VANGUARD WORLD FD | ESGV | Other | 0.14% | 3,162 | +78 | +2.53% | $360,594 |
| WISDOMTREE TR | DGS | Other | 0.14% | 5,970 | - | - | $356,887 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 1,585 | +3 | +0.19% | $327,096 |
| EATON CORP PLC | ETN | Other | 0.12% | 859 | - | - | $316,842 |
| TRUIST FINL CORP | TFC | Financial Services | 0.12% | 6,567 | -45 | -0.68% | $314,100 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.11% | 480 | - | - | $301,296 |
| SERVICENOW INC | NOW | Technology | 0.11% | 2,925 | +90 | +3.17% | $294,109 |
| INTEL CORP | INTC | Technology | 0.11% | 5,465 | - | - | $289,144 |
| ISHARES TR | IWN | Other | 0.11% | 1,471 | +225 | +18.06% | $284,580 |
| ISHARES TR | IWD | Other | 0.11% | 1,311 | +309 | +30.84% | $284,067 |
| HONEYWELL INTL INC | HON | Industrials | 0.11% | 1,258 | - | - | $281,591 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.11% | 3,807 | +997 | +35.48% | $280,804 |
| WASTE MGMT INC DEL | WM | Industrials | 0.11% | 1,201 | +201 | +20.10% | $280,205 |
| AT&T INC | T | Communication Services | 0.10% | 9,830 | +122 | +1.26% | $275,644 |
| ISHARES TR | ACWI | Other | 0.10% | 1,913 | +495 | +34.91% | $268,203 |