Meridian Financial Partners LLC

WARRENTON, VA · CIK 1763722 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWarrenton, VA

$293.3m reported value +11.5% vs Q1 2026

119positions

51.8%in top 10

7 new 38 added 58 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	44,262	$30.5m10.41%	10.41%	Added +297	+297 0.7%
2	J P MORGAN EXCHANGE TRADED F SMALL & MID CAP JMEE	JMEE	347,624	$26.6m9.07%	9.07%	Added +9.7k	+9,681 2.9%
3	ISHARES TR CORE DIV GRWTH DGRO	DGRO	317,378	$24.6m8.40%	8.40%	Reduced -3.5k	-3,490 -1.1%
4	ISHARES TR MSCI INTL VLU FT IVLU	IVLU	368,005	$15.6m5.31%	5.31%	Added +13.5k	+13,453 3.8%
5	ISHARES TR RUS TP200 GR ETF IWY	IWY	43,243	$12.5m4.27%	4.27%	Added +1.6k	+1,636 3.9%
6	LAZARD ACTIVE ETF TR INTL DYNAMIC EQT IDEQ	IDEQ	319,202	$11.1m3.77%	3.77%	Added +73.5k	+73,545 29.9%
7	APPLE INC COM AAPL	AAPL	31,340	$10.3m3.50%	3.50%	Reduced -5.7k	-5,734 -15.5%
8	ISHARES TR CORE S&P500 ETF IVV	IVV	11,610	$8.8m3.00%	3.00%	Reduced -123	-123 -1.1%
9	ADVANCED MICRO DEVICES INC COM AMD	AMD	11,344	$6.0m2.05%	2.05%	Reduced -280	-280 -2.4%
10	VIRGINIA NATL BANKSHARES COR COM VABK	VABK	127,161	$5.8m1.98%	1.98%	Reduced -10.5k	-10,499 -7.6%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	14,923	$5.5m1.89%	1.89%	Reduced -535	-535 -3.5%
12	MICROSOFT CORP COM MSFT	MSFT	13,776	$5.5m1.86%	1.86%	Reduced -386	-386 -2.7%
13	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	107,084	$5.4m1.84%	1.84%	Reduced -4.9k	-4,873 -4.3%
14	NVIDIA CORPORATION COM NVDA	NVDA	23,897	$5.1m1.73%	1.73%	Reduced -672	-672 -2.7%
15	AMAZON COM INC COM AMZN	AMZN	19,338	$4.9m1.68%	1.68%	Reduced -424	-424 -2.1%
16	EXXON MOBIL CORP COM XOM	XOM	32,816	$4.7m1.62%	1.62%	Reduced -158	-158 -0.5%
17	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	55,184	$4.2m1.43%	1.43%	Added +1.9k	+1,892 3.5%
18	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	18,544	$3.8m1.31%	1.31%	Added +13.1k	+13,110 241.3%
19	ALPHABET INC CAP STK CL C GOOG	GOOG	9,561	$3.5m1.21%	1.21%	Added +10	+10 0.1%
20	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	36,050	$3.5m1.20%	1.20%	Reduced -1.2k	-1,163 -3.1%
21	VISA INC COM CL A V	V	9,910	$3.5m1.20%	1.20%	Reduced -254	-254 -2.5%
22	JPMORGAN CHASE & CO COM JPM	JPM	10,029	$3.5m1.19%	1.19%	Added +574	+574 6.1%
23	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	34,905	$3.4m1.15%	1.15%	Reduced -1.4k	-1,386 -3.8%
24	ISHARES TR RUSSELL 3000 ETF IWV	IWV	7,209	$3.1m1.06%	1.06%	Reduced -93	-93 -1.3%
25	BROADCOM INC COM AVGO	AVGO	7,586	$3.0m1.02%	1.02%	Added +10	+10 0.1%
26	ISHARES TR RUS MID CAP ETF IWR	IWR	25,642	$2.8m0.96%	0.96%	Unchanged
27	CHEVRON CORP NEW COM CVX	CVX	14,006	$2.5m0.87%	0.87%	Reduced -357	-357 -2.5%
28	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	5,824	$2.4m0.83%	0.83%	Unchanged
29	NEXTERA ENERGY INC COM NEE	NEE	23,410	$2.1m0.71%	0.71%	Reduced -920	-920 -3.8%
30	VANECK ETF TRUST PREFERRED SECURT PFXF	PFXF	110,458	$2.0m0.67%	0.67%	Added +2.9k	+2,929 2.7%
31	PROCTER AND GAMBLE CO COM PG	PG	13,122	$1.9m0.66%	0.66%	Reduced -342	-342 -2.5%
32	TESLA INC COM TSLA	TSLA	4,563	$1.8m0.61%	0.61%	Added +63	+63 1.4%
33	DUKE ENERGY CORP NEW COM NEW DUK	DUK	13,885	$1.7m0.59%	0.59%	Reduced -234	-234 -1.7%
