Meritas Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Larkspur, CA
CIK
0001990690
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 50 161,639 DFUV, DFAT, DFUS, AVUV 13F-HR 10/3/2024 000199069024000005
Q2 2024 47 141,802 DFUV, DFAT, DFUS, DFIV 13F-HR 7/24/2024 000199069024000003
Q1 2024 49 143,659 DFUV, DFAT, DFUS, S 13F-HR 4/17/2024 000199069024000002
Q4 2023 50 133,345 DFAT, DFUV, S, DFUS 13F-HR 1/10/2024 000199069024000001
Q3 2023 42 130,512 DFUV, DFAT, DFUS, AAPL 13F-HR 10/24/2023 000199069023000004
Q2 2023 42 133,165 DFUV, DFAT, AAPL, DFUS 13F-HR 9/5/2023 000199069023000003
Q1 2023 41 127,139 DFUV, DFAT, AAPL, DFUS 13F-HR 9/5/2023 000199069023000002
Q4 2022 43 121,067 DFUV, DFAT, DFUS, AAPL 13F-HR 9/5/2023 000199069023000001