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Merited Wealth

Latest statistics and disclosures from Merited Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002123943

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Portfolio Holdings for Merited Wealth

Merited Wealth holds 297 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Core S&p 500 Etf Etf - Equity (IVV)	6.0	$6.5M	9.5k	687.08	View chart
Capital Group Core Balanced Etf Etf - Equity (CGBL)	4.9	$5.3M	151k	35.31	View chart
Vanguard Total World Stock Etf Etf - Equity (VT)	4.7	$5.0M	36k	141.00	View chart
Capital Group Global Equity Etf Etf - Equity (CGGE)	3.8	$4.1M	130k	31.63	View chart
Capital Group Growth Etf Etf - Equity (CGGR)	3.4	$3.7M	82k	44.48	View chart
Lennar Corp Common Stocks (LEN)	3.3	$3.6M	35k	102.80	View chart
Dimensn Wrld C/eq 2 Etf Etf - Equity (DFAX)	2.9	$3.1M	95k	32.73	View chart
Ishs Core Us Aggr Bd Etf Etf - Fixed Income (AGG)	2.7	$3.0M	30k	99.92	View chart
Capital Group Dividend Grower Etf Etf - Equity (CGDG)	2.7	$2.9M	83k	35.64	View chart
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)	2.7	$2.9M	23k	123.31	View chart
Dimensn Us Cor Eq 2 Etf Etf - Equity (DFAC)	2.5	$2.7M	69k	39.59	View chart
Capital Group Core Equity Etf Etf - Equity (CGUS)	2.5	$2.7M	67k	40.23	View chart
Vngrd Mega Cap Grwth Etf Etf - Equity (MGK)	2.5	$2.7M	6.6k	412.77	View chart
Capital Group Core Bond Etf Etf - Fixed Income (CGCB)	2.5	$2.7M	101k	26.52	View chart
Capital Group Global Grwt Eqy Etf Etf - Equity (CGGO)	2.4	$2.6M	75k	34.65	View chart
Dimensn Us Eq Mkt Etf Etf - Equity (DFUS)	2.2	$2.3M	31k	74.17	View chart
Capital Group Dividend Value Etf Etf - Equity (CGDV)	1.9	$2.1M	47k	43.62	View chart
Capital Group U S Multi Sec Etf Etf - Fixed Income (CGMS)	1.8	$1.9M	69k	27.61	View chart
Ishares 0 To 3 Mnth Treasury Bnd Etf Etf - Fixed Income (SGOV)	1.7	$1.9M	19k	100.38	View chart
Avantis International Equity Etf Etf - Equity (AVDE)	1.7	$1.8M	22k	82.32	View chart
Jpmorgan Core Plus Bond Etf Etf - Fixed Income (JCPB)	1.6	$1.8M	38k	47.35	View chart
Vngrd Mega Cap Val Etf Etf - Equity (MGV)	1.6	$1.8M	13k	141.16	View chart
Apple Common Stocks (AAPL)	1.6	$1.7M	6.2k	271.86	View chart
Capital Group Core Plus Incm Etf Etf - Fixed Income (CGCP)	1.4	$1.5M	66k	22.64	View chart
Capital Group Us Sm And Md Cp Etf Etf - Equity (CGMM)	1.4	$1.5M	51k	28.83	View chart
Jpmorgan Active Growth Etf Etf - Equity (JGRO)	1.3	$1.4M	15k	92.80	View chart
Pimco Enh Shrt Maty Etf Etf - Fixed Income (MINT)	1.2	$1.3M	13k	100.34	View chart
Jpm Betabldr Intl Eq Etf Etf - Equity (BBIN)	1.2	$1.3M	17k	72.32	View chart
Microsoft Corporation Common Stocks (MSFT)	1.1	$1.1M	2.4k	483.62	View chart
Jpmorgan Intern Resrch Enh Eqt Etf Etf - Equity (JIRE)	1.0	$1.1M	15k	74.88	View chart
Vanguard Total Int'l Bond Etf Etf - Fixed Income (BNDX)	1.0	$1.1M	22k	48.55	View chart
