Institutional
Merited Wealth, LLC
CIK 0002123943
$120.6M
Reported AUM
79
Positions
Q1 2026
Period
2026-04-24
Filed
Editorial summary
Summary for Merited Wealth, LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $750.46 | 0.71% | 20.75% | 76.27% | $10.5M | 8.71% | — | HELD |
| 2 | AGG | ISHARES TR | $97.39 | -0.24% | 1.78% | -1.82% | $5.9M | 4.92% | — | HELD |
| 3 | CGBL | CAPITAL GROUP CORE BALANCED | $37.23 | -0.05% | 13.78% | 60.78% | $5.3M | 4.43% | — | HELD |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $46.18 | -0.24% | 2.63% | 3.14% | $5.0M | 4.18% | — | HELD |
| 5 | VT | VANGUARD INTL EQUITY INDEX F | $155.86 | 0.26% | 23.18% | 61.25% | $4.9M | 4.09% | — | HELD |
| 6 | AVDE | AMERICAN CENTY ETF TR | $91.21 | -0.46% | 27.53% | 63.71% | $4.1M | 3.43% | — | HELD |
| 7 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $34.79 | 0.38% | 20.24% | 36.68% | $4.1M | 3.38% | — | HELD |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | $44.85 | 0.65% | 9.09% | 72.48% | $3.2M | 2.62% | — | HELD |
| 9 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $38.34 | -0.23% | 19.02% | 67.63% | $3.2M | 2.62% | — | HELD |
| 10 | DFAX | DIMENSIONAL ETF TRUST | $36.51 | -0.22% | 27.84% | 60.00% | $3.1M | 2.58% | — | HELD |
| 11 | LEN | LENNAR CORP | $82.35 | -1.67% | -26.34% | -12.67% | $3.0M | 2.51% | — | HELD |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $44.49 | 0.36% | 24.37% | 69.83% | $3.0M | 2.47% | — | HELD |
| 13 | MGK | VANGUARD WORLD FD | $86.32 | 1.10% | 15.23% | 76.00% | $2.8M | 2.34% | — | HELD |
| 14 | JIRE | J P MORGAN EXCHANGE TRADED F | $83.46 | -0.63% | 24.41% | 83.12% | $2.8M | 2.31% | — | HELD |
| 15 | BBUS | J P MORGAN EXCHANGE TRADED F | $134.59 | 0.72% | 20.56% | 73.12% | $2.7M | 2.25% | — | HELD |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $49.54 | 0.63% | 24.31% | 103.36% | $2.6M | 2.19% | — | HELD |
| 17 | CGCB | CAPITAL GRP FIXED INCM ETF T | $25.75 | -0.66% | 1.33% | 16.73% | $2.6M | 2.16% | — | HELD |
| 18 | DFUS | DIMENSIONAL ETF TRUST | $81.59 | 0.69% | 21.34% | 73.84% | $2.5M | 2.10% | — | HELD |
| 19 | JGRO | J P MORGAN EXCHANGE TRADED F | $91.69 | 0.63% | 5.35% | 111.77% | $2.5M | 2.07% | — | HELD |
| 20 | CGUS | CAPITAL GROUP CORE EQUITY ET | $44.69 | 1.29% | 18.78% | 79.19% | $2.5M | 2.06% | — | HELD |
| 21 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $39.50 | 0.05% | 25.21% | 70.11% | $2.4M | 1.97% | — | HELD |
| 22 | JAVA | J P MORGAN EXCHANGE TRADED F | $81.56 | 0.87% | 26.55% | 75.74% | $2.2M | 1.86% | — | HELD |
| 23 | CGMS | CAPITAL GRP FIXED INCM ETF T | $27.00 | -0.70% | 3.37% | 28.13% | $2.0M | 1.67% | — | HELD |
