Meridian Financial Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 154 distinct positions held by the firm, managed by Financial Advisor Rana Choubah.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds holding significant shares. The top holdings include the iShares Core S&P 500 ETF, which holds 14,451 shares, and the Vanguard Index Funds Morningstar Small Cap ETF, which holds 13,230 shares. Other notable ETF positions include the Schwab Strategic Trust US Dividend Equity ETF (333,910 shares) and the Vanguard Index Funds Morningstar Mid Cap ETF (62,303 shares).
Among individual stocks, Meridian holds positions in major technology and consumer companies. Apple Inc. is listed with 8,098 shares, Microsoft Corporation with 7,434 shares, and Alphabet Inc. Class A and Class C shares with 2,641 and 2,405 shares, respectively. Other individual stock positions include Johnson & Johnson (2,311 shares), Visa Inc. Class A (1,048 shares), and Waste Management Inc. (2,571 shares).
The filing indicates that all positions are held in a sole capacity by Rana Choubah.