Jpmorgan Active Value Etf Etf - Equity (JAVA)	1.0	$1.0M	15k	71.72	View chart
Capital Group New Geogrp Eqt Etf Etf - Equity (CGNG)	0.9	$1.0M	32k	31.93	View chart
Eli Lilly & Co Common Stocks (LLY)	0.9	$973k	905.00	1074.68	View chart
Vanguard Growth Etf Etf - Equity (VUG)	0.9	$920k	1.9k	487.86	View chart
Vanguard S&p 500 Etf - Equity (VOO)	0.8	$869k	1.4k	627.13	View chart
Ishs 1-3yr Trsry Etf Etf - Fixed Income (SHY)	0.8	$829k	10k	82.82	View chart
Capital Grp Shrt Duration Inc Etf Etf - Fixed Income (CGSD)	0.7	$766k	29k	26.01	View chart
Vanguard Small Cap Value Etf Etf - Equity (VBR)	0.7	$733k	3.5k	211.77	View chart
Ishares Core Div Growth Etf - Equity (DGRO)	0.6	$695k	10k	69.42	View chart
Vanguard Short Term Treas Etf - Fixed Income (VGSH)	0.6	$668k	11k	58.73	View chart
Vngrd High Div Yld Etf Etf - Equity (VYM)	0.6	$627k	4.3k	145.34	View chart
Vngrd Mdcp Val Etf Etf - Equity (VOE)	0.6	$625k	3.5k	177.37	View chart
Alphabet Inc C Common Stocks (GOOG)	0.6	$606k	1.9k	313.80	View chart
Schwab Us Div Eq Etf Etf - Equity (SCHD)	0.6	$600k	22k	27.42	View chart
Millrose Properties Cl A Common Stocks (MRP)	0.5	$589k	20k	29.87	View chart
Vngrd Mdcp Grw Etf Etf - Equity (VOT)	0.5	$584k	2.1k	279.15	View chart
Ishs 5-10 I/grd Corp Etf Etf - Fixed Income (IGIB)	0.5	$584k	11k	53.88	View chart
Jpmorgan Activebld Emrg Mrkt Eqy Etf Etf - Equity (JEMA)	0.5	$578k	12k	49.00	View chart
Walmart Common Stocks (WMT)	0.5	$526k	4.7k	111.41	View chart
Dimensional Nationl Munpl Bnd Etf Etf - Fixed Income (DFNM)	0.5	$505k	11k	48.17	View chart
Dimensn Us Tgt Val Etf Etf - Equity (DFAT)	0.4	$484k	8.1k	59.55	View chart
Unitedhealth Group Common Stocks (UNH)	0.4	$431k	1.3k	330.11	View chart
Ishs Cor Intl D/mkt Etf Etf - Equity (IDEV)	0.4	$421k	5.1k	82.48	View chart
Ishares 0-5 Year High Yield Corp Etf Etf - Fixed Income (SHYG)	0.4	$379k	8.8k	42.87	View chart
Ishares Tr Msci Usa Mmentm Etf - Equity (MTUM)	0.3	$370k	1.5k	250.30	View chart
Micron Technology Common Stocks (MU)	0.3	$367k	1.3k	285.41	View chart
Ishares Flexible Incme Active Etf Etf - Fixed Income (BINC)	0.3	$363k	6.9k	52.77	View chart
Alphabet Inc A Common Stocks (GOOGL)	0.3	$359k	1.1k	313.00	View chart
Vngrd Extnd Market Etf Etf - Equity (VXF)	0.3	$355k	1.7k	209.12	View chart
Jpm Betabldr Us Mdcp Etf Etf - Equity (BBMC)	0.3	$354k	3.3k	106.62	View chart
Ishares Us Treasury Bond Etf - Fixed Income (GOVT)	0.3	$338k	15k	23.02	View chart
Vanguard Small Cap Growth Etf Etf - Equity (VBK)	0.3	$328k	1.1k	302.12	View chart
Vngrd S/t Infl Pro Etf Etf - Fixed Income (VTIP)	0.3	$317k	6.4k	49.46	View chart
Nvidia Corp Common Stocks (NVDA)	0.3	$308k	1.7k	186.50	View chart
Jpmorgan U.s. Quality Factor Etf Etf - Equity (JQUA)	0.3	$308k	4.9k	63.18	View chart
Amazon.com Common Stocks (AMZN)	0.3	$296k	1.3k	230.82	View chart
Ishs Msci Eafe Indx Etf Etf - Equity (EFA)	0.3	$285k	3.0k	96.03	View chart
