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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 41.76% of Merited Wealth's stock portfolio.
Added to shares of these 10 stocks: IVV (+$13M), AGG, JCPB, AVDE, JIRE, JGRO, IUSB, BKAG, MGK, JAVA.
Reduced shares in these 10 stocks: CGBL, VT, CGGE, CGGR, CGGO, CGUS, CGDG, SGOV, CGCB, CGMS.
Sold out of its positions in AMP, COST, SHV, SHYG, SGOV, VTIP.
Merited Wealth was a net buyer of stock by $11M.
Merited Wealth has $141M in assets under management (AUM), dropping by 17.26%.
Central Index Key (CIK): 0002123943

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Portfolio Holdings for Merited Wealth

Merited Wealth holds 73 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	17.5	$25M	+105%	33k	748.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.6	$11M	+81%	108k	98.98	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	6.4	$9.0M	+79%	193k	46.94	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.7	$8.1M	+85%	91k	89.20	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	4.6	$6.5M	+114%	79k	82.49	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	4.5	$6.4M	+118%	65k	98.59	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	3.3	$4.7M	+90%	59k	79.41	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	2.4	$3.4M	+360%	82k	41.95	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.4	$3.4M	+1135%	73k	46.15	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	2.4	$3.3M		75k	44.36	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.3	$3.3M		90k	36.84	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	2.3	$3.3M	+6%	66k	49.28	View chart
Vanguard World Mega Grwth Ind (MGK)	2.2	$3.2M	+368%	36k	87.91	View chart
Lennar Corp Cl A (LEN)	2.2	$3.1M		35k	90.49	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	2.2	$3.1M		23k	134.72	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	2.0	$2.9M		35k	81.94	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.5	$2.1M	-5%	13k	163.44	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.4	$2.0M	+103%	38k	52.34	View chart
Capital Group Core Balanced SHS (CGBL)	1.4	$2.0M	-66%	53k	37.96	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.4	$1.9M	-65%	12k	156.95	View chart
Apple (AAPL)	1.3	$1.9M		6.5k	289.36	View chart
Capital Group Global Equity SHS (CGGE)	1.2	$1.6M	-65%	46k	35.24	View chart
Micron Technology (MU)	1.1	$1.5M		1.3k	1154.29	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	1.0	$1.5M		19k	78.08	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	1.0	$1.4M	+41%	22k	63.88	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.0	$1.4M	+10%	3.9k	343.91	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.0	$1.3M	-59%	36k	37.51	View chart
Eli Lilly & Co. (LLY)	0.8	$1.1M		905.00	1199.43	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.7	$1.0M	-71%	22k	47.20	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.7	$1.0M	-60%	39k	26.18	View chart
Microsoft Corporation (MSFT)	0.6	$872k	-2%	2.3k	373.02	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.6	$855k	-71%	20k	42.33	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$851k	-6%	1.2k	686.81	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.6	$800k	-60%	29k	27.33	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.6	$787k	-72%	18k	44.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$735k	-5%	3.0k	242.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$683k		1.9k	353.33	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.5	$675k	+12%	5.8k	117.02	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$652k	-56%	29k	22.29	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$622k	-52%	6.2k	100.81	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$618k	-6%	3.1k	197.58	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$585k	-7%	1.9k	306.22	View chart
Millrose Pptys Com Cl A (MRP)	0.4	$584k		19k	30.05	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$569k	-3%	1.7k	342.73	View chart
Wal-Mart Stores (WMT)	0.4	$535k		4.7k	113.26	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$501k	-2%	5.6k	89.01	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.4	$500k	-69%	15k	32.97	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$498k	-20%	9.4k	53.17	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$497k	-40%	6.0k	82.11	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$489k	-4%	7.0k	69.90	View chart
NVIDIA Corporation (NVDA)	0.3	$444k		2.2k	200.09	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$439k	-56%	9.1k	48.43	View chart
Capital Group New Geography SHS (CGNG)	0.3	$431k	-64%	12k	37.46	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.3	$422k		3.3k	127.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$410k		1.1k	357.37	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$406k		1.6k	246.21	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$372k	-4%	1.0k	365.52	View chart
UnitedHealth (UNH)	0.3	$372k	-9%	894.00	415.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$371k	-56%	4.9k	75.79	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$367k	-39%	7.6k	48.34	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$352k		4.9k	72.28	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.2	$332k		5.7k	58.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$321k	-56%	10k	31.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$318k	-56%	2.0k	158.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$301k	-3%	2.9k	103.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$267k	-39%	12k	22.78	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$267k	-3%	3.2k	82.84	View chart
Meta Platforms Cl A (META)	0.2	$260k	+2%	461.00	563.29	View chart
Amazon (AMZN)	0.2	$258k	-15%	1.1k	238.34	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$256k	-22%	5.0k	51.29	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$238k	-22%	5.1k	46.81	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$234k	-5%	3.4k	68.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$217k	+48%	2.5k	86.14	View chart

Past Filings by Merited Wealth

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

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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