SEC 13F Intelligence

Meritas Wealth Management, LLC / AAPL

Meritas Wealth Management, LLC’s Apple Inc Position

Does Meritas Wealth Management, LLC own Apple Inc (AAPL)? Yes — 38.4K shares worth $10M (+4.41% of its 13F portfolio) as of Q1 2026, down from 40.6K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
38.4K
% of Portfolio
+4.41%
Quarters Held
11
currently held

Position History AAPL

Reported value by quarter
Q3 ’23: $9MQ3 ’23Q4 ’23: $8MQ1 ’24: $7MQ1 ’24Q2 ’24: $9MQ3 ’24: $10MQ3 ’24Q4 ’24: $11MQ1 ’25: $10MQ1 ’25Q2 ’25: $9MQ3 ’25: $10MQ3 ’25Q4 ’25: $11MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.4K$10M+4.41%
Q4 202540.6K$11M+5.30%
Q3 202540.6K$10M+5.12%
Q2 202545.0K$9M+5.08%
Q1 202545.2K$10M+5.89%
Q4 202445.4K$11M+6.84%
Q3 202441.9K$10M+6.03%
Q2 202441.6K$9M+6.18%
Q1 202441.5K$7M+4.96%
Q4 202341.4K$8M+5.97%
Q3 202355.5K$9M+7.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritas Wealth Management, LLC’s full portfolio or all institutional holders of AAPL.