Jpmorgan U.s. Value Factor Etf Etf - Equity (JVAL)	0.3	$277k	5.7k	49.08	View chart
Ishs Usd Invt Grd Bd Etf Etf - Fixed Income (USIG)	0.2	$259k	5.0k	51.77	View chart
Meta Platforms Inc A Common Stocks (META)	0.2	$245k	371.00	660.10	View chart
Vanguard Mortgage Backed Sec Idx Etf Etf - Fixed Income (VMBS)	0.2	$238k	5.1k	47.08	View chart
Ishs Us Eqty Factr Rotatn Act Etf Etf - Equity (DYNF)	0.2	$236k	3.9k	60.81	View chart
Ishs 0-1yr Treasury Etf Etf - Fixed Income (SHV)	0.2	$228k	2.1k	110.15	View chart
Jpmorgan Chase & Co Common Stocks (JPM)	0.2	$190k	590.00	322.22	View chart
Brown & Brown Common Stocks (BRO)	0.2	$189k	2.4k	79.70	View chart
Ishs Core Unvl Usd Etf Etf - Fixed Income (IUSB)	0.2	$183k	3.9k	46.54	View chart
Ishs Core Msci E/mkt Etf Etf - Equity (IEMG)	0.2	$179k	2.7k	67.22	View chart
Capital Group Consertve Eqt Etf Etf - Equity (CGCV)	0.2	$179k	5.9k	30.49	View chart
Costco Wholesale Corp Common Stocks (COST)	0.2	$175k	203.00	862.35	View chart
Ishares Expanded Tech Stw Sctr Etf Etf - Equity (IGV)	0.2	$169k	1.6k	105.69	View chart
St Str Bloomberg Cv Etf Etf - Fixed Income (CWB)	0.2	$163k	1.8k	89.20	View chart
Heico Corp New Cl A Common Stocks (HEI.A)	0.1	$158k	625.00	252.43	View chart
Ishs 3-7y Trsy Bd Etf Etf - Fixed Income (IEI)	0.1	$154k	1.3k	119.35	View chart
Visa Inc Cl A Common Stocks (V)	0.1	$153k	437.00	350.71	View chart
Blackstone Inc A Common Stocks (BX)	0.1	$144k	934.00	154.14	View chart
Ingles Markets Inc A Common Stocks (IMKTA)	0.1	$137k	2.0k	68.55	View chart
Oracle Corp Common Stocks (ORCL)	0.1	$116k	596.00	194.91	View chart
Home Depot Common Stocks (HD)	0.1	$110k	320.00	344.10	View chart
St Str Spdr Intermed Etf Etf - Fixed Income (SPIB)	0.1	$107k	3.2k	33.81	View chart
Johnson & Johnson Common Stocks (JNJ)	0.1	$104k	504.00	206.95	View chart
St Str Blmbrg H/y Etf Etf - Fixed Income (JNK)	0.1	$102k	1.1k	97.21	View chart
Ishs 10-20 Trsry Etf Etf - Fixed Income (TLH)	0.1	$96k	943.00	101.67	View chart
Roper Technologies Common Stocks (ROP)	0.1	$94k	210.00	445.13	View chart
Ishs Usa Min Vol Fct Etf Etf - Equity (USMV)	0.1	$89k	949.00	94.15	View chart
Autodesk Common Stocks (ADSK)	0.1	$89k	300.00	296.01	View chart
Taiwan Semicon Mfg Foreign Common Stocks (TSM)	0.1	$86k	283.00	303.89	View chart
Southern Company Common Stocks (SO)	0.1	$85k	969.00	87.20	View chart
Spdr S&p 500 Etf Etf - Equity (SPY)	0.1	$80k	117.00	681.92	View chart
Goldman Sachs Group Common Stocks (GS)	0.1	$77k	88.00	879.00	View chart
General Electric Company Common Stocks (GE)	0.1	$74k	239.00	308.03	View chart
S&p Global Common Stocks (SPGI)	0.1	$70k	134.00	522.58	View chart
Coca Cola Company Common Stocks (KO)	0.1	$68k	973.00	69.91	View chart
Ishs 1-5 Invt Gr Crp Etf Etf - Fixed Income (IGSB)	0.1	$67k	1.3k	52.88	View chart
Eaton Corp Foreign Common Stocks (ETN)	0.1	$63k	199.00	318.51	View chart
