Meritas Wealth Management, LLC Portfolio Holdings

Meritas Wealth Management, LLC

  • $142 Billion
  • Q2 2024

Meritas Wealth Management, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 47 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 $24.6B, Dimensional ETF Tr U S Target with a value of $24.1B, Dimensional ETF Tr U S Equity with a value of $13.4B, Dimensional ETF Tr with a value of $9.67B, and Sentinel One, Inc. with a value of $9.59B.

Examining the 13F form we can see an decrease of $1.86B in the current position value, from $144B to 142B.

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 $142 Billion
ETFs: $105 Billion
Technology: $23.7 Billion
Communication Services: $1.44 Billion
Financial Services: $1.33 Billion
Consumer Defensive: $1.17 Billion
Consumer Cyclical: $1.05 Billion
Industrials: $1.04 Billion
Energy: $236 Million
Other: $0

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 47
  • Current Value $142 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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