Meritas Wealth Management, LLC
Q3 2026 13F filing
Updated 22 days ago73 disclosed positions worth $277.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AMERICAN CENTY ETF TR | $31.1M | 264.0K | 11.20% | Added(+7.3%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $30.1M | 546.6K | 10.83% | Trimmed(-1.6%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $28.1M | 338.6K | 10.13% | Added(+3.4%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $26.5M | 398.8K | 9.55% | Trimmed(-1.2%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $24.3M | 268.9K | 8.76% | Added(+8.3%) |
| 6 | M DIMENSIONAL ETF TRUST | $19.4M | 346.8K | 6.98% | Added(+0.3%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $15.2M | 352.1K | 5.49% | Added(+10.6%) |
| 8 | A APPLE INC | $12.4M | 37.2K | 4.47% | Added(+1.5%) |
| 9 | V VANGUARD BD INDEX FDS | $11.7M | 166.7K | 4.21% | Added(+26.9%) |
| 10 | S SENTINELONE INC | $10.6M | 445.5K | 3.81% | Trimmed(-0.1%) |
| 11 | N DIMENSIONAL ETF TRUST | $9.9M | 294.5K | 3.57% | Added(+11.0%) |
| 12 | V VANGUARD MALVERN FDS | $7.7M | 156.5K | 2.78% | Added(+17.8%) |
| 13 | M MICROSOFT CORP | $4.9M | 9.5K | 1.75% | Added(+45.1%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $3.3M | 62.1K | 1.17% | Unchanged |
| 15 | ? N/A MANAGER DIRECTED PORTFOLIOS | $3.2M | 305.4K | 1.17% | Added(+17.0%) |
| 16 | V VANGUARD CHARLOTTE FDS | $2.8M | 59.7K | 1.01% | Added(+35.4%) |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $2.2M | 59.7K | 0.81% | Added(+0.3%) |
| 18 | N DIMENSIONAL ETF TRUST | $2M | 52.0K | 0.74% | Trimmed(-1.4%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $2M | 73.5K | 0.72% | Added(+0.0%) |
| 20 | N DIMENSIONAL ETF TRUST | $2M | 50.5K | 0.71% | Added(+172.9%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 42.3K | 0.61% | Trimmed(-6.6%) |
| 22 | C DIMENSIONAL ETF TRUST | $1.7M | 40.1K | 0.60% | Unchanged |
| 23 | V VANGUARD INDEX FDS | $1.2M | 5.2K | 0.44% | Trimmed(-1.0%) |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 24.6K | 0.42% | Trimmed(-0.2%) |
| 25 | E ISHARES TR | $1.2M | 1.5K | 0.42% | Trimmed(-0.2%) |
| 26 | A AMAZON COM INC | $1M | 4.2K | 0.37% | Added(+7.7%) |
| 27 | N NVIDIA CORPORATION | $963K | 4.2K | 0.35% | Added(+209.4%) |
| 28 | J JPMORGAN CHASE & CO | $935K | 2.8K | 0.34% | Added(+129.7%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $933K | 19.3K | 0.34% | Added(+0.8%) |
| 30 | O ORACLE CORP | $904K | 6.6K | 0.33% | Trimmed(-0.6%) |
| 31 | G ALPHABET INC | $803K | 2.3K | 0.29% | Added(+29.6%) |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $786K | 17.4K | 0.28% | Added(+1.0%) |
| 33 | B BERKSHIRE HATHAWAY INC DEL | $747K | 1 | 0.27% | Unchanged |
| 34 | W WALMART INC | $692K | 6.7K | 0.25% | Added(+7.4%) |
| 35 | J JOHNSON & JOHNSON | $631K | 2.4K | 0.23% | Unchanged |
| 36 | V VERTEX PHARMACEUTICALS INC | $601K | 1.1K | 0.22% | — |
| 37 | ? N/A AMERICAN CENTY ETF TR | $591K | 6.0K | 0.21% | Added(+15.9%) |
| 38 | G ALPHABET INC | $584K | 1.7K | 0.21% | Unchanged |
| 39 | C CATERPILLAR INC | $512K | 632 | 0.18% | Unchanged |
| 40 | D DISNEY WALT CO | $504K | 4.8K | 0.18% | Trimmed(-5.1%) |
| 41 | T TESLA INC | $485K | 1.4K | 0.17% | Added(+3.6%) |
| 42 | M MARSH & MCLENNAN COS INC | $479K | 2.8K | 0.17% | Unchanged |
| 43 | P PALANTIR TECHNOLOGIES INC | $455K | 2.4K | 0.16% | Unchanged |
| 44 | C COSTCO WHOLESALE CORPORATION | $445K | 489 | 0.16% | Added(+5.2%) |
| 45 | A BROADCOM INC | $445K | 1.3K | 0.16% | Added(+21.8%) |
| 46 | A AUTODESK INC | $442K | 2.1K | 0.16% | Unchanged |
| 47 | C SALESFORCE INC | $410K | 1.8K | 0.15% | Added(+0.1%) |
| 48 | ? N/A DIMENSIONAL ETF TRUST | $373K | 4.8K | 0.13% | Unchanged |
| 49 | C CISCO SYS INC | $371K | 3.5K | 0.13% | — |
| 50 | B BERKSHIRE HATHAWAY INC DEL | $354K | 710 | 0.13% | Trimmed(-47.7%) |