Meritas Wealth Management, LLC
Meritas Wealth Management, LLC reported 73 holdings worth US$278M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Meritas Wealth Management, LLC reported 73 holdings worth US$278M as of Sep 30, 2026. Largest: Apple Inc, Sentinelone, Inc. and Microsoft Corp. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 73
- Value as reported
- US$278M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 37,230 | US$12.4M | 4.5% |
| Sentinelone, Inc. | 445K | US$10.6M | 3.8% |
| Microsoft Corp. | 9,477 | US$4.86M | 1.8% |
| Alphabet Inc (google) Class C | 4,046 | US$1.39M | 0.50% |
| Berkshire Hathaway Inc. | 711 | US$1.1M | 0.40% |
| Amazon.com, Inc. | 4,174 | US$1.04M | 0.37% |
| Nvidia Corporation | 4,217 | US$963K | 0.35% |
| Jp Morgan Chase & Co. | 2,827 | US$935K | 0.34% |
| Oracle Corporation | 6,584 | US$904K | 0.33% |
| Walmart Inc. | 6,663 | US$692K | 0.25% |
| Johnson & Johnson | 2,383 | US$631K | 0.23% |
| Vertex Pharmaceuticals Incorporated | 1,150 | US$601K | 0.22% |
| Caterpillar, Inc. | 632 | US$512K | 0.18% |
| Walt Disney Company (the) | 4,800 | US$504K | 0.18% |
| Tesla, Inc. | 1,367 | US$485K | 0.17% |
| Marsh | 2,805 | US$479K | 0.17% |
| Palantir Technologies Inc. | 2,435 | US$455K | 0.16% |
| Costco Wholesale Corporation | 489 | US$445K | 0.16% |
| Broadcom Inc. | 1,267 | US$445K | 0.16% |
| Autodesk, Inc. | 2,115 | US$442K | 0.16% |
| Salesforce, Inc. | 1,784 | US$410K | 0.15% |
| Cisco Systems, Inc. | 3,451 | US$371K | 0.13% |
| Palo Alto Networks, Inc. | 845 | US$336K | 0.12% |
| Csx Corporation | 7,140 | US$332K | 0.12% |
| Exxon Mobil Corporation | 1,902 | US$310K | 0.11% |
| Chevron Corporation | 1,449 | US$296K | 0.11% |
| Meta Platforms, Inc. | 385 | US$279K | 0.10% |
| Parker-hannifin Corporation | 269 | US$257K | 0.09% |
| Fair Isaac Corporation | 415 | US$246K | 0.09% |
| Merck & Company, Inc. | 1,666 | US$242K | 0.09% |
| Procter & Gamble Company (the) | 1,487 | US$216K | 0.08% |
| Joby Aviation, Inc. | 10,314 | US$62,400 | 0.02% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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