Meridian Management

Meridian Management as of Dec. 31, 2025

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 628k 62.47
Ishares Tr Core S&p500 Etf (IVV) 8.7 $35M 51k 684.94
Vanguard Scottsdale Fds Int-term Corp (VCIT) 7.8 $32M 378k 83.75
Ishares Tr Intrm Gov Cr Etf (GVI) 6.0 $24M 226k 107.35
Ishares Tr Core S&p Mcp Etf (IJH) 5.0 $20M 305k 66.00
Ishares Tr Tips Bd Etf (TIP) 3.9 $16M 144k 109.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $15M 277k 53.76
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $14M 114k 120.18
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.9 $12M 123k 96.16
Ishares Tr Intl Eqty Factor (INTF) 2.5 $10M 271k 37.75
Alphabet Cap Stk Cl C (GOOG) 2.5 $10M 32k 313.80
Wal-Mart Stores (WMT) 2.2 $9.0M 81k 111.41
Ishares Tr Core Msci Euro (IEUR) 2.2 $8.9M 125k 70.98
Keysight Technologies (KEYS) 1.9 $7.6M 38k 203.19
Amazon (AMZN) 1.7 $7.1M 31k 230.82
Corpay Com Shs (CPAY) 1.6 $6.6M 22k 300.93
Iqvia Holdings (IQV) 1.6 $6.6M 29k 225.41
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.6 $6.5M 11k 605.01
Meta Platforms Cl A (META) 1.6 $6.4M 9.6k 660.11
Thermo Fisher Scientific (TMO) 1.5 $6.2M 11k 579.45
salesforce (CRM) 1.5 $6.2M 24k 264.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $6.0M 210k 28.48
Deere & Company (DE) 1.5 $6.0M 13k 465.57
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $5.6M 19k 290.22
Adobe Systems Incorporated (ADBE) 1.3 $5.3M 15k 349.99
Visa Com Cl A (V) 1.2 $5.0M 14k 350.72
Apple (AAPL) 1.2 $4.9M 18k 271.86
Ishares Msci Japan Etf (EWJ) 1.1 $4.6M 57k 80.74
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 29k 136.37
Fortinet (FTNT) 0.9 $3.7M 47k 79.41
NVIDIA Corporation (NVDA) 0.9 $3.7M 20k 186.50
Ishares Msci Emrg Chn (EMXC) 0.9 $3.5M 48k 72.68
Broadcom (AVGO) 0.8 $3.3M 9.4k 346.10
Workday Cl A (WDAY) 0.7 $2.7M 13k 214.78
ResMed (RMD) 0.7 $2.7M 11k 240.87
Select Sector Spdr Tr State Street Tec (XLK) 0.6 $2.3M 16k 143.97
Raytheon Technologies Corp (RTX) 0.6 $2.2M 12k 183.40
Texas Pacific Land Corp (TPL) 0.5 $2.2M 7.7k 287.22
International Business Machines (IBM) 0.5 $2.2M 7.3k 296.21
Nice Sponsored Adr (NICE) 0.5 $2.1M 19k 113.04
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
Ishares Msci Cda Etf (EWC) 0.4 $1.6M 31k 53.93
Ge Aerospace Com New (GE) 0.4 $1.5M 4.8k 308.03
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
Ge Vernova (GEV) 0.2 $790k 1.2k 653.57
Bristol Myers Squibb (BMY) 0.2 $757k 14k 53.94
Coinbase Global Com Cl A (COIN) 0.2 $756k 3.3k 226.14
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $712k 5.2k 136.94
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $697k 4.9k 143.52
Carrier Global Corporation (CARR) 0.2 $634k 12k 52.84
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $627k 25k 25.08
Exxon Mobil Corporation (XOM) 0.1 $532k 4.4k 120.34
Otis Worldwide Corp (OTIS) 0.1 $525k 6.0k 87.35
Schwab Strategic Tr Long Term Us (SCHQ) 0.1 $523k 17k 31.70
Lockheed Martin Corporation (LMT) 0.1 $507k 1.0k 483.67
Ishares Tr Core High Dv Etf (HDV) 0.1 $486k 4.0k 121.61
Regions Financial Corporation (RF) 0.1 $474k 18k 27.10
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $422k 877.00 480.57
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $378k 7.4k 50.86
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $353k 6.9k 51.10
Comstock Resources (CRK) 0.1 $350k 15k 23.18
FedEx Corporation (FDX) 0.1 $337k 1.2k 288.86
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $326k 5.0k 65.10
Ishares Tr Russell 2000 Etf (IWM) 0.1 $320k 1.3k 246.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $276k 823.00 335.32
L3harris Technologies (LHX) 0.1 $267k 910.00 293.57
Microsoft Corporation (MSFT) 0.1 $259k 536.00 483.62
Pfizer (PFE) 0.1 $258k 10k 24.90
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $251k 4.6k 53.88
Pepsi (PEP) 0.1 $249k 1.7k 143.52
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $209k 2.1k 99.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $209k 415.00 502.65
McDonald's Corporation (MCD) 0.0 $201k 656.00 305.63