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The Analysis of Meritas Wealth Management, LLC's Holdings & P&L

Currently, Meritas Wealth Management, LLC holds 60 types of securities in its portfolio with a total value $221.2M. In the most recent quarter, they have increased their positions in AVLV (+30.7K shares, valued at $2.5M), AVUV (+22.3K shares, valued at $2.5M), DFUS (+25.6K shares, valued at $1.8M); decreased their positions in AAPL (-2.2K shares, valued at $548.9K), DFAT (-5.4K shares, valued at $334.6K), FICO (-260 shares, valued at $277.6K); initiated new positions in META (+463 shares, valued at $264.8K), XOM (+1.4K shares, valued at $240.2K).

1M P&L

+8.9M+3.82%

3M P&L

+10.6M+4.58%

HY P&L

+30.9M+14.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A192.7M

87.8%

2Consumer Electronics9.7M

4.4%

3Software - Infrastructure9.4M

4.3%

Top Industries by Stock Count

1N/A32 stocks

57.1%

2Software - Infrastructure4 stocks

7.1%

3Software - Application3 stocks

5.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUV DIMENSIONAL ETF TRUST558.7K shares-0.89%2026-03-312026-04-09

DFAT DIMENSIONAL ETF TRUST405.0K shares-1.31%2026-03-312026-04-09

AVUV AMERICAN CENTY ETF TR227.2K shares10.88%2026-03-312026-04-09

DFUS DIMENSIONAL ETF TRUST308.5K shares9.05%2026-03-312026-04-09

AVLV AMERICAN CENTY ETF TR231.1K shares15.31%2026-03-312026-04-09

DFIV DIMENSIONAL ETF TRUST337.6K shares1.98%2026-03-312026-04-09

DISV DIMENSIONAL ETF TRUST290.2K shares2.76%2026-03-312026-04-09

AAPL APPLE INC38.4K shares-5.33%2026-03-312026-04-09

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BND VANGUARD BD INDEX FDS112.7K shares25.48%2026-03-312026-04-09

DIHP DIMENSIONAL ETF TRUST233.6K shares17.57%2026-03-312026-04-09

VTIP VANGUARD MALVERN FDS124.7K shares9.13%2026-03-312026-04-09

S SENTINELONE INC446.0K shares0.00%2026-03-312026-04-09

DFAU DIMENSIONAL ETF TRUST62.1K shares0.00%2026-03-312026-04-09

VGSR MANAGER DIRECTED PORTFOLIOS225.2K shares10.35%2026-03-312026-04-09

MSFT MICROSOFT CORP6.2K shares-0.13%2026-03-312026-04-09

DFSV DIMENSIONAL ETF TRUST60.0K shares-0.70%2026-03-312026-04-09

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DFGR DIMENSIONAL ETF TRUST70.9K shares13.77%2026-03-312026-04-09

DFAE DIMENSIONAL ETF TRUST53.3K shares-0.55%2026-03-312026-04-09

BNDX VANGUARD CHARLOTTE FDS36.2K shares28.70%2026-03-312026-04-09

DFEM DIMENSIONAL ETF TRUST45.3K shares12.11%2026-03-312026-04-09

DFAI DIMENSIONAL ETF TRUST40.1K shares0.00%2026-03-312026-04-09

VBR VANGUARD INDEX FDS5.3K shares0.00%2026-03-312026-04-09

ORCL ORACLE CORP7.2K shares-6.76%2026-03-312026-04-09

DFSU DIMENSIONAL ETF TRUST24.7K shares10.61%2026-03-312026-04-09

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IVV ISHARES TR1.5K shares5.52%2026-03-312026-04-09

AMZN AMAZON COM INC4.3K shares8.22%2026-03-312026-04-09

DFSE DIMENSIONAL ETF TRUST20.2K shares26.19%2026-03-312026-04-09

WMT WALMART INC6.2K shares0.00%2026-03-312026-04-09

DFSI DIMENSIONAL ETF TRUST17.3K shares66.31%2026-03-312026-04-09

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-27.38%2026-03-312026-04-09

ADSK AUTODESK INC2.1K shares0.00%2026-03-312026-04-09

Sponsored

TSLA TESLA INC1.3K shares0.00%2026-03-312026-04-09

MMC MARSH & MCLENNAN COS INC2.8K shares0.00%2026-03-312026-04-09

COST COSTCO WHSL CORP NEW465 shares0.00%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON1.9K shares48.97%2026-03-312026-04-09

DIS DISNEY WALT CO4.8K shares0.00%2026-03-312026-04-09

CAT CATERPILLAR INC632 shares0.00%2026-03-312026-04-09

FICO FAIR ISAAC CORP415 shares-38.52%2026-03-312026-04-09

AVGE AMERICAN CENTY ETF TR4.3K shares25.84%2026-03-312026-04-09

Sponsored

ALPHABET INC ALPHABET INC1.3K shares-17.36%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC2.4K shares0.00%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.2K shares-16.74%2026-03-312026-04-09

