Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Meridian Financial Partners LLC

Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0001763722-25-000007

Total Value
$240.7M
Positions
113
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (113)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836346,122$28.5M11.86%
2ISHARES TR46434V621375,986$25.8M10.70%
3J P MORGAN EXCHANGE TRADED F46641Q118304,985$19.5M8.08%
4ISHARES TR46428943837,871$10.5M4.37%
5APPLE INCAAPL34,765$9.0M3.73%
6ISHARES TR46435G409240,586$8.6M3.56%
7ISHARES TR46428720010,864$7.3M3.05%
8MICROSOFT CORPMSFT13,938$7.3M3.04%
9J P MORGAN EXCHANGE TRADED F46641Q837133,328$6.8M2.80%
10VIRGINIA NATL BANKSHARES COR928031103141,161$5.5M2.27%
11NVIDIA CORPORATIONNVDA24,652$4.7M1.94%
12AMAZON COM INCAMZN19,309$4.3M1.81%
13ALPHABET INCGOOG15,563$3.8M1.58%
14VANGUARD BD INDEX FDS92193781946,453$3.6M1.51%
15WISDOMTREE TRWT38,497$3.4M1.43%
16EXXON MOBIL CORPXOM29,903$3.4M1.42%
17WISDOMTREE TRWT37,314$3.2M1.35%
18JPMORGAN CHASE & CO.VYLD9,631$2.9M1.22%
19VISA INCV8,112$2.9M1.18%
20CROWDSTRIKE HLDGS INCCRWD5,559$2.8M1.18%
21ADVANCED MICRO DEVICES INCAMD11,904$2.8M1.16%
22BROADCOM INCAVGO7,565$2.6M1.09%
23ISHARES TR4642876896,231$2.4M0.99%
24ALPHABET INCGOOG9,599$2.4M0.98%
25ISHARES TR46428749923,482$2.3M0.95%
26CHEVRON CORP NEWCVX13,823$2.1M0.88%
27NEXTERA ENERGY INCNEE-PW24,302$2.0M0.85%
28ORACLE CORPORCL-PD7,051$2.0M0.85%
29PROCTER AND GAMBLE CO74271810912,918$1.9M0.81%
30L3HARRIS TECHNOLOGIES INCLHX5,971$1.8M0.76%
31TAIWAN SEMICONDUCTOR MFG LTD8740391005,763$1.8M0.73%
32DUKE ENERGY CORP NEWDUKB13,829$1.7M0.72%
33GENERAC HLDGS INCGNRC9,995$1.7M0.71%
34LABCORP HOLDINGS INCLH5,532$1.5M0.64%
35VANECK ETF TRUST92189F42984,576$1.5M0.63%
36CAPITAL ONE FINL CORP14040H1057,027$1.5M0.62%
37TESLA INCTSLA3,186$1.4M0.58%
38VERIZON COMMUNICATIONS INCVZ31,983$1.3M0.55%
39JOHNSON & JOHNSONJNJ6,943$1.3M0.55%
40HOST HOTELS & RESORTS INCHST79,366$1.3M0.54%
41ISHARES TR46434V45628,346$1.3M0.53%
42US BANCORP DELUSB-PS26,606$1.3M0.52%
43MERCK & CO INCMRK13,910$1.2M0.50%
44COCA COLA COKO18,169$1.2M0.50%
45SALESFORCE INCCRM4,859$1.2M0.49%
46UNION PAC CORPUNP4,846$1.1M0.47%
47ROPER TECHNOLOGIES INCROP2,153$1.1M0.47%
48ISHARES TR46432F3395,587$1.1M0.46%
49QUANTA SVCS INC74762E1022,456$1.1M0.45%
50JOHN MARSHALL BANCORP INCJMSB57,619$1.1M0.45%
51RITHM CAPITAL CORPRITM-PF92,992$1.0M0.42%
52ELI LILLY & COLLY1,140$964,1330.40%
53COMCAST CORP NEWCCZ31,075$956,1720.40%
54INVESCO QQQ TRIVZ1,492$912,2680.38%
55FIRST TR EXCH TRADED FD III33739E10849,335$902,8390.38%
