Holdings
Meritas Wealth Management, LLC
As of Sep 30, 2026, Meritas Wealth Management, LLC reported 32 positions worth US$43.2M. Largest: Apple Inc, Sentinelone, Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 37,230 | US$12.4M | +548 | Sep 30, 2026 |
| Sentinelone, Inc. | 445K | US$10.6M | −507 | Sep 30, 2026 |
| Microsoft Corp. | 9,477 | US$4.86M | +2,946 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 4,046 | US$1.39M | +551 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 711 | US$1.1M | −2,143 | Sep 30, 2026 |
| Amazon.com, Inc. | 4,174 | US$1.04M | +298 | Sep 30, 2026 |
| Nvidia Corporation | 4,217 | US$963K | +2,854 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 2,827 | US$935K | +1,596 | Sep 30, 2026 |
| Oracle Corporation | 6,584 | US$904K | −40 | Sep 30, 2026 |
| Walmart Inc. | 6,663 | US$692K | +458 | Sep 30, 2026 |