| 24 | MGV | VANGUARD WORLD FD | $163.20 | -0.23% | 29.02% | 79.52% | $2.0M | 1.64% | — | HELD |
| 25 | SGOV | ISHARES TR | $100.71 | 0.02% | 3.81% | 19.65% | $1.9M | 1.58% | — | HELD |
| 26 | AAPL | APPLE INC | $310.42 | -6.90% | 65.41% | 124.96% | $1.6M | 1.36% | — | HELD |
| 27 | CGCP | CAPITAL GRP FIXED INCM ETF T | $21.91 | -0.68% | 2.45% | 7.06% | $1.5M | 1.24% | — | HELD |
| 28 | CGMM | CAPITAL GROUP EQUITY ETF TR | $31.93 | -0.68% | 19.73% | 27.34% | $1.5M | 1.23% | — | HELD |
| 29 | BBIN | J P MORGAN EXCHANGE TRADED F | $79.28 | -0.68% | 25.86% | 55.48% | $1.4M | 1.13% | — | HELD |
| 30 | MINT | PIMCO ETF TR | $100.79 | 0.01% | 4.45% | 19.31% | $1.3M | 1.08% | — | HELD |
| 31 | AMP | AMERIPRISE FINL INC | $545.84 | 0.25% | — | — | $1.1M | 0.95% | — | HELD |
| 32 | VV | VANGUARD INDEX FDS | $343.58 | 0.68% | — | — | $1.1M | 0.89% | — | HELD |
| 33 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $35.67 | 0.03% | — | — | $1.0M | 0.84% | — | HELD |
| 34 | BNDX | VANGUARD CHARLOTTE FDS | $47.77 | -0.23% | — | — | $991K | 0.82% | — | HELD |
| 35 | BINC | BLACKROCK ETF TRUST II | $51.99 | -0.07% | — | — | $978K | 0.81% | — | HELD |
| 36 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | — | — | $884K | 0.73% | — | HELD |
| 37 | SHY | ISHARES TR | $82.00 | -0.01% | — | — | $833K | 0.69% | — | HELD |
| 38 | LLY | ELI LILLY & CO | $1148.35 | -0.57% | — | — | $832K | 0.69% | — | HELD |
| 39 | JEMA | J P MORGAN EXCHANGE TRADED F | $59.26 | 0.56% | — | — | $795K | 0.66% | — | HELD |
| 40 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | — | — | $790K | 0.66% | — | HELD |
| 41 | DGRO | ISHARES TR | $78.00 | -0.30% | — | — | $787K | 0.65% | — | HELD |
| 42 | BKAG | BNY MELLON ETF TRUST | $41.29 | -0.24% | — | — | $753K | 0.62% | — | HELD |
| 43 | VUG | VANGUARD INDEX FDS | $85.18 | 1.08% | — | — | $742K | 0.62% | — | HELD |
| 44 | SCHD | SCHWAB STRATEGIC TR | $33.47 | 0.18% | — | — | $713K | 0.59% | — | HELD |
| 45 | VBR | VANGUARD INDEX FDS | $244.71 | -0.16% | — | — | $693K | 0.57% | — | HELD |
| 46 | VYM | VANGUARD WHITEHALL FDS | $161.91 | -0.03% | — | — | $678K | 0.56% | — | HELD |
| 47 | IGIB | ISHARES TR | $52.29 | -0.11% | — | — | $631K | 0.52% | — | HELD |
| 48 | VOE | VANGUARD INDEX FDS | $204.68 | -0.26% | — | — | $617K | 0.51% | — | HELD |
| 49 | DFNM | DIMENSIONAL ETF TRUST | $47.65 | -0.04% | — | — | $600K | 0.50% | — | HELD |
| 50 | WMT | WALMART INC | $111.21 | 0.09% | — | — | $587K | 0.49% | — | HELD |
| 51 | GOOG | ALPHABET INC | $356.65 | 6.88% | — | — | $553K | 0.46% | — | HELD |
