Meritas Wealth Management, LLC: 13F holdings
CIK 19906902026Q2
| Positions | 63 |
|---|
| Reported value | $256.1m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 63 (+3 vs prior quarter) |
|---|
| Reported value | $256.1m (+15.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUV AMERICAN CENTY ETF TR | 246,111 | $30.7m | 12.0% |
| YM=F DIMENSIONAL ETF TRUST | 555,354 | $30.6m | 11.9% |
| DIMENSIONAL ETF TRUST | 403,496 | $28.2m | 11.0% |
| DFUS DIMENSIONAL ETF TRUST | 327,390 | $26.8m | 10.5% |
| AVLV AMERICAN CENTY ETF TR | 248,212 | $22.6m | 8.8% |
| DFIV DIMENSIONAL ETF TRUST | 345,878 | $18.7m | 7.3% |
| DISV DIMENSIONAL ETF TRUST | 318,207 | $12.8m | 5.0% |
| AAPL APPLE INC | 36,682 | $10.6m | 4.1% |
| BND VANGUARD BD INDEX FDS | 131,333 | $9.6m | 3.8% |
| DIHP DIMENSIONAL ETF TRUST | 265,453 | $9.1m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1990690")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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