Meritas Wealth Management, LLC
CIK 0001990690 · SAN RAFAEL, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$256.1M
2026 Q2
Positions
63
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
78.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AVUV
AMERICAN CENTY ETF TR
12.0%
DFUV
DIMENSIONAL ETF TRUST
11.9%
DFAT
DIMENSIONAL ETF TRUST
11.0%
DFUS
DIMENSIONAL ETF TRUST
10.5%
AVLV
AMERICAN CENTY ETF TR
8.8%
DFIV
DIMENSIONAL ETF TRUST
7.3%
DISV
DIMENSIONAL ETF TRUST
5.0%
AAPL
APPLE INC
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.