Meritas Wealth Management, LLC
All 13F Filings
- Location
- San Rafael, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 256,065
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 63 | 256,065 | 13F-HR | Meritas Wealth Management, LLC |
| 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 | 35.77 K | 14.0% | 4.564 K | 0 | 4.564 K |
| ETFs | 220.1 K | 85.9% | 30.34 K | 0 | 30.34 K |
| Debt | 238 | 0.1% | 1 | 0 | 1 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
256,065
Holdings
63
QoQ value change ($000)
34,912
(15.8%)
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.