Ishs Mbs Etf Etf - Fixed Income (MBB)	0.1	$63k	663.00	95.22	View chart
Waste Connections Foreign Common Stocks (WCN)	0.1	$63k	360.00	175.36	View chart
Amern Express Common Stocks (AXP)	0.1	$63k	170.00	369.95	View chart
Cme Group Inc Cl A Common Stocks (CME)	0.1	$61k	223.00	273.09	View chart
Shell Plc Sa Foreign Common Stocks (SHEL)	0.1	$60k	810.00	73.48	View chart
Energy Transfer Common Stocks (ET)	0.1	$59k	3.6k	16.49	View chart
Ishs S&p Mdcp400 Grw Etf Etf - Equity (IJK)	0.1	$58k	596.00	96.88	View chart
Berkshire Hathaway, Inc. Cl B Common Stocks (BRK.B)	0.1	$55k	110.00	502.65	View chart
Ishs Invstmnt Bd Etf Etf - Fixed Income (LQD)	0.1	$55k	498.00	110.19	View chart
Vanguard Interm-tm Corp Bd Idx Etf - Fixed Income (VCIT)	0.1	$54k	650.00	83.76	View chart
Ishs S&p Mdcp400 Val Etf Etf - Equity (IJJ)	0.1	$54k	412.00	131.59	View chart
St Str Spdr Lng Term Etf Etf - Fixed Income (SPTL)	0.1	$54k	2.0k	26.47	View chart
Pfizer Common Stocks (PFE)	0.0	$53k	2.1k	24.90	View chart
Merck & Company Common Stocks (MRK)	0.0	$52k	489.00	105.26	View chart
Exxon Mobil Corp Common Stocks (XOM)	0.0	$51k	425.00	120.34	View chart
Intuitive Surgical Common Stocks (ISRG)	0.0	$51k	90.00	566.33	View chart
Nebius Group N V Cl A Foreign Common Stocks (NBIS)	0.0	$50k	532.00	94.69	View chart
Blackrock Fdg Common Stocks (BLK)	0.0	$50k	47.00	1070.32	View chart
Boston Scientific Corp Common Stocks (BSX)	0.0	$50k	523.00	95.35	View chart
Carrier Global Corp Common Stocks (CARR)	0.0	$48k	915.00	52.84	View chart
Enterprise Products Partners Common Stocks (EPD)	0.0	$48k	1.5k	32.06	View chart
Ups Inc B Common Stocks (UPS)	0.0	$47k	473.00	99.19	View chart
Vanguard Industrials Etf Etf - Equity (VIS)	0.0	$45k	149.00	298.38	View chart
Cisco Systems Common Stocks (CSCO)	0.0	$44k	570.00	77.03	View chart
American Tower Corporation Real Estate Investment (AMT)	0.0	$44k	250.00	175.57	View chart
The Travelers Companies Common Stocks (TRV)	0.0	$43k	149.00	290.06	View chart
Mastercard Inc A Common Stocks (MA)	0.0	$43k	75.00	570.88	View chart
Broadcom Common Stocks (AVGO)	0.0	$43k	123.00	346.11	View chart
Paccar Common Stocks (PCAR)	0.0	$42k	380.00	109.51	View chart
Nextera Energy Common Stocks (NEE)	0.0	$40k	500.00	80.28	View chart
Ishares Msci Europe Financials Etf Etf - Equity (EUFN)	0.0	$40k	1.1k	37.09	View chart
General Dynamics Corp Common Stocks (GD)	0.0	$39k	117.00	336.66	View chart
Mondelez International Common Stocks (MDLZ)	0.0	$39k	722.00	53.83	View chart
Danaher Corp Common Stocks (DHR)	0.0	$37k	163.00	228.92	View chart
Virtu Financial Inc A Common Stocks (VIRT)	0.0	$37k	1.1k	33.32	View chart
Emerson Electric Common Stocks (EMR)	0.0	$36k	270.00	132.72	View chart
Accenture Plc Ireld Cl A Foreign Common Stocks (ACN)	0.0	$34k	127.00	268.30	View chart
Automatic Data Processing Common Stocks (ADP)	0.0	$33k	130.00	257.23	View chart
