Meritas Wealth Management, LLC has filed its Form 13F-HR, disclosing the equity securities held by the firm as of September 30, 2026. The report lists 73 separate holdings, with the total value of the portfolio not explicitly stated in the filing text.
The portfolio is managed by Kenneth "Kacy" Gott, the Chief Compliance Officer for the firm, which is headquartered at 3950 Civic Center Drive, Suite 210 in San Rafael, California.
The filing details a mix of individual equities and exchange-traded funds (ETFs). Among the notable individual stock positions listed are Apple Inc., with 37,230 shares; Microsoft Corporation, with 9,477 shares; and NVIDIA Corporation, with 4,217 shares. The portfolio also includes significant positions in various Dimensional ETF Trust funds, such as the US Marketwide Value ETF, the US Core Equity Market ETF, and the Emerging Markets Core Equity Market ETF.
Other individual companies held include Berkshire Hathaway Inc., Chevron Corporation, Costco Wholesale Corporation, and Tesla Inc. The filing also lists several bond-focused ETFs, including the Vanguard Total Bond Market ETF and the Vanguard Short-Term Treasury ETF.
