Long-term investor
Meritas Wealth Management, LLC @meritaswealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001990690).
Record
- Tracked since 2025-06-30 (445 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +10.5% · 6 months n/a · 1 year +22.2% · all +22.2%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVUV · 12.0% · long · since 2025-06-30
- DFUV · 11.9% · long · since 2025-06-30
- DFAT · 11.0% · long · since 2025-06-30
- DFUS · 10.5% · long · since 2025-06-30
- AVLV · 8.8% · long · since 2025-06-30
- DFIV · 7.3% · long · since 2025-06-30
- DISV · 5.0% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- BND · 3.8% · long · since 2025-06-30
- DIHP · 3.5% · long · since 2025-06-30
- S · 3.0% · long · since 2025-06-30
- VTIP · 2.6% · long · since 2025-06-30