SEC Form 13F

Meritas Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$256,064,732
Positions63

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$30,704,761246,111
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$30,550,043555,354
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$28,204,354403,496
DIMENSIONAL ETF TRUSTDFUSUS EQUITY MARKET$26,826,307327,390
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$22,639,459248,212
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$18,684,316345,878
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$12,769,638318,207
APPLE INCAAPLCOM$10,614,25036,682
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$9,641,156131,333
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$9,058,575265,453

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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