Meritas Wealth Management, LLC Portfolio Holdings

Meritas Wealth Management, LLC

  • $162 Billion
  • Q3 2024

Meritas Wealth Management, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $162 Billion distributed in 50 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 $26.3B, Dimensional ETF Tr U S Target with a value of $25.7B, Dimensional ETF Tr U S Equity with a value of $15.2B, American Centy ETF Tr Avantis with a value of $11.9B, and Dimensional ETF Tr with a value of $10.9B.

Examining the 13F form we can see an increase of $19.8B in the current position value, from $142B to 162B.

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 $162 Billion
ETFs: $117 Billion
Technology: $27 Billion
Financial Services: $1.48 Billion
Communication Services: $1.42 Billion
Consumer Defensive: $1.26 Billion
Consumer Cyclical: $1.18 Billion
Industrials: $1.1 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.2B
$2.36 Billion 1.46% of portfolio
1,215
Q4 2023 Reduced 0.41%
$106B
$626 Million 0.39% of portfolio
2,805
Q3 2024 Added 1.23%
$68.4B
$514 Million 0.32% of portfolio
14,895
Q3 2024 Added 1.22%
$53.1B
$358 Million 0.22% of portfolio
1,300
Q4 2022 New
$36.2B
$287 Million 0.18% of portfolio
1,115
Q3 2023 Reduced 27.36%
$194B
$274 Million 0.17% of portfolio
700
Q4 2023 New
$77.1B
$212 Million 0.13% of portfolio
2,728
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $162 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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