Merited Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$120.6M
Q ending 2026-03-31
Prior quarter
$107.9M
Q ending 2025-12-31
Change
+11.8% QoQ
Positions
79
reported holdings
Largest positions
All 79 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $10.5M | 16K |
| Ishares Tr | AGG | Shares | $5.9M | 60K |
| Capital Group Core Balanced | CGBL | Shares | $5.3M | 155K |
| J P Morgan Exchange Traded F | JCPB | Shares | $5.0M | 107K |
| Vanguard Intl Equity Index F | VT | Shares | $4.9M | 36K |
| American Centy Etf Tr | AVDE | Shares | $4.1M | 49K |
| Capital Group Global Equity | CGGE | Shares | $4.1M | 134K |
| Capital Group Growth Etf | CGGR | Shares | $3.2M | 79K |
| Capital Group Dividend Growe | CGDG | Shares | $3.2M | 88K |
| Dimensional Etf Trust | DFAX | Shares | $3.1M | 92K |
| Lennar Corp | LEN | Shares | $3.0M | 35K |
| Dimensional Etf Trust | DFAC | Shares | $3.0M | 77K |
| Vanguard World Fd | MGK | Shares | $2.8M | 8K |
| J P Morgan Exchange Traded F | JIRE | Shares | $2.8M | 37K |
| J P Morgan Exchange Traded F | BBUS | Shares | $2.7M | 23K |
| Capital Group Dividend Value | CGDV | Shares | $2.6M | 62K |
| Capital Grp Fixed Incm Etf T | CGCB | Shares | $2.6M | 99K |
| Dimensional Etf Trust | DFUS | Shares | $2.5M | 36K |
| J P Morgan Exchange Traded F | JGRO | Shares | $2.5M | 30K |
| Capital Group Core Equity Et | CGUS | Shares | $2.5M | 65K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $2.4M | 71K |
| J P Morgan Exchange Traded F | JAVA | Shares | $2.2M | 31K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $2.0M | 74K |
| Vanguard World Fd | MGV | Shares | $2.0M | 14K |
| Ishares Tr | SGOV | Shares | $1.9M | 19K |
| Apple Inc | AAPL | Shares | $1.6M | 6K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $1.5M | 67K |
| Capital Group Equity Etf Tr | CGMM | Shares | $1.5M | 50K |
| J P Morgan Exchange Traded F | BBIN | Shares | $1.4M | 19K |
| Pimco Etf Tr | MINT | Shares | $1.3M | 13K |
| Ameriprise Finl Inc | AMP | Shares | $1.1M | 3K |
| Vanguard Index Fds | VV | Shares | $1.1M | 4K |
| Capital Group New Geography | CGNG | Shares | $1.0M | 32K |
| Vanguard Charlotte Fds | BNDX | Shares | $991K | 21K |
| Blackrock Etf Trust Ii | BINC | Shares | $978K | 19K |
| Microsoft Corp | MSFT | Shares | $884K | 2K |
| Ishares Tr | SHY | Shares | $833K | 10K |
| Eli Lilly & Co | LLY | Shares | $832K | 905 |
| J P Morgan Exchange Traded F | JEMA | Shares | $795K | 15K |
| Vanguard Index Fds | VOO | Shares | $790K | 1K |
| Ishares Tr | DGRO | Shares | $787K | 11K |
| Bny Mellon Etf Trust | BKAG | Shares | $753K | 18K |
| Vanguard Index Fds | VUG | Shares | $742K | 2K |
| Schwab Strategic Tr | SCHD | Shares | $713K | 23K |
| Vanguard Index Fds | VBR | Shares | $693K | 3K |
| Vanguard Whitehall Fds | VYM | Shares | $678K | 5K |
| Ishares Tr | IGIB | Shares | $631K | 12K |
| Vanguard Index Fds | VOE | Shares | $617K | 3K |
| Dimensional Etf Trust | DFNM | Shares | $600K | 13K |
| Walmart Inc | WMT | Shares | $587K | 5K |
| Alphabet Inc | GOOG | Shares | $553K | 2K |
| Millrose Pptys Inc | MRP | Shares | $552K | 20K |
| Vanguard Index Fds | VOT | Shares | $531K | 2K |
| Ishares Tr | ILCG | Shares | $490K | 5K |
| Ishares Tr | IDEV | Shares | $483K | 6K |
| Dimensional Etf Trust | DFAT | Shares | $456K | 7K |
| Micron Technology Inc | MU | Shares | $443K | 1K |
| Ishares Tr | GOVT | Shares | $443K | 19K |
| Ishares Tr | MTUM | Shares | $413K | 2K |
| Ishares Tr | SHYG | Shares | $399K | 9K |
| Nvidia Corporation | NVDA | Shares | $381K | 2K |
| J P Morgan Exchange Traded F | BBMC | Shares | $360K | 3K |
| Vanguard Index Fds | VXF | Shares | $340K | 2K |
| Ishares Tr | USIG | Shares | $330K | 6K |
| Alphabet Inc | GOOGL | Shares | $330K | 1K |
| Vanguard Index Fds | VBK | Shares | $324K | 1K |
| Vanguard Scottsdale Fds | VMBS | Shares | $309K | 7K |
| J P Morgan Exchange Traded F | JQUA | Shares | $299K | 5K |
| Ishares Tr | EFA | Shares | $290K | 3K |
| J P Morgan Exchange Traded F | JVAL | Shares | $276K | 6K |
| Ishares Tr | IUSB | Shares | $272K | 6K |
| Unitedhealth Group Inc | UNH | Shares | $267K | 987 |
| Amazon Com Inc | AMZN | Shares | $266K | 1K |
| Ishares Tr | SHV | Shares | $258K | 2K |
| Meta Platforms Inc | META | Shares | $257K | 450 |
| Vanguard Malvern Fds | VTIP | Shares | $244K | 5K |
| Ishares Inc | IEMG | Shares | $232K | 3K |
| Blackrock Etf Trust | DYNF | Shares | $211K | 4K |
| Costco Wholesale Corporation | COST | Shares | $202K | 203 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.