| 52 | MRP | MILLROSE PPTYS INC | $27.98 | -0.85% | — | — | $552K | 0.46% | — | HELD |
| 53 | VOT | VANGUARD INDEX FDS | $295.60 | 0.24% | — | — | $531K | 0.44% | — | HELD |
| 54 | ILCG | ISHARES TR | $111.78 | 1.01% | — | — | $490K | 0.41% | — | HELD |
| 55 | IDEV | ISHARES TR | $90.49 | -0.72% | — | — | $483K | 0.40% | — | HELD |
| 56 | DFAT | DIMENSIONAL ETF TRUST | $70.73 | -0.16% | — | — | $456K | 0.38% | — | HELD |
| 57 | MU | MICRON TECHNOLOGY INC | $823.03 | -5.90% | — | — | $443K | 0.37% | — | HELD |
| 58 | GOVT | ISHARES TR | $22.45 | -0.27% | — | — | $443K | 0.37% | — | HELD |
| 59 | MTUM | ISHARES TR | $299.68 | 0.30% | — | — | $413K | 0.34% | — | HELD |
| 60 | SHYG | ISHARES TR | $42.15 | 0.02% | — | — | $399K | 0.33% | — | HELD |
| 61 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | — | — | $381K | 0.32% | — | HELD |
| 62 | BBMC | J P MORGAN EXCHANGE TRADED F | $124.00 | -0.36% | — | — | $360K | 0.30% | — | HELD |
| 63 | VXF | VANGUARD INDEX FDS | $236.16 | -0.30% | — | — | $340K | 0.28% | — | HELD |
| 64 | USIG | ISHARES TR | $50.32 | -0.10% | — | — | $330K | 0.27% | — | HELD |
| 65 | GOOGL | ALPHABET INC | $355.99 | 6.69% | — | — | $330K | 0.27% | — | HELD |
| 66 | VBK | VANGUARD INDEX FDS | $340.36 | -0.30% | — | — | $324K | 0.27% | — | HELD |
| 67 | VMBS | VANGUARD SCOTTSDALE FDS | $46.06 | -0.41% | — | — | $309K | 0.26% | — | HELD |
| 68 | JQUA | J P MORGAN EXCHANGE TRADED F | $72.22 | 0.08% | — | — | $299K | 0.25% | — | HELD |
| 69 | EFA | ISHARES TR | $105.63 | -0.57% | — | — | $290K | 0.24% | — | HELD |
| 70 | JVAL | J P MORGAN EXCHANGE TRADED F | $57.72 | 0.06% | — | — | $276K | 0.23% | — | HELD |
| 71 | IUSB | ISHARES TR | $45.45 | -0.22% | — | — | $272K | 0.23% | — | HELD |
| 72 | UNH | UNITEDHEALTH GROUP INC | $414.22 | -1.72% | — | — | $267K | 0.22% | — | HELD |
| 73 | AMZN | AMAZON COM INC | $271.42 | 15.25% | — | — | $266K | 0.22% | — | HELD |
| 74 | SHV | ISHARES TR | $110.40 | 0.03% | — | — | $258K | 0.21% | — | HELD |
| 75 | META | META PLATFORMS INC | $556.34 | 3.21% | — | — | $257K | 0.21% | — | HELD |
| 76 | VTIP | VANGUARD MALVERN FDS | $49.66 | 0.00% | — | — | $244K | 0.20% | — | HELD |
| 77 | IEMG | ISHARES INC | $77.61 | 0.73% | — | — | $232K | 0.19% | — | HELD |
| 78 | DYNF | BLACKROCK ETF TRUST | $67.45 | 0.79% | — | — | $211K | 0.18% | — | HELD |
| 79 | COST | COSTCO WHOLESALE CORPORATION | $951.89 | -0.24% | — | — | $202K | 0.17% | — | HELD |
Source: SEC EDGAR · accession 0001214659-26-005067. 13F discloses long positions only — shorts, foreign equities, and options are excluded.