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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, CGBL, JCPB, VT, and represent 26.32% of Merited Wealth's stock portfolio.
Added to shares of these 10 stocks: IVV, JCPB, AGG, AVDE, JIRE, JGRO, JAVA, AMP, VV, BKAG.
Started 4 new stock positions in BKAG, VV, AMP, ILCG.
Reduced shares in these 10 stocks: CGSD, , , BRO, CGCV, IGV, , HEI.A, IEI, .
Sold out of its positions in ARKK, ASTS, ABT, ABBV, ADBE, AMD, ALSN, AXP, AMT, AME.
Merited Wealth was a net buyer of stock by $16M.
Merited Wealth has $121M in assets under management (AUM), dropping by 11.80%.
Central Index Key (CIK): 0002123943

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Portfolio Holdings for Merited Wealth

Merited Wealth holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.7	$11M	+69%	16k	653.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.9	$5.9M	+101%	60k	99.27	View chart
Capital Group Core Balanced SHS (CGBL)	4.4	$5.3M	+3%	155k	34.41	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	4.2	$5.0M	+185%	107k	47.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	4.1	$4.9M		36k	138.32	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.4	$4.1M	+122%	49k	84.84	View chart
Capital Group Global Equity SHS (CGGE)	3.4	$4.1M	+2%	134k	30.50	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.6	$3.2M	-4%	79k	40.19	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	2.6	$3.2M	+6%	88k	35.90	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.6	$3.1M	-3%	92k	33.97	View chart
Lennar Corp Cl A (LEN)	2.5	$3.0M		35k	86.84	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.5	$3.0M	+10%	77k	38.86	View chart
Vanguard World Mega Grwth Ind (MGK)	2.3	$2.8M	+16%	7.7k	367.44	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	2.3	$2.8M	+148%	37k	75.74	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	2.3	$2.7M		23k	117.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.2	$2.6M	+30%	62k	42.54	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.2	$2.6M		99k	26.26	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.1	$2.5M	+13%	36k	70.91	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.1	$2.5M	+99%	30k	84.52	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	2.1	$2.5M	-4%	65k	38.42	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	2.0	$2.4M	-5%	71k	33.37	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.9	$2.2M	+115%	31k	71.75	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.7	$2.0M	+7%	74k	27.23	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.6	$2.0M	+8%	14k	144.95	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.6	$1.9M		19k	100.66	View chart
Apple (AAPL)	1.4	$1.6M	+3%	6.5k	253.79	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.2	$1.5M		67k	22.34	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	1.2	$1.5M		50k	29.36	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	1.1	$1.4M	+7%	19k	73.12	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.1	$1.3M		13k	100.57	View chart
Ameriprise Financial (AMP)	1.0	$1.1M	NEW	2.6k	444.40	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$1.1M	NEW	3.6k	298.85	View chart
Capital Group New Geography SHS (CGNG)	0.8	$1.0M		32k	31.57	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$991k	-7%	21k	48.05	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.8	$978k	+173%	19k	51.93	View chart
Microsoft Corporation (MSFT)	0.7	$884k		2.4k	370.17	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$833k		10k	82.57	View chart
Eli Lilly & Co. (LLY)	0.7	$832k		905.00	919.77	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.7	$796k	+29%	15k	52.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$790k	-4%	1.3k	597.55	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$787k	+12%	11k	70.18	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.6	$753k	NEW	18k	42.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$742k	-9%	1.7k	436.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$713k	+6%	23k	30.68	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$693k	-7%	3.2k	217.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$678k	+6%	4.6k	148.11	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$631k	+9%	12k	53.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$617k	-4%	3.3k	184.28	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.5	$600k	+19%	13k	47.93	View chart
Wal-Mart Stores (WMT)	0.5	$587k		4.7k	124.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$553k		1.9k	286.86	View chart
Millrose Pptys Com Cl A (MRP)	0.5	$552k		20k	28.00	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$531k		2.1k	257.35	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.4	$490k	NEW	5.1k	95.48	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$483k	+13%	5.8k	83.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$456k	-10%	7.3k	62.45	View chart
Micron Technology (MU)	0.4	$443k	+2%	1.3k	337.84	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$443k	+31%	19k	22.91	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$413k	+16%	1.7k	239.99	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$399k	+6%	9.4k	42.31	View chart
NVIDIA Corporation (NVDA)	0.3	$381k	+32%	2.2k	174.40	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.3	$360k		3.3k	108.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$340k	-2%	1.7k	205.80	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$330k	+28%	6.4k	51.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$330k		1.1k	287.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$324k		1.1k	302.25	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$309k	+30%	6.6k	46.95	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$299k		4.9k	61.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$290k		3.0k	97.13	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.2	$276k		5.7k	48.86	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$272k	+49%	5.9k	46.19	View chart
UnitedHealth (UNH)	0.2	$267k	-24%	987.00	270.59	View chart
Amazon (AMZN)	0.2	$266k		1.3k	208.27	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$258k	+13%	2.3k	110.39	View chart
Meta Platforms Cl A (META)	0.2	$258k	+21%	450.00	572.13	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$244k	-23%	4.9k	49.95	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$232k	+25%	3.3k	69.75	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$211k	-6%	3.6k	58.18	View chart
Costco Wholesale Corporation (COST)	0.2	$202k		203.00	996.43	View chart

Past Filings by Merited Wealth

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

Merited Wealth 2026 Q1 filed April 24, 2026
Merited Wealth 2025 Q4 filed March 26, 2026

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