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Portfolio (Quarterly) Guide ↗

Meritas Wealth Management, LLC

· CIK 0001990690
13F Portfolio $256M AUM 63 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 23 Added 9 Reduced 4 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVDV AMERICAN CENTY ETF TR 2,353.0 $242K 0.10% +33.0 +1.4% $103.05 +10.4%
22 CVX CHEVRON CORPORATION Energy 1,449.0 $240K 0.09% +200.0 +16.0% $165.76 +25.8%
23 BSV VANGUARD BD INDEX FDS 3,051.0 $238K 0.09% +25.0 +0.8% $77.91 -0.9%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 77.9%
Consumer Cyclical 4.8%
Consumer Defensive 4.4%
Communication Services 3.7%
Industrials 3.6%
Financial Services 2.8%
Healthcare 2.0%
Energy 0.8%