56DANAHER CORPORATION2358511024,373$896,2960.37%
57DOMINION ENERGY INCD14,136$856,1900.36%
58PFIZER INCPFE33,069$849,2080.35%
59VANGUARD INDEX FDS9229087692,319$769,4670.32%
60T-MOBILE US INCTMUSZ3,292$745,9010.31%
61J P MORGAN EXCHANGE TRADED F46654Q20311,602$668,9590.28%
62VANGUARD WORLD FD9219107259,150$644,6180.27%
63HOME DEPOT INCHD1,662$637,6670.26%
64CATERPILLAR INCCAT1,204$604,8000.25%
65ISHARES TR46435G4253,967$583,9030.24%
66UNITEDHEALTH GROUP INCUNH1,553$574,3090.24%
67WALMART INCWMT5,428$558,5410.23%
68VANGUARD WORLD FD92204A8762,806$552,6140.23%
69SERVICENOW INCNOW599$547,6780.23%
70BERKSHIRE HATHAWAY INC DELBRK-A1,037$518,3340.22%
71J P MORGAN EXCHANGE TRADED F46641Q3328,931$508,2820.21%
72VANGUARD INDEX FDS9229087361,019$496,2480.21%
73INTERNATIONAL BUSINESS MACHSINTR1,672$483,9770.20%
74WISDOMTREE TRWT7,645$479,5700.20%
75ISHARES TR4642875076,468$425,6590.18%
76VANGUARD INDEX FDS9229087511,600$412,7680.17%
77ISHARES TR4642874654,255$403,1610.17%
78CAMBRIA ETF TR13206130012,644$394,4930.16%
79COSTCO WHSL CORP NEW22160K105419$383,3010.16%
80VANGUARD WORLD FD9219107333,137$375,4050.16%
81INVESCO EXCH TRD SLF IDX FDIVZ21,905$370,6330.15%
82BOOKING HOLDINGS INCBKNG71$364,3170.15%
83ABBVIE INCABBV1,573$363,7410.15%
84CISCO SYS INCCSCO5,094$358,2690.15%
85INVESCO EXCH TRD SLF IDX FDIVZ18,915$356,1690.15%
86WISDOMTREE TRWT5,970$341,1260.14%
87ONEOK INC NEWOKE4,519$327,1150.14%
88EATON CORP PLCETN859$323,5850.13%
89KENVUE INCKVUE19,586$314,9480.13%
90TRUIST FINL CORP89832Q1096,616$292,0300.12%
91VANGUARD INTL EQUITY INDEX F9220427753,708$268,9780.11%
92GRAYSCALE BITCOIN TRUST ETFGBTC2,737$264,8870.11%
93VANGUARD BD INDEX FDS9219378353,543$263,1740.11%
94TRANE TECHNOLOGIES PLCTT609$259,6590.11%
95AT&T INCT-PC9,734$255,5140.11%
96HONEYWELL INTL INC4385161061,212$254,3380.11%
97LOWES COS INC5486611071,056$250,8950.10%
98LOCKHEED MARTIN CORPLMT480$246,7300.10%
99VANGUARD CHARLOTTE FDS92203J4074,827$238,7920.10%
100ISHARES TR4642874322,661$237,4940.10%
101CBRE GROUP INCCBRE1,548$234,8320.10%
102ISHARES TR4642876301,246$223,1960.09%
103PHILIP MORRIS INTL INC7181721091,422$220,7940.09%
104WASTE MGMT INC DEL94106L1091,000$219,9800.09%
105ALBEMARLE CORPALB-PA2,331$213,6890.09%
106INVESCO EXCHANGE TRADED FD TIVZ6,125$212,4200.09%
107MONDELEZ INTL INC6092071053,417$210,6660.09%
108EMERSON ELEC COEMR1,584$210,5770.09%
109AB ACTIVE ETFS INC00039J8065,086$206,8980.09%
110ISHARES TR4642875981,002$205,3600.09%
111INTEL CORPINTC5,461$204,3990.08%
112PEPSICO INCPEP1,448$201,0400.08%
113TORTOISE CAPITAL SERIES TRUS89093020912,373$113,3370.05%