Meritas Wealth Management, LLC
•CIK: 1990690•Filing: Q4 2025
**Meritas Wealth Management, LLC** manages $208M across a diversified portfolio of 58 positions. The fund exhibits a notable concentration in specialized areas, with top holdings including DFUV at $26.3M and DFAT at $24.4M. Significant allocations are also visible in DFUS ($21.0M), AVUV ($20.9M), and DFIV ($16.5M). This structure suggests a focused, tactical approach utilizing both thematic and broad market exposure.
Total AUM
$207.9M
QoQ Performance
+3.0%
Positions
34
Top 10 Concentration
76.7%
Latest Filing
Q4 2025
Top Holdings Allocation
DFUV
DFAT
DFUS
AVUV
DFIV
AVLV
AAPL
DISV
DFUV12.6%
DFAT11.8%
DFUS10.1%
AVUV10.1%
DFIV7.9%
AVLV7.3%
AAPL5.3%
DISV5.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.2%
Technology8.3%
Consumer1.2%
Financial0.8%
ETF0.6%
Communication0.4%
Industrial0.2%
Healthcare0.1%
Changes from Q3 2025
NEW1 new position
↑21 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023