Amphenol Corp Cl A Common Stocks (APH)	0.0	$33k	243.00	135.14	View chart
Vanguard Information Technology Etf Etf - Equity (VGT)	0.0	$32k	43.00	753.79	View chart
Booking Holdings Common Stocks (BKNG)	0.0	$32k	6.00	5355.17	View chart
Capital One Finl Corp Common Stocks (COF)	0.0	$32k	131.00	242.36	View chart
Chevron Corp Common Stocks (CVX)	0.0	$31k	205.00	152.41	View chart
Procter & Gamble Common Stocks (PG)	0.0	$30k	206.00	143.31	View chart
Medtronic Foreign Common Stocks (MDT)	0.0	$29k	305.00	96.06	View chart
MPLX Common Stocks (MPLX)	0.0	$29k	545.00	53.37	View chart
Unilever Foreign Common Stocks (UL)	0.0	$29k	444.00	65.40	View chart
Philip Morris International Common Stocks (PM)	0.0	$29k	180.00	160.40	View chart
Intercontinental Exchange Group Common Stocks (ICE)	0.0	$28k	175.00	161.98	View chart
Ametek Common Stocks (AME)	0.0	$28k	137.00	205.31	View chart
Heico Corp Common Stocks (HEI)	0.0	$27k	83.00	323.60	View chart
Vanguard Dividend Appreciation Etf Etf - Equity (VIG)	0.0	$27k	122.00	219.78	View chart
Novo Nordisk As Foreign Common Stocks (NVO)	0.0	$26k	501.00	50.88	View chart
Walt Disney Common Stocks (DIS)	0.0	$25k	223.00	113.77	View chart
Netflix Common Stocks (NFLX)	0.0	$25k	270.00	93.76	View chart
Ferrovial Intl Se Foreign Common Stocks (FER)	0.0	$25k	386.00	64.61	View chart
Advanced Micro Devices Common Stocks (AMD)	0.0	$24k	111.00	214.16	View chart
St Str Spdr S&p Div Etf Etf - Equity (SDY)	0.0	$23k	162.00	139.16	View chart
Ast Spacemobile Inc A Common Stocks (ASTS)	0.0	$22k	296.00	72.64	View chart
Salesforce Common Stocks (CRM)	0.0	$21k	80.00	264.91	View chart
Mcdonalds Corp Common Stocks (MCD)	0.0	$21k	68.00	305.62	View chart
Thermo Fisher Scientific Common Stocks (TMO)	0.0	$20k	35.00	579.46	View chart
Ge Vernova Common Stocks (GEV)	0.0	$20k	31.00	653.58	View chart
Williams Cos Inc Del Common Stocks (WMB)	0.0	$20k	330.00	60.11	View chart
Tesla Common Stocks (TSLA)	0.0	$20k	44.00	449.73	View chart
Marathon Petroleum Corp Common Stocks (MPC)	0.0	$20k	120.00	162.63	View chart
Cognizant Tech Sltns A Common Stocks (CTSH)	0.0	$19k	224.00	83.00	View chart
Raytheon Technologies Corp Common Stocks	0.0	$18k	100.00	183.40	View chart
Ishares Msci Eafe Small Cap Etf Etf - Equity (SCZ)	0.0	$18k	233.00	77.53	View chart
T-mobile Us Common Stocks (TMUS)	0.0	$18k	86.00	203.05	View chart
Qualcomm Common Stocks (QCOM)	0.0	$17k	99.00	171.05	View chart
Intel Corp Common Stocks (INTC)	0.0	$17k	454.00	36.90	View chart
Starbucks Corp Common Stocks (SBUX)	0.0	$16k	194.00	84.21	View chart
Ishares Jp Mrgn Em High Yld Bd Etf Etf - Fixed Income (EMHY)	0.0	$16k	404.00	40.37	View chart
Abbott Laboratories Common Stocks (ABT)	0.0	$15k	119.00	125.29	View chart
Ingersoll Rand Common Stocks (IR)	0.0	$14k	181.00	79.22	View chart
Credo Tech Grp Hldg Foreign Common Stocks (CRDO)	0.0	$14k	98.00	143.89	View chart
