Meridian Financial Partners
WARRENTON, VAfiles as Meridian Financial Partners LLC
$293m in 119 US stocks at the end of 30 June 2026. The top 10 are 51.8% of the money. It changed about 5.6% of the portfolio this quarter.
Value
$293m
Stocks
119
Top 10 share
51.8%
Turnover
5.6%
What changed this quarter
New
Bought for the first time this quarter.
- Choiceone Financial ServicesCOFS<0.1% of the fund
- Vanguard BD Index FDSBND<0.1% of the fund
- NucorNUE<0.1% of the fund
- Ishares TRSUSL<0.1% of the fund
- UnitedHealth GroupUNH<0.1% of the fund
- Vertiv HoldingsVRT<0.1% of the fund
- McDonald'sMCD<0.1% of the fund
Added
Bought more of a stock they already held.
- J P Morgan Exchange Traded FJMEE9.1% of the fund+3%
- Ishares TRIVLU5.3% of the fund+4%
- Ishares TRIWY4.3% of the fund+4%
- Lazard Active ETF TRIDEQ3.8% of the fund+30%
- Vanguard BD Index FDSBIV1.4% of the fund+4%
- CrowdStrike HoldingsCRWD1.3% of the fund+241%
- JPMorgan ChaseJPM1.2% of the fund+6%
- Vaneck ETF TrustPFXF0.7% of the fund+3%
- Rithm CapitalRITM0.6% of the fund+86%
- Goldman Sachs ETF TRGPIX0.5% of the fund+611%
- Vanguard Index FDSVTI0.4% of the fund+16%
- Dominion EnergyD0.3% of the fund+3%
- First TR Exch Traded FD IIIFPE0.3% of the fund+2%
- Invesco QQQ TRQQQ0.3% of the fund+4%
- Vanguard World FDVSGX0.3% of the fund+2%
- Ishares TRESGU0.3% of the fund+6%
- Berkshire HathawayBRK-B0.2% of the fund+4%
- EatonETN0.2% of the fund+29%
- Vanguard World FDESGV0.2% of the fund+7%
- Booking HoldingsBKNG0.1% of the fund+9%
- International Business MachinesIBM0.1% of the fund+5%
- Invesco Exch Traded FD TR IISPLV0.1% of the fund+16%
- Lockheed MartinLMT0.1% of the fund+34%
- Bank of AmericaBAC0.1% of the fund+3%
- Lowe's CompaniesLOW<0.1% of the fund+19%
Cut
Sold some of their stake.
- AppleAAPL3.5% of the fund-15%
- Advanced Micro DevicesAMD2.0% of the fund-2%
- Virginia National BanksharesVABK2.0% of the fund-8%
- AlphabetGOOGL1.9% of the fund-3%
- MicrosoftMSFT1.9% of the fund-3%
- J P Morgan Exchange Traded FJPST1.8% of the fund-4%
- NvidiaNVDA1.7% of the fund-3%
- Amazon.comAMZN1.7% of the fund-2%
- Wisdomtree TRDLN1.2% of the fund-3%
- VisaV1.2% of the fund-3%
- Wisdomtree TRDGRW1.2% of the fund-4%
- ChevronCVX0.9% of the fund-2%
- NextEra EnergyNEE0.7% of the fund-4%
- Procter & GamblePG0.7% of the fund-3%
- MerckMRK0.6% of the fund-3%
- Coca-ColaKO0.5% of the fund-3%
- Labcorp HoldingsLH0.5% of the fund-3%
- Quanta ServicesPWR0.5% of the fund-15%
- Generac HoldingsGNRC0.4% of the fund-4%
- OracleORCL0.3% of the fund-5%
- DanaherDHR0.3% of the fund-3%
- CaterpillarCAT0.3% of the fund-19%
- PfizerPFE0.3% of the fund-2%
- SalesforceCRM0.3% of the fund-7%
- Host Hotels & ResortsHST0.3% of the fund-57%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Ishares TRACWI-100%
- Trane TechnologiesTT-100%
- ConocoPhillipsCOP-100%
- Philip Morris InternationalPM-100%
- PepsiCoPEP-100%
- AlbemarleALB-100%
- Mondelez InternationalMDLZ-100%
