13F Filings History of Meritas Wealth Management, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$207,908,026
Signature - Title
Kenneth "Kacy" Gott - Chief Compliance Offier
Location
San Rafael, 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 58 stock holdings with total value $207,908,026 as of Q4 2025. Top holdings included DFUV, DFAT, DFUS, AVUV, and DFIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 58 $207,908,026 +$4,825,236 -$3,005,258 +$1,819,978 DFUV, DFAT, DFUS, AVUV, DFIV 13F-HR 14 Jan 2026, 17:06
Q3 2025 59 $201,905,921 +$9,668,597 -$2,570,192 +$7,098,405 DFUV, DFAT, DFUS, AVUV, DFIV 13F-HR 14 Oct 2025, 12:12
Q2 2025 52 $181,943,116 +$3,857,689 -$2,193,620 +$1,664,069 DFUV, DFAT, DFUS, AVUV, DFIV 13F-HR 18 Jul 2025, 13:25
Q1 2025 53 $170,500,063 +$11,993,020 -$1,664,314 +$10,328,706 DFUV, DFAT, DFUS, AVUV, DFIV 13F-HR 16 Apr 2025, 15:33
Q4 2024 50 $166,218,198 +$9,081,384 -$2,857,853 +$6,223,531 DFUV, DFAT, DFUS, AVUV, AAPL 13F-HR 16 Jan 2025, 12:38
Q3 2024 50 $161,639,708 +$9,964,076 -$605,454 +$9,358,622 DFUV, DFAT, DFUS, AVUV, DFIV 13F-HR 03 Oct 2024, 15:36
Q2 2024 47 $141,802,946 +$1,874,965 -$2,459,267 -$584,302 DFUV, DFAT, DFUS, DFIV, S 13F-HR 24 Jul 2024, 11:28
Q1 2024 49 $143,659,955 +$8,844,019 -$3,145,728 +$5,698,291 DFUV, DFAT, DFUS, S, DFIV 13F-HR 17 Apr 2024, 14:34
Q4 2023 50 $133,345,628 +$9,027,245 -$24,049,042 -$15,021,797 DFAT, DFUV, S, DFUS, DFIV 13F-HR 10 Jan 2024, 16:24
Q3 2023 42 $130,512,430 +$2,338,408 -$2,394,339 -$55,931 DFUV, DFAT, DFUS, AAPL, DFIV 13F-HR 24 Oct 2023, 15:23
Q2 2023 42 $133,165,621 +$1,906,588 -$1,707,516 +$199,072 DFUV, DFAT, AAPL, DFUS, DFIV 13F-HR 05 Sep 2023, 12:54
Q1 2023 41 $127,139,317 +$4,162,394 -$4,020,030 +$142,364 DFUV, DFAT, AAPL, DFUS, DFIV 13F-HR 05 Sep 2023, 12:52
Q4 2022 43 $121,067,182 $0 $0 $0 DFUV, DFAT, DFUS, AAPL, DFIV 13F-HR 05 Sep 2023, 12:50