§ 13F · FUND PROFILE
Meritas Wealth Management, LLC.
AUM · $256M (13F)Positions · 63Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 246K | $31M | 12.0% | +8% |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 555K | $31M | 11.9% | −1% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 403K | $28M | 11.0% | ±0% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 327K | $27M | 10.5% | +6% |
| 5 | AVLV | AMERICAN CENTY ETF TR | 248K | $23M | 8.8% | +7% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 346K | $19M | 7.3% | +2% |
| 7 | DISV | DIMENSIONAL ETF TRUST | 318K | $13M | 5.0% | +10% |
| 8 | AAPL | APPLE INC | 37K | $11M | 4.1% | −4% |
| 9 | BND | VANGUARD BD INDEX FDS | 131K | $10M | 3.8% | +17% |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 265K | $9M | 3.5% | +14% |
§ 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 $256 million in assets. The fund runs a portfolio of 63 positions.
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