13F-HR filed by Meridian Financial Partners LLC
Meridian Financial Partners LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-24, with 119 holding rows worth $293,311,472.
- Accession
- 0001763722-26-000003
- Filer
- CIK 1763722
- Filed
- 2026-07-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 119 entries on the cover page, a total value of $293,311,472 stated on the cover page (in dollars after the unit check, H1), rows summing to $293,311,472 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 | 44,262 | $30,547,064 | dollars as filed | |
| JPMORGAN SMALL MID CP ENH EQT ETF | 46641Q118 | COM | 347,624 | $26,600,188 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 317,378 | $24,628,533 | dollars as filed | |
| IVLU | 46435G409 | COM | 368,005 | $15,581,332 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 43,243 | $12,520,146 | dollars as filed | |
| LAZARD ACTIVE ETF TR | 52110K400 | INTL DYNAMIC EQT | 319,202 | $11,069,925 | dollars as filed | |
| Apple Inc | 037833100 | COM | 31,340 | $10,263,833 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 11,610 | $8,804,908 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 11,344 | $6,002,564 | dollars as filed | |
| VIRGINIA NATIONAL BANKSHARES | 928031103 | COMMON STOCK | 127,161 | $5,808,714 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 14,923 | $5,535,100 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 13,776 | $5,450,092 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 107,084 | $5,405,600 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 23,897 | $5,078,129 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 19,338 | $4,930,416 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 32,816 | $4,742,309 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 55,184 | $4,201,158 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 18,544 | $3,834,343 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,561 | $3,539,578 | dollars as filed | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 36,050 | $3,532,179 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 9,910 | $3,519,539 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 10,029 | $3,479,160 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 34,905 | $3,376,713 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 7,209 | $3,096,121 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 7,586 | $2,991,177 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 25,642 | $2,808,055 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 14,006 | $2,543,487 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 5,824 | $2,443,052 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 23,410 | $2,085,831 | dollars as filed | |
| VANECK ETF TRUST | 92189F429 | PREFERRED SECURT | 110,458 | $1,963,943 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 13,122 | $1,942,762 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 4,563 | $1,799,921 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 13,885 | $1,726,461 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 13,656 | $1,688,018 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 5,804 | $1,664,703 | dollars as filed | |
| RITHM CAPITAL CORP COM NEW | 64828T201 | REIT | 178,929 | $1,651,517 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 26,187 | $1,650,017 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,632 | $1,638,221 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 32,406 | $1,605,069 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W622 | S&P 500 PREMIUM | 28,495 | $1,580,333 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 5,248 | $1,513,234 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 7,241 | $1,512,572 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 18,067 | $1,489,624 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 5,419 | $1,473,886 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 32,559 | $1,394,486 | dollars as filed | |
| Linde plc | G54950103 | COM | 2,658 | $1,366,611 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 2,048 | $1,328,824 | dollars as filed | |
| VTI | 922908769 | COM | 3,498 | $1,302,725 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,114 | $1,288,502 | dollars as filed | |
| Invesco BulletShares 2030 Corp Bd ETF | 46138J460 | SHS | 76,587 | $1,274,408 | dollars as filed | |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 46138J577 | ETF | 68,041 | $1,264,882 | dollars as filed | |
| JOHN MARSHALL BANCORP INC | 47805L101 | COMMON STOCK | 57,619 | $1,264,161 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 5,627 | $1,241,654 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 5,208 | $1,180,029 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 7,590 | $1,005,591 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 14,158 | $1,004,761 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 4,580 | $919,624 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 997 | $912,007 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739E108 | PFD SECS INC ETF | 50,622 | $908,665 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,211 | $854,893 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 10,022 | $813,185 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 32,642 | $810,165 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 2,250 | $784,182 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 4,650 | $776,550 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 4,669 | $774,120 | dollars as filed | |
| HOST HOTELS & RESORTS INC COM | 44107P104 | REIT | 32,386 | $770,787 | dollars as filed | |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 46138J643 | ETF | 35,395 | $721,881 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 12,041 | $713,550 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 30,041 | $705,657 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 3,671 | $688,753 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 12,067 | $687,578 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,380 | $673,923 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 6,115 | $639,935 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,134 | $633,819 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,094 | $569,369 | dollars as filed | |
| WISDOMTREE TR | 97717W794 | TRUE DEV INTL FD | 7,145 | $531,388 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 2,639 | $516,241 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,526 | $509,311 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 539 | $494,153 | dollars as filed | |
| IJH | 464287507 | COM | 6,468 | $489,175 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 5,501 | $482,750 | dollars as filed | |
| CAMBRIA ETF TR | 132061300 | CAMBRIA FGN SHR | 12,665 | $482,157 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,372 | $468,356 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 1,108 | $457,449 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 2,089 | $454,337 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 3,375 | $452,250 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 2,372 | $433,618 | dollars as filed | |
| Intel Corp | 458140100 | COM | 4,028 | $414,826 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 4,371 | $397,930 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,585 | $386,914 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,742 | $367,910 | dollars as filed | |
| PROFESIONALLY MANAGED PORTFO | 74316P579 | AKRE FOCUS ETF | 6,464 | $357,782 | dollars as filed | |
| WISDOMTREE TR | 97717W281 | EMG MKTS SMCAP | 5,519 | $351,395 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 6,567 | $346,738 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 4,431 | $340,921 | dollars as filed | |
| EA SERIES TRUST | 02072L649 | BURNEY US FCTR | 5,789 | $339,007 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 643 | $330,798 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 1,446 | $319,985 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 4,822 | $296,987 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,201 | $279,593 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,087 | $268,793 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,255 | $263,123 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 13,850 | $258,995 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 3,051 | $253,630 | dollars as filed | |
| CHOICEONE FINANCIAL SVCS INC | 170386106 | COMMON STOCK | 7,125 | $239,115 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 3,280 | $238,850 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 1,000 | $236,870 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 2,244 | $235,014 | dollars as filed | |
| SPY | 78462F103 | SHS | 305 | $230,217 | dollars as filed | |
| ISHARES TR | 46435U218 | ESG MSCI LEADR | 1,695 | $225,934 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V290 | S&P500 EQL REL | 6,125 | $224,468 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 534 | $223,490 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,131 | $221,552 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 727 | $221,422 | dollars as filed | |
| AB CONSERVATIVE BUFFER ETF | 00039j806 | INDX FD | 5,086 | $217,605 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 1,583 | $215,684 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 10,051 | $215,400 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 1,507 | $213,105 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 798 | $211,430 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001763722-26-000003 | this filing | 2026-07-24 | acceptance time not in the bulk data set |