Merited Wealth

Merited Wealth as of June 30, 2026

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