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 36.49% of Meridian Management's stock portfolio.
- Added to shares of these 10 stocks: IEUR (+$8.5M), EWJ, EMXC, RMD, ADBE, VCIT, EWC, COIN, GVI, IEF.
- Started 7 new stock positions in EWJ, EWC, COIN, RMD, IEUR, BRK.B, EMXC.
- Reduced shares in these 10 stocks: VEA (-$14M), , PYPL, VWO, FI, GNRC, ULTA, SCHA, VO, SCHR.
- Sold out of its positions in EPAM, FI.
- Meridian Management was a net seller of stock by $-2.2M.
- Meridian Management has $374M in assets under management (AUM), dropping by 2.13%.
- Central Index Key (CIK): 0000806097
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Portfolio Holdings for Meridian Management
Meridian Management holds 81 positions in its portfolio as reported in the September 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) | 9.2 | $34M | -29% | 571k | 59.92 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 9.1 | $34M | 51k | 669.29 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 7.7 | $29M | +5% | 343k | 84.11 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 5.6 | $21M | +5% | 193k | 107.44 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.0 | $19M | +4% | 285k | 65.26 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.8 | $14M | -20% | 264k | 54.18 |
|
| Ishares Tr Tips Bd Etf (TIP) | 3.7 | $14M | +6% | 124k | 111.22 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.5 | $13M | 111k | 118.83 |
|
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.9 | $11M | +9% | 111k | 96.46 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 2.6 | $9.6M | 267k | 35.91 |
|
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| Ishares Tr Core Msci Euro (IEUR) | 2.3 | $8.5M | NEW | 125k | 68.12 |
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| Wal-Mart Stores (WMT) | 2.2 | $8.4M | 81k | 103.06 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $7.8M | 32k | 243.55 |
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| Amazon (AMZN) | 1.7 | $6.4M | 29k | 219.57 |
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| Keysight Technologies (KEYS) | 1.7 | $6.3M | 36k | 174.92 |
|
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| Meta Platforms Cl A (META) | 1.7 | $6.3M | 8.6k | 734.40 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.6 | $6.0M | -10% | 216k | 27.90 |
|
| Adobe Systems Incorporated (ADBE) | 1.6 | $5.9M | +48% | 17k | 352.75 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.6 | $5.9M | -6% | 20k | 293.75 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.5 | $5.6M | -13% | 10k | 546.75 |
|
| Iqvia Holdings (IQV) | 1.5 | $5.5M | 29k | 189.94 |
|
|
| Corpay Com Shs (CPAY) | 1.5 | $5.4M | +2% | 19k | 288.06 |
|
| Deere & Company (DE) | 1.4 | $5.4M | +13% | 12k | 457.26 |
|
| salesforce (CRM) | 1.4 | $5.3M | +2% | 22k | 237.00 |
|
| Thermo Fisher Scientific (TMO) | 1.3 | $5.0M | +2% | 10k | 485.02 |
|
| Ishares Msci Jpn Etf New (EWJ) | 1.2 | $4.6M | NEW | 57k | 80.21 |
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| Apple (AAPL) | 1.2 | $4.5M | 18k | 254.63 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 1.2 | $4.5M | 15k | 297.16 |
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| Generac Holdings (GNRC) | 1.2 | $4.4M | -23% | 27k | 167.40 |
|
| Quanta Services (PWR) | 1.1 | $4.1M | 9.8k | 414.42 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $3.9M | 8.4k | 468.41 |
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|
| Visa Com Cl A (V) | 1.0 | $3.8M | 11k | 341.39 |
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| Fortinet (FTNT) | 1.0 | $3.8M | 45k | 84.08 |
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| Nice Sponsored Adr (NICE) | 0.9 | $3.4M | +18% | 24k | 144.78 |
|
| Workday Cl A (WDAY) | 0.9 | $3.3M | +2% | 14k | 240.73 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.9 | $3.2M | NEW | 48k | 67.51 |
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| Diamondback Energy (FANG) | 0.8 | $3.1M | 22k | 143.10 |
|
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| ResMed (RMD) | 0.7 | $2.5M | NEW | 9.2k | 273.73 |
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| Texas Pacific Land Corp (TPL) | 0.6 | $2.3M | +46% | 2.5k | 933.64 |
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| International Business Machines (IBM) | 0.6 | $2.1M | 7.3k | 282.16 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $2.0M | 12k | 167.33 |
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| CSX Corporation (CSX) | 0.5 | $1.9M | 54k | 35.51 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $1.8M | 9.2k | 195.86 |
|
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| Coca-Cola Company (KO) | 0.5 | $1.7M | 26k | 66.32 |
|
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| Ishares Msci Cda Etf (EWC) | 0.4 | $1.5M | NEW | 31k | 50.55 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.5M | 4.8k | 300.82 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.4M | 2.3k | 612.38 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.3 | $1.2M | NEW | 3.6k | 337.49 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $1.2M | 8.1k | 145.65 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $878k | 7.3k | 120.72 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $838k | 31k | 27.30 |
|
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| Ge Vernova (GEV) | 0.2 | $743k | 1.2k | 614.90 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $741k | 5.2k | 142.41 |
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| Carrier Global Corporation (CARR) | 0.2 | $716k | 12k | 59.70 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $684k | 4.9k | 140.95 |
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| Bristol Myers Squibb (BMY) | 0.2 | $633k | 14k | 45.10 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $549k | 6.0k | 91.43 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $527k | -28% | 21k | 25.13 |
|
| Schwab Strategic Tr Long Term Us (SCHQ) | 0.1 | $526k | 16k | 32.31 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $523k | 1.0k | 499.21 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $499k | 4.4k | 112.75 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $490k | 4.0k | 122.45 |
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| Regions Financial Corporation (RF) | 0.1 | $461k | -9% | 18k | 26.37 |
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| Paypal Holdings (PYPL) | 0.1 | $438k | -91% | 6.5k | 67.06 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $407k | 877.00 | 463.74 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $380k | 7.4k | 51.09 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $354k | 6.9k | 51.28 |
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| NVIDIA Corporation (NVDA) | 0.1 | $344k | 1.8k | 186.58 |
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| Microsoft Corporation (MSFT) | 0.1 | $317k | 611.00 | 517.95 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $315k | 1.3k | 241.96 |
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| Comstock Resources (CRK) | 0.1 | $299k | 15k | 19.83 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $294k | 5.0k | 58.72 |
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| Broadcom (AVGO) | 0.1 | $286k | 867.00 | 329.91 |
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| L3harris Technologies (LHX) | 0.1 | $278k | 910.00 | 305.41 |
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| FedEx Corporation (FDX) | 0.1 | $275k | 1.2k | 235.81 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $270k | 823.00 | 328.22 |
|
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $267k | 4.9k | 54.09 |
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| Pfizer (PFE) | 0.1 | $264k | 10k | 25.48 |
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| Pepsi (PEP) | 0.1 | $243k | -2% | 1.7k | 140.44 |
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| McDonald's Corporation (MCD) | 0.1 | $209k | 688.00 | 303.89 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $209k | NEW | 415.00 | 502.74 |
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Past Filings by Meridian Management
SEC 13F filings are viewable for Meridian Management going back to 2011
- 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
- Meridian Management 2022 Q1 filed May 10, 2022