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Merited Wealth

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

Top 5 stock holdings are IVV, AGG, JCPB, AVDE, JIRE, and represent 46.92% of Merited Wealth's stock portfolio.
Added to shares of these 10 stocks: IVV, JCPB, AGG, AVDE, BKAG, JGRO, JIRE, JAVA, BINC, AIV.
Started 4 new stock positions in CRON, PLBY, EVC, AIV.
Reduced shares in these 10 stocks: VT, CGBL, CGGR, CGGE, IGIB, CGGO, CGDG, CGCB, CGUS, DFNM.
Sold out of its positions in DFNM, USIG, IGIB, GOVT, VMBS, VUG.
Merited Wealth was a net buyer of stock by $3.6M.
Merited Wealth has $144M in assets under management (AUM), dropping by 1.89%.
Central Index Key (CIK): 0002123943

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Portfolio Holdings for Merited Wealth

Merited Wealth holds 71 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	19.7	$28M	+12%	37k	765.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	8.1	$12M	+14%	124k	94.54	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	7.9	$11M	+31%	254k	44.78	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	6.3	$9.0M	+10%	100k	90.11	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	5.0	$7.2M	+11%	88k	82.16	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	4.9	$7.0M	+12%	73k	96.58	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.7	$5.3M	+12%	67k	79.72	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	2.8	$4.1M	+24%	102k	40.07	View chart
Vanguard World Mega Grwth Ind (MGK)	2.3	$3.3M		36k	92.65	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	2.3	$3.3M		67k	48.85	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	2.2	$3.2M	-2%	73k	44.45	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.2	$3.2M		73k	44.09	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.2	$3.2M	-3%	87k	37.02	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	2.1	$3.0M	-5%	22k	137.58	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	2.0	$2.9M		35k	83.03	View chart
Lennar Corp Cl A (LEN)	2.0	$2.8M		35k	81.59	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.6	$2.3M	+20%	46k	50.79	View chart
Apple (AAPL)	1.5	$2.1M		6.4k	333.02	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.4	$2.0M		13k	161.09	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.0	$1.5M	+8%	4.3k	351.85	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	1.0	$1.5M	+2%	19k	77.98	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	1.0	$1.4M	+5%	23k	61.89	View chart
Micron Technology (MU)	1.0	$1.4M		1.3k	1065.11	View chart
Microsoft Corporation (MSFT)	0.8	$1.2M		2.3k	512.90	View chart
Capital Group Core Balanced SHS (CGBL)	0.8	$1.2M	-40%	32k	36.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$1.2M	-40%	7.3k	157.84	View chart
Capital Group Global Equity SHS (CGGE)	0.8	$1.1M	-31%	32k	34.81	View chart
Eli Lilly & Co. (LLY)	0.7	$1.0M		902.00	1157.08	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.6	$904k	-31%	24k	37.03	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$852k	+26%	7.3k	116.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$802k	-7%	1.1k	700.86	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$661k	+31%	7.4k	89.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$647k	-7%	2.8k	231.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$621k	-5%	1.8k	340.74	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.4	$574k	-41%	23k	24.98	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.4	$550k	-28%	21k	26.23	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$544k	-11%	2.8k	195.55	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$524k		1.7k	317.25	View chart
Millrose Pptys Com Cl A (MRP)	0.4	$504k		19k	25.97	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$492k	-11%	1.7k	292.11	View chart
Wal-Mart Stores (WMT)	0.3	$491k		4.7k	103.92	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.3	$489k	-53%	10k	47.43	View chart
NVIDIA Corporation (NVDA)	0.3	$465k	-8%	2.0k	228.38	View chart
Dimensional Etf Trust Us Targeted Vlu	0.3	$434k	-6%	6.5k	66.44	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$404k	-34%	19k	21.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$394k		1.1k	344.08	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$390k	-37%	3.9k	100.54	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.3	$382k	-51%	8.6k	44.50	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$371k	-2%	1.6k	231.63	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$359k		4.9k	73.80	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.2	$356k	-55%	8.9k	39.78	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.2	$354k	-11%	2.9k	120.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$341k	-30%	4.2k	81.19	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.2	$339k	+3%	5.8k	57.92	View chart
UnitedHealth (UNH)	0.2	$328k		894.00	367.08	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$323k	-6%	955.00	337.84	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$293k	-31%	6.3k	46.87	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$283k	-23%	3.8k	75.38	View chart
Meta Platforms Cl A (META)	0.2	$281k	-15%	388.00	725.18	View chart
Amazon (AMZN)	0.2	$266k		1.1k	249.15	View chart
Capital Group New Geography SHS (CGNG)	0.2	$254k	-39%	7.0k	36.45	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$252k	-3%	3.1k	81.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$250k	-16%	2.4k	103.89	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$244k	-26%	7.5k	32.53	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.2	$240k	-48%	7.8k	30.96	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$229k	-3%	3.3k	69.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$225k	-28%	1.4k	155.24	View chart
Apartment Invt & Mgmt Cl A (AIV)	0.2	$220k	NEW	111k	1.98	View chart
Entravision Communications C Cl A (EVC)	0.1	$75k	NEW	10k	7.35	View chart
Cronos Group (CRON)	0.0	$51k	NEW	15k	3.30	View chart
Plby Group Ord (PLBY)	0.0	$22k	NEW	21k	1.02	View chart

Past Filings by Merited Wealth

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

Merited Wealth 2026 Q3 filed Oct. 13, 2026
Merited Wealth 2026 Q2 filed Aug. 14, 2026
Merited Wealth 2026 Q1 filed April 24, 2026
Merited Wealth 2025 Q4 filed March 26, 2026

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