Meritas Wealth Management

Meritas Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Meritas Wealth Management

Meritas Wealth Management holds 58 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Mktwide Value (DFUV) 12.6 $26M 564k 46.59
Dimensional Etf Trust Us Targeted Vlu (DFAT) 11.8 $24M 410k 59.54
Dimensional Etf Trust Us Equity Market (DFUS) 10.1 $21M 283k 74.17
American Centy Etf Tr Us Sml Cp Valu (AVUV) 10.1 $21M 205k 101.98
Dimensional Etf Trust Internatnal Val (DFIV) 7.9 $17M 331k 49.90
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.3 $15M 200k 75.77
Apple (AAPL) 5.3 $11M 41k 271.86
Dimensional Etf Trust Intl Small Cap V (DISV) 5.2 $11M 282k 38.00
Sentinelone Cl A (S) 3.2 $6.7M 446k 15.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.2 $6.7M 90k 74.07
Dimensional Etf Trust Intl High Profit (DIHP) 3.0 $6.3M 199k 31.67
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.7 $5.7M 114k 49.46
Microsoft Corporation (MSFT) 1.4 $3.0M 6.2k 483.62
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.4 $2.9M 62k 46.80
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 1.0 $2.1M 204k 10.40
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.0 $2.0M 61k 32.89
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.7M 54k 32.57
Dimensional Etf Trust Global Real Est (DFGR) 0.8 $1.6M 62k 26.42
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $1.5M 40k 38.11
Oracle Corporation (ORCL) 0.7 $1.5M 7.7k 194.91
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $1.4M 28k 48.32
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.6 $1.3M 40k 33.08
Fair Isaac Corporation (FICO) 0.5 $1.1M 675.00 1690.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.1M 5.3k 211.77
Ishares Tr Core S&p500 Etf (IVV) 0.5 $980k 1.4k 685.00
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $970k 22k 43.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $938k 1.9k 502.65
Amazon (AMZN) 0.4 $907k 3.9k 230.82
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $755k 1.00 754800.00
Wal-Mart Stores (WMT) 0.3 $691k 6.2k 111.41
Dimensional Etf Trust Emerging Markets (DFSE) 0.3 $665k 16k 41.48
Autodesk (ADSK) 0.3 $626k 2.1k 296.01
Tesla Motors (TSLA) 0.3 $594k 1.3k 449.72
Walt Disney Company (DIS) 0.3 $542k 4.8k 113.77
Marsh & McLennan Companies (MMC) 0.3 $520k 2.8k 185.52
Alphabet Cap Stk Cl A (GOOGL) 0.2 $492k 1.6k 313.00
Alphabet Cap Stk Cl C (GOOG) 0.2 $458k 1.5k 313.80
Dimensional Etf Trust International (DFSI) 0.2 $445k 10k 42.84
Palantir Technologies Cl A (PLTR) 0.2 $433k 2.4k 177.75
Costco Wholesale Corporation (COST) 0.2 $401k 465.00 862.34
Netflix (NFLX) 0.2 $376k 4.0k 93.76
salesforce (CRM) 0.2 $366k 1.4k 264.91
Caterpillar (CAT) 0.2 $362k 632.00 572.87
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $335k 4.8k 69.67
CSX Corporation (CSX) 0.1 $304k 8.4k 36.25
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $295k 3.4k 85.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $293k 468.00 626.78
International Business Machines (IBM) 0.1 $268k 905.00 296.21
Johnson & Johnson (JNJ) 0.1 $262k 1.3k 206.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $260k 4.4k 58.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $236k 3.0k 78.81
NVIDIA Corporation (NVDA) 0.1 $236k 1.3k 186.50
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $214k 5.2k 41.55
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $214k 2.3k 93.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $210k 627.00 335.42
Chevron Corporation (CVX) 0.1 $206k 1.3k 152.41
Spdr Gold Tr Gold Shs (GLD) 0.1 $205k 518.00 396.31
Joby Aviation Common Stock (JOBY) 0.1 $136k 10k 13.20