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6 Meridian Historical SEC 13F Holdings & Archive (Q4 2021)
6 MeridianCIK: 0001730551
Diversified strategyLong-term holder
Total reported value
$1.4B
Reporting period: 2021-12-31 · Number of holdings: 411
6 Meridian disclosed 411 holdings in its latest 13F filing for the period ending 2021-12-31, with total reported value of $1.4B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 26.51
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 56.15
- Diversification
- 100
- Sizing Uniformity
- 48.71
6 Meridian's disclosed holdings carry a Herfindahl concentration index of 0.066 — mathematically equivalent to about 15 equally-sized positions, well below its 411 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 5.13), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 12% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 411 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SIXH | Etc 6 Meridian Hedged Equity | ETF-Other | 18.48% | — | +1.52% | |
| 2 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-Other | 11.97% | — | +0.04% | |
| 3 | SIXL | Etc 6 Meridian Low Beta Equi | ETF-Other | 10.67% | — | +2.16% | |
| 4 | SIXS | Etc 6 Meridian Small Cap Equ | ETF-Small Cap | 4.72% | — | +1.23% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.66% | — | +11.42% | |
| 6 | SXQG | Etc 6 Meridian Quality Growt | ETF-Other | 2.16% | — | +43.41% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.08% | — | +26.99% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.66% | — | -4.32% | |
| 9 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 1.62% | — | +26.83% | |
| 10 | VRIG | Invesco Variable Rate Invest | ETF-Other | 1.52% | — | +26.74% | |
| 11 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.33% | — | -3.72% | |
| 12 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.10% | — | +3.32% | |
| 13 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 1.04% | — | -0.72% | |
| 14 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.94% | — | +27.00% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.94% | — | +27.50% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.91% | — | -4.72% | |
| 17 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.67% | — | +2.53% | |
| 18 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.67% | — | +0.47% | |
| 19 | AVDE | Avantis International Equity | ETF-Other | 0.63% | — | +2.66% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.60% | — | -6.13% | |
| 21 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.58% | — | -4.16% | |
| 22 | PFE | Pfizer Inc | Stock-Healthcare | 0.58% | — | -2.24% | |
| 23 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.58% | — | -1.22% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.57% | — | -1.00% | |
| 25 | MMM | 3m Co | Stock-Industrials | 0.55% | — | -0.35% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | — | -0.35% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.53% | — | -6.23% | |
| 28 | EWQ | Ishares Msci France ETF | ETF-Other | 0.53% | — | +2.26% | |
| 29 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 0.53% | — | -6.26% | |
| 30 | CVS | Cvs Health CORP | Stock-Healthcare | 0.52% | — | -2.00% | |
| 31 | DOW | Dow Inc | Stock-Materials | 0.51% | — | -0.74% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | — | -1.87% | |
| 33 | TGT | Target CORP | Stock-Consumer Disc | 0.49% | — | -0.50% | |
| 34 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.48% | — | +2.13% | |
| 35 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.47% | — | -6.77% | |
| 36 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.47% | — | +0.28% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | — | -1.77% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.46% | — | -1.40% | |
| 39 | EPI | Wisdomtree India Earnings | ETF-Other | 0.42% | — | -1.57% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | — | -1.48% | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.42% | — | -1.33% | |
| 42 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.41% | — | +3.03% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | — | -2.99% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | — | -0.09% | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.40% | — | +2.81% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | — | -1.35% | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.39% | — | -0.58% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | — | -1.41% | |
| 49 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.38% | — | +26.83% | |
| 50 | MET | Metlife Inc | Stock-Financials | 0.37% | — | -1.57% |
1–50 of 200
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2021 Q4 | 411 | $1.4B | 0 | ||
| 2021 Q3 | 388 | $1.3B | 0 | ||
| 2021 Q2 | 389 | $1.3B | 96 | ||
| 2021 Q1 | 397 | $1.2B | 26 | ||
| 2020 Q4 | 310 | $1.1B | 16 | ||
| 2020 Q3 | 266 | $956.7M | 29 | ||
| 2020 Q2 | 339 | $943.5M | 93 | ||
| 2020 Q1 | 470 | $951.6M | 62 | ||
| 2019 Q4 | 444 | $1.1B | 21 | ||
| 2019 Q3 | 446 | $1.0B | 47 | ||
| 2019 Q2 | 432 | $994.2M | 12 | ||
| 2019 Q1 | 431 | $991.8M | 62 | ||
| 2018 Q4 | 397 | $873.2M | 33 | ||
| 2018 Q3 | 421 | $974.3M | 53 | ||
| 2018 Q2 | 413 | $943.3M | 22 | ||
| 2018 Q1 | 403 | $891.0M | 77 | ||
| 2017 Q4 | 409 | $864.5M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is 6 Meridian and what type of investor is it?
6 Meridian is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2021-12-31), the firm manages a tracked equity portfolio valued at approximately $1.4B, spread across 411 disclosed positions.
What are 6 Meridian's largest equity positions?
Based on the latest 13F filing, 6 Meridian's top holdings by market value are:
1. Etc 6 Meridian Hedged Equity (SIXH) — $252.4M (18.5%)
2. Etc 6 Meridian Mega Cap Equi (SIXA) — $163.5M (12.0%)
3. Etc 6 Meridian Low Beta Equi (SIXL) — $145.7M (10.7%)
4. Etc 6 Meridian Small Cap Equ (SIXS) — $64.5M (4.7%)
5. Jpmorgan Ultra-short Income (JPST) — $36.4M (2.7%)
What changes did 6 Meridian make in its most recent portfolio filing?
No notable portfolio changes were recorded for 6 Meridian in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does 6 Meridian focus on?
6 Meridian is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 25.3%
• Information Technology: 18.9%
• Consumer Staples: 17.9%
• Financials: 17.4%
• Consumer Discretionary: 15.3%
• Industrials: 2.5%
Investment Profile
6 Meridian's portfolio is broadly diversified and long-term-holding.
Its turnover score has fallen from 16 to 0 over the past 4 quarters — a shift toward longer holding periods.
It has added to its SXQG position over the past two quarters (+$20.7M, now $29.4M), while trimming AMZN over the same stretch (-$3.6M, still holding $1.8M).
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