Kla Corp Common Stocks (KLAC)	0.0	$13k	11.00	1215.09	View chart
Dollar Genl Corp Common Stocks (DG)	0.0	$13k	100.00	132.77	View chart
Perma Pipe International Holdngs Common Stocks (PPIH)	0.0	$13k	430.00	30.36	View chart
Nutex Health Inc No Par Common Stocks (NUTX)	0.0	$13k	79.00	164.62	View chart
Idaho Strategic Resources Common Stocks (IDR)	0.0	$13k	320.00	40.30	View chart
Trane Technologies Foreign Common Stocks (TT)	0.0	$13k	33.00	389.18	View chart
Target Corp Common Stocks (TGT)	0.0	$12k	125.00	97.75	View chart
St Str Blmbrg 1-3m Etf Etf - Fixed Income (BIL)	0.0	$12k	131.00	91.38	View chart
Smith Midland Corp Common Stocks (SMID)	0.0	$11k	313.00	36.34	View chart
Citigroup Common Stocks (C)	0.0	$11k	97.00	116.69	View chart
Gorilla Tech Grp Foreign Common Stocks (GRRR)	0.0	$11k	1.0k	10.92	View chart
General Motors Common Stocks (GM)	0.0	$11k	135.00	81.32	View chart
Marvell Technology Common Stocks (MRVL)	0.0	$11k	129.00	84.98	View chart
Nike Inc B Common Stocks (NKE)	0.0	$11k	170.00	63.71	View chart
Stryker Corp Common Stocks (SYK)	0.0	$11k	30.00	351.47	View chart
Carecloud Common Stocks (CCLD)	0.0	$10k	3.5k	2.92	View chart
Coinbase Global Common Stocks (COIN)	0.0	$10k	45.00	226.12	View chart
Caterpillar Common Stocks (CAT)	0.0	$9.2k	16.00	572.88	View chart
Morgan Stanley Common Stocks (MS)	0.0	$8.9k	50.00	177.52	View chart
Comcast Corp A Common Stocks (CMCSA)	0.0	$8.7k	290.00	29.89	View chart
Gilead Sciences Common Stocks (GILD)	0.0	$8.6k	70.00	122.74	View chart
Verizon Communications Common Stocks (VZ)	0.0	$8.3k	205.00	40.73	View chart
Tutor Perini Corp Common Stocks (TPC)	0.0	$8.0k	120.00	67.02	View chart
Banco Santander S A Foreign Common Stocks (SAN)	0.0	$8.0k	679.00	11.73	View chart
Ing Groep Nv Spons Foreign Common Stocks (ING)	0.0	$7.9k	281.00	28.00	View chart
Boeing Company Common Stocks (BA)	0.0	$7.8k	36.00	217.11	View chart
Asml Holding Nv Foreign Common Stocks (ASML)	0.0	$7.5k	7.00	1069.86	View chart
Daktronics Usd $0.00001 Common Stocks (DAKT)	0.0	$7.1k	361.00	19.77	View chart
Oneok Common Stocks (OKE)	0.0	$7.1k	97.00	73.51	View chart
Imperial Petroleum Foreign Common Stocks (IMPP)	0.0	$7.1k	2.0k	3.62	View chart
Amneal Pharmaceuticals Cl A Common Stocks (AMRX)	0.0	$6.4k	510.00	12.60	View chart
Applied Materials Common Stocks (AMAT)	0.0	$6.4k	25.00	257.00	View chart
Niagen Bioscience Common Stocks (NAGE)	0.0	$6.4k	1.0k	6.36	View chart
Freeport Mcmoran Common Stocks (FCX)	0.0	$6.1k	121.00	50.79	View chart
Hca Healthcare Common Stocks (HCA)	0.0	$5.6k	12.00	466.83	View chart
Linde Foreign Common Stocks (LIN)	0.0	$5.5k	13.00	426.38	View chart
Lennar Corp Cl B Common Stocks (LEN.B)	0.0	$5.5k	58.00	95.12	View chart
Vngrd Ftse Dev Mkts Etf Etf - Equity (VEA)	0.0	$5.4k	87.00	62.47	View chart
Lockheed Martin Corp Common Stocks (LMT)	0.0	$5.3k	11.00	483.64	View chart