34	MERCK & CO INC COM MRK	MRK	13,656	$1.7m0.58%	0.58%	Reduced -464	-464 -3.3%
35	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	5,804	$1.7m0.57%	0.57%	Reduced -87	-87 -1.5%
36	RITHM CAPITAL CORP COM NEW RITM	RITM	178,929	$1.7m0.56%	0.56%	Added +82.9k	+82,934 86.4%
37	US BANCORP DEL COM NEW USB	USB	26,187	$1.7m0.56%	0.56%	Added +219	+219 0.8%
38	JOHNSON & JOHNSON COM JNJ	JNJ	6,632	$1.6m0.56%	0.56%	Reduced -79	-79 -1.2%
39	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	32,406	$1.6m0.55%	0.55%	Reduced -1	-1 0.0%
40	GOLDMAN SACHS ETF TR S&P 500 PREMIUM GPIX	GPIX	28,495	$1.6m0.54%	0.54%	Added +24.5k	+24,485 610.6%
41	UNION PAC CORP COM UNP	UNP	5,248	$1.5m0.52%	0.52%	Reduced -102	-102 -1.9%
42	CAPITAL ONE FINL CORP COM COF	COF	7,241	$1.5m0.52%	0.52%	Added +9	+9 0.1%
43	COCA COLA CO COM KO	KO	18,067	$1.5m0.51%	0.51%	Reduced -616	-616 -3.3%
44	LABCORP HOLDINGS INC COM SHS LH	LH	5,419	$1.5m0.50%	0.50%	Reduced -175	-175 -3.1%
45	VERIZON COMMUNICATIONS INC COM VZ	VZ	32,559	$1.4m0.48%	0.48%	Added +87	+87 0.3%
46	LINDE PLC SHS LIN	LIN	2,658	$1.4m0.47%	0.47%	Added +6	+6 0.2%
47	QUANTA SVCS INC COM PWR	PWR	2,048	$1.3m0.45%	0.45%	Reduced -348	-348 -14.5%
48	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,498	$1.3m0.44%	0.44%	Added +475	+475 15.7%
49	ELI LILLY & CO COM LLY	LLY	1,114	$1.3m0.44%	0.44%	Reduced -9	-9 -0.8%
50	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	76,587	$1.3m0.43%	0.43%	Reduced -1.3k	-1,261 -1.6%
51	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	68,041	$1.3m0.43%	0.43%	Added +210	+210 0.3%
52	JOHN MARSHALL BANCORP INC COM JMSB	JMSB	57,619	$1.3m0.43%	0.43%	Unchanged
53	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	5,627	$1.2m0.42%	0.42%	Added +40	+40 0.7%
54	GENERAC HLDGS INC COM GNRC	GNRC	5,208	$1.2m0.40%	0.40%	Reduced -218	-218 -4.0%
55	ORACLE CORP COM ORCL	ORCL	7,590	$1.0m0.34%	0.34%	Reduced -396	-396 -5.0%
56	DOMINION ENERGY INC COM D	D	14,158	$1.0m0.34%	0.34%	Added +449	+449 3.3%
57	DANAHER CORPORATION COM DHR	DHR	4,580	$919.6k0.31%	0.31%	Reduced -137	-137 -2.9%
58	CATERPILLAR INC COM CAT	CAT	997	$912.0k0.31%	0.31%	Reduced -232	-232 -18.9%
59	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	50,622	$908.7k0.31%	0.31%	Added +1.0k	+1,014 2.0%
60	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,211	$854.9k0.29%	0.29%	Added +43	+43 3.7%
61	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	10,022	$813.2k0.28%	0.28%	Added +202	+202 2.1%
62	PFIZER INC COM PFE	PFE	32,642	$810.2k0.28%	0.28%	Reduced -834	-834 -2.5%
63	ROPER TECHNOLOGIES INC COM ROP	ROP	2,250	$784.2k0.27%	0.27%	Added +27	+27 1.2%
64	SALESFORCE INC COM CRM	CRM	4,650	$776.5k0.26%	0.26%	Reduced -372	-372 -7.4%
65	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	4,669	$774.1k0.26%	0.26%	Added +255	+255 5.8%
66	HOST HOTELS & RESORTS INC COM HST	HST	32,386	$770.8k0.26%	0.26%	Reduced -43.6k	-43,599 -57.4%
67	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	35,395	$721.9k0.25%	0.25%	Reduced -713	-713 -2.0%
68	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	12,041	$713.5k0.24%	0.24%	Reduced -14.1k	-14,110 -54.0%
69	COMCAST CORP NEW CL A CMCSA	CMCSA	30,041	$705.7k0.24%	0.24%	Added +416	+416 1.4%
