Meritas Wealth Management, LLC
All 13F Filings
- Location
- San Rafael, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 221,153
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 60 | 221,153 | 13F-HR | Meritas Wealth Management, LLC |
| Q4 2025 | 1/14/2026 | 58 | 207,908 | 13F-HR | Meritas Wealth Management, LLC |
| Q3 2025 | 10/14/2025 | 59 | 201,906 | 13F-HR | Meritas Wealth Management, LLC |
| Q2 2025 | 7/18/2025 | 52 | 181,943 | 13F-HR | Meritas Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.21 K | 14.1% | 0 | 172.4 K | -172.4 K |
| ETFs | 189.7 K | 85.8% | 185.6 K | 0 | 185.6 K |
| Debt | 237 | 0.1% | 1 | 0 | 1 |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
221,153
Holdings
60
QoQ value change ($000)
13,245
(6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.