Meridian Management
Latest statistics and disclosures from Meridian Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, IVV, VCIT, GVI, IJH, and represent 37.27% of Meridian Management's stock portfolio.
- Added to shares of these 10 stocks: VEA, GVI, NVDA, VCIT, AVGO, XLK, TIP, TPL, IJH, V.
- Started 2 new stock positions in XLK, AGG.
- Reduced shares in these 10 stocks: ZBRA, , NICE, ADBE, PYPL, WDAY, SCHA, VO, COIN, WMT.
- Sold out of its positions in FANG, PYPL, ZBRA.
- Meridian Management was a net buyer of stock by $23M.
- Meridian Management has $404M in assets under management (AUM), dropping by 8.11%.
- Central Index Key (CIK): 0000806097
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Portfolio Holdings for Meridian Management
Meridian Management holds 80 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.7 | $39M | +9% | 628k | 62.47 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 8.7 | $35M | 51k | 684.94 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 7.8 | $32M | +10% | 378k | 83.75 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 6.0 | $24M | +16% | 226k | 107.35 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.0 | $20M | +7% | 305k | 66.00 |
|
| Ishares Tr Tips Bd Etf (TIP) | 3.9 | $16M | +15% | 144k | 109.91 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.7 | $15M | +5% | 277k | 53.76 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.4 | $14M | +2% | 114k | 120.18 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.9 | $12M | +10% | 123k | 96.16 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 2.5 | $10M | 271k | 37.75 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $10M | 32k | 313.80 |
|
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| Wal-Mart Stores (WMT) | 2.2 | $9.0M | 81k | 111.41 |
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| Ishares Tr Core Msci Euro (IEUR) | 2.2 | $8.9M | 125k | 70.98 |
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| Keysight Technologies (KEYS) | 1.9 | $7.6M | +3% | 38k | 203.19 |
|
| Amazon (AMZN) | 1.7 | $7.1M | +4% | 31k | 230.82 |
|
| Corpay Com Shs (CPAY) | 1.6 | $6.6M | +17% | 22k | 300.93 |
|
| Iqvia Holdings (IQV) | 1.6 | $6.6M | 29k | 225.41 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.6 | $6.5M | +4% | 11k | 605.01 |
|
| Meta Platforms Cl A (META) | 1.6 | $6.4M | +11% | 9.6k | 660.11 |
|
| Thermo Fisher Scientific (TMO) | 1.5 | $6.2M | +3% | 11k | 579.45 |
|
| salesforce (CRM) | 1.5 | $6.2M | +5% | 24k | 264.91 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.5 | $6.0M | -2% | 210k | 28.48 |
|
| Deere & Company (DE) | 1.5 | $6.0M | +9% | 13k | 465.57 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $5.6M | -2% | 19k | 290.22 |
|
| Adobe Systems Incorporated (ADBE) | 1.3 | $5.3M | -9% | 15k | 349.99 |
|
| Visa Com Cl A (V) | 1.2 | $5.0M | +30% | 14k | 350.72 |
|
| Apple (AAPL) | 1.2 | $4.9M | 18k | 271.86 |
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| Ishares Msci Japan Etf (EWJ) | 1.1 | $4.6M | 57k | 80.74 |
|
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| Quanta Services (PWR) | 1.0 | $4.1M | 9.8k | 422.06 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $4.0M | 8.4k | 473.30 |
|
|
| Generac Holdings (GNRC) | 1.0 | $3.9M | +7% | 29k | 136.37 |
|
| Fortinet (FTNT) | 0.9 | $3.7M | +4% | 47k | 79.41 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $3.7M | +966% | 20k | 186.50 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.9 | $3.5M | 48k | 72.68 |
|
|
| Broadcom (AVGO) | 0.8 | $3.3M | +983% | 9.4k | 346.10 |
|
| Workday Cl A (WDAY) | 0.7 | $2.7M | -6% | 13k | 214.78 |
|
| ResMed (RMD) | 0.7 | $2.7M | +22% | 11k | 240.87 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.6 | $2.3M | NEW | 16k | 143.97 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $2.2M | 12k | 183.40 |
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| Texas Pacific Land Corp (TPL) | 0.5 | $2.2M | +206% | 7.7k | 287.22 |
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| International Business Machines (IBM) | 0.5 | $2.2M | 7.3k | 296.21 |
|
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| Nice Sponsored Adr (NICE) | 0.5 | $2.1M | -21% | 19k | 113.04 |
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| CSX Corporation (CSX) | 0.5 | $2.0M | 54k | 36.25 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $1.8M | 9.2k | 199.68 |
