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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 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER & GAMBLE CO Consumer Defensive 1,487.0 $218K 0.09% NEW $146.64 -0.1%
62 DFAC DIMENSIONAL ETF TRUST 4,689.0 $208K 0.08% NEW $44.36 +3.1%
63 JOBY JOBY AVIATION INC Industrials 10,314.0 $92K 0.04% $8.92 -24.4%
Page 4 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%