Meritas Wealth Management, LLC - Portfolio overview

Meritas Wealth Management, LLC has 63 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFUV - DIMENSIONAL ETF TRUST, 12.19%
2. DFAT - DIMENSIONAL ETF TRUST, 11.39%
3. AVUV - AMERICAN CENTY ETF TR, 11.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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