Meritas Wealth Management, LLC Portfolio Holdings

Meritas Wealth Management, LLC

  • $182 Billion
  • Q2 2025

Meritas Wealth Management, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $182 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $24.9B, Dimensional ETF Tr U S Target with a value of $23.3B, Dimensional ETF Tr U S Equity with a value of $18.6B, American Centy ETF Tr Avantis with a value of $15.8B, and Dimensional ETF Tr with a value of $14.1B.

Examining the 13F form we can see an increase of $11.4B in the current position value, from $171B to 182B.

Meritas Wealth Management, LLC is based out at Larkspur, CA

Below you can find more details about Meritas Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Billion
ETFs: $134 Billion
Technology: $24.7 Billion
Financial Services: $2.24 Billion
Communication Services: $1.68 Billion
Consumer Cyclical: $1.27 Billion
Consumer Defensive: $1.11 Billion
Industrials: $693 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.9 Billion 13.69% of portfolio
589,224
Q2 2025 Reduced 1.69%
$0
$23.3 Billion 12.8% of portfolio
431,620
Q2 2025 Reduced 1.15%
$0
$18.6 Billion 10.21% of portfolio
277,065
Q2 2025 Added 2.86%
$0
$15.8 Billion 8.7% of portfolio
173,818
Q2 2025 Added 4.05%
$0
$14.1 Billion 7.75% of portfolio
329,130
Q2 2025 Reduced 0.38%
$0
$10.8 Billion 5.94% of portfolio
158,384
Q2 2025 Added 9.81%
$3.38T
$9.24 Billion 5.08% of portfolio
45,026
Q2 2025 Reduced 0.34%
$0
$9.02 Billion 4.95% of portfolio
273,930
Q2 2025 Added 3.18%
$3.65B
$8.15 Billion 4.48% of portfolio
446,000
Q4 2024 Reduced 2.13%
$0
$5.22 Billion 2.87% of portfolio
103,839
Q2 2025 Reduced 0.84%
$0
$5.03 Billion 2.77% of portfolio
170,625
Q2 2025 Added 5.87%
$0
$4.82 Billion 2.65% of portfolio
65,406
Q2 2025 Added 8.26%
$0
$2.63 Billion 1.45% of portfolio
62,102
Q2 2025 Reduced 3.7%
$3.81T
$2.36 Billion 1.3% of portfolio
4,753
Q1 2025 Reduced 0.54%
Manager Directed Portfolios
-
$2.07 Billion 1.14% of portfolio
-
Q2 2025 Added 0.73%
$38.5B
$1.71 Billion 0.94% of portfolio
938
Q2 2025 Reduced 19.69%
Dimensional ETF Trust
-
$1.64 Billion 0.9% of portfolio
-
Q2 2025 Added 0.91%
$0
$1.56 Billion 0.86% of portfolio
53,843
Q4 2024 Reduced 10.64%
$0
$1.49 Billion 0.82% of portfolio
50,615
Q2 2025 Added 28.04%
$0
$1.45 Billion 0.8% of portfolio
48,865
Q2 2025 Reduced 0.61%
$0
$1.39 Billion 0.76% of portfolio
40,093
Q3 2024 Reduced 2.68%
$0
$1.12 Billion 0.62% of portfolio
22,653
Q2 2025 Added 4.89%
$0
$1.03 Billion 0.56% of portfolio
5,261
Q2 2025 Added 0.02%
$0
$898 Million 0.49% of portfolio
1,447
Q2 2025 Reduced 2.76%
$631B
$900 Million 0.49% of portfolio
1,852
Q4 2024 Reduced 0.75%
$2.28T
$855 Million 0.47% of portfolio
3,898
Q2 2025 Added 0.57%
-
$848 Million 0.47% of portfolio
-
Q1 2025 Added 69.32%
$426B
$729 Million 0.4% of portfolio
1
Q1 2025 New
$258B
$660 Million 0.36% of portfolio
6,752
Q4 2024 Reduced 4.25%
$302B
$664 Million 0.36% of portfolio
4,870
Q4 2024 New
$223B
$614 Million 0.34% of portfolio
4,950
Q2 2025 Reduced 1.2%
-
$610 Million 0.34% of portfolio
-
Q2 2025 Added 0.61%
$105B
$613 Million 0.34% of portfolio
2,805
Q3 2024 Added 1.23%
$567B
$537 Million 0.3% of portfolio
401
Q1 2025 Reduced 27.49%
$422B
$451 Million 0.25% of portfolio
456
Q3 2024 Reduced 8.8%
$1.01T
$419 Million 0.23% of portfolio
1,320
Q2 2025 Reduced 0.15%
$53.1B
$402 Million 0.22% of portfolio
1,300
Q4 2022 New
-
$391 Million 0.21% of portfolio
-
Q4 2024 Added 10.78%
$72.5B
$325 Million 0.18% of portfolio
9,957
Q2 2025 Reduced 33.15%
$0
$307 Million 0.17% of portfolio
4,814
Q2 2024 Reduced 0.82%
$0
$284 Million 0.16% of portfolio
500
Q1 2025 Added 0.2%
$82.7B
$280 Million 0.15% of portfolio
2,653
Q4 2024 Reduced 2.75%
$1.07T
$277 Million 0.15% of portfolio
1,573
Q1 2025 Reduced 5.98%
$0
$253 Million 0.14% of portfolio
4,297
Q2 2025 Added 1.15%
$1.12T
$251 Million 0.14% of portfolio
1,416
Q4 2024 Reduced 6.6%
$221B
$259 Million 0.14% of portfolio
667
Q1 2025 Reduced 4.71%
$0
$236 Million 0.13% of portfolio
3,001
Q2 2025 Reduced 2.79%
$0
$230 Million 0.13% of portfolio
2,899
Q2 2025 Added 0.1%
$431B
$215 Million 0.12% of portfolio
1,358
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $182 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Meritas Wealth Management, LLC Portfolio

Follow Meritas Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email