Meritas Wealth Management
Meritas Wealth Management reported 73 stocks worth $278M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AVUV (11.2%), DFUV (10.8%) and DFUS (10.1%). Compared with Q2 2026, the fund opened new positions in VRTX, CSCO and PANW, added to AVUV, DFUS and AVLV, trimmed DFUV, S and DFAE and sold out of IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVUV American Centy ETF TR | $31.1M | 11.2% | 264K | +18K (+7%) | 8 of 8 | |
| 2 |  DFUV Dimensional US Marketwide Value ETF | $30.1M | 10.8% | 547K | −8,717 (−2%) | 8 of 8 | |
| 3 |  DFUS Dimensional US Equity Market ETF | $28.1M | 10.1% | 339K | +11K (+3%) | 8 of 8 | |
| 4 | DIMENSIONAL U S TARGETED | $26.5M | 9.6% | 399K | −4,666 (−1%) | 8 of 8 | |
| 5 |  AVLV American Centy ETF TR | $24.3M | 8.8% | 269K | +21K (+8%) | 8 of 8 | |
| 6 |  DFIV Dimensional ETF Trust | $19.4M | 7.0% | 347K | +899 (+0%) | 8 of 8 | |
| 7 |  DISV Dimensional ETF Trust | $15.2M | 5.5% | 352K | +34K (+11%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $12.4M | 4.5% | 37K | +548 (+1%) | 8 of 8 | |
| 9 |  BND Vanguard BD Index Fds | $11.7M | 4.2% | 167K | +35K (+27%) | 8 of 8 | |
| 10 |  S Sentinelone Inc | $10.6M | 3.8% | 445K | −507 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBM Ibm Corp | $253K | 900 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Meritas Wealth Management 13F FAQ
What does Meritas Wealth Management own?
Meritas Wealth Management reported 73 stocks worth $278M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AVUV (11.2%), DFUV (10.8%) and DFUS (10.1%). The table above lists every position in the filing (the top 10 without an account).
What did Meritas Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 31 added to, 12 trimmed and 1 sold out. New positions include VRTX, CSCO and PANW. It sold all of IBM.
When will Meritas Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Meritas Wealth Management's portfolio worth?
The Q3 2026 filing reports $278M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.