Meritas Wealth Management

Meritas Wealth Management as of June 30, 2026

Portfolio Holdings for Meritas Wealth Management

Meritas Wealth Management holds 63 positions in its portfolio as reported in the June 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) 12.0 $31M 246k 124.76
Dimensional Etf Trust Us Mktwide Value (DFUV) 11.9 $31M 555k 55.01
Dimensional Etf Trust Us Targeted Vlu (DFAT) 11.0 $28M 404k 69.90
Dimensional Etf Trust Us Equity Market (DFUS) 10.5 $27M 327k 81.94
American Centy Etf Tr Us Large Cap Vlu (AVLV) 8.8 $23M 248k 91.21
Dimensional Etf Trust Internatnal Val (DFIV) 7.3 $19M 346k 54.02
Dimensional Etf Trust Intl Small Cap V (DISV) 5.0 $13M 318k 40.13
Apple (AAPL) 4.1 $11M 37k 289.36
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.8 $9.6M 131k 73.41
Dimensional Etf Trust Intl High Profit (DIHP) 3.5 $9.1M 266k 34.12
Sentinelone Cl A (S) 3.0 $7.6M 446k 16.97
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.6 $6.7M 133k 50.23
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.3 $3.2M 62k 51.69
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 1.2 $3.0M 261k 11.38
Microsoft Corporation (MSFT) 1.0 $2.4M 6.5k 373.01
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.9 $2.3M 60k 38.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.8 $2.1M 44k 48.43
Dimensional Etf Trust Global Real Est (DFGR) 0.8 $2.1M 74k 28.97
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $2.1M 53k 40.21
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $1.8M 45k 40.64
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $1.7M 40k 41.25
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.3M 5.3k 242.99
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.1M 25k 46.63
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.1M 1.5k 749.13
Oracle Corporation (ORCL) 0.4 $971k 6.6k 146.55
Dimensional Etf Trust Emerging Markets (DFSE) 0.4 $936k 19k 48.88
Amazon (AMZN) 0.4 $924k 3.9k 238.34
Dimensional Etf Trust International (DFSI) 0.3 $777k 17k 45.10
Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $764k 19k 41.26
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $749k 1.00 748850.00
Wal-Mart Stores (WMT) 0.3 $703k 6.2k 113.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $679k 1.4k 500.39
Caterpillar (CAT) 0.3 $673k 632.00 1064.90
Alphabet Cap Stk Cl A (GOOGL) 0.3 $643k 1.8k 357.44
Alphabet Cap Stk Cl C (GOOG) 0.2 $606k 1.7k 353.33
Johnson & Johnson (JNJ) 0.2 $605k 2.4k 253.97
Tesla Motors (TSLA) 0.2 $555k 1.3k 420.60
American Centy Etf Tr Avantis All Eqt (AVGE) 0.2 $514k 5.2k 99.11
Fair Isaac Corporation (FICO) 0.2 $496k 415.00 1194.78
Walt Disney Company (DIS) 0.2 $487k 5.1k 96.25
Marsh & McLennan Companies (MRSH) 0.2 $468k 2.8k 166.67
Costco Wholesale Corporation (COST) 0.2 $435k 465.00 935.47
Autodesk (ADSK) 0.2 $411k 2.1k 194.42
JPMorgan Chase & Co. (JPM) 0.2 $403k 1.2k 327.33
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $396k 4.8k 82.34
Broadcom (AVGO) 0.2 $393k 1.0k 377.75
CSX Corporation (CSX) 0.1 $339k 7.1k 47.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $301k 438.00 686.67
Palantir Technologies Cl A (PLTR) 0.1 $284k 2.4k 116.67
salesforce (CRM) 0.1 $279k 1.8k 156.66
NVIDIA Corporation (NVDA) 0.1 $273k 1.4k 200.12
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $260k 4.5k 58.20
International Business Machines (IBM) 0.1 $253k 900.00 281.28
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.1 $251k 5.0k 50.53
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $243k 2.4k 103.05
Chevron Corporation (CVX) 0.1 $240k 1.4k 165.76
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $239k 1.6k 148.32
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $238k 3.1k 77.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $234k 632.00 370.10
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $221k 1.3k 164.27
Procter & Gamble Company (PG) 0.1 $218k 1.5k 146.64
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $208k 4.7k 44.36
Joby Aviation Common Stock (JOBY) 0.0 $92k 10k 8.92