Meritas Wealth Management, LLC holds a focused book of 63 stocks worth $256.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan Chase & Co and trimmed Dimensional US Marketwide Va. Their largest long position is Avantis US Small Cap Value at 12% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1990690/holdings"
Use Arkolith to show Meritas Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.5 points over this window.
Growth of $10,000 cloning Meritas Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Meritas Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 71 / 63 | $524.4B |
| LPL Financial LLC | 71 / 63 | $74.5B |
| OSAIC HOLDINGS, INC. | 71 / 63 | $16.5B |
| Allworth Financial LP | 71 / 63 | $10.0B |
| JPMORGAN CHASE & CO | 70 / 63 | $499.4B |
| HighTower Advisors, LLC | 70 / 63 | $30.2B |
| MERCER GLOBAL ADVISORS INC /ADV | 70 / 63 | $26.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 70 / 63 | $18.3B |
Ranked by how many of Meritas Wealth Management, LLC's top 63 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US SML CP VALU | $30.7M | 246.1K | 12.0% | ▲+8.3% Added · +19K sh | |
| 2 | Dimensional ETF Trust US MKTWIDE VALUE | $30.6M | 555.4K | 11.9% | ▼−0.6% Reduced · −3K sh | |
| 3 | Dimensional ETF Trust US TARGETED VLU | $28.2M | 403.5K | 11.0% | ▼−0.4% Reduced · −2K sh | |
| 4 | Dimensional ETF Trust US EQUITY MARKET | $26.8M | 327.4K | 10.5% | ▲+6.1% Added · +19K sh | |
| 5 | American Centy ETF TR US LARGE CAP VLU | $22.6M | 248.2K | 8.8% | ▲+7.4% Added · +17K sh | |
| 6 | Dimensional ETF Trust INTERNATNAL VAL | $18.7M | 345.9K | 7.3% | ▲+2.4% Added · +8K sh | |
| 7 | Dimensional ETF Trust INTL SMALL CAP V | $12.8M | 318.2K | 5.0% | ▲+9.6% Added · +28K sh | |
| 8 | Apple Inc COM | $10.6M | 36.7K | 4.1% | ▼−4.4% Reduced · −2K sh | |
| 9 | Vanguard BD Index FDS TOTAL BND MRKT | $9.6M | 131.3K | 3.8% | ▲+17% Added · +19K sh | |
| 10 | Dimensional ETF Trust INTL HIGH PROFIT | $9.1M | 265.5K | 3.5% | ▲+14% Added · +32K sh | |
| 11 | Sentinelone Inc CL A | $7.6M | 446.0K | 3.0% | —Held | |
| 12 | Vanguard Malvern FDS STRM INFPROIDX | $6.7M | 132.9K | 2.6% | ▲+6.5% Added · +8K sh | |
| 13 | Dimensional ETF Trust US CORE EQT MKT | $3.2M | 62.1K | 1.3% | —Held | |
| 14 | Manager Directed Portfolios VERT GLB SUST RE | $3.0M | 261.0K | 1.2% | ▲+16% Added · +36K sh | |
| 15 | Microsoft Corp COM | $2.4M | 6.5K | 1.0% | ▲+5.8% Added · +358 sh | |
| 16 | Dimensional ETF Trust US SMALL CAP VAL | $2.3M | 59.5K | 0.9% | ▼−0.8% Reduced · −484 sh | |
| 17 | Vanguard Charlotte FDS TOTAL INT BD ETF | $2.1M | 44.1K | 0.8% | ▲+22% Added · +8K sh | |
| 18 | Dimensional ETF Trust GLOBAL REAL EST | $2.1M | 73.5K | 0.8% | ▲+3.6% Added · +3K sh | |
| 19 | Dimensional ETF Trust EMGR CRE EQT MNG | $2.1M | 52.7K | 0.8% | ▼−1.2% Reduced · −638 sh | |
| 20 | Dimensional ETF Trust EMERGING MKTS CO | $1.8M | 45.3K | 0.7% | ▼~0% Reduced · −18 sh | |