Bank America Corp Common Stocks (BAC)	0.0	$5.2k	94.00	55.00	View chart
Schwab Us Tips Etf Etf - Fixed Income (SCHP)	0.0	$4.6k	174.00	26.49	View chart
Tjx Cos Common Stocks (TJX)	0.0	$4.6k	30.00	153.60	View chart
Synchrony Financial Common Stocks (SYF)	0.0	$4.5k	54.00	83.43	View chart
Nxp Semiconductors Nv Foreign Common Stocks (NXPI)	0.0	$4.3k	20.00	217.10	View chart
Ark Innovation Etf Etf - Equity (ARKK)	0.0	$4.2k	54.00	76.93	View chart
Vita Coco Common Stocks (COCO)	0.0	$4.1k	78.00	53.01	View chart
St Str Spdr 1500 Com Etf Etf - Equity (SPTM)	0.0	$4.1k	50.00	82.52	View chart
Honda Mtr Foreign Common Stocks (HMC)	0.0	$4.1k	139.00	29.48	View chart
Blend Labs Inc A Common Stocks (BLND)	0.0	$4.1k	1.3k	3.04	View chart
Uber Technologies Common Stocks (UBER)	0.0	$4.1k	50.00	81.72	View chart
Union Pacific Corp Common Stocks (UNP)	0.0	$3.9k	17.00	231.35	View chart
Aon Foreign Common Stocks (AON)	0.0	$3.9k	11.00	352.91	View chart
Csx Corp Common Stocks (CSX)	0.0	$3.8k	104.00	36.25	View chart
Schwab Charles Corp Common Stocks (SCHW)	0.0	$3.7k	37.00	99.92	View chart
Howmet Aerospace Common Stocks (HWM)	0.0	$3.5k	17.00	205.00	View chart
Ge Healthcare Technologies Common Stocks (GEHC)	0.0	$3.4k	41.00	82.02	View chart
Mckesson Corp Common Stocks (MCK)	0.0	$3.3k	4.00	820.25	View chart
Chubb Foreign Common Stocks (CB)	0.0	$3.1k	10.00	312.10	View chart
Rio Tinto Plc Spons Foreign Common Stocks (RIO)	0.0	$3.1k	39.00	80.03	View chart
Armstrong World Inds Common Stocks (AWI)	0.0	$3.1k	16.00	191.12	View chart
Aercap Holdings N V Foreign Common Stocks (AER)	0.0	$3.0k	21.00	143.76	View chart
Totalenergies Se Foreign Common Stocks (TTE)	0.0	$3.0k	46.00	65.41	View chart
Robinhood Mkts Inc A Common Stocks (HOOD)	0.0	$2.8k	25.00	113.12	View chart
Adobe Common Stocks (ADBE)	0.0	$2.8k	8.00	350.00	View chart
Arista Networks Common Stocks (ANET)	0.0	$2.6k	20.00	131.05	View chart
Cbre Group Inc Cl A Common Stocks (CBRE)	0.0	$2.6k	16.00	160.81	View chart
GSK Foreign Common Stocks (GSK)	0.0	$2.6k	52.00	49.04	View chart
Kraft Heinz Common Stocks (KHC)	0.0	$2.5k	104.00	24.25	View chart
Progressive Corp Oh Common Stocks (PGR)	0.0	$2.5k	11.00	227.73	View chart
Datadog Common Stocks (DDOG)	0.0	$2.4k	18.00	136.00	View chart
Paypal Holdings Common Stocks (PYPL)	0.0	$2.3k	40.00	58.38	View chart
BP Foreign Common Stocks (BP)	0.0	$2.3k	66.00	34.73	View chart
Sony Group Corp Foreign Common Stocks (SONY)	0.0	$2.2k	84.00	25.61	View chart
Expand Energy Corp Common Stocks (EXE)	0.0	$2.1k	19.00	110.37	View chart
Relx Foreign Common Stocks (RELX)	0.0	$2.1k	51.00	40.41	View chart
Capital Group Intrtnl Foc Eqy Etf Etf - Equity (CGXU)	0.0	$2.0k	69.00	29.55	View chart
Rivian Automotive Inc A Common Stocks (RIVN)	0.0	$2.0k	100.00	19.71	View chart
Allison Transmission Holdings Common Stocks (ALSN)	0.0	$2.0k	20.00	97.90	View chart
Ryanair Hldg Foreign Common Stocks (RYAAY)	0.0	$1.9k	27.00	72.19	View chart
