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Kenneth "Kacy" Gott

Meritas Wealth Management, Llc

Assets Managed
$256.065M
Holdings
63
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
15.79%(2Q avg: 11.08%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Meritas Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 63 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 8 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 256.065M in assets, with a quarterly growth rate of 15.79% and a 2-quarter average growth rate of 11.08%. The portfolio is managed by Kenneth "Kacy" Gott, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 8.31%
12%
$30.705M
246,111 shares@ $124.76 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.59%
11.94%
$30.55M
555,354 shares@ $55.02 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.37%
11.02%
$28.204M
403,496 shares@ $69.9 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 6.14%
10.48%
$26.826M
327,390 shares@ $81.94 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 7.39%
8.85%
$22.639M
248,212 shares@ $91.22 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 2.45%
7.3%
$18.684M
345,878 shares@ $54.02 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 9.64%
4.99%
$12.77M
318,207 shares@ $40.13 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.44%
4.15%
$10.614M
36,682 shares@ $289.36 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 16.53%
3.77%
$9.641M
131,333 shares@ $73.42 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 13.67%
3.54%
$9.059M
265,453 shares@ $34.13 avg price

1-10 of 63