MERIDIAN MANAGEMENT CO

LITTLE ROCK, AR · CIK 806097 · 13F filing filed 2026-08-04

SEC-registered investment adviser since 1977 · corporation

Assets managed$861.6m
Staff6 · 4 in investment roles
Main clients (by assets)Pension plans 40%, High net worth individuals 39%, State and local governments 13%
Form ADV · 2026-03-09SEC adviser record

Kindinstitutions
Others nearbyLittle Rock, AR

$445.6m reported value +10.9% vs Q1 2026

84positions

53.0%in top 10

11 new 14 added 27 reduced 8 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Orion Portfolio Solutions – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	590,999	$42.1m9.45%	9.45%	Reduced -12.2k	-12,239 -2.0%
2	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	428,030	$35.4m7.94%	7.94%	Added +30.4k	+30,432 7.7%
3	ISHARES TR CORE S&P500 ETF IVV	IVV	46,777	$35.0m7.86%	7.86%	Reduced -52	-52 -0.1%
4	ISHARES TR INTRM GOV CR ETF GVI	GVI	230,306	$24.4m5.48%	5.48%	Added +184	+184 0.1%
5	ISHARES TR CORE S&P MCP ETF IJH	IJH	303,717	$23.4m5.26%	5.26%	Added +388	+388 0.1%
6	ISHARES TR CORE US AGGBD ET AGG	AGG	186,700	$18.5m4.15%	4.15%	Added +115.1k	+115,075 160.7%
7	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	304,758	$18.2m4.08%	4.08%	Added +4.1k	+4,104 1.4%
8	ISHARES TR CORE S&P SCP ETF IJR	IJR	100,644	$14.9m3.35%	3.35%	Reduced -3.8k	-3,766 -3.6%
9	ISHARES TR 7-10 YR TRSY BD IEF	IEF	138,437	$13.1m2.94%	2.94%	Added +7.1k	+7,073 5.4%
10	ISHARES TR INTL EQTY FACTOR INTF	INTF	266,303	$10.9m2.45%	2.45%	Reduced -488	-488 -0.2%
11	ISHARES TR CORE MSCI EURO IEUR	IEUR	124,385	$9.4m2.10%	2.10%	Reduced -91	-91 -0.1%
12	WALMART INC COM WMT	WMT	80,847	$9.2m2.06%	2.06%	Unchanged
13	DEERE & CO COM DE	DE	12,411	$7.9m1.77%	1.77%	Reduced -493	-493 -3.8%
14	GENERAC HLDGS INC COM GNRC	GNRC	26,412	$7.7m1.74%	1.74%	Reduced -2.1k	-2,146 -7.5%
15	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	21,583	$7.6m1.70%	1.70%	Reduced -1.8k	-1,783 -7.6%
16	CORPAY INC COM SHS CPAY	CPAY	21,275	$7.1m1.59%	1.59%	Reduced -873	-873 -3.9%
17	FORTINET INC COM FTNT	FTNT	45,194	$6.9m1.56%	1.56%	Reduced -1.7k	-1,735 -3.7%
18	ALPHABET INC CAP STK CL C GOOG	GOOG	19,465	$6.9m1.54%	1.54%	Reduced -1.3k	-1,278 -6.2%
19	AMAZON COM INC COM AMZN	AMZN	27,936	$6.7m1.49%	1.49%	Reduced -2.8k	-2,810 -9.1%
20	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	184,212	$6.7m1.49%	1.49%	Reduced -11.9k	-11,881 -6.1%
21	VANGUARD INDEX FDS MID CAP ETF VO	VO	76,037	$6.1m1.37%	1.37%	Reduced -1.4k	-1,439 -1.9%
22	MICROSOFT CORP COM MSFT	MSFT	16,106	$6.0m1.35%	1.35%	Added +9.5k	+9,483 143.2%
23	ISHARES INC MSCI EMRG CHN EMXC	EMXC	56,501	$5.8m1.30%	1.30%	Added +9.0k	+9,031 19.0%
