Meritas Wealth Management, LLC Portfolio Holdings

Meritas Wealth Management, LLC

  • $208 Billion
  • Q4 2025

Meritas Wealth Management, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $208 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $26.3B, Dimensional ETF Tr U S Target with a value of $24.4B, Dimensional ETF Tr U S Equity with a value of $21B, American Centy ETF Tr Avantis with a value of $20.9B, and Dimensional ETF Tr with a value of $16.5B.

Examining the 13F form we can see an increase of $6B in the current position value, from $202B to 208B.

Meritas Wealth Management, LLC is based out at Larkspur, CA

Below you can find more details about Meritas Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $208 Billion
ETFs: $153 Billion
Technology: $25.3 Billion
Financial Services: $2.21 Billion
Communication Services: $1.87 Billion
Consumer Cyclical: $1.5 Billion
Consumer Defensive: $1.09 Billion
Industrials: $802 Million
Healthcare: $262 Million
Other: $206 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.3 Billion 12.63% of portfolio
563,721
Q4 2025 Reduced 2.66%
$0
$24.4 Billion 11.75% of portfolio
410,390
Q4 2025 Reduced 2.72%
$0
$21 Billion 10.09% of portfolio
282,858
Q4 2025 Reduced 0.54%
$0
$20.9 Billion 10.05% of portfolio
204,939
Q4 2025 Added 6.37%
$0
$16.5 Billion 7.95% of portfolio
331,066
Q4 2025 Reduced 0.13%
$0
$15.2 Billion 7.3% of portfolio
200,443
Q4 2025 Added 8.96%
$4.3T
$11 Billion 5.3% of portfolio
40,552
Q4 2025 Reduced 0.15%
$0
$10.7 Billion 5.16% of portfolio
282,443
Q4 2025 Added 0.93%
$3.45B
$6.69 Billion 3.22% of portfolio
446,000
Q4 2024 Reduced 2.13%
$0
$6.65 Billion 3.2% of portfolio
89,826
Q4 2025 Added 10.31%
$0
$6.29 Billion 3.03% of portfolio
198,653
Q4 2025 Added 5.47%
$0
$5.65 Billion 2.72% of portfolio
114,277
Q4 2025 Added 4.43%
$3.78T
$2.99 Billion 1.44% of portfolio
6,181
Q3 2025 Added 30.04%
$0
$2.91 Billion 1.4% of portfolio
62,102
Q2 2025 Reduced 3.7%
Manager Directed Portfolios
-
$2.12 Billion 1.02% of portfolio
-
Q4 2025 Added 1.96%
$0
$1.99 Billion 0.96% of portfolio
60,455
Q4 2025 Added 16.92%
Dimensional ETF Trust
-
$1.65 Billion 0.79% of portfolio
-
Q4 2025 Added 0.02%
$0
$1.53 Billion 0.73% of portfolio
40,093
Q3 2024 Reduced 2.68%
$593B
$1.5 Billion 0.72% of portfolio
7,704
Q4 2024 Reduced 1.28%
$0
$1.36 Billion 0.65% of portfolio
28,130
Q4 2025 Added 1.21%
$0
$1.34 Billion 0.64% of portfolio
40,417
Q4 2025 Reduced 18.03%
$44B
$1.14 Billion 0.55% of portfolio
675
Q4 2025 Reduced 14.56%
$0
$1.12 Billion 0.54% of portfolio
5,277
Q4 2025 Added 0.29%
-
$970 Million 0.47% of portfolio
-
Q4 2025 Added 3.36%
$0
$980 Million 0.47% of portfolio
1,431
Q4 2025 Reduced 1.11%
$662B
$938 Million 0.45% of portfolio
1,866
Q4 2025 Reduced 3.06%
$2.39T
$907 Million 0.44% of portfolio
3,929
Q3 2025 Added 0.8%
$453B
$755 Million 0.36% of portfolio
1
Q1 2025 New
$279B
$691 Million 0.33% of portfolio
6,205
Q4 2025 Reduced 4.57%
-
$665 Million 0.32% of portfolio
-
Q4 2025 Added 0.39%
$53.1B
$626 Million 0.3% of portfolio
2,115
Q3 2025 Added 62.69%
$1.29T
$594 Million 0.29% of portfolio
1,320
Q2 2025 Reduced 0.15%
$193B
$542 Million 0.26% of portfolio
4,760
Q4 2025 Reduced 1.86%
$89.7B
$520 Million 0.25% of portfolio
2,805
Q3 2024 Added 1.23%
$1.65T
$492 Million 0.24% of portfolio
1,573
Q1 2025 Reduced 5.98%
$1.74T
$458 Million 0.22% of portfolio
1,458
Q3 2025 Added 2.97%
$342B
$433 Million 0.21% of portfolio
2,435
Q4 2025 Reduced 50.0%
-
$445 Million 0.21% of portfolio
-
Q4 2025 Added 4.54%
$404B
$401 Million 0.19% of portfolio
465
Q3 2025 Added 1.97%
$49.1B
$376 Million 0.18% of portfolio
4,010
Q4 2025 Added 900.0%
$237B
$366 Million 0.18% of portfolio
1,382
Q3 2025 New
$291B
$362 Million 0.17% of portfolio
632
Q3 2025 Reduced 5.25%
$0
$335 Million 0.16% of portfolio
4,814
Q2 2024 Reduced 0.82%
$73.4B
$304 Million 0.15% of portfolio
8,387
Q3 2025 Reduced 15.77%
-
$295 Million 0.14% of portfolio
-
Q4 2025 Added 29.89%
$0
$293 Million 0.14% of portfolio
468
Q4 2025 Added 0.43%
$0
$260 Million 0.13% of portfolio
4,433
Q4 2025 Added 1.26%
$522B
$262 Million 0.13% of portfolio
1,264
Q3 2025 New
$266B
$268 Million 0.13% of portfolio
905
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $208 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Meritas Wealth Management, LLC Portfolio

Follow Meritas Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email