Meridian Management
Latest statistics and disclosures from Meridian Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VCIT, IVV, GVI, IJH, and represent 36.62% of Meridian Management's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$6.9M), INTU, APD, CVX, SPGI, ICE, MSFT, VCIT, VWO, IEF.
- Started 8 new stock positions in GLD, CVX, SPGI, ICE, KLAC, APD, INTU, OII.
- Reduced shares in these 10 stocks: TIP (-$5.8M), KEYS, GOOG, IVV, , , NICE, VEA, IJR, ULTA.
- Sold out of its positions in BRK.B, IGIB, NEAR, NICE, SCHQ, XLK, WDAY.
- Meridian Management was a net seller of stock by $-1.1M.
- Meridian Management has $402M in assets under management (AUM), dropping by -0.50%.
- 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 March 2026 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) | 9.6 | $39M | -3% | 603k | 64.08 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 8.2 | $33M | +5% | 398k | 82.75 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.6 | $31M | -8% | 47k | 653.21 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 6.1 | $25M | 230k | 106.68 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.1 | $21M | 303k | 67.53 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.0 | $16M | +8% | 301k | 54.05 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $13M | -8% | 104k | 124.31 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.1 | $13M | +6% | 131k | 95.44 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 2.6 | $10M | 267k | 38.96 |
|
|
| Wal-Mart Stores (WMT) | 2.5 | $10M | 81k | 124.28 |
|
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| Ishares Tr Tips Bd Etf (TIP) | 2.5 | $10M | -36% | 91k | 110.36 |
|
| Ishares Tr Core Msci Euro (IEUR) | 2.2 | $8.7M | 125k | 70.27 |
|
|
| Deere & Company (DE) | 1.8 | $7.3M | 13k | 563.30 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.8 | $7.1M | +3323% | 72k | 99.27 |
|
| Keysight Technologies (KEYS) | 1.6 | $6.6M | -37% | 23k | 282.37 |
|
| Corpay Com Shs (CPAY) | 1.6 | $6.4M | 22k | 290.99 |
|
|
| Amazon (AMZN) | 1.6 | $6.4M | 31k | 208.27 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $6.0M | -35% | 21k | 286.86 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.4 | $5.7M | -6% | 196k | 29.08 |
|
| Generac Holdings (GNRC) | 1.4 | $5.6M | 29k | 195.33 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $5.6M | 19k | 287.19 |
|
|
| Meta Platforms Cl A (META) | 1.4 | $5.5M | 9.7k | 572.15 |
|
|
| Thermo Fisher Scientific (TMO) | 1.3 | $5.2M | 11k | 491.54 |
|
|
| Quanta Services (PWR) | 1.3 | $5.1M | -5% | 9.2k | 549.02 |
|
| Iqvia Holdings (IQV) | 1.2 | $5.0M | 29k | 170.54 |
|
|
| Ishares Msci Japan Etf (EWJ) | 1.2 | $4.8M | 57k | 84.44 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.2 | $4.6M | -17% | 8.9k | 522.71 |
|
| Apple (AAPL) | 1.1 | $4.5M | 18k | 253.79 |
|
|
| Visa Com Cl A (V) | 1.1 | $4.4M | +2% | 15k | 302.25 |
|
| salesforce (CRM) | 1.1 | $4.4M | 23k | 186.67 |
|
|
| Texas Pacific Land Corp (TPL) | 1.0 | $3.9M | +5% | 8.1k | 474.56 |
|
| Fortinet (FTNT) | 1.0 | $3.8M | 47k | 81.72 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.9 | $3.7M | 48k | 78.66 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.9 | $3.7M | 15k | 243.08 |
|
|
| Intuit (INTU) | 0.9 | $3.7M | NEW | 8.6k | 432.38 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $3.4M | 20k | 174.40 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $3.3M | -8% | 7.7k | 426.40 |
|
| Air Products & Chemicals (APD) | 0.8 | $3.2M | NEW | 11k | 290.49 |
|
| Broadcom (AVGO) | 0.7 | $2.9M | 9.4k | 309.51 |
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| Chevron Corporation (CVX) | 0.7 | $2.9M | NEW | 14k | 206.90 |
|
| S&p Global (SPGI) | 0.6 | $2.6M | NEW | 6.1k | 425.34 |
|
| ResMed (RMD) | 0.6 | $2.5M | 11k | 224.48 |
|
|
| Microsoft Corporation (MSFT) | 0.6 | $2.5M | +1135% | 6.6k | 370.17 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $2.3M | 12k | 192.90 |
|
|
| Intercontinental Exchange (ICE) | 0.6 | $2.3M | NEW | 15k | 157.28 |
|
| CSX Corporation (CSX) | 0.6 | $2.2M | 54k | 41.05 |
|
|
| Coca-Cola Company (KO) | 0.5 | $2.0M | 26k | 76.05 |
|
|
| International Business Machines (IBM) | 0.4 | $1.8M | 7.3k | 242.39 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.4 | $1.7M | 31k | 54.79 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.7M | 9.2k | 181.42 |
|
|
| Ge Aerospace Com New (GE) | 0.3 | $1.4M | 4.8k | 283.77 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.3M | 2.2k | 597.55 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $1.2M | 8.1k | 142.43 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.1M | +20% | 37k | 30.68 |
|
| Ge Vernova (GEV) | 0.3 | $1.1M | 1.2k | 872.90 |
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| Bristol Myers Squibb (BMY) | 0.2 | $851k | 14k | 60.65 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $823k | 7.3k | 113.11 |
|
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| Exxon Mobil Corporation (XOM) | 0.2 | $751k | 4.4k | 169.66 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $719k | 4.9k | 148.10 |
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| Carrier Global Corporation (CARR) | 0.2 | $676k | 12k | 56.31 |
|
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $666k | 5.2k | 128.12 |
|
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| Lockheed Martin Corporation (LMT) | 0.2 | $633k | 1.0k | 604.39 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $592k | 3.4k | 174.61 |
|
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $543k | 4.0k | 135.72 |
|
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| Otis Worldwide Corp (OTIS) | 0.1 | $463k | 6.0k | 77.08 |
|
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| Regions Financial Corporation (RF) | 0.1 | $444k | -2% | 17k | 26.12 |
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| FedEx Corporation (FDX) | 0.1 | $416k | 1.2k | 356.18 |
|
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $406k | 877.00 | 463.19 |
|
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $330k | -47% | 13k | 24.91 |
|
| Comstock Resources (CRK) | 0.1 | $318k | 15k | 21.08 |
|
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| L3harris Technologies (LHX) | 0.1 | $314k | 910.00 | 345.15 |
|
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $308k | 5.0k | 61.64 |
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| Pfizer (PFE) | 0.1 | $291k | 10k | 28.08 |
|
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| Oceaneering International (OII) | 0.1 | $284k | NEW | 8.0k | 35.47 |
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| Pepsi (PEP) | 0.1 | $269k | 1.7k | 155.29 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $264k | 823.00 | 320.81 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $248k | -23% | 1.0k | 248.00 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $244k | -35% | 4.8k | 50.95 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $215k | NEW | 500.00 | 430.29 |
|
| Kla Corp Com New (KLAC) | 0.1 | $209k | NEW | 142.00 | 1472.41 |
|
| McDonald's Corporation (MCD) | 0.1 | $204k | 656.00 | 310.79 |
|
Past Filings by Meridian Management
SEC 13F filings are viewable for Meridian Management going back to 2011
- Meridian Management 2026 Q1 filed May 5, 2026
- 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