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Meritas Wealth Management, LLC 13F holdings

Filed 2026-07-21 · Meritas Wealth Management, LLC · 63 positions · $256.1M

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TickerCompanySharesValue% of portfolio
AVUVAMERICAN CENTY ETF TR246.1K$30.7M12.0%
DFUVDIMENSIONAL ETF TRUST555.4K$30.6M11.9%
DFATDIMENSIONAL ETF TRUST403.5K$28.2M11.0%
DFUSDIMENSIONAL ETF TRUST327.4K$26.8M10.5%
AVLVAMERICAN CENTY ETF TR248.2K$22.6M8.8%
DFIVDIMENSIONAL ETF TRUST345.9K$18.7M7.3%
DISVDIMENSIONAL ETF TRUST318.2K$12.8M5.0%
AAPLAPPLE INC36.7K$10.6M4.1%
BNDVANGUARD BD INDEX FDS131.3K$9.6M3.8%
DIHPDIMENSIONAL ETF TRUST265.5K$9.1M3.5%
SSENTINELONE INC446.0K$7.6M3.0%
VTIPVANGUARD MALVERN FDS132.9K$6.7M2.6%
DFAUDIMENSIONAL ETF TRUST62.1K$3.2M1.3%
VGSRMANAGER DIRECTED PORTFOLIOS261.0K$3.0M1.2%
MSFTMICROSOFT CORP6.5K$2.4M1.0%
DFSVDIMENSIONAL ETF TRUST59.5K$2.3M0.9%
BNDXVANGUARD CHARLOTTE FDS44.1K$2.1M0.8%
DFGRDIMENSIONAL ETF TRUST73.5K$2.1M0.8%
DFAEDIMENSIONAL ETF TRUST52.7K$2.1M0.8%
DFEMDIMENSIONAL ETF TRUST45.3K$1.8M0.7%
DFAIDIMENSIONAL ETF TRUST40.1K$1.7M0.6%
VBRVANGUARD INDEX FDS5.3K$1.3M0.5%
DFSUDIMENSIONAL ETF TRUST24.7K$1.1M0.4%
IVVISHARES TR1.5K$1.1M0.4%
ORCLORACLE CORP6.6K$970,7470.4%
DFSEDIMENSIONAL ETF TRUST19.1K$935,5050.4%
AMZNAMAZON COM INC3.9K$923,8060.4%
DFSIDIMENSIONAL ETF TRUST17.2K$777,1180.3%
DFIPDIMENSIONAL ETF TRUST18.5K$764,0430.3%
BRK-BBERKSHIRE HATHAWAY INC DEL1$748,8500.3%
WMTWALMART INC6.2K$702,7780.3%
BRK-BBERKSHIRE HATHAWAY INC DEL1.4K$679,0290.3%
CATCATERPILLAR INC632$673,0170.3%
GOOGLALPHABET INC1.8K$643,4000.3%
GOOGALPHABET INC1.7K$605,6080.2%
JNJJOHNSON & JOHNSON2.4K$605,2110.2%
TSLATESLA INC1.3K$555,1920.2%
AVGEAMERICAN CENTY ETF TR5.2K$513,7760.2%
FICOFAIR ISAAC CORP415$495,8340.2%
DISDISNEY WALT CO5.1K$487,0250.2%
MRSHMARSH & MCLENNAN COS INC2.8K$467,5090.2%
COSTCOSTCO WHOLESALE CORPORATION465$434,9940.2%
ADSKAUTODESK INC2.1K$411,1980.2%
JPMJPMORGAN CHASE & CO1.2K$402,9430.2%
DFASDIMENSIONAL ETF TRUST4.8K$396,3850.2%
AVGOBROADCOM INC1.0K$392,8600.2%
CSXCSX CORP7.1K$339,3640.1%
VOOVANGUARD INDEX FDS438$300,7620.1%
PLTRPALANTIR TECHNOLOGIES INC2.4K$284,0910.1%
CRMSALESFORCE INC1.8K$279,1680.1%
NVDANVIDIA CORPORATION1.4K$272,7680.1%
VGSHVANGUARD SCOTTSDALE FDS4.5K$260,3870.1%
IBMINTERNATIONAL BUSINESS MACHS900$253,1480.1%
CALIBLACKROCK ETF TRUST II5.0K$251,1080.1%
AVDVAMERICAN CENTY ETF TR2.4K$242,4770.1%
CVXCHEVRON CORPORATION1.4K$240,1860.1%
IJRISHARES TR1.6K$238,7880.1%
BSVVANGUARD BD INDEX FDS3.1K$237,7030.1%
VTIVANGUARD INDEX FDS632$233,9040.1%
ITOTISHARES TR1.3K$220,9430.1%
Top Fund Holdings
13F
Top Fund Holdings

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