
MERITAS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | S | 446K | $6.69M |
![]() | AAPL | 41K | $11.02M |
![]() | JOBY | 10K | $136.15K |
![]() | CSX | 8K | $304.03K |
![]() | ORCL | 8K | $1.50M |
![]() | WMT | 6K | $691.30K |
![]() | MSFT | 6K | $2.99M |
![]() | DIS | 5K | $541.54K |
![]() | NFLX | 4K | $375.98K |
![]() | AMZN | 4K | $906.89K |
![]() | MMC | 3K | $520.38K |
![]() | PLTR | 2K | $432.82K |
![]() | ADSK | 2K | $626.06K |
![]() | BRK-B | 2K | $937.95K |
![]() | GOOGL | 2K | $492.35K |
![]() | GOOG | 1K | $457.52K |
![]() | CRM | 1K | $366.11K |
![]() | CVX | 1K | $205.60K |
![]() | TSLA | 1K | $593.63K |
![]() | JNJ | 1K | $261.58K |

SentinelOne, Inc.
S
Shares Held
446K
Value
$6.69M

Apple Inc.
AAPL
Shares Held
41K
Value
$11.02M

Joby Aviation, Inc.
JOBY
Shares Held
10K
Value
$136.15K

CSX Corporation
CSX
Shares Held
8K
Value
$304.03K

Oracle Corporation
ORCL
Shares Held
8K
Value
$1.50M

Walmart Inc.
WMT
Shares Held
6K
Value
$691.30K

Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.99M

The Walt Disney Company
DIS
Shares Held
5K
Value
$541.54K

Netflix, Inc.
NFLX
Shares Held
4K
Value
$375.98K

Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$906.89K

Marsh & McLennan Companies, Inc.
MMC
Shares Held
3K
Value
$520.38K

Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$432.82K

Autodesk, Inc.
ADSK
Shares Held
2K
Value
$626.06K

Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$937.95K

Alphabet Inc.
GOOGL
Shares Held
2K
Value
$492.35K

Alphabet Inc.
GOOG
Shares Held
1K
Value
$457.52K

Salesforce, Inc.
CRM
Shares Held
1K
Value
$366.11K

Chevron Corporation
CVX
Shares Held
1K
Value
$205.60K

Tesla, Inc.
TSLA
Shares Held
1K
Value
$593.63K

Johnson & Johnson
JNJ
Shares Held
1K
Value
$261.58K
