account_balance

Investment manager · 13F filer · SEC CIK 1990690

Meritas Wealth Management, LLC

Reported value$278Mas of Sep 30, 2026
Positions73 11 new, 1 sold out
Top 10 weight75.4%AVUV alone is 11%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUV American Centy ETF Tr 11.2% Added +7%
DFUV Dimensional ETF Trust 10.8% Held
DFUS Dimensional ETF Trust 10.1% Added +3%
DFAT Dimensional ETF Trust 9.5% Held
AVLV American Centy ETF Tr 8.8% Added +8%
DFIV Dimensional ETF Trust 7.0% Held
DISV Dimensional ETF Trust 5.5% Added +11%
AAPL Apple Inc. 4.5% Held
BND Vanguard Bd Index FDS 4.2% Added +27%
S SentinelOne, Inc. 3.8% Held
DIHP Dimensional ETF Trust 3.6% Added +11%
VTIP Vanguard Malvern FDS 2.8% Added +18%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 21, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • DFEM −7%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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