Meritas Wealth Management, LLC quarter change: Foreign Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Meritas Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1990690): 2026-03-31 (filed 2026-04-09) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Bandera Partners LLC | United States | $0.221B | 17 |
| Pillsbury Lake Capital LLC | United States | $0.221B | 32 |
| Socorro Asset Management LP | United States | $0.221B | 32 |
| Sunesis Advisors, LLC | United States | $0.221B | 59 |
| Capital Wealth Alliance, LLC | United States | $0.221B | 93 |
| Georgetown University | United States | $0.221B | 11 |
| Mosley Wealth Management | United States | $0.221B | 466 |
| Decker Retirement Planning Inc. | United States | $0.221B | 284 |
| FORMULA GROWTH LTD | Canada | $0.222B | 137 |
| BONTEMPO OHLY CAPITAL MGMT LLC | United States | $0.222B | 34 |