# Meridian Financial Partners LLC: Form 13F holdings

An institutional investment manager in WARRENTON, VA. SEC CIK 1763722.

- Quarter ended: 2026-06-30
- Filed: 2026-07-24
- Reported value: $293.3m
- Positions: 119 (119 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1763722/000176372226000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $30.5m | 10.4% | 44,262 |  | Added +297 |
| J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | $26.6m | 9.1% | 347,624 |  | Added +9,681 |
| ISHARES TR | CORE DIV GRWTH | $24.6m | 8.4% | 317,378 |  | Reduced −3,490 |
| ISHARES TR | MSCI INTL VLU FT | $15.6m | 5.3% | 368,005 |  | Added +13,453 |
| ISHARES TR | RUS TP200 GR ETF | $12.5m | 4.3% | 43,243 |  | Added +1,636 |
| LAZARD ACTIVE ETF TR | INTL DYNAMIC EQT | $11.1m | 3.8% | 319,202 |  | Added +73,545 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $10.3m | 3.5% | 31,340 |  | Reduced −5,734 |
| ISHARES TR | CORE S&P500 ETF | $8.8m | 3.0% | 11,610 |  | Reduced −123 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $6.0m | 2.0% | 11,344 |  | Reduced −280 |
| [VIRGINIA NATL BK CHRLOTSVLE (VABK)](/companies/vabk.md) | COM | $5.8m | 2.0% | 127,161 |  | Reduced −10,499 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $5.5m | 1.9% | 14,923 |  | Reduced −535 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $5.5m | 1.9% | 13,776 |  | Reduced −386 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $5.4m | 1.8% | 107,084 |  | Reduced −4,873 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $5.1m | 1.7% | 23,897 |  | Reduced −672 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $4.9m | 1.7% | 19,338 |  | Reduced −424 |
| EXXON MOBIL CORP | COM | $4.7m | 1.6% | 32,816 |  | Reduced −158 |
| VANGUARD BD INDEX FDS | INTERMED TERM | $4.2m | 1.4% | 55,184 |  | Added +1,892 |
| [CROWDSTRIKE HLDGS INC (CRWD)](/companies/crwd.md) | CL A | $3.8m | 1.3% | 18,544 |  | Added +13,110 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $3.5m | 1.2% | 9,561 |  | Added +10 |
| WISDOMTREE TR | US LARGECAP DIVD | $3.5m | 1.2% | 36,050 |  | Reduced −1,163 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $3.5m | 1.2% | 9,910 |  | Reduced −254 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $3.5m | 1.2% | 10,029 |  | Added +574 |
| WISDOMTREE TR | US QTLY DIV GRT | $3.4m | 1.2% | 34,905 |  | Reduced −1,386 |
| ISHARES TR | RUSSELL 3000 ETF | $3.1m | 1.1% | 7,209 |  | Reduced −93 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $3.0m | 1.0% | 7,586 |  | Added +10 |
| ISHARES TR | RUS MID CAP ETF | $2.8m | 1.0% | 25,642 |  | Unchanged |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $2.5m | 0.9% | 14,006 |  | Reduced −357 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $2.4m | 0.8% | 5,824 |  | Unchanged |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $2.1m | 0.7% | 23,410 |  | Reduced −920 |
| VANECK ETF TRUST | PREFERRED SECURT | $2.0m | 0.7% | 110,458 |  | Added +2,929 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $1.9m | 0.7% | 13,122 |  | Reduced −342 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $1.8m | 0.6% | 4,563 |  | Added +63 |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $1.7m | 0.6% | 13,885 |  | Reduced −234 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $1.7m | 0.6% | 13,656 |  | Reduced −464 |
| [L3HARRIS TECHNOLOGIES INC (LHX)](/companies/lhx.md) | COM | $1.7m | 0.6% | 5,804 |  | Reduced −87 |
| [RITHM CAPITAL CORP (RITM)](/companies/ritm.md) | COM NEW | $1.7m | 0.6% | 178,929 |  | Added +82,934 |
| [US BANCORP (USB)](/companies/usb.md) | COM NEW | $1.7m | 0.6% | 26,187 |  | Added +219 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $1.6m | 0.6% | 6,632 |  | Reduced −79 |
| ISHARES TR | MSCI INTL QUALTY | $1.6m | 0.5% | 32,406 |  | Reduced −1 |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $1.6m | 0.5% | 28,495 |  | Added +24,485 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $1.5m | 0.5% | 5,248 |  | Reduced −102 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $1.5m | 0.5% | 7,241 |  | Added +9 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $1.5m | 0.5% | 18,067 |  | Reduced −616 |
| [LABCORP HOLDINGS INC (LH)](/companies/lh.md) | COM SHS | $1.5m | 0.5% | 5,419 |  | Reduced −175 |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $1.4m | 0.5% | 32,559 |  | Added +87 |
| LINDE PLC | SHS | $1.4m | 0.5% | 2,658 |  | Added +6 |
| [QUANTA SVCS INC (PWR)](/companies/pwr.md) | COM | $1.3m | 0.5% | 2,048 |  | Reduced −348 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.3m | 0.4% | 3,498 |  | Added +475 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $1.3m | 0.4% | 1,114 |  | Reduced −9 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $1.3m | 0.4% | 76,587 |  | Reduced −1,261 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $1.3m | 0.4% | 68,041 |  | Added +210 |
| [JOHN MARSHALL BANCORP INC (JMSB)](/companies/jmsb.md) | COM | $1.3m | 0.4% | 57,619 |  | Unchanged |
| ISHARES TR | MSCI USA QLT FCT | $1.2m | 0.4% | 5,627 |  | Added +40 |
| [GENERAC HLDGS INC (GNRC)](/companies/gnrc.md) | COM | $1.2m | 0.4% | 5,208 |  | Reduced −218 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $1.0m | 0.3% | 7,590 |  | Reduced −396 |
| [DOMINION ENERGY INC (D)](/companies/d.md) | COM | $1.0m | 0.3% | 14,158 |  | Added +449 |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $919.6k | 0.3% | 4,580 |  | Reduced −137 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $912.0k | 0.3% | 997 |  | Reduced −232 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $908.7k | 0.3% | 50,622 |  | Added +1,014 |
| INVESCO QQQ TR | UNIT SER 1 | $854.9k | 0.3% | 1,211 |  | Added +43 |
| VANGUARD WORLD FD | ESG INTL STK ETF | $813.2k | 0.3% | 10,022 |  | Added +202 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $810.2k | 0.3% | 32,642 |  | Reduced −834 |
| [ROPER TECHNOLOGIES INC (ROP)](/companies/rop.md) | COM | $784.2k | 0.3% | 2,250 |  | Added +27 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $776.5k | 0.3% | 4,650 |  | Reduced −372 |
| ISHARES TR | ESG AWR MSCI USA | $774.1k | 0.3% | 4,669 |  | Added +255 |
| [HOST HOTELS & RESORTS INC (HST)](/companies/hst.md) | COM | $770.8k | 0.3% | 32,386 |  | Reduced −43,599 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $721.9k | 0.2% | 35,395 |  | Reduced −713 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $713.5k | 0.2% | 12,041 |  | Reduced −14,110 |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $705.7k | 0.2% | 30,041 |  | Added +416 |
| [T-MOBILE US INC (TMUS)](/companies/tmus.md) | COM | $688.8k | 0.2% | 3,671 |  | Reduced −58 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $687.6k | 0.2% | 12,067 |  | Reduced −6,461 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $673.9k | 0.2% | 1,380 |  | Added +57 |
| ISHARES TR | MSCI EAFE ETF | $639.9k | 0.2% | 6,115 |  | Unchanged |
| VANGUARD INDEX FDS | SMALL CP ETF | $633.8k | 0.2% | 2,134 |  | Reduced −136 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $569.4k | 0.2% | 5,094 |  | Reduced −100 |
| WISDOMTREE TR | TRUE DEV INTL FD | $531.4k | 0.2% | 7,145 |  | Reduced −600 |
| VANGUARD WORLD FD | UTILITIES ETF | $516.2k | 0.2% | 2,639 |  | Reduced −167 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $509.3k | 0.2% | 4,526 |  | Reduced −936 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $494.2k | 0.2% | 539 |  | Unchanged |
| ISHARES TR | CORE S&P MCP ETF | $489.2k | 0.2% | 6,468 |  | Unchanged |
| VANGUARD INDEX FDS | GROWTH ETF | $482.8k | 0.2% | 5,501 |  | Added +4,584 |
| CAMBRIA ETF TR | CAMBRIA FGN SHR | $482.2k | 0.2% | 12,665 |  | Added +21 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $468.4k | 0.2% | 1,372 |  | Reduced −316 |
| EATON CORP PLC | SHS | $457.4k | 0.2% | 1,108 |  | Added +249 |
| VANGUARD INDEX FDS | VALUE ETF | $454.3k | 0.2% | 2,089 |  | Reduced −183 |