Suncor Energy Foreign Common Stocks (SU)	0.0	$1.9k	42.00	44.36	View chart
Deere & Co Common Stocks (DE)	0.0	$1.9k	4.00	465.50	View chart
Marsh & Mclennan Cos Common Stocks	0.0	$1.9k	10.00	185.50	View chart
Uscb Financial Holdings Cl A Common Stocks (USCB)	0.0	$1.8k	100.00	18.42	View chart
Duke Energy Corp Common Stocks (DUK)	0.0	$1.8k	15.00	117.20	View chart
Nasdaq Common Stocks (NDAQ)	0.0	$1.7k	18.00	97.11	View chart
Canadian Pacific Kansas City Foreign Common Stocks (CP)	0.0	$1.7k	23.00	73.61	View chart
Cigna Corp Common Stocks (CI)	0.0	$1.7k	6.00	275.17	View chart
Abbvie Common Stocks (ABBV)	0.0	$1.6k	7.00	228.43	View chart
Magnum Ice Cream Co Nv Foreign Common Stocks (MICC)	0.0	$1.6k	99.00	15.86	View chart
Arthur J Gallagher Common Stocks (AJG)	0.0	$1.6k	6.00	258.83	View chart
Marriott Intl Inc New A Common Stocks (MAR)	0.0	$1.6k	5.00	310.20	View chart
Servicenow Common Stocks (NOW)	0.0	$1.5k	10.00	153.20	View chart
Cintas Corp Common Stocks (CTAS)	0.0	$1.5k	8.00	188.12	View chart
Lululemon Athletica Common Stocks (LULU)	0.0	$1.5k	7.00	207.86	View chart
Anheuser Busch Inbev Foreign Common Stocks (BUD)	0.0	$1.4k	22.00	64.05	View chart
Conocophillips Common Stocks (COP)	0.0	$1.4k	15.00	93.60	View chart
Kkr & Co Common Stocks (KKR)	0.0	$1.4k	11.00	127.45	View chart
Icici Bank Foreign Common Stocks (IBN)	0.0	$1.4k	46.00	29.80	View chart
O Reilly Automotive Common Stocks (ORLY)	0.0	$1.4k	15.00	91.20	View chart
Intuit Common Stocks (INTU)	0.0	$1.3k	2.00	662.50	View chart
Vngrd Ftse All World Etf Etf - Equity (VEU)	0.0	$1.3k	18.00	73.56	View chart
Sherwin Williams Common Stocks (SHW)	0.0	$1.3k	4.00	324.00	View chart
Zoetis Common Stocks (ZTS)	0.0	$1.3k	10.00	125.80	View chart
Draftkings Inc New A Common Stocks (DKNG)	0.0	$1.2k	35.00	34.46	View chart
Crown Castle Real Estate Investment (CCI)	0.0	$1.2k	13.00	88.85	View chart
Copart Common Stocks (CPRT)	0.0	$1.1k	29.00	39.14	View chart
Palo Alto Networks Common Stocks (PANW)	0.0	$1.1k	6.00	184.17	View chart
Wabtec Common Stocks (WAB)	0.0	$1.1k	5.00	213.40	View chart
Illinois Tool Works Common Stocks (ITW)	0.0	$985.000000	4.00	246.25	View chart
Sap Se Foreign Common Stocks (SAP)	0.0	$972.000000	4.00	243.00	View chart
Coca-cola Europac Prtnrs Foreign Common Stocks (CCEP)	0.0	$907.000000	10.00	90.70	View chart
Dimensional Intrnl Vctr Eqt Etf Etf - Equity (DXIV)	0.0	$651.000000	10.00	65.10	View chart
Dimensional Us Vector Equity Etf Etf - Equity (DXUV)	0.0	$538.000200	9.00	59.78	View chart
Bellring Brands Common Stocks (BRBR)	0.0	$267.000000	10.00	26.70	View chart
Organon & Co Common Stocks (OGN)	0.0	$172.000800	24.00	7.17	View chart

Past Filings by Merited Wealth

SEC 13F filings are viewable for Merited Wealth going back to 2025

Merited Wealth 2025 Q4 filed March 26, 2026

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