Meritas Wealth Management, LLC
RIA/Wealth
Meritas Wealth Management, LLC is a RIA/Wealth based in San Rafael, CA led by Tiffani Rae Clarke, reporting $533.8M in AUM as of Q3 2025 with 83% ETF concentration and 76% concentrated in top 10 holdings.
CFOTiffani Rae Clarke
- Portfolio Value
- $201.9M
- Positions
- 59
- Top Holding
- DFUV at 12.82%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Meritas Wealth Management, LLC's portfolio (75.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.9M | 12.82% | -$450.6K Sold | — 579.1K shares | |
ETF ETF | $24.6M | 12.16% | -$567.9K Sold | — 421.9K shares | |
ETF ETF | $20.6M | 10.20% | +$531.6K Bought | — 284.4K shares | |
ETF ETF | $19.2M | 9.50% | +$1.9M Bought | — 192.7K shares | |
ETF ETF | $15.3M | 7.57% | +$109.3K Bought | — 331.5K shares | |
ETF ETF | $13.3M | 6.58% | +$1.8M Bought | — 184.0K shares | |
Consumer Electronics Technology | $10.3M | 5.12% | -$1.1M Sold | 0.00% 40.6K shares | |
ETF ETF | $10.0M | 4.95% | +$211.1K Bought | — 279.8K shares | |
Software - Infrastructure Technology | $7.9M | 3.89% | — | — 446.0K shares | |
ETF ETF | $6.1M | 3.00% | +$1.2M Bought | — 81.4K shares |
Analytics
Portfolio insights and performance metrics for Meritas Wealth Management, LLC
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