§ 13F · FUND PROFILE
Meritas Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $181.9T (13F)Positions · 52Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$205.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | 564K | $26.3T | 12.6% | −3% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 410K | $24.4T | 11.8% | −3% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 283K | $21.0T | 10.1% | −1% |
| 4 | AVUV | AMERICAN CENTY ETF TR | 205K | $20.9T | 10.1% | +6% |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 331K | $16.5T | 7.9% | ±0% |
| 6 | AVLV | AMERICAN CENTY ETF TR | 200K | $15.2T | 7.3% | +9% |
| 7 | AAPL | APPLE INC | 41K | $11.0T | 5.3% | ±0% |
| 8 | DISV | DIMENSIONAL ETF TRUST | 282K | $10.7T | 5.2% | +1% |
| 9 | S | SENTINELONE INC | 446K | $6.7T | 3.2% | ±0% |
| 10 | BND | VANGUARD BD INDEX FDS | 90K | $6.7T | 3.2% | +10% |
§ 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 $181943.1 trillion in assets. The fund runs a portfolio of 52 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed