Meritas Wealth Management, LLC

Est. AUM

$221.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$27.1M	558686	12.24%	SOLE
2	DIMENSIONAL ETF TRUST	US TARGETED VLU	$25.3M	405032	11.44%	SOLE
3	AMERICAN CENTY ETF TR	US SML CP VALU	$25.1M	227231	11.35%	SOLE
4	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$21.9M	308458	9.89%	SOLE
5	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$18.6M	231132	8.42%	SOLE
6	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$17.8M	337627	8.06%	SOLE
7	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$11.4M	290232	5.18%	SOLE
8	APPLE INC	COM	$9.7M	38389	4.41%	SOLE
9	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$8.3M	112711	3.75%	SOLE
10	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$7.5M	233550	3.40%	SOLE
11	VANGUARD MALVERN FDS	STRM INFPROIDX	$6.2M	124709	2.82%	SOLE
12	SENTINELONE INC	CL A	$5.7M	446000	2.60%	SOLE
13	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.8M	62102	1.27%	SOLE
14	MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$2.3M	225198	1.05%	SOLE
15	MICROSOFT CORP	COM	$2.3M	6173	1.03%	SOLE
16	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.1M	60033	0.95%	SOLE
17	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.9M	70908	0.85%	SOLE
18	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.8M	53345	0.82%	SOLE
19	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.7M	36203	0.79%	SOLE
20	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.6M	45313	0.71%	SOLE
21	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.6M	40093	0.71%	SOLE
22	VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	5277	0.52%	SOLE
23	ORACLE CORP	COM	$1.1M	7183	0.48%	SOLE
24	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.0M	24692	0.46%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$986K	1510	0.45%	SOLE
26	AMAZON COM INC	COM	$886K	4252	0.40%	SOLE
27	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$857K	20228	0.39%	SOLE
28	WALMART INC	COM	$771K	6205	0.35%	SOLE
29	DIMENSIONAL ETF TRUST	INTERNATIONAL	$732K	17255	0.33%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.32%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$649K	1355	0.29%	SOLE
32	AUTODESK INC	COM	$506K	2115	0.23%	SOLE
33	TESLA INC	COM	$491K	1320	0.22%	SOLE
34	MARSH & MCLENNAN COS INC	COM	$487K	2805	0.22%	SOLE
35	COSTCO WHSL CORP NEW	COM	$463K	465	0.21%	SOLE
36	JOHNSON & JOHNSON	COM	$460K	1883	0.21%	SOLE
37	DISNEY WALT CO	COM	$459K	4760	0.21%	SOLE
38	CATERPILLAR INC	COM	$448K	632	0.20%	SOLE
39	FAIR ISAAC CORP	COM	$443K	415	0.20%	SOLE
40	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$381K	4325	0.17%	SOLE
41	ALPHABET INC	CAP STK CL A	$374K	1300	0.17%	SOLE
42	PALANTIR TECHNOLOGIES INC	CL A	$356K	2435	0.16%	SOLE
43	ALPHABET INC	CAP STK CL C	$348K	1214	0.16%	SOLE
44	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$342K	4814	0.15%	SOLE
45	CSX CORP	COM	$315K	7681	0.14%	SOLE
46	DIMENSIONAL ETF TRUST	INFLATION PROTE	$314K	7516	0.14%	SOLE
47	NETFLIX INC	COM	$289K	3006	0.13%	SOLE
48	META PLATFORMS INC	CL A	$265K	463	0.12%	SOLE
49	NVIDIA CORPORATION	COM	$263K	1507	0.12%	SOLE
50	VANGUARD INDEX FDS	S&P 500 ETF SHS	$261K	437	0.12%	SOLE

1–50 of 60

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.