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Rana Choubah

Meridian Financial Advisors, Llc

Assets Managed
$208.135M
Holdings
146
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.77%(2Q avg: 6.7%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Meridian Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Meridian Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 208.135M in assets, with a quarterly growth rate of 13.77% and a 2-quarter average growth rate of 6.7%. The portfolio is managed by Rana Choubah, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.43%
5.27%
$10.949M
14,620 shares@ $748.9 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.95%
5.13%
$10.661M
336,197 shares@ $31.71 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.41%
4.94%
$10.271M
13,948 shares@ $736.39 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -2.45%
4.75%
$9.878M
195,332 shares@ $50.58 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 0.39%
4.52%
$9.387M
123,859 shares@ $75.8 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -2.44%
4.09%
$8.501M
57,316 shares@ $148.31 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -2.28%
3.71%
$7.701M
99,873 shares@ $77.11 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 4.69%
3.29%
$6.831M
77,729 shares@ $87.89 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 6.79%
2.77%
$5.745M
60,080 shares@ $95.62 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 293.98%
2.46%
$5.101M
63,316 shares@ $80.58 avg price

1-10 of 146