Meritas Wealth Management, LLC
CIK: 0001990690SEC EDGAR →
Portfolio Value
$207.9M
Holdings
58
As of
Q4 2025
New Positions
7
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 563,721 | $26.3M | 12.63% |
| 2 | DIMENSIONAL ETF TRUST | 410,390 | $24.4M | 11.75% |
| 3 | DIMENSIONAL ETF TRUST | 282,858 | $21.0M | 10.09% |
| 4 | AMERICAN CENTY ETF TR | 204,939 | $20.9M | 10.05% |
| 5 | DIMENSIONAL ETF TRUST | 331,066 | $16.5M | 7.95% |
| 6 | AMERICAN CENTY ETF TR | 200,443 | $15.2M | 7.30% |
| 7 | APPLE INC | 40,552 | $11.0M | 5.30% |
| 8 | DIMENSIONAL ETF TRUST | 282,443 | $10.7M | 5.16% |
| 9 | SENTINELONE INC | 446,000 | $6.7M | 3.22% |
| 10 | VANGUARD BD INDEX FDS | 89,826 | $6.7M | 3.20% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $175.0M | 84.2% |
| Technology | 10 | $25.3M | 12.2% |
| Unknown | 3 | $1.9M | 0.9% |
| Communication Services | 4 | $1.9M | 0.9% |
| Consumer Cyclical | 2 | $1.5M | 0.7% |
| Consumer Defensive | 2 | $1.1M | 0.5% |
| Industrials | 3 | $802K | 0.4% |
| Healthcare | 1 | $261K | 0.1% |
| Energy | 1 | $205K | 0.1% |