| VANGUARD WORLD FD | ESG US STK ETF | $452.3k | 0.2% | 3,375 |  | Added +213 |
| [BOOKING HOLDINGS INC (BKNG)](/companies/bkng.md) | COM | $433.6k | 0.1% | 2,372 |  | Added +197 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $414.8k | 0.1% | 4,028 |  | Reduced −1,437 |
| ONEOK INC NEW | COM | $397.9k | 0.1% | 4,371 |  | Reduced −147 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $386.9k | 0.1% | 1,585 |  | Unchanged |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $367.9k | 0.1% | 1,742 |  | Added +87 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $357.8k | 0.1% | 6,464 |  | Unchanged |
| WISDOMTREE TR | EMG MKTS SMCAP | $351.4k | 0.1% | 5,519 |  | Reduced −451 |
| [TRUIST FINL CORP (TFC)](/companies/tfc.md) | COM | $346.7k | 0.1% | 6,567 |  | Unchanged |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $340.9k | 0.1% | 4,431 |  | Added +624 |
| EA SERIES TRUST | BURNEY US FCTR | $339.0k | 0.1% | 5,789 |  | Unchanged |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $330.8k | 0.1% | 643 |  | Added +163 |
| ISHARES TR | RUS 2000 VAL ETF | $320.0k | 0.1% | 1,446 |  | Reduced −25 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $297.0k | 0.1% | 4,822 |  | Added +121 |
| [WASTE MGMT INC DEL (WM)](/companies/wm.md) | COM | $279.6k | <0.1% | 1,201 |  | Unchanged |
| ISHARES TR | RUS 1000 VAL ETF | $268.8k | <0.1% | 1,087 |  | Reduced −224 |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $263.1k | <0.1% | 1,255 |  | Added +200 |
| [KENVUE INC (KVUE)](/companies/kvue.md) | COM | $259.0k | <0.1% | 13,850 |  | Reduced −359 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $253.6k | <0.1% | 3,051 |  | Reduced −335 |
| [CHOICEONE FINANCIA (COFS)](/companies/cofs.md) | COM | $239.1k | <0.1% | 7,125 |  | New +7,125 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $238.8k | <0.1% | 3,280 |  | New +3,280 |
| [NUCOR CORP (NUE)](/companies/nue.md) | COM | $236.9k | <0.1% | 1,000 |  | New +1,000 |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $235.0k | <0.1% | 2,244 |  | Reduced −681 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $230.2k | <0.1% | 305 |  | Reduced −6 |
| ISHARES TR | ESG MSCI LEADR | $225.9k | <0.1% | 1,695 |  | New +1,695 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL REL | $224.5k | <0.1% | 6,125 |  | Unchanged |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $223.5k | <0.1% | 534 |  | New +534 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $221.6k | <0.1% | 1,131 |  | Unchanged |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $221.4k | <0.1% | 727 |  | New +727 |
| AB ACTIVE ETFS INC | CONSERVATIVE | $217.6k | <0.1% | 5,086 |  | Unchanged |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $215.7k | <0.1% | 1,583 |  | Unchanged |
| [AT&T INC (T)](/companies/t.md) | COM | $215.4k | <0.1% | 10,051 |  | Added +221 |
| [CBRE GROUP INC (CBRE)](/companies/cbre.md) | CL A | $213.1k | <0.1% | 1,507 |  | Unchanged |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $211.4k | <0.1% | 798 |  | New +798 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALBEMARLE CORP (ALB)](/companies/alb.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,167 |
| [CONOCOPHILLIPS (COP)](/companies/cop.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,845 |
| HONEYWELL INTL INC | COM | $0 | 0.0% | 0 |  | Sold out −1,258 |
| ISHARES TR | MSCI ACWI ETF | $0 | 0.0% | 0 |  | Sold out −1,913 |
| [MONDELEZ INTL INC (MDLZ)](/companies/mdlz.md) | CL A | $0 | 0.0% | 0 |  | Sold out −3,496 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,407 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,420 |
| TORTOISE CAPITAL SERIES TRUS | ENERGY ETF | $0 | 0.0% | 0 |  | Sold out −12,373 |
| TRANE TECHNOLOGIES PLC | SHS | $0 | 0.0% | 0 |  | Sold out −609 |

Source: SEC EDGAR, Form 13F-HR, accession 0001763722-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.