• 13F History

Meritas Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$171M
Signature - Title
Kenneth "Kacy" Gott - Chief Compliance Offier
Location
Larkspur, CA
Summary
This page shows a list of all the recent 13F filings made by Meritas Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Meritas Wealth Management, LLC reported 53 stock holdings with total value $171M as of Q1 2025. Top holdings included DFUV, DFAT, DFUS, AVUV, and DFIV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 53 $171M +$12M -$1.66M +$10.3M DFUV, DFAT, DFUS, AVUV, DFIV 13F-HR 4/16/2025, 03:33 PM
Q4 2024 50 $166M +$9.08M -$2.86M +$6.22M DFUV, DFAT, DFUS, AVUV, AAPL 13F-HR 1/16/2025, 12:38 PM
Q3 2024 50 $162M +$9.96M -$605K +$9.36M DFUV, DFAT, DFUS, AVUV, DFIV 13F-HR 10/3/2024, 03:36 PM
Q2 2024 47 $142M +$1.87M -$2.46M -$584K DFUV, DFAT, DFUS, DFIV, S 13F-HR 7/24/2024, 11:28 AM
Q1 2024 49 $144M +$8.84M -$3.15M +$5.7M DFUV, DFAT, DFUS, S, DFIV 13F-HR 4/17/2024, 02:34 PM
Q4 2023 50 $133M +$9.03M -$24M -$15M DFAT, DFUV, S, DFUS, DFIV 13F-HR 1/10/2024, 04:24 PM
Q3 2023 44 $131M +$2.34M -$2.39M -$55.9K DFUV, DFAT, DFUS, AAPL, DFIV 13F-HR 10/24/2023, 03:23 PM
Q2 2023 43 $133M +$1.91M -$1.71M +$199K DFUV, DFAT, AAPL, DFUS, DFIV 13F-HR 9/5/2023, 01:54 PM
Q1 2023 43 $127M +$4.16M -$3.06M +$1.11M DFUV, DFAT, AAPL, DFUS, DFIV 13F-HR 9/5/2023, 01:52 PM
Q4 2022 41 $120M DFUV, DFAT, DFUS, AAPL, DFIV 13F-HR 9/5/2023, 01:50 PM