| 21 | Dimensional ETF Trust INTL CORE EQT MK | $1.7M | 40.1K | 0.6% | —Held | |
| 22 | Vanguard Index FDS SM CP VAL ETF | $1.3M | 5.3K | 0.5% | ▲+0.1% Added · +6 sh | |
| 23 | Dimensional ETF Trust US SUSTAINABILTY | $1.1M | 24.7K | 0.4% | ▼−0.2% Reduced · −41 sh | |
| 24 | Ishares TR CORE S&P500 ETF | $1.1M | 1.5K | 0.4% | —Held | |
| 25 | Oracle Corp COM | $971K | 6.6K | 0.4% | ▼−7.8% Reduced · −559 sh | |
| 26 | Dimensional ETF Trust EMERGING MARKETS | $936K | 19.1K | 0.4% | ▼−5.4% Reduced · −1K sh | |
| 27 | Amazon Com Inc COM | $924K | 3.9K | 0.4% | ▼−8.8% Reduced · −376 sh | |
| 28 | Dimensional ETF Trust INTERNATIONAL | $777K | 17.2K | 0.3% | ▼−0.1% Reduced · −24 sh | |
| 29 | Dimensional ETF Trust INFLATION PROTE | $764K | 18.5K | 0.3% | ▲+146% Added · +11K sh | |
| 30 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.3% | —Held | |
| 31 | Walmart Inc COM | $703K | 6.2K | 0.3% | —Held | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $679K | 1.4K | 0.3% | ▲+0.1% Added · +2 sh | |
| 33 | Caterpillar Inc COM | $673K | 632 | 0.3% | —Held | |
| 34 | Alphabet Inc CAP STK CL A | $643K | 1.8K | 0.3% | ▲+38% Added · +500 sh | |
| 35 | Alphabet Inc CAP STK CL C | $606K | 1.7K | 0.2% | ▲+41% Added · +500 sh | |
| 36 | Johnson & Johnson COM | $605K | 2.4K | 0.2% | ▲+27% Added · +500 sh | |
| 37 | Tesla Inc COM | $555K | 1.3K | 0.2% | —Held | |
| 38 | American Centy ETF TR AVANTIS ALL EQT | $514K | 5.2K | 0.2% | ▲+20% Added · +859 sh | |
| 39 | Fair Isaac Corp COM | $496K | 415 | 0.2% | —Held | |
| 40 | Disney Walt Co COM | $487K | 5.1K | 0.2% | ▲+6.3% Added · +300 sh | |
| 41 | Marsh & McLennan Cos Inc COM | $468K | 2.8K | 0.2% | —Held | |
| 42 | Costco Wholesale Corporation COM | $435K | 465 | 0.2% | —Held | |
| 43 | Autodesk Inc COM | $411K | 2.1K | 0.2% | —Held | |
| 44 | JPMorgan Chase & Co COM | $403K | 1.2K | 0.2% | ▲New New position | |
| 45 | Dimensional ETF Trust US SMALL CAP ETF | $396K | 4.8K | 0.2% | —Held | |
| 46 | Broadcom Inc COM | $393K | 1.0K | 0.2% | ▲New New position | |
| 47 | CSX Corp COM | $339K | 7.1K | 0.1% | ▼−7.0% Reduced · −541 sh | |
| 48 | Vanguard Index FDS S&P 500 ETF SHS | $301K | 438 | 0.1% | ▲+0.2% Added · +1 sh | |
| 49 | Palantir Technologies Inc CL A | $284K | 2.4K | 0.1% | —Held | |
| 50 | Salesforce Inc COM | $279K | 1.8K | 0.1% | ▲+29% Added · +400 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 63 | $256.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 60 | $221.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 58 | $207.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 59 | $201.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 52 | $181.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 53 | $170.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 50 | $166.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 3, 2024 | 50 | $161.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.