MERITAS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | S | 446K | $7.85M |
 | AAPL | 41K | $10.34M |
 | JOBY | 10K | $166.47K |
 | CSX | 8K | $297.82K |
 | ORCL | 8K | $2.17M |
 | WMT | 7K | $670.10K |
 | MSFT | 6K | $3.20M |
 | PLTR | 5K | $888.38K |
 | DIS | 5K | $555.33K |
 | AMZN | 4K | $862.69K |
 | MMC | 3K | $565.29K |
 | FTNT | 3K | $223.06K |
 | ADSK | 2K | $671.87K |
 | BRK-B | 2K | $967.77K |
 | GOOGL | 2K | $382.40K |
 | GOOG | 1K | $355.10K |
 | CRM | 1K | $327.53K |
 | CVX | 1K | $209.49K |
 | TSLA | 1K | $587.03K |
 | JNJ | 1K | $234.37K |
SentinelOne, Inc.
S
Shares Held
446K
Value
$7.85M
Apple Inc.
AAPL
Shares Held
41K
Value
$10.34M
Joby Aviation, Inc.
JOBY
Shares Held
10K
Value
$166.47K
CSX Corporation
CSX
Shares Held
8K
Value
$297.82K
Oracle Corporation
ORCL
Shares Held
8K
Value
$2.17M
Walmart Inc.
WMT
Shares Held
7K
Value
$670.10K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$3.20M
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$888.38K
The Walt Disney Company
DIS
Shares Held
5K
Value
$555.33K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$862.69K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
3K
Value
$565.29K
Fortinet, Inc.
FTNT
Shares Held
3K
Value
$223.06K
Autodesk, Inc.
ADSK
Shares Held
2K
Value
$671.87K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$967.77K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$382.40K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$355.10K
Salesforce, Inc.
CRM
Shares Held
1K
Value
$327.53K
Chevron Corporation
CVX
Shares Held
1K
Value
$209.49K
Tesla, Inc.
TSLA
Shares Held
1K
Value
$587.03K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$234.37K