Meritas Wealth Management, LLC Portfolio Holdings

Meritas Wealth Management, LLC

  • $202 Billion
  • Q3 2025

Meritas Wealth Management, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $202 Billion distributed in 59 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 $25.9B, Dimensional ETF Tr U S Target with a value of $24.6B, Dimensional ETF Tr U S Equity with a value of $20.6B, American Centy ETF Tr Avantis with a value of $19.2B, and Dimensional ETF Tr with a value of $15.3B.

Examining the 13F form we can see an increase of $20B in the current position value, from $182B to 202B.

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 $202 Billion
ETFs: $147 Billion
Technology: $27.3 Billion
Financial Services: $2.29 Billion
Communication Services: $1.77 Billion
Consumer Cyclical: $1.45 Billion
Consumer Defensive: $1.1 Billion
Industrials: $766 Million
Healthcare: $234 Million
Other: $209 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $202 Billion
  • Prior Value $182 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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