13F-HR filed by Meridian Financial Partners LLC
Meridian Financial Partners LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-20, with 113 holding rows worth $240,699,552.
- Accession
- 0001763722-25-000007
- Filer
- CIK 1763722
- Filed
- 2025-10-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 113 entries on the cover page, a total value of $240,699,552 stated on the cover page (in dollars after the unit check, H1), rows summing to $240,699,552 with VALUE read as dollars as filed, 13F file number 028-18963. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 46,122 | $28,538,988 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 375,986 | $25,755,041 | dollars as filed | |
| JPMORGAN SMALL MID CP ENH EQT ETF | 46641Q118 | COM | 304,985 | $19,454,993 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 37,871 | $10,511,475 | dollars as filed | |
| Apple Inc | 037833100 | COM | 34,765 | $8,971,575 | dollars as filed | |
| IVLU | 46435G409 | COM | 240,586 | $8,576,891 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 10,864 | $7,348,627 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 13,938 | $7,315,480 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 133,328 | $6,750,398 | dollars as filed | |
| VIRGINIA NATIONAL BANKSHARES | 928031103 | COMMON STOCK | 141,161 | $5,462,931 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 24,652 | $4,661,942 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 19,309 | $4,348,773 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 15,563 | $3,807,053 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 46,453 | $3,622,869 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 38,497 | $3,431,625 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 29,903 | $3,409,504 | dollars as filed | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 37,314 | $3,243,721 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,631 | $2,928,113 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 8,112 | $2,850,267 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 5,559 | $2,834,812 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 11,904 | $2,804,106 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 7,565 | $2,613,551 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 6,231 | $2,386,112 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,599 | $2,356,171 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 23,482 | $2,283,625 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 13,823 | $2,125,206 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 24,302 | $2,042,333 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 7,051 | $2,035,273 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 12,918 | $1,946,628 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 5,971 | $1,831,664 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 5,763 | $1,754,949 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 13,829 | $1,731,806 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 9,995 | $1,712,443 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 5,532 | $1,535,312 | dollars as filed | |
| VANECK ETF TRUST | 92189F429 | PREFERRED SECURT | 84,576 | $1,524,905 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 7,027 | $1,489,162 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,186 | $1,397,666 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 31,983 | $1,321,548 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,943 | $1,317,005 | dollars as filed | |
| HOST HOTELS & RESORTS INC COM | 44107P104 | REIT | 79,366 | $1,289,705 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 28,346 | $1,275,570 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 26,606 | $1,250,206 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 13,910 | $1,201,824 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 18,169 | $1,201,323 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 4,859 | $1,168,249 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 4,846 | $1,127,507 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 2,153 | $1,119,581 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 5,587 | $1,098,907 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 2,456 | $1,089,113 | dollars as filed | |
| JOHN MARSHALL BANCORP INC | 47805L101 | COMMON STOCK | 57,619 | $1,088,423 | dollars as filed | |
| RITHM CAPITAL CORP COM NEW | 64828T201 | REIT | 92,992 | $1,018,258 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,140 | $964,133 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 31,075 | $956,172 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,492 | $912,268 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739E108 | PFD SECS INC ETF | 49,335 | $902,839 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 4,373 | $896,296 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 14,136 | $856,190 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 33,069 | $849,208 | dollars as filed | |
| VTI | 922908769 | COM | 2,319 | $769,467 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 3,292 | $745,901 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 11,602 | $668,959 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 9,150 | $644,618 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,662 | $637,667 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,204 | $604,800 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 3,967 | $583,903 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,553 | $574,309 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,428 | $558,541 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 2,806 | $552,614 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 599 | $547,678 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,037 | $518,334 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 8,931 | $508,282 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,019 | $496,248 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,672 | $483,977 | dollars as filed | |
| WISDOMTREE TR | 97717W794 | TRUE DEV INTL FD | 7,645 | $479,570 | dollars as filed | |
| IJH | 464287507 | COM | 6,468 | $425,659 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,600 | $412,768 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 4,255 | $403,161 | dollars as filed | |
| CAMBRIA ETF TR | 132061300 | CAMBRIA FGN SHR | 12,644 | $394,493 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 419 | $383,301 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 3,137 | $375,405 | dollars as filed | |
| Invesco BulletShares 2030 Corp Bd ETF | 46138J460 | SHS | 21,905 | $370,633 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 71 | $364,317 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,573 | $363,741 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,094 | $358,269 | dollars as filed | |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 46138J577 | ETF | 18,915 | $356,169 | dollars as filed | |
| WISDOMTREE TR | 97717W281 | EMG MKTS SMCAP | 5,970 | $341,126 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 4,519 | $327,115 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 859 | $323,585 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 19,586 | $314,948 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 6,616 | $292,030 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 3,708 | $268,978 | dollars as filed | |
| GRAYSCALE BITCOIN TRUST ETF | 389637109 | SHS REP COM UT | 2,737 | $264,887 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 3,543 | $263,174 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 609 | $259,659 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 9,734 | $255,514 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,212 | $254,338 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,056 | $250,895 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 480 | $246,730 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 4,827 | $238,792 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 2,661 | $237,494 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 1,548 | $234,832 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 1,246 | $223,196 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,422 | $220,794 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,000 | $219,980 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 2,331 | $213,689 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V290 | S&P500 EQL REL | 6,125 | $212,420 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 3,417 | $210,666 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 1,584 | $210,577 | dollars as filed | |
| AB CONSERVATIVE BUFFER ETF | 00039j806 | INDX FD | 5,086 | $206,898 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,002 | $205,360 | dollars as filed | |
| Intel Corp | 458140100 | COM | 5,461 | $204,399 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,448 | $201,040 | dollars as filed | |
| TORTOISE CAPITAL SERIES TRUS | 890930209 | ENERGY ETF | 12,373 | $113,337 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001763722-25-000007 | this filing | 2025-10-20 | acceptance time not in the bulk data set |