24	META PLATFORMS INC CL A META	META	9,520	$5.4m1.20%	1.20%	Reduced -155	-155 -1.6%
25	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	56,991	$5.3m1.19%	1.19%	Reduced -109	-109 -0.2%
26	SALESFORCE INC COM CRM	CRM	33,706	$5.3m1.19%	1.19%	Added +10.3k	+10,278 43.9%
27	NVIDIA CORPORATION COM NVDA	NVDA	25,044	$5.0m1.12%	1.12%	Added +5.4k	+5,383 27.4%
28	BROADCOM INC COM AVGO	AVGO	13,229	$5.0m1.12%	1.12%	Added +3.8k	+3,804 40.4%
29	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	9,956	$5.0m1.12%	1.12%	Reduced -649	-649 -6.1%
30	VISA INC COM CL A V	V	14,421	$4.9m1.11%	1.11%	Reduced -223	-223 -1.5%
31	IQVIA HLDGS INC COM IQV	IQV	24,581	$4.7m1.07%	1.07%	Reduced -4.6k	-4,567 -15.7%
32	APPLE INC COM AAPL	AAPL	16,312	$4.7m1.06%	1.06%	Reduced -1.6k	-1,608 -9.0%
33	ULTA BEAUTY INC COM ULTA	ULTA	8,665	$3.9m0.88%	0.88%	Reduced -203	-203 -2.3%
34	ISHARES TR RUS 1000 GRW ETF IWF	IWF	30,620	$3.8m0.85%	0.85%	Unchanged
35	QUANTA SVCS INC COM PWR	PWR	5,263	$3.8m0.85%	0.85%	Reduced -4.0k	-3,960 -42.9%
36	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	7,796	$3.4m0.77%	0.77%	Reduced -336	-336 -4.1%
37	ELI LILLY & CO COM LLY	LLY	2,260	$2.7m0.61%	0.61%	New
38	RESMED INC COM RMD	RMD	13,401	$2.6m0.59%	0.59%	Added +2.1k	+2,069 18.3%
39	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	6,883	$2.6m0.58%	0.58%	New
40	CSX CORP COM CSX	CSX	54,000	$2.6m0.58%	0.58%	Unchanged
41	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	6,322	$2.5m0.56%	0.56%	New
42	ISHARES TR U.S. TECH ETF IYW	IYW	9,200	$2.3m0.52%	0.52%	Unchanged
43	S&P GLOBAL INC COM SPGI	SPGI	5,693	$2.3m0.52%	0.52%	Reduced -363	-363 -6.0%
44	RTX CORPORATION COM RTX	RTX	12,119	$2.3m0.52%	0.52%	Unchanged
45	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	2,884	$2.2m0.49%	0.49%	New
46	COCA COLA CO COM KO	KO	25,785	$2.1m0.47%	0.47%	Unchanged
47	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	7,315	$2.1m0.46%	0.46%	Unchanged
48	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	15,185	$1.9m0.42%	0.42%	Added +374	+374 2.5%
49	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	912	$1.8m0.41%	0.41%	New
50	GE AEROSPACE COM NEW GE	GE	4,838	$1.8m0.41%	0.41%	Unchanged
51	ISHARES INC MSCI CDA ETF EWC	EWC	30,431	$1.8m0.39%	0.39%	Reduced -59	-59 -0.2%
52	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,207	$1.5m0.34%	0.34%	Unchanged
53	GE VERNOVA INC COM GEV	GEV	1,209	$1.4m0.32%	0.32%	Unchanged
54	NOVO-NORDISK A S ADR NVO	NVO	28,774	$1.4m0.31%	0.31%	New
55	ISHARES TR CORE S&P TTL STK ITOT	ITOT	8,100	$1.3m0.30%	0.30%	Unchanged
56	AIRBNB INC COM CL A ABNB	ABNB	9,092	$1.3m0.29%	0.29%	New
57	UBER TECHNOLOGIES INC COM UBER	UBER	16,442	$1.2m0.27%	0.27%	New
58	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	36,956	$1.2m0.26%	0.26%	Added +290	+290 0.8%
59	SYNOPSYS INC COM SNPS	SNPS	2,591	$1.2m0.26%	0.26%	New
60	ISHARES TR S&P 500 GRWT ETF IVW	IVW	7,272	$1.0m0.22%	0.22%	Unchanged
61	CARRIER GLOBAL CORPORATION COM CARR	CARR	12,000	$880.2k0.20%	0.20%	Unchanged
62	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	14,037	$808.8k0.18%	0.18%	Unchanged
63	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	4,855	$767.2k0.17%	0.17%	Unchanged
64	ISHARES TR RUS MD CP GR ETF IWP	IWP	5,200	$761.3k0.17%	0.17%	Unchanged
65	EXXON MOBIL CORP COM XOM	XOM	4,424	$604.9k0.14%	0.14%	Unchanged
66	ISHARES TR CORE HIGH DV ETF HDV	HDV	20,000	$548.2k0.12%	0.12%	Unchanged
67	LOCKHEED MARTIN CORP COM LMT	LMT	1,048	$533.9k0.12%	0.12%	Unchanged
68	REGIONS FINANCIAL CORP NEW COM RF	RF	17,011	$513.7k0.12%	0.12%	Unchanged
69	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	877	$458.1k0.10%	0.10%	Unchanged
70	ISHARES TR TIPS BD ETF TIP	TIP	3,937	$430.9k0.10%	0.10%	Reduced -86.8k	-86,795 -95.7%
71	OTIS WORLDWIDE CORP COM OTIS	OTIS	6,000	$429.6k0.10%	0.10%	Unchanged
72	KLA CORP COM NEW KLAC	KLAC	1,420	$428.4k0.10%	0.10%	Unchanged
73	FEDEX CORP COM FDX	FDX	1,167	$365.4k0.08%	0.08%	Unchanged
74	ISHARES TR US HLTHCARE ETF IYH	IYH	5,000	$335.1k0.08%	0.08%	Unchanged
75	OCEANEERING INTL INC COM OII	OII	8,000	$324.2k0.07%	0.07%	Unchanged
76	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	13,029	$321.3k0.07%	0.07%	Reduced -205	-205 -1.6%
77	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	823	$304.5k0.07%	0.07%	Unchanged
78	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,000	$300.4k0.07%	0.07%	Unchanged
79	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	910	$264.4k0.06%	0.06%	Unchanged
80	PFIZER INC COM PFE	PFE	10,359	$249.4k0.06%	0.06%	Unchanged
81	PEPSICO INC COM PEP	PEP	1,733	$234.6k0.05%	0.05%	Unchanged
82	COMSTOCK RES INC COM CRK	CRK	15,090	$225.1k0.05%	0.05%	Unchanged
83	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	415	$207.7k0.05%	0.05%	New
84	FIRST HORIZON CORPORATION COM FHN	FHN	8,022	$205.7k0.05%	0.05%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ADOBE INC ADBE	ADBE	15,241	$3.7m15.2k shares
INTUIT INTU	INTU	8,562	$3.7m8.6k shares
AIR PRODS & CHEMS INC APD	APD	10,982	$3.2m11.0k shares
CHEVRON CORP NEW CVX	CVX	14,010	$2.9m14.0k shares
COINBASE GLOBAL INC COIN	COIN	3,392	$592.3k3.4k shares
ISHARES TR FLOT	FLOT	4,785	$243.8k4.8k shares
SPDR GOLD TR GLD	GLD	500	$215.1k500 shares
MCDONALDS CORP MCD	MCD	656	$203.9k656 shares