70	T-MOBILE US INC COM TMUS	TMUS	3,671	$688.8k0.23%	0.23%	Reduced -58	-58 -1.6%
71	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	12,067	$687.6k0.23%	0.23%	Reduced -6.5k	-6,461 -34.9%
72	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,380	$673.9k0.23%	0.23%	Added +57	+57 4.3%
73	ISHARES TR MSCI EAFE ETF EFA	EFA	6,115	$639.9k0.22%	0.22%	Unchanged
74	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,134	$633.8k0.22%	0.22%	Reduced -136	-136 -6.0%
75	CISCO SYS INC COM CSCO	CSCO	5,094	$569.4k0.19%	0.19%	Reduced -100	-100 -1.9%
76	WISDOMTREE TR INTL LRGCAP DV DOL	DOL	7,145	$531.4k0.18%	0.18%	Reduced -600	-600 -7.8%
77	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	2,639	$516.2k0.18%	0.18%	Reduced -167	-167 -6.0%
78	WALMART INC COM WMT	WMT	4,526	$509.3k0.17%	0.17%	Reduced -936	-936 -17.1%
79	COSTCO WHSL CORP NEW COM COST	COST	539	$494.2k0.17%	0.17%	Unchanged
80	ISHARES TR CORE S&P MCP ETF IJH	IJH	6,468	$489.2k0.17%	0.17%	Unchanged
81	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,501	$482.8k0.16%	0.16%	Reduced -1	-1 -0.0%
82	CAMBRIA ETF TR CAMBRIA FGN SHR FYLD	FYLD	12,665	$482.2k0.16%	0.16%	Added +21	+21 0.2%
83	HOME DEPOT INC COM HD	HD	1,372	$468.4k0.16%	0.16%	Reduced -316	-316 -18.7%
84	EATON CORP PLC SHS ETN	ETN	1,108	$457.4k0.16%	0.16%	Added +249	+249 29.0%
85	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,089	$454.3k0.15%	0.15%	Reduced -183	-183 -8.1%
86	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	3,375	$452.2k0.15%	0.15%	Added +213	+213 6.7%
87	BOOKING HOLDINGS INC COM BKNG	BKNG	2,372	$433.6k0.15%	0.15%	Reduced -52.0k	-52,003 -95.6%
88	INTEL CORP COM INTC	INTC	4,028	$414.8k0.14%	0.14%	Reduced -1.4k	-1,437 -26.3%
89	ONEOK INC NEW COM OKE	OKE	4,371	$397.9k0.14%	0.14%	Reduced -147	-147 -3.2%
90	ABBVIE INC COM ABBV	ABBV	1,585	$386.9k0.13%	0.13%	Unchanged
91	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,742	$367.9k0.13%	0.13%	Added +87	+87 5.3%
92	PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF AKRE	AKRE	6,464	$357.8k0.12%	0.12%	Unchanged
93	WISDOMTREE TR EMG MKTS SMCAP DGS	DGS	5,519	$351.4k0.12%	0.12%	Reduced -451	-451 -7.5%
94	TRUIST FINL CORP COM TFC	TFC	6,567	$346.7k0.12%	0.12%	Unchanged
95	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	4,431	$340.9k0.12%	0.12%	Added +624	+624 16.4%
96	EA SERIES TRUST BURNEY US FCTR BRNY	BRNY	5,789	$339.0k0.12%	0.12%	Unchanged
97	LOCKHEED MARTIN CORP COM LMT	LMT	643	$330.8k0.11%	0.11%	Added +163	+163 34.0%
98	ISHARES TR RUS 2000 VAL ETF IWN	IWN	1,446	$320.0k0.11%	0.11%	Reduced -25	-25 -1.7%
99	BANK AMERICA CORP COM BAC	BAC	4,822	$297.0k0.10%	0.10%	Added +121	+121 2.6%
100	WASTE MGMT INC DEL COM WM	WM	1,201	$279.6k0.10%	0.10%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		629	$281.6k629 shares
ISHARES TR ACWI	ACWI	1,913	$268.2k1.9k shares
TRANE TECHNOLOGIES PLC TT	TT	609	$263.0k609 shares
CONOCOPHILLIPS COP	COP	1,845	$243.1k1.8k shares
PHILIP MORRIS INTL INC PM	PM	1,420	$223.6k1.4k shares
PEPSICO INC PEP	PEP	1,407	$215.6k1.4k shares
ALBEMARLE CORP ALB	ALB	1,167	$202.5k1.2k shares
MONDELEZ INTL INC MDLZ	MDLZ	3,496	$201.0k3.5k shares
TORTOISE CAPITAL SERIES TRUS TNGY	TNGY	12,373	$127.7k12.4k shares