Meritas Wealth Management

Meritas Wealth Management as of March 31, 2026

Portfolio Holdings for Meritas Wealth Management

Meritas Wealth Management holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Mktwide Value (DFUV) 12.2 $27M 559k 48.46
Dimensional Etf Trust Us Targeted Vlu (DFAT) 11.4 $25M 405k 62.45
American Centy Etf Tr Us Sml Cp Valu (AVUV) 11.4 $25M 227k 110.47
Dimensional Etf Trust Us Equity Market (DFUS) 9.9 $22M 309k 70.91
American Centy Etf Tr Us Large Cap Vlu (AVLV) 8.4 $19M 231k 80.61
Dimensional Etf Trust Internatnal Val (DFIV) 8.1 $18M 338k 52.78
Dimensional Etf Trust Intl Small Cap V (DISV) 5.2 $11M 290k 39.44
Apple (AAPL) 4.4 $9.7M 38k 253.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.8 $8.3M 113k 73.64
Dimensional Etf Trust Intl High Profit (DIHP) 3.4 $7.5M 234k 32.22
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.8 $6.2M 125k 49.95
Sentinelone Cl A (S) 2.6 $5.7M 446k 12.88
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.3 $2.8M 62k 45.12
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 1.1 $2.3M 225k 10.33
Microsoft Corporation (MSFT) 1.0 $2.3M 6.2k 370.15
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.0 $2.1M 60k 35.04
Dimensional Etf Trust Global Real Est (DFGR) 0.9 $1.9M 71k 26.58
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.8M 53k 33.86
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.8 $1.7M 36k 48.05
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $1.6M 45k 34.55
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $1.6M 40k 38.96
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.1M 5.3k 217.26
Oracle Corporation (ORCL) 0.5 $1.1M 7.2k 147.11
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $1.0M 25k 41.09
Ishares Tr Core S&p500 Etf (IVV) 0.4 $986k 1.5k 653.13
Amazon (AMZN) 0.4 $886k 4.3k 208.27
Dimensional Etf Trust Emerging Markets (DFSE) 0.4 $857k 20k 42.37
Wal-Mart Stores (WMT) 0.3 $771k 6.2k 124.28
Dimensional Etf Trust International (DFSI) 0.3 $732k 17k 42.40
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $718k 1.00 718140.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $649k 1.4k 479.20
Autodesk (ADSK) 0.2 $506k 2.1k 239.40
Tesla Motors (TSLA) 0.2 $491k 1.3k 371.75
Marsh & McLennan Companies (MRSH) 0.2 $487k 2.8k 173.45
Costco Wholesale Corporation (COST) 0.2 $463k 465.00 996.43
Johnson & Johnson (JNJ) 0.2 $460k 1.9k 244.44
Walt Disney Company (DIS) 0.2 $459k 4.8k 96.38
Caterpillar (CAT) 0.2 $448k 632.00 708.46
Fair Isaac Corporation (FICO) 0.2 $443k 415.00 1067.54
American Centy Etf Tr Avantis All Eqt (AVGE) 0.2 $381k 4.3k 88.02
Alphabet Cap Stk Cl A (GOOGL) 0.2 $374k 1.3k 287.64
Palantir Technologies Cl A (PLTR) 0.2 $356k 2.4k 146.28
Alphabet Cap Stk Cl C (GOOG) 0.2 $348k 1.2k 286.86
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $342k 4.8k 71.13
CSX Corporation (CSX) 0.1 $315k 7.7k 41.05
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $314k 7.5k 41.72
Netflix (NFLX) 0.1 $289k 3.0k 96.15
Meta Platforms Cl A (META) 0.1 $265k 463.00 571.90
NVIDIA Corporation (NVDA) 0.1 $263k 1.5k 174.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $261k 437.00 598.04
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $260k 4.4k 58.54
Chevron Corporation (CVX) 0.1 $258k 1.2k 206.90
salesforce (CRM) 0.1 $258k 1.4k 186.67
Exxon Mobil Corporation (XOM) 0.1 $240k 1.4k 169.60
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $237k 3.0k 78.41
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $232k 2.3k 99.86
Spdr Gold Tr Gold Shs (GLD) 0.1 $223k 518.00 430.29
International Business Machines (IBM) 0.1 $218k 900.00 242.45
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $202k 630.00 320.66
Joby Aviation Common Stock (JOBY) 0.0 $85k 10k 8.26