- Tortoise Capital Series TrusTNGY-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 10.4%
- Value
- $31m
- Shares
- 44,262
Held
- J P Morgan Exchange Traded FJMEE
- Share
- 9.1%
- Value
- $27m
- Shares
- 347,624
+3%
- Ishares TRDGRO
- Share
- 8.4%
- Value
- $25m
- Shares
- 317,378
Held
- Ishares TRIVLU
- Share
- 5.3%
- Value
- $16m
- Shares
- 368,005
+4%
- Ishares TRIWY
- Share
- 4.3%
- Value
- $13m
- Shares
- 43,243
+4%
- Lazard Active ETF TRIDEQ
- Share
- 3.8%
- Value
- $11m
- Shares
- 319,202
+30%
- Ishares TRIVV
- Share
- 3.0%
- Value
- $9m
- Shares
- 11,610
Held
- J P Morgan Exchange Traded FJPST
- Share
- 1.8%
- Value
- $5m
- Shares
- 107,084
-4%
- Vanguard BD Index FDSBIV
- Share
- 1.4%
- Value
- $4m
- Shares
- 55,184
+4%
- Wisdomtree TRDLN
- Share
- 1.2%
- Value
- $4m
- Shares
- 36,050
-3%
- Wisdomtree TRDGRW
- Share
- 1.2%
- Value
- $3m
- Shares
- 34,905
-4%
- Ishares TRIWV
- Share
- 1.1%
- Value
- $3m
- Shares
- 7,209
Held
- Ishares TRIWR
- Share
- 1.0%
- Value
- $3m
- Shares
- 25,642
Held
- Vaneck ETF TrustPFXF
- Share
- 0.7%
- Value
- $2m
- Shares
- 110,458
+3%
- Ishares TRIQLT
- Share
- 0.5%
- Value
- $2m
- Shares
- 32,406
Held
- Goldman Sachs ETF TRGPIX
- Share
- 0.5%
- Value
- $2m
- Shares
- 28,495
+611%
- Vanguard Index FDSVTI
- Share
- 0.4%
- Value
- $1m
- Shares
- 3,498
+16%
- Invesco Exch TRD SLF IDX FDBSCU
- Share
- 0.4%
- Value
- $1m
- Shares
- 76,587
Held
- Invesco Exch TRD SLF IDX FDBSCT
- Share
- 0.4%
- Value
- $1m
- Shares
- 68,041
Held
- Ishares TRQUAL
- Share
- 0.4%
- Value
- $1m
- Shares
- 5,627
Held
- First TR Exch Traded FD IIIFPE
- Share
- 0.3%
- Value
- $908,665
- Shares
- 50,622
+2%
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $854,893
- Shares
- 1,211
+4%
- Vanguard World FDVSGX
- Share
- 0.3%
- Value
- $813,185
- Shares
- 10,022
+2%
- Ishares TRESGU
- Share
- 0.3%
- Value
- $774,120
- Shares
- 4,669
+6%
- Invesco Exch TRD SLF IDX FDBSCS
- Share
- 0.2%
- Value
- $721,881
- Shares
- 35,395
Held
- J P Morgan Exchange Traded FJEPQ
- Share
- 0.2%
- Value
- $713,550
- Shares
- 12,041
-54%
- J P Morgan Exchange Traded FJEPI
- Share
- 0.2%
- Value
- $687,578
- Shares
- 12,067
-35%
- Ishares TREFA
- Share
- 0.2%
- Value
- $639,935
- Shares
- 6,115
Held
- Vanguard Index FDSVB
- Share
- 0.2%
- Value
- $633,819
- Shares
- 2,134
-6%
- Wisdomtree TRDOL
- Share
- 0.2%
- Value
- $531,388
- Shares
- 7,145
-8%
- Vanguard World FDVPU
- Share
- 0.2%
- Value
- $516,241
- Shares
- 2,639
-6%
- Ishares TRIJH
- Share
- 0.2%
- Value
- $489,175
- Shares
- 6,468
Held
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $482,750
- Shares
- 5,501
Held
- Cambria ETF TRFYLD
- Share
- 0.2%
- Value
- $482,157
- Shares
- 12,665
Held
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $454,337
- Shares
- 2,089
-8%
- Vanguard World FDESGV
- Share
- 0.2%
- Value
- $452,250
- Shares
- 3,375
+7%
- Profesionally Managed PortfoAKRE
- Share
- 0.1%
- Value
- $357,782
- Shares
- 6,464
Held
- Wisdomtree TRDGS
- Share
- 0.1%
- Value
- $351,395
- Shares
- 5,519
-8%
