Meridian Management as of March 31, 2026
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 | 603k | 64.08 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 8.2 | $33M | 398k | 82.75 | |
| Ishares Tr Core S&p500 Etf (IVV) | 7.6 | $31M | 47k | 653.21 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 6.1 | $25M | 230k | 106.68 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.1 | $21M | 303k | 67.53 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.0 | $16M | 301k | 54.05 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $13M | 104k | 124.31 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.1 | $13M | 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 | |
| Ishares Tr Tips Bd Etf (TIP) | 2.5 | $10M | 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 | 72k | 99.27 | |
| Keysight Technologies (KEYS) | 1.6 | $6.6M | 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 | 21k | 286.86 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.4 | $5.7M | 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 | 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 | 8.9k | 522.71 | |
| Apple (AAPL) | 1.1 | $4.5M | 18k | 253.79 | |
| Visa Com Cl A (V) | 1.1 | $4.4M | 15k | 302.25 | |
| salesforce (CRM) | 1.1 | $4.4M | 23k | 186.67 | |
| Texas Pacific Land Corp (TPL) | 1.0 | $3.9M | 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 | 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 | 7.7k | 426.40 | |
| Air Products & Chemicals (APD) | 0.8 | $3.2M | 11k | 290.49 | |
| Broadcom (AVGO) | 0.7 | $2.9M | 9.4k | 309.51 | |
| Chevron Corporation (CVX) | 0.7 | $2.9M | 14k | 206.90 | |
| S&p Global (SPGI) | 0.6 | $2.6M | 6.1k | 425.34 | |
| ResMed (RMD) | 0.6 | $2.5M | 11k | 224.48 | |
| Microsoft Corporation (MSFT) | 0.6 | $2.5M | 6.6k | 370.17 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $2.3M | 12k | 192.90 | |
| Intercontinental Exchange (ICE) | 0.6 | $2.3M | 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 | 37k | 30.68 | |
| Ge Vernova (GEV) | 0.3 | $1.1M | 1.2k | 872.90 | |
| Bristol Myers Squibb (BMY) | 0.2 | $851k | 14k | 60.65 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $823k | 7.3k | 113.11 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $751k | 4.4k | 169.66 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $719k | 4.9k | 148.10 | |
| Carrier Global Corporation (CARR) | 0.2 | $676k | 12k | 56.31 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $666k | 5.2k | 128.12 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $633k | 1.0k | 604.39 | |
| Coinbase Global Com Cl A (COIN) | 0.1 | $592k | 3.4k | 174.61 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $543k | 4.0k | 135.72 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $463k | 6.0k | 77.08 | |
| Regions Financial Corporation (RF) | 0.1 | $444k | 17k | 26.12 | |
| FedEx Corporation (FDX) | 0.1 | $416k | 1.2k | 356.18 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $406k | 877.00 | 463.19 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $330k | 13k | 24.91 | |
| Comstock Resources (CRK) | 0.1 | $318k | 15k | 21.08 | |
| L3harris Technologies (LHX) | 0.1 | $314k | 910.00 | 345.15 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $308k | 5.0k | 61.64 | |
| Pfizer (PFE) | 0.1 | $291k | 10k | 28.08 | |
| Oceaneering International (OII) | 0.1 | $284k | 8.0k | 35.47 | |
| Pepsi (PEP) | 0.1 | $269k | 1.7k | 155.29 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $264k | 823.00 | 320.81 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $248k | 1.0k | 248.00 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $244k | 4.8k | 50.95 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $215k | 500.00 | 430.29 | |
| Kla Corp Com New (KLAC) | 0.1 | $209k | 142.00 | 1472.41 | |
| McDonald's Corporation (MCD) | 0.1 | $204k | 656.00 | 310.79 |