|
|
| Coca-Cola Company (KO) | 0.4 | $1.8M | 26k | 69.91 |
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| Ishares Msci Cda Etf (EWC) | 0.4 | $1.6M | 31k | 53.93 |
|
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| Ge Aerospace Com New (GE) | 0.4 | $1.5M | 4.8k | 308.03 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.4M | 2.2k | 627.13 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $1.2M | 8.1k | 148.69 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $896k | 7.3k | 123.26 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $833k | 30k | 27.43 |
|
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| Ge Vernova (GEV) | 0.2 | $790k | 1.2k | 653.57 |
|
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| Bristol Myers Squibb (BMY) | 0.2 | $757k | 14k | 53.94 |
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| Coinbase Global Com Cl A (COIN) | 0.2 | $756k | -7% | 3.3k | 226.14 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $712k | 5.2k | 136.94 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $697k | 4.9k | 143.52 |
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| Carrier Global Corporation (CARR) | 0.2 | $634k | 12k | 52.84 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $627k | +19% | 25k | 25.08 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $532k | 4.4k | 120.34 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $525k | 6.0k | 87.35 |
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| Schwab Strategic Tr Long Term Us (SCHQ) | 0.1 | $523k | 17k | 31.70 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $507k | 1.0k | 483.67 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $486k | 4.0k | 121.61 |
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| Regions Financial Corporation (RF) | 0.1 | $474k | 18k | 27.10 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $422k | 877.00 | 480.57 |
|
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $378k | 7.4k | 50.86 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $353k | 6.9k | 51.10 |
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| Comstock Resources (CRK) | 0.1 | $350k | 15k | 23.18 |
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| FedEx Corporation (FDX) | 0.1 | $337k | 1.2k | 288.86 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $326k | 5.0k | 65.10 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $320k | 1.3k | 246.16 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $276k | 823.00 | 335.32 |
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| L3harris Technologies (LHX) | 0.1 | $267k | 910.00 | 293.57 |
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| Microsoft Corporation (MSFT) | 0.1 | $259k | -12% | 536.00 | 483.62 |
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| Pfizer (PFE) | 0.1 | $258k | 10k | 24.90 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $251k | -5% | 4.6k | 53.88 |
|
| Pepsi (PEP) | 0.1 | $249k | 1.7k | 143.52 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $209k | NEW | 2.1k | 99.88 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $209k | 415.00 | 502.65 |
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| McDonald's Corporation (MCD) | 0.0 | $201k | -4% | 656.00 | 305.63 |
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Past Filings by Meridian Management
SEC 13F filings are viewable for Meridian Management going back to 2011
- Meridian Management 2025 Q4 filed Feb. 10, 2026
- Meridian Management 2025 Q3 filed Nov. 3, 2025
- Meridian Management 2025 Q2 filed Aug. 5, 2025
- Meridian Management 2025 Q1 filed May 7, 2025
- Meridian Management 2025 Q1 restated filed May 7, 2025
- Meridian Management 2024 Q4 filed Feb. 12, 2025
- Meridian Management 2024 Q3 filed Nov. 4, 2024
- Meridian Management 2024 Q2 filed Aug. 8, 2024
- Meridian Management 2024 Q1 filed May 2, 2024
- Meridian Management 2023 Q4 filed Feb. 12, 2024
- Meridian Management 2023 Q3 filed Nov. 3, 2023
- Meridian Management 2023 Q2 filed Aug. 14, 2023
- Meridian Management 2023 Q1 filed May 2, 2023
- Meridian Management 2022 Q4 filed Feb. 9, 2023
- Meridian Management 2022 Q3 filed Nov. 8, 2022
- Meridian Management 2022 Q2 filed Aug. 5, 2022