Meritas Wealth Management, LLC
Meritas Wealth Management, LLC reported 63 positions worth $256.1M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: AVUV (12.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUV | SH | $30.7M | 11.99% | 246,111 | — | — | |
| ▸ 2 | DFUV | SH | $30.6M | 11.93% | 555,354 | — | — | |
| ▸ 3 | DFAT | SH | $28.2M | 11.01% | 403,496 | — | — | |
| ▸ 4 | DFUS | SH | $26.8M | 10.48% | 327,390 | — | — | |
| ▸ 5 | AVLV | SH | $22.6M | 8.84% | 248,212 | — | — | |
| ▸ 6 | DFIV | SH | $18.7M | 7.30% | 345,878 | — | — | |
| ▸ 7 | DISV | SH | $12.8M | 4.99% | 318,207 | — | — | |
| ▸ 8 | AAPL | SH | $10.6M | 4.15% | 36,682 | — | — | |
| ▸ 9 | BND | SH | $9.6M | 3.77% | 131,333 | — | — | |
| ▸ 10 | DIHP | SH | $9.1M | 3.54% | 265,453 | — | — |
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Frequently Asked Questions
What stocks does Meritas Wealth Management, LLC hold as of Q2 2026?
Meritas Wealth Management, LLC reported 63 positions worth $256.1M in its Q2 2026 13F filing. Largest positions: AVUV (12.0%), DFUV (11.9%), DFAT (11.0%), DFUS (10.5%) and AVLV (8.8%).
What did Meritas Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Meritas Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.