Merited Wealth, LLC

Est. AUM

$120.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$10.5M	16073	8.71%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$5.9M	59742	4.92%	SOLE
3	CAPITAL GROUP CORE BALANCED	SHS	$5.3M	155328	4.43%	SOLE
4	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$5.0M	107008	4.18%	SOLE
5	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$4.9M	35672	4.09%	SOLE
6	AMERICAN CENTY ETF TR	INTL EQT ETF	$4.1M	48752	3.43%	SOLE
7	CAPITAL GROUP GLOBAL EQUITY	SHS	$4.1M	133710	3.38%	SOLE
8	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$3.2M	88108	2.62%	SOLE
9	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$3.2M	78709	2.62%	SOLE
10	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.1M	91734	2.58%	SOLE
11	LENNAR CORP	CL A	$3.0M	34900	2.51%	SOLE
12	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.0M	76627	2.47%	SOLE
13	VANGUARD WORLD FD	MEGA GRWTH IND	$2.8M	7667	2.34%	SOLE
14	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$2.8M	36709	2.31%	SOLE
15	J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$2.7M	23193	2.25%	SOLE
16	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.6M	62003	2.19%	SOLE
17	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$2.6M	99030	2.16%	SOLE
18	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.5M	35673	2.10%	SOLE
19	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$2.5M	29595	2.07%	SOLE
20	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$2.5M	64624	2.06%	SOLE
21	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$2.4M	71025	1.97%	SOLE
22	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$2.2M	31233	1.86%	SOLE
23	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$2.0M	73970	1.67%	SOLE
24	VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.0M	13612	1.64%	SOLE
25	ISHARES TR	0-3 MNTH TREASRY	$1.9M	18872	1.58%	SOLE
26	APPLE INC	COM	$1.6M	6462	1.36%	SOLE
27	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$1.5M	66877	1.24%	SOLE
28	CAPITAL GROUP EQUITY ETF TR	US SMALL AND MID	$1.5M	50370	1.23%	SOLE
29	J P MORGAN EXCHANGE TRADED F	BETABUILDERS I	$1.4M	18588	1.13%	SOLE
30	PIMCO ETF TR	ENHAN SHRT MA AC	$1.3M	12958	1.08%	SOLE
31	AMERIPRISE FINL INC	COM	$1.1M	2580	0.95%	SOLE
32	VANGUARD INDEX FDS	LARGE CAP ETF	$1.1M	3584	0.89%	SOLE
33	CAPITAL GROUP NEW GEOGRAPHY	SHS	$1.0M	32260	0.84%	SOLE
34	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$991K	20632	0.82%	SOLE
35	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$978K	18835	0.81%	SOLE
36	MICROSOFT CORP	COM	$884K	2389	0.73%	SOLE
37	ISHARES TR	1 3 YR TREAS BD	$833K	10086	0.69%	SOLE
38	ELI LILLY & CO	COM	$832K	905	0.69%	SOLE
39	J P MORGAN EXCHANGE TRADED F	ACTIVEBLDRS EMER	$795K	15289	0.66%	SOLE
40	VANGUARD INDEX FDS	S&P 500 ETF SHS	$790K	1322	0.66%	SOLE
41	ISHARES TR	CORE DIV GRWTH	$787K	11219	0.65%	SOLE
42	BNY MELLON ETF TRUST	CORE BOND ETF	$753K	17832	0.62%	SOLE
43	VANGUARD INDEX FDS	GROWTH ETF	$742K	1699	0.62%	SOLE
44	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$713K	23241	0.59%	SOLE
45	VANGUARD INDEX FDS	SM CP VAL ETF	$693K	3189	0.57%	SOLE
46	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$678K	4580	0.56%	SOLE
47	ISHARES TR	ISHS 5-10YR INVT	$631K	11854	0.52%	SOLE
48	VANGUARD INDEX FDS	MCAP VL IDXVIP	$617K	3349	0.51%	SOLE
49	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$600K	12516	0.50%	SOLE
50	WALMART INC	COM	$587K	4725	0.49%	SOLE

1–50 of 79

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.