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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
DFSEDimensional Etf Trust
Recent Activity
Increased 0.57%
0.19%
$306,299
9,245 shares@ $33.14 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -6.59%
0.17%
$269,663
1,416 shares@ $190.44 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.96%
0.17%
$268,866
499 shares@ $538.81 avg price
CATCaterpillar Inc
Recent Activity
0.16%
$253,932
700 shares@ $362.76 avg price
FTNTFortinet Inc
Recent Activity
Decreased -2.74%
0.16%
$250,655
2,653 shares@ $94.48 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 2.1%
0.15%
$247,149
4,248 shares@ $58.19 avg price
STZConstellation Brands Inc
Recent Activity
0.15%
$246,415
1,115 shares@ $221.0 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 2.63%
0.15%
$238,532
3,087 shares@ $77.27 avg price
DLBDolby Laboratories Inc
Recent Activity
Decreased -19.19%
0.13%
$211,729
2,711 shares@ $78.1 avg price
JOBYJoby Aviation Inc
Recent Activity
0.06%
$83,853
10,314 shares@ $8.14 avg price