Meritas Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Meritas Wealth Management, LLC held in its portfolio 58 assets valued at $207,908,026 (i.e. $207.91M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($26.26M), DIMENSIONAL ETF TRUST ($24.44M), and DIMENSIONAL ETF TRUST ($20.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 58 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Meritas Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 563721 | 26263741 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 410390 | 24434621 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 282858 | 20979559 | US EQUITY MARKET |
| AMERICAN CENTY ETF TR | 204939 | 20899707 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 331066 | 16520200 | INTERNATNAL VAL |
| AMERICAN CENTY ETF TR | 200443 | 15187596 | US LARGE CAP VLU |
| APPLE INC | 40552 | 11024593 | COM |
| DIMENSIONAL ETF TRUST | 282443 | 10732816 | INTL SMALL CAP V |
| SENTINELONE INC | 446000 | 6690000 | CL A |
| VANGUARD BD INDEX FDS | 89826 | 6653412 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 198653 | 6290360 | INTL HIGH PROFIT |
| VANGUARD MALVERN FDS | 114277 | 5652131 | STRM INFPROIDX |
| MICROSOFT CORP | 6181 | 2989255 | COM |
| DIMENSIONAL ETF TRUST | 62102 | 2906374 | US CORE EQT MKT |
| MANAGER DIRECTED PORTFOLIOS | 204076 | 2122387 | VERT GLB SUST RE |
| DIMENSIONAL ETF TRUST | 60455 | 1988365 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 53638 | 1746990 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 62327 | 1646679 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 40093 | 1527944 | INTL CORE EQT MK |
| ORACLE CORP | 7704 | 1501587 | COM |
| VANGUARD CHARLOTTE FDS | 28130 | 1359242 | TOTAL INT BD ETF |
| DIMENSIONAL ETF TRUST | 40417 | 1336993 | EMERGING MKTS CO |
| FAIR ISAAC CORP | 675 | 1141169 | COM |
| VANGUARD INDEX FDS | 5277 | 1117535 | SM CP VAL ETF |
| ISHARES TR | 1431 | 980241 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 22324 | 969531 | US SUSTAINABILTY |
| BERKSHIRE HATHAWAY INC DEL | 1866 | 937945 | CL B NEW |
| AMAZON COM INC | 3929 | 906892 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| WALMART INC | 6205 | 691299 | COM |
| DIMENSIONAL ETF TRUST | 16030 | 664924 | EMERGING MARKETS |
| AUTODESK INC | 2115 | 626061 | COM |
| TESLA INC | 1320 | 593630 | COM |
| DISNEY WALT CO | 4760 | 541545 | COM |
| MARSH & MCLENNAN COS INC | 2805 | 520384 | COM |
| ALPHABET INC | 1573 | 492349 | CAP STK CL A |
| ALPHABET INC | 1458 | 457520 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 10375 | 444517 | INTERNATIONAL |
| PALANTIR TECHNOLOGIES INC | 2435 | 432821 | CL A |
| COSTCO WHSL CORP NEW | 465 | 400988 | COM |
| NETFLIX INC | 4010 | 375978 | COM |
| SALESFORCE INC | 1382 | 366106 | COM |
| CATERPILLAR INC | 632 | 362054 | COM |
| DIMENSIONAL ETF TRUST | 4814 | 335391 | US SMALL CAP ETF |
| CSX CORP | 8387 | 304029 | COM |
| AMERICAN CENTY ETF TR | 3437 | 295314 | AVANTIS ALL EQT |
| VANGUARD INDEX FDS | 468 | 293335 | S&P 500 ETF SHS |
| INTERNATIONAL BUSINESS MACHS | 905 | 268070 | COM |
| JOHNSON & JOHNSON | 1264 | 261585 | COM |
| VANGUARD SCOTTSDALE FDS | 4433 | 260350 | SHORT TERM TREAS |
| VANGUARD BD INDEX FDS | 2996 | 236115 | SHORT TRM BOND |
| NVIDIA CORPORATION | 1263 | 235551 | COM |
| DIMENSIONAL ETF TRUST | 5153 | 214133 | INFLATION PROTE |
| AMERICAN CENTY ETF TR | 2277 | 213970 | INTL SMCP VLU |
| VANGUARD INDEX FDS | 627 | 210307 | TOTAL STK MKT |
| CHEVRON CORP NEW | 1349 | 205601 | COM |
| SPDR GOLD TR | 518 | 205289 | GOLD SHS |
| JOBY AVIATION INC | 10314 | 136145 | COMMON STOCK |
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