Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Meritas Wealth Management

Latest statistics and disclosures from Meritas Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUV, DFUV, DFUS, Dimensional Etf Trust, AVLV, and represent 50.46% of Meritas Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BND, AVUV, AVLV, MSFT, DISV, DFIP, VTIP, DIHP, DFUS, BNDX.
Started 11 new stock positions in VRTX, MRK, PANW, TTE, Exxon Mobil Corporation, META, STX, CSCO, VFLO, PH. RECS.
Reduced shares in these 10 stocks: DFUV, BRK.B, Dimensional Etf Trust, IBM, DFEM, DFAE, DIS, VBR, S, ORCL.
Sold out of its position in IBM.
Meritas Wealth Management was a net buyer of stock by $19M.
Meritas Wealth Management has $278M in assets under management (AUM), dropping by 8.41%.
Central Index Key (CIK): 0001990690

Tip: Access up to 7 years of quarterly data

Positions held by Meritas Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Meritas Wealth Management

Meritas Wealth Management holds 73 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV)	11.2	$31M	+7%	264k	117.77	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	10.8	$30M		547k	55.00	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	10.1	$28M	+3%	339k	83.03	View chart
Dimensional Etf Trust Us Targeted Vlu	9.5	$27M		399k	66.44	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	8.8	$24M	+8%	269k	90.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	7.0	$19M		347k	55.86	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	5.5	$15M	+10%	352k	43.29	View chart
Apple (AAPL)	4.5	$12M		37k	333.02	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.2	$12M	+26%	167k	70.15	View chart
Sentinelone Cl A (S)	3.8	$11M		446k	23.76	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.6	$9.9M	+10%	295k	33.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.8	$7.7M	+17%	157k	49.22	View chart
Microsoft Corporation (MSFT)	1.8	$4.9M	+45%	9.5k	512.90	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.2	$3.3M		62k	52.36	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	1.2	$3.2M	+17%	305k	10.62	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$2.8M	+35%	60k	46.87	View chart
Dimensional Etf Trust Us Small Cap Etf	0.8	$2.2M		60k	37.47	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$2.0M		52k	39.31	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.7	$2.0M		74k	27.05	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.7	$2.0M	+172%	51k	39.06	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$1.7M	-6%	42k	39.72	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.7M		40k	41.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$1.2M		5.2k	231.05	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$1.2M		25k	47.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.2M		1.5k	765.96	View chart
Amazon (AMZN)	0.4	$1.0M	+7%	4.2k	249.15	View chart
NVIDIA Corporation (NVDA)	0.3	$963k	+209%	4.2k	228.39	View chart
JPMorgan Chase & Co. (JPM)	0.3	$935k	+129%	2.8k	330.83	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.3	$933k		19k	48.35	View chart
Oracle Corporation (ORCL)	0.3	$904k		6.6k	137.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$803k	+29%	2.3k	344.14	View chart
Dimensional Etf Trust International (DFSI)	0.3	$786k		17k	45.17	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$747k		1.00	747005.00	View chart
Wal-Mart Stores (WMT)	0.2	$692k	+7%	6.7k	103.92	View chart
Johnson & Johnson (JNJ)	0.2	$631k		2.4k	264.74	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$601k	NEW	1.2k	522.81	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$591k	+15%	6.0k	98.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$584k		1.7k	340.74	View chart
Caterpillar (CAT)	0.2	$512k		632.00	810.79	View chart
Walt Disney Company (DIS)	0.2	$504k	-5%	4.8k	104.90	View chart
Tesla Motors (TSLA)	0.2	$485k	+3%	1.4k	354.81	View chart
Marsh & McLennan Companies (MRSH)	0.2	$479k		2.8k	170.73	View chart
Palantir Technologies Cl A (PLTR)	0.2	$456k		2.4k	187.05	View chart
Costco Wholesale Corporation (COST)	0.2	$445k	+5%	489.00	910.34	View chart
Broadcom (AVGO)	0.2	$445k	+21%	1.3k	351.19	View chart
Autodesk (ADSK)	0.2	$442k		2.1k	209.00	View chart
salesforce (CRM)	0.1	$410k		1.8k	229.57	View chart
Dimensional Etf Trust Us Small Cap Etf	0.1	$373k		4.8k	77.42	View chart
Cisco Systems (CSCO)	0.1	$371k	NEW	3.5k	107.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$354k	-47%	710.00	497.95	View chart
Palo Alto Networks (PANW)	0.1	$336k	NEW	845.00	397.31	View chart
CSX Corporation (CSX)	0.1	$332k		7.1k	46.51	View chart
Exxon Mobil Corporation	0.1	$310k	NEW	1.9k	162.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$307k		438.00	701.53	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.1	$302k	NEW	5.9k	51.19	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$298k	NEW	323.00	922.34	View chart
Chevron Corporation (CVX)	0.1	$296k		1.4k	204.21	View chart
Meta Platforms Cl A (META)	0.1	$279k	NEW	385.00	725.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$271k	+5%	4.7k	57.56	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$270k	+5%	2.5k	109.38	View chart
Parker-Hannifin Corporation (PH)	0.1	$257k	NEW	269.00	955.42	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	0.1	$257k	+3%	5.2k	49.81	View chart
Fair Isaac Corporation (FICO)	0.1	$246k		415.00	592.47	View chart
Merck & Co (MRK)	0.1	$242k	NEW	1.7k	145.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$237k		633.00	374.51	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$235k	NEW	5.2k	45.09	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$234k		3.1k	76.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$224k		1.3k	166.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$216k		1.6k	136.07	View chart
Procter & Gamble Company (PG)	0.1	$216k		1.5k	145.28	View chart
Totalenergies Se Act (TTE)	0.1	$214k	NEW	2.5k	85.50	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.1	$208k		4.7k	44.45	View chart
Joby Aviation Common Stock (JOBY)	0.0	$62k		10k	6.05	View chart

Past Filings by Meritas Wealth Management

SEC 13F filings are viewable for Meritas Wealth Management going back to 2023

Meritas Wealth Management 2026 Q3 filed Oct. 14, 2026
Meritas Wealth Management 2026 Q2 filed July 21, 2026
Meritas Wealth Management 2026 Q1 filed April 9, 2026
Meritas Wealth Management 2025 Q4 filed Jan. 14, 2026
Meritas Wealth Management 2025 Q3 filed Oct. 14, 2025
Meritas Wealth Management 2025 Q2 filed July 18, 2025
Meritas Wealth Management 2025 Q1 filed April 16, 2025
Meritas Wealth Management 2024 Q4 filed Jan. 16, 2025
Meritas Wealth Management 2024 Q3 filed Oct. 3, 2024
Meritas Wealth Management 2024 Q2 filed July 24, 2024
Meritas Wealth Management 2024 Q1 filed April 17, 2024
Meritas Wealth Management 2023 Q4 filed Jan. 10, 2024
Meritas Wealth Management 2023 Q3 filed Oct. 24, 2023
Meritas Wealth Management 2022 Q4 filed Sept. 5, 2023
Meritas Wealth Management 2023 Q1 filed Sept. 5, 2023
Meritas Wealth Management 2023 Q2 filed Sept. 5, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z