Merited Wealth

Merited Wealth as of March 31, 2026

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