- Invesco Exch Traded FD TR IISPLV
- Share
- 0.1%
- Value
- $340,921
- Shares
- 4,431
+16%
- EA Series TrustBRNY
- Share
- 0.1%
- Value
- $339,007
- Shares
- 5,789
Held
- Ishares TRIWN
- Share
- 0.1%
- Value
- $319,985
- Shares
- 1,446
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 10.4% | $31m | 44,262 | Held |
| J P Morgan Exchange Traded FJMEE | 9.1% | $27m | 347,624 | +3% |
| Ishares TRDGRO | 8.4% | $25m | 317,378 | Held |
| Ishares TRIVLU | 5.3% | $16m | 368,005 | +4% |
| Ishares TRIWY | 4.3% | $13m | 43,243 | +4% |
| Lazard Active ETF TRIDEQ | 3.8% | $11m | 319,202 | +30% |
| AppleAAPL | 3.5% | $10m | 31,340 | -15% |
| Ishares TRIVV | 3.0% | $9m | 11,610 | Held |
| Advanced Micro DevicesAMD | 2.0% | $6m | 11,344 | -2% |
| Virginia National BanksharesVABK | 2.0% | $6m | 127,161 | -8% |
| AlphabetGOOGL | 1.9% | $6m | 14,923 | -3% |
| MicrosoftMSFT | 1.9% | $5m | 13,776 | -3% |
| J P Morgan Exchange Traded FJPST | 1.8% | $5m | 107,084 | -4% |
| NvidiaNVDA | 1.7% | $5m | 23,897 | -3% |
| Amazon.comAMZN | 1.7% | $5m | 19,338 | -2% |
| ExxonMobil HoldingsXOM | 1.6% | $5m | 32,816 | Held |
| Vanguard BD Index FDSBIV | 1.4% | $4m | 55,184 | +4% |
| CrowdStrike HoldingsCRWD | 1.3% | $4m | 18,544 | +241% |
| AlphabetGOOG | 1.2% | $4m | 9,561 | Held |
| Wisdomtree TRDLN | 1.2% | $4m | 36,050 | -3% |
| VisaV | 1.2% | $4m | 9,910 | -3% |
| JPMorgan ChaseJPM | 1.2% | $3m | 10,029 | +6% |
| Wisdomtree TRDGRW | 1.2% | $3m | 34,905 | -4% |
| Ishares TRIWV | 1.1% | $3m | 7,209 | Held |
| BroadcomAVGO | 1.0% | $3m | 7,586 | Held |
| Ishares TRIWR | 1.0% | $3m | 25,642 | Held |
| ChevronCVX | 0.9% | $3m | 14,006 | -2% |
| Taiwan Semiconductor ManufacturingTSM | 0.8% | $2m | 5,824 | Held |
| NextEra EnergyNEE | 0.7% | $2m | 23,410 | -4% |
| Vaneck ETF TrustPFXF | 0.7% | $2m | 110,458 | +3% |
| Procter & GamblePG | 0.7% | $2m | 13,122 | -3% |
| TeslaTSLA | 0.6% | $2m | 4,563 | Held |
| Duke EnergyDUK | 0.6% | $2m | 13,885 | Held |
| MerckMRK | 0.6% | $2m | 13,656 | -3% |
| L3harris TechnologiesLHX | 0.6% | $2m | 5,804 | Held |
| Rithm CapitalRITM | 0.6% | $2m | 178,929 | +86% |
| US BancorpUSB | 0.6% | $2m | 26,187 | Held |
| Johnson & JohnsonJNJ | 0.6% | $2m | 6,632 | Held |
| Ishares TRIQLT | 0.5% | $2m | 32,406 | Held |
| Goldman Sachs ETF TRGPIX | 0.5% | $2m | 28,495 | +611% |
| Union PacificUNP | 0.5% | $2m | 5,248 | Held |
| Capital One FinancialCOF | 0.5% | $2m | 7,241 | Held |
| Coca-ColaKO | 0.5% | $1m | 18,067 | -3% |
| Labcorp HoldingsLH | 0.5% | $1m | 5,419 | -3% |
| Verizon CommunicationsVZ | 0.5% | $1m | 32,559 | Held |
| LindeLIN | 0.5% | $1m | 2,658 | Held |
| Quanta ServicesPWR | 0.5% | $1m | 2,048 | -15% |
| Vanguard Index FDSVTI | 0.4% | $1m | 3,498 | +16% |
| Eli LillyLLY | 0.4% | $1m | 1,114 | Held |
| Invesco Exch TRD SLF IDX FDBSCU | 0.4% | $1m | 76,587 | Held |
| Invesco Exch TRD SLF IDX FDBSCT | 0.4% | $1m | 68,041 | Held |
| John Marshall BancorpJMSB | 0.4% | $1m | 57,619 | Held |
| Ishares TRQUAL | 0.4% | $1m | 5,627 | Held |
