§ 13F · FUND PROFILE
Meritas Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $202M (13F)Positions · 59Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$505K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | 559K | $27M | 12.2% | −1% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 405K | $25M | 11.4% | −1% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 227K | $25M | 11.4% | +11% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 308K | $22M | 9.9% | +9% |
| 5 | AVLV | AMERICAN CENTY ETF TR | 231K | $19M | 8.4% | +15% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 338K | $18M | 8.1% | +2% |
| 7 | DISV | DIMENSIONAL ETF TRUST | 290K | $11M | 5.2% | +3% |
| 8 | AAPL | APPLE INC | 38K | $10M | 4.4% | −5% |
| 9 | BND | VANGUARD BD INDEX FDS | 113K | $8M | 3.8% | +25% |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 234K | $8M | 3.4% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERITAS SIGNAL
AC read
Meritas Wealth Management, LLC is a Other fund managing $202 million in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed