Meridian Financial Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$263.1M
Q ending 2026-03-31
Prior quarter
$252.8M
Q ending 2025-12-31
Change
+4.1% QoQ · +133408.4% YoY
Positions
121
reported holdings
Largest positions
Top 100 of 121 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $26.6M | 44K |
| J P Morgan Exchange Traded F | JMEE | Shares | $22.9M | 338K |
| Ishares Tr | DGRO | Shares | $22.6M | 321K |
| Ishares Tr | IVLU | Shares | $14.3M | 355K |
| Ishares Tr | IWY | Shares | $10.5M | 42K |
| Apple Inc | AAPL | Shares | $9.4M | 37K |
| Lazard Active Etf Tr | IDEQ | Shares | $7.9M | 246K |
| Ishares Tr | IVV | Shares | $7.8M | 12K |
| J P Morgan Exchange Traded F | JPST | Shares | $5.7M | 112K |
| Exxon Mobil Corp | XOM | Shares | $5.4M | 33K |
| Virginia Natl Bk Chrlotsvle | VABK | Shares | $5.3M | 138K |
| Microsoft Corp | MSFT | Shares | $5.3M | 14K |
| Alphabet Inc | GOOGL | Shares | $4.7M | 15K |
| Nvidia Corporation | NVDA | Shares | $4.4M | 25K |
| Amazon Com Inc | AMZN | Shares | $4.2M | 20K |
| Vanguard Bd Index Fds | BIV | Shares | $4.1M | 53K |
| Wisdomtree Tr | DLN | Shares | $3.3M | 37K |
| Wisdomtree Tr | DGRW | Shares | $3.2M | 36K |
| Visa Inc | V | Shares | $3.1M | 10K |
| Alphabet Inc | GOOG | Shares | $2.9M | 10K |
| Chevron Corporation | CVX | Shares | $2.9M | 14K |
| Jpmorgan Chase & Co | JPM | Shares | $2.8M | 9K |
| Ishares Tr | IWV | Shares | $2.7M | 7K |
| Advanced Micro Devices Inc | AMD | Shares | $2.6M | 12K |
| Broadcom Inc | AVGO | Shares | $2.5M | 8K |
| Ishares Tr | IWR | Shares | $2.5M | 26K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.3M | 5K |
| Nextera Energy Inc | NEE | Shares | $2.3M | 24K |
| L3Harris Technologies Inc | LHX | Shares | $2.1M | 6K |
| Taiwan Semiconductor Manufac | TSM | Shares | $2.0M | 6K |
| Procter & Gamble Co | PG | Shares | $1.9M | 13K |
| Vaneck Etf Trust | PFXF | Shares | $1.9M | 108K |
| Duke Energy Corp New | DUK | Shares | $1.9M | 14K |
| Merck & Co Inc | MRK | Shares | $1.7M | 14K |
| Johnson & Johnson | JNJ | Shares | $1.6M | 7K |
| Verizon Communications Inc | VZ | Shares | $1.6M | 32K |
| Tesla Inc | TSLA | Shares | $1.6M | 5K |
| Ishares Tr | IQLT | Shares | $1.5M | 32K |
| Labcorp Holdings Inc | LH | Shares | $1.5M | 6K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $1.5M | 26K |
| Host Hotels & Resorts Inc | HST | Shares | $1.5M | 76K |
| Coca Cola Co | KO | Shares | $1.4M | 19K |
| Us Bancorp | USB | Shares | $1.4M | 26K |
| Quanta Svcs Inc | PWR | Shares | $1.3M | 2K |
| Union Pac Corp | UNP | Shares | $1.3M | 5K |
| Linde Plc | Shares | $1.3M | 3K | |
| Capital One Finl Corp | COF | Shares | $1.3M | 7K |
| Invesco Exch Trd Slf Idx Fd | BSCU | Shares | $1.3M | 78K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $1.3M | 68K |
| John Marshall Bancorp Inc | JMSB | Shares | $1.2M | 58K |
| Oracle Corp | ORCL | Shares | $1.1M | 8K |
| Ishares Tr | QUAL | Shares | $1.1M | 6K |
| J P Morgan Exchange Traded F | JEPI | Shares | $1.0M | 19K |
| Eli Lilly & Co | LLY | Shares | $1.0M | 1K |
| Generac Hldgs Inc | GNRC | Shares | $1.0M | 5K |
| Vanguard Index Fds | VTI | Shares | $984K | 3K |
| Salesforce Inc | CRM | Shares | $919K | 5K |
| Rithm Capital Corp | RITM | Shares | $912K | 96K |
| Pfizer Inc | PFE | Shares | $907K | 33K |
| Danaher Corp Del | DHR | Shares | $901K | 5K |
| Caterpillar Inc | CAT | Shares | $891K | 1K |
| First Tr Exch Traded Fd Iii | FPE | Shares | $885K | 50K |
| Dominion Energy Inc | D | Shares | $859K | 14K |
| Comcast Corp New | CMCSA | Shares | $823K | 30K |
| Roper Technologies Inc | ROP | Shares | $798K | 2K |
| T-Mobile Us Inc | TMUS | Shares | $748K | 4K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $738K | 36K |
| Vanguard World Fd | VSGX | Shares | $711K | 10K |
| Invesco Qqq Tr | QQQ | Shares | $687K | 1K |
| Walmart Inc | WMT | Shares | $669K | 5K |
| Ishares Tr | ESGU | Shares | $633K | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $633K | 1K |
| Vanguard Index Fds | VB | Shares | $603K | 2K |
| Ishares Tr | EFA | Shares | $601K | 6K |
| Vanguard World Fd | VPU | Shares | $561K | 3K |
| Costco Wholesale Corporation | COST | Shares | $546K | 539 |
| Home Depot Inc | HD | Shares | $538K | 2K |
| Wisdomtree Tr | DOL | Shares | $536K | 8K |
| Cambria Etf Tr | FYLD | Shares | $477K | 13K |
| Vanguard Index Fds | VTV | Shares | $449K | 2K |
| Ishares Tr | IJH | Shares | $443K | 6K |
| Cisco Sys Inc | CSCO | Shares | $419K | 5K |
| Oneok Inc New | OKE | Shares | $410K | 5K |
| Vanguard Index Fds | VUG | Shares | $408K | 917 |
| International Business Machs | IBM | Shares | $406K | 2K |
| Booking Holdings Inc | BKNG | Shares | $377K | 2K |
| Vanguard World Fd | ESGV | Shares | $361K | 3K |
| Wisdomtree Tr | DGS | Shares | $357K | 6K |
| Profesionally Managed Portfo | AKRE | Shares | $341K | 6K |
| Abbvie Inc | ABBV | Shares | $327K | 2K |
| Eaton Corp Plc | Shares | $317K | 859 | |
| Truist Finl Corp | TFC | Shares | $314K | 7K |
| Lockheed Martin Corp | LMT | Shares | $301K | 480 |
| Servicenow Inc | NOW | Shares | $294K | 3K |
| Intel Corp | INTC | Shares | $289K | 5K |
| Ea Series Trust | BRNY | Shares | $288K | 6K |
| Ishares Tr | IWN | Shares | $285K | 1K |
| Ishares Tr | IWD | Shares | $284K | 1K |
| Honeywell Intl Inc | HONGBP | Shares | $282K | 1K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $281K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.