13F Filings History of Meridian Financial Advisors, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$183,624,932
Signature - Title
Rana Choubah - Financial Advisor
Location
Holliston, MA
Summary
This page shows a list of all the recent 13F filings made by Meridian Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Meridian Financial Advisors, LLC reported 141 stock holdings with total value $183,624,932 as of Q4 2025. Top holdings included JPST, IVV, SCHD, QQQ, and DGRO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 141 $183,624,932 +$9,234,907 -$4,444,344 +$4,790,563 JPST, IVV, SCHD, QQQ, DGRO 13F-HR 23 Jan 2026, 15:53
Q3 2025 140 $177,529,226 +$16,871,338 -$2,783,495 +$14,087,843 JPST, IVV, SCHD, QQQ, DGRO 13F-HR 20 Oct 2025, 12:30
Q2 2025 127 $154,542,899 +$6,177,624 -$1,872,594 +$4,305,030 JPST, SCHD, IVV, DGRO, IJR 13F-HR 15 Jul 2025, 18:54
Q1 2025 121 $142,522,367 +$4,316,959 -$2,564,847 +$1,752,112 SCHD, JPST, IVV, IJR, DGRO 13F-HR 25 Apr 2025, 07:18
Q4 2024 119 $144,791,823 +$9,620,147 -$6,100,673 +$3,519,474 SCHD, JPST, IVV, IJR, IJH 13F-HR 15 Jan 2025, 16:53
Q3 2024 126 $149,728,353 +$4,537,701 -$1,014,981 +$3,522,720 SCHD, JPST, IVV, IJR, IJH 13F-HR 15 Oct 2024, 12:54
Q2 2024 120 $138,021,546 +$6,838,897 -$1,859,827 +$4,979,070 JPST, SCHD, IVV, IJR, IJH 13F-HR 13 Aug 2024, 16:12
Q1 2024 121 $133,951,159 +$12,165,825 -$7,161,004 +$5,004,821 SCHD, JPST, IVV, IJR, IJH 13F-HR 13 Aug 2024, 16:12
Q4 2023 114 $127,217,806 +$9,917,669 -$259,018 +$9,658,651 JPST, SCHD, IVV, IJR, IJH 13F-HR 13 Aug 2024, 16:11
Q3 2023 94 $106,938,291 +$3,232,780 -$2,308,187 +$924,593 JPST, SCHD, IVV, IJR, IJH 13F-HR 13 Aug 2024, 16:11
Q2 2023 100 $110,390,850 +$3,697,287 -$580,374 +$3,116,913 JPST, SCHD, IVV, IJR, IJH 13F-HR 13 Aug 2024, 16:11
Q1 2023 96 $102,909,264 +$6,047,360 -$1,505,693 +$4,541,667 JPST, SCHD, IJR, IVV, IJH 13F-HR 13 Aug 2024, 16:11
Q4 2022 89 $94,965,301 +$3,258,551 -$941,977 +$2,316,574 JPST, SCHD, IJR, IVV, IJH 13F-HR 13 Aug 2024, 16:11
Q3 2022 84 $86,047,657 +$4,113,851 -$1,670,648 +$2,443,203 JPST, SCHD, IJR, IVV, IJH 13F-HR 13 Aug 2024, 16:10
Q2 2022 88 $88,268,151 +$9,086,112 -$4,291,474 +$4,794,638 JPST, SCHD, IJR, IVV, IJH 13F-HR 13 Aug 2024, 16:10
Q1 2022 90 $94,888,794 +$3,794,140 -$9,714,187 -$5,920,047 JPST, IJR, SCHD, IVV, IJH 13F-HR 13 Aug 2024, 16:10
Q4 2021 99 $104,911,894 $0 $0 $0 IJR, IVV, IJH, JPST, SCHD 13F-HR 13 Aug 2024, 16:10