Managed by Meritas Wealth Management, Llc • Latest filing Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $30.2M | 874.7K | 0.00% | — |
| 2 | ? N/A — | $30.1M | 648.7K | 0.00% | — |
| 3 | ? N/A — | $29.6M | 869.3K | 0.00% | — |
| 4 | ? N/A — | $29.3M | 641.0K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $29M |
| 867.3K |
| 0.00% |
| — |
| 6 | ? N/A — | $28.9M | 862.9K | 0.00% | — |
| 7 | ? N/A — | $28.3M | 636.0K | 0.00% | — |
| 8 | ? N/A — | $27.9M | 633.9K | 0.00% | — |
| 9 | ? N/A — | $27.1M | 558.7K | 0.00% | — |
| 10 | ? N/A — | $26.4M | 644.5K | 0.00% | — |
| 11 | ? N/A — | $26.3M | 630.7K | 0.00% | — |
| 12 | ? N/A — | $26.3M | 563.7K | 0.00% | — |
| 13 | ? N/A — | $25.9M | 579.1K | 0.00% | — |
| 14 | ? N/A — | $25.7M | 461.9K | 0.00% | — |
| 15 | ? N/A — | $25.7M | 471.9K | 0.00% | — |
| 16 | ? N/A — | $25.3M | 405.0K | 0.00% | — |
| 17 | M MDT — | $25.1M | 227.2K | 0.00% | — |
| 18 | ? N/A — | $25M | 611.1K | 0.00% | — |
| 19 | ? N/A — | $24.9M | 476.4K | 0.00% | — |
| 20 | ? N/A — | $24.9M | 589.2K | 0.00% | — |