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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 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAI DIMENSIONAL ETF TRUST 40,093.0 $1.7M 0.65% $41.25 +5.2%
22 VBR VANGUARD INDEX FDS 5,283.0 $1.3M 0.50% $242.99 +1.7%
23 DFSU DIMENSIONAL ETF TRUST 24,651.0 $1.1M 0.45% $46.63 +3.8%
24 IVV ISHARES TR 1,510.0 $1.1M 0.44% $749.13 +3.3%
25 ORCL ORACLE CORP Technology 6,624.0 $971K 0.38% -559.0 -7.8% $146.55 +8.4%
26 DFSE DIMENSIONAL ETF TRUST 19,139.0 $936K 0.36% -1K -5.4% $48.88 +2.3%
27 AMZN AMAZON COM INC Consumer Cyclical 3,876.0 $924K 0.36% -376.0 -8.8% $238.34 +8.5%
28 DFSI DIMENSIONAL ETF TRUST 17,231.0 $777K 0.30% $45.10 +5.1%
29 DFIP DIMENSIONAL ETF TRUST 18,520.0 $764K 0.30% +11K +146.4% $41.26 -2.6%
30 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.29% $748850.00
31 WMT WALMART INC Consumer Defensive 6,205.0 $703K 0.27% $113.26 -5.4%
32 BERKSHIRE HATHAWAY INC DEL 1,357.0 $679K 0.27% $500.39
33 CAT CATERPILLAR INC Industrials 632.0 $673K 0.26% $1064.90 -23.6%
34 GOOGL ALPHABET INC Communication Services 1,800.0 $643K 0.25% +500.0 +38.5% $357.44 -5.3%
35 GOOG ALPHABET INC 1,714.0 $606K 0.24% +500.0 +41.2% $353.33
36 JNJ JOHNSON & JOHNSON Healthcare 2,383.0 $605K 0.24% +500.0 +26.6% $253.97 +8.4%
37 TSLA TESLA INC Consumer Cyclical 1,320.0 $555K 0.22% $420.60 -15.8%
38 AVGE AMERICAN CENTY ETF TR 5,184.0 $514K 0.20% +859.0 +19.9% $99.11 +3.1%
39 FICO FAIR ISAAC CORP Technology 415.0 $496K 0.19% $1194.78 -22.0%
40 DIS DISNEY WALT CO Communication Services 5,060.0 $487K 0.19% +300.0 +6.3% $96.25 +9.4%
Page 2 of 4  ·  63 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%