Meritas Wealth Management, LLC
Meritas Wealth Management, LLC reported 63 holdings worth US$256M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Meritas Wealth Management, LLC reported 63 holdings worth US$256M as of Jun 30, 2026. Largest: Apple Inc, Sentinelone, Inc. and Microsoft Corp. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 63
- Value as reported
- US$256M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 36,682 | US$10.6M | 4.1% |
| Sentinelone, Inc. | 446K | US$7.57M | 3.0% |
| Microsoft Corp. | 6,531 | US$2.44M | 0.95% |
| Berkshire Hathaway Inc. | 2,854 | US$1.43M | 0.56% |
| Alphabet Inc (google) Class C | 3,495 | US$1.25M | 0.49% |
| Oracle Corporation | 6,624 | US$971K | 0.38% |
| Amazon.com, Inc. | 3,876 | US$924K | 0.36% |
| Walmart Inc. | 6,205 | US$703K | 0.27% |
| Caterpillar, Inc. | 632 | US$673K | 0.26% |
| Johnson & Johnson | 2,383 | US$605K | 0.24% |
| Tesla, Inc. | 1,320 | US$555K | 0.22% |
| Fair Isaac Corporation | 415 | US$496K | 0.19% |
| Walt Disney Company (the) | 5,060 | US$487K | 0.19% |
| Marsh | 2,805 | US$468K | 0.18% |
| Costco Wholesale Corporation | 465 | US$435K | 0.17% |
| Autodesk, Inc. | 2,115 | US$411K | 0.16% |
| Jp Morgan Chase & Co. | 1,231 | US$403K | 0.16% |
| Broadcom Inc. | 1,040 | US$393K | 0.15% |
| Csx Corporation | 7,140 | US$339K | 0.13% |
| Palantir Technologies Inc. | 2,435 | US$284K | 0.11% |
| Salesforce, Inc. | 1,782 | US$279K | 0.11% |
| Nvidia Corporation | 1,363 | US$273K | 0.11% |
| International Business Machines Corporation | 900 | US$253K | 0.10% |
| Chevron Corporation | 1,449 | US$240K | 0.09% |
| Procter & Gamble Company (the) | 1,487 | US$218K | 0.09% |
| Joby Aviation, Inc. | 10,314 | US$92,001 | 0.04% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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