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Kenneth "Kacy" Gott

@Meritas Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$166.218MTotal holdings50
Assets growth rate2.84%Assets growth rate (2-Q avg)8.42%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Meritas Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Meritas Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 166.218M in assets, with a quarterly growth rate of 2.84% and a 2-quarter average growth rate of 8.42%. The portfolio is managed by Kenneth "Kacy" Gott, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSLATesla Inc
Recent Activity
Decreased -22.12%
0.33%
$533,069
1,320 shares@ $403.85 avg price
NFLXNetflix Inc
Recent Activity
Decreased -3.49%
0.3%
$492,900
553 shares@ $891.33 avg price
DFSUDimensional Etf Trust
Recent Activity
Decreased -3.18%
0.3%
$483,452
12,756 shares@ $37.9 avg price
CSXCsx Corp
Recent Activity
0.29%
$480,662
14,895 shares@ $32.28 avg price
COSTCostco Whsl Corp New
Recent Activity
0.26%
$417,819
456 shares@ $916.27 avg price
ADSKAutodesk Inc
Recent Activity
0.24%
$384,241
1,300 shares@ $295.57 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.23%
$368,318
4,870 shares@ $75.63 avg price
DFSIDimensional Etf Trust
Recent Activity
Increased 10.79%
0.2%
$326,003
9,924 shares@ $32.85 avg price
GOOGLAlphabet Inc
Recent Activity
0.2%
$316,699
1,673 shares@ $189.31 avg price
DFASDimensional Etf Trust
Recent Activity
0.19%
$313,295
4,814 shares@ $65.08 avg price