| Generac HoldingsGNRC | 0.4% | $1m | 5,208 | -4% |
| OracleORCL | 0.3% | $1m | 7,590 | -5% |
| Dominion EnergyD | 0.3% | $1m | 14,158 | +3% |
| DanaherDHR | 0.3% | $919,624 | 4,580 | -3% |
| CaterpillarCAT | 0.3% | $912,007 | 997 | -19% |
| First TR Exch Traded FD IIIFPE | 0.3% | $908,665 | 50,622 | +2% |
| Invesco QQQ TRQQQ | 0.3% | $854,893 | 1,211 | +4% |
| Vanguard World FDVSGX | 0.3% | $813,185 | 10,022 | +2% |
| PfizerPFE | 0.3% | $810,165 | 32,642 | -2% |
| Roper TechnologiesROP | 0.3% | $784,182 | 2,250 | Held |
| SalesforceCRM | 0.3% | $776,550 | 4,650 | -7% |
| Ishares TRESGU | 0.3% | $774,120 | 4,669 | +6% |
| Host Hotels & ResortsHST | 0.3% | $770,787 | 32,386 | -57% |
| Invesco Exch TRD SLF IDX FDBSCS | 0.2% | $721,881 | 35,395 | Held |
| J P Morgan Exchange Traded FJEPQ | 0.2% | $713,550 | 12,041 | -54% |
| ComcastCMCSA | 0.2% | $705,657 | 30,041 | Held |
| T-Mobile USTMUS | 0.2% | $688,753 | 3,671 | Held |
| J P Morgan Exchange Traded FJEPI | 0.2% | $687,578 | 12,067 | -35% |
| Berkshire HathawayBRK-B | 0.2% | $673,923 | 1,380 | +4% |
| Ishares TREFA | 0.2% | $639,935 | 6,115 | Held |
| Vanguard Index FDSVB | 0.2% | $633,819 | 2,134 | -6% |
| Cisco SystemsCSCO | 0.2% | $569,369 | 5,094 | Held |
| Wisdomtree TRDOL | 0.2% | $531,388 | 7,145 | -8% |
| Vanguard World FDVPU | 0.2% | $516,241 | 2,639 | -6% |
| WalmartWMT | 0.2% | $509,311 | 4,526 | -17% |
| Costco WholesaleCOST | 0.2% | $494,153 | 539 | Held |
| Ishares TRIJH | 0.2% | $489,175 | 6,468 | Held |
| Vanguard Index FDSVUG | 0.2% | $482,750 | 5,501 | Held |
| Cambria ETF TRFYLD | 0.2% | $482,157 | 12,665 | Held |
| Home DepotHD | 0.2% | $468,356 | 1,372 | -19% |
| EatonETN | 0.2% | $457,449 | 1,108 | +29% |
| Vanguard Index FDSVTV | 0.2% | $454,337 | 2,089 | -8% |
| Vanguard World FDESGV | 0.2% | $452,250 | 3,375 | +7% |
| Booking HoldingsBKNG | 0.1% | $433,618 | 2,372 | +9% |
| IntelINTC | 0.1% | $414,826 | 4,028 | -26% |
| OneokOKE | 0.1% | $397,930 | 4,371 | -3% |
| AbbVieABBV | 0.1% | $386,914 | 1,585 | Held |
| International Business MachinesIBM | 0.1% | $367,910 | 1,742 | +5% |
| Profesionally Managed PortfoAKRE | 0.1% | $357,782 | 6,464 | Held |
| Wisdomtree TRDGS | 0.1% | $351,395 | 5,519 | -8% |
| Truist FinancialTFC | 0.1% | $346,738 | 6,567 | Held |
| Invesco Exch Traded FD TR IISPLV | 0.1% | $340,921 | 4,431 | +16% |
| EA Series TrustBRNY | 0.1% | $339,007 | 5,789 | Held |
| Lockheed MartinLMT | 0.1% | $330,798 | 643 | +34% |
| Ishares TRIWN | 0.1% | $319,985 | 1,446 | Held |
| Bank of AmericaBAC | 0.1% | $296,987 | 4,822 | +3% |
| Waste ManagementWM | <0.1% | $279,593 | 1,201 | Held |
Showing the largest 100 of 119.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 37.8% since 30 June 2025.
Where the money is
Technology13.7%
Financial services6.4%
Media & telecom4.1%
Health care2.9%
Industrials2.8%
Retail & consumer2.8%
Energy2.6%
Utilities1.6%
Everyday goods1.6%
Real estate0.9%
Materials0.5%
Other60.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.