StockDriftsStockDriftsTop 50 Meritas Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 11.99% | 246.1K | $30.7M | +8.31%(+18.88K) | $90.43(+41.72%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 11.93% | 555.4K | $30.6M | -0.60%(-3.33K) | $31.64(+81.89%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 11.01% | 403.5K | $28.2M | -0.38%(-1.54K) | $41.54(+74.17%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 10.48% | 327.4K | $26.8M | +6.14%(+18.93K) | $49.13(+72.76%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 8.84% | 248.2K | $22.6M | +7.39%(+17.08K) | $67.60(+40.58%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 7.3% | 345.9K | $18.7M | +2.44%(+8.25K) | $31.65(+83.55%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 4.99% | 318.2K | $12.8M | +9.64%(+27.98K) | $26.87(+64.44%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.15% | 36.7K | $10.6M | -4.45%(-1.71K) | $142.60(+114.16%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.77% | 131.3K | $9.6M | +16.52%(+18.62K) | $73.18(-1.27%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.54% | 265.5K | $9.1M | +13.66%(+31.90K) | $28.27(+25.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.42% | +53.75% | — | — | +65.17% |
| Top 20 Holdings Unweighted | +13.64% | +46.75% | — | — | +61.43% |
Meritas Wealth Management, LLC reports $256.06M in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are AVUV (12.0%), DFUV (11.9%) and DFAT (11.0%). The top 20 holdings account for 91.04% of reported assets. Its disclosed equity book has returned +53.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meritas Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1990690). View Meritas Wealth Management, LLC’s 13F filings on SEC