DFAS DIMENSIONAL ETF TRUST4.8K shares0.00%2026-03-312026-04-09

CSX CSX CORP7.7K shares-8.42%2026-03-312026-04-09

DFIP DIMENSIONAL ETF TRUST7.5K shares45.86%2026-03-312026-04-09

NFLX NETFLIX INC3.0K shares-25.04%2026-03-312026-04-09

META META PLATFORMS INC463 sharesnew addition2026-03-312026-04-09

Sponsored

NVDA NVIDIA CORPORATION1.5K shares19.32%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS437 shares-6.62%2026-03-312026-04-09

VGSH VANGUARD SCOTTSDALE FDS4.4K shares0.00%2026-03-312026-04-09

CVX CHEVRON CORP NEW1.2K shares-7.41%2026-03-312026-04-09

CRM SALESFORCE INC1.4K shares0.00%2026-03-312026-04-09

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-04-09

BSV VANGUARD BD INDEX FDS3.0K shares1.00%2026-03-312026-04-09

AVDV AMERICAN CENTY ETF TR2.3K shares1.89%2026-03-312026-04-09

Sponsored

GLD SPDR GOLD TR518 shares0.00%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS900 shares-0.55%2026-03-312026-04-09

VTI VANGUARD INDEX FDS630 shares0.48%2026-03-312026-04-09

JOBY JOBY AVIATION INC10.3K shares0.00%2026-03-312026-04-09

DFUV

DIMENSIONAL ETF TRUST

-0.89%

Shares558.7K

Event2026-03-31

Filed2026-04-09

DFAT

DIMENSIONAL ETF TRUST

-1.31%

Shares405.0K

Event2026-03-31

Filed2026-04-09

AVUV

AMERICAN CENTY ETF TR

10.88%

Shares227.2K

Event2026-03-31

Filed2026-04-09

DFUS

DIMENSIONAL ETF TRUST

9.05%

Shares308.5K

Event2026-03-31

Filed2026-04-09

AVLV

AMERICAN CENTY ETF TR

15.31%

Shares231.1K

Event2026-03-31

Filed2026-04-09

DFIV

DIMENSIONAL ETF TRUST

1.98%

Shares337.6K

Event2026-03-31

Filed2026-04-09

DISV

DIMENSIONAL ETF TRUST

2.76%

Shares290.2K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-5.33%

Shares38.4K

Event2026-03-31

Filed2026-04-09

BND

VANGUARD BD INDEX FDS

25.48%

Shares112.7K

Event2026-03-31

Filed2026-04-09

DIHP

DIMENSIONAL ETF TRUST

17.57%

Shares233.6K

Event2026-03-31

Filed2026-04-09

VTIP

VANGUARD MALVERN FDS

9.13%

Shares124.7K

Event2026-03-31

Filed2026-04-09

SENTINELONE INC

0.00%

Shares446.0K

Event2026-03-31

Filed2026-04-09

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares62.1K

Event2026-03-31

Filed2026-04-09

VGSR

MANAGER DIRECTED PORTFOLIOS

10.35%

Shares225.2K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-0.13%

Shares6.2K

Event2026-03-31

Filed2026-04-09

DFSV

DIMENSIONAL ETF TRUST

-0.70%

Shares60.0K

Event2026-03-31

Filed2026-04-09

DFGR

DIMENSIONAL ETF TRUST

13.77%

Shares70.9K

Event2026-03-31

Filed2026-04-09

DFAE

DIMENSIONAL ETF TRUST

-0.55%

Shares53.3K

Event2026-03-31

Filed2026-04-09

BNDX

VANGUARD CHARLOTTE FDS

28.70%

Shares36.2K

Event2026-03-31

Filed2026-04-09

DFEM

DIMENSIONAL ETF TRUST

12.11%

Shares45.3K

Event2026-03-31

Filed2026-04-09

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares40.1K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-09

ORCL

ORACLE CORP

-6.76%

Shares7.2K

Event2026-03-31

Filed2026-04-09

DFSU

DIMENSIONAL ETF TRUST

10.61%

Shares24.7K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

5.52%

Shares1.5K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

8.22%

Shares4.3K

Event2026-03-31

Filed2026-04-09

DFSE

DIMENSIONAL ETF TRUST

26.19%

Shares20.2K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-09

DFSI

DIMENSIONAL ETF TRUST

66.31%

Shares17.3K

Event2026-03-31

Filed2026-04-09

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-27.38%

Shares1.4K

Event2026-03-31

Filed2026-04-09

ADSK

AUTODESK INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHSL CORP NEW

0.00%

Shares465

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

48.97%

Shares1.9K

Event2026-03-31

Filed2026-04-09

DIS

DISNEY WALT CO

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

0.00%

Shares632

Event2026-03-31

Filed2026-04-09

FICO

FAIR ISAAC CORP

-38.52%

Shares415

Event2026-03-31

Filed2026-04-09

AVGE

AMERICAN CENTY ETF TR

25.84%

Shares4.3K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-17.36%

Shares1.3K

Event2026-03-31

Filed2026-04-09

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-16.74%

Shares1.2K

Event2026-03-31

Filed2026-04-09

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-09

CSX

CSX CORP

-8.42%

Shares7.7K

Event2026-03-31

Filed2026-04-09

DFIP

DIMENSIONAL ETF TRUST

45.86%

Shares7.5K

Event2026-03-31

Filed2026-04-09

NFLX

NETFLIX INC

-25.04%

Shares3.0K

Event2026-03-31

Filed2026-04-09