Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001990690-25-000005
Filing Date
2025-07-18
Accepted
2025-07-18 13:25:17
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-18

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2079
2 meritas13F20250630.html INFORMATION TABLE  
2 meritas13F20250630.xml INFORMATION TABLE 27920
  Complete submission text file 0001990690-25-000005.txt   31246
Mailing Address 3950 CIVIC CENTER DRIVE SUITE 210 SAN RAFAEL CA 94903
Business Address 3950 CIVIC CENTER DRIVE SUITE 210 SAN RAFAEL CA 94903 415-300-4560
Meritas Wealth Management, LLC (Filer) CIK: 0001990690 (see all company filings)

EIN.: 320269007 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23380 | Film No.: 251133658