Meritas Wealth Management, LLC
Top Portfolio Positions
27 positions ·
$28,036,674 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
38,389 | $9,742,744 | 34.75% | |
| S |
SentinelOne, Inc.
Technology
|
446,000 | $5,744,480 | 20.49% | |
| MSFT |
Microsoft Corp
Technology
|
6,173 | $2,285,059 | 8.15% | |
| ORCL |
Oracle Corp
Technology
|
7,183 | $1,056,691 | 3.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,252 | $885,564 | 3.16% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
6,205 | $771,157 | 2.75% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,355 | $649,316 | 2.32% | |
| ADSK |
Autodesk, Inc.
Technology
|
2,115 | $506,331 | 1.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,320 | $490,710 | 1.75% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
2,805 | $486,527 | 1.74% |
Portfolio Trend
14 quarters · across all stocks
Holdings in S
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,744,480 | 446,000 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,690,000 | 446,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $7,854,060 | 446,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,152,880 | 446,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,108,280 | 446,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,901,200 | 446,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $10,900,176 | 455,693 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $9,592,337 | 455,693 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $10,622,203 | 455,693 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $12,526,716 | 456,513 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,730,714 | 458,524 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,970,160 | 461,600 | Shares | Sole | 2023-09-05 | |
| 2023-03-31 | $7,619,440 | 465,736 | Shares | Sole | 2023-09-05 | |
| 2022-12-31 | $6,976,281 | 478,155 | Shares | Sole | 2023-09-05 | |
| No 13F history on record for this holder in this stock. | ||||||