Merited Wealth, LLC
- SEC CIK
- 0002123943
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Mar 26, 2026. Long positions only.
- Positions
- 297
- No filing for Q3 2025
- Portfolio value
- $107.9M
- No filing for Q3 2025
Merited Wealth, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 9,463 | $6.48M | 6.0% | – | – | – |
| Capital Group Core Balanced14021D107 | SHS | 150,754 | $5.33M | 4.9% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 35,642 | $5.03M | 4.7% | – | – | – |
| Capital Group Global Equity14020R107 | SHS | 130,225 | $4.12M | 3.8% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 82,189 | $3.65M | 3.4% | – | – | – |
| LENLennar Corp | CL A | 34,900 | $3.59M | 3.3% | – | – | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 95,008 | $3.11M | 2.9% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 29,635 | $2.96M | 2.7% | – | – | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 82,754 | $2.95M | 2.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 23,193 | $2.86M | 2.7% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 69,325 | $2.74M | 2.5% | – | – | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 67,391 | $2.71M | 2.5% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,565 | $2.71M | 2.5% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 100,711 | $2.67M | 2.5% | – | – | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 75,103 | $2.60M | 2.4% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 31,422 | $2.33M | 2.2% | – | – | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 47,434 | $2.07M | 1.9% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 68,973 | $1.91M | 1.8% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 18,567 | $1.86M | 1.7% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 21,959 | $1.81M | 1.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 37,510 | $1.78M | 1.6% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 12,531 | $1.77M | 1.6% | – | – | – |
| AