MERIDIAN MANAGEMENT CO

RIA/Wealth

MERIDIAN MANAGEMENT CO is a RIA/Wealth based in Uniontown, OH led by Pat David Moon, reporting $766.5M in AUM as of Q3 2025 with 65% ETF concentration and 53% concentrated in top 10 holdings.

PresidentPat David Moon

Portfolio Value: $373.6M
Positions: 81
Top Holding: VEA at 9.16%
Last Reported: Q3 2025

Address3500 Massillon Road, Suite 250, Uniontown, OH, 44685, United States

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MERIDIAN MANAGEMENT CO's latest filing

See all changes

GthenC

Market Value

$373.6M

Prior: $365.8M

Q/Q Change

+2.13%

+$7.8M

Turnover Ratio

8.34%

New Purchases

6 stocks

$21.6M

Added To

25 stocks

+$10.5M

Sold Out Of

2 stocks

$7.5M

Reduced Holdings

19 stocks

-$27.0M

Increased Positions

Position	Shares Δ	Change
1 IEUR iShares Core MSCI Europe IEUR	New	0 → 124.7K +$8.5M
2 iShares MSCI Japan EWJ	New	0 → 57.1K +$4.6M
3 iShares MSCI Emerging Markets ex China EMXC	New	0 → 47.5K +$3.2M
4 ResMed RMD	New	0 → 9.2K +$2.5M
5 iShares MSCI Canada EWC	New	0 → 30.5K +$1.5M

Decreased Positions

Position	Shares Δ	Change
1 EPAM Systems EPAM	Sold	31.8K → 0 −$5.0M
2 Fiserv FI	Sold	18.1K → 0 −$2.5M
3 PayPal Holdings, Inc. PYPL	-91.83%	80.0K → 6.5K −$4.9M
4 Vanguard FTSE Developed Markets VEA	-29.57%	810.8K → 571.1K −$14.4M
5 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	-28.51%	29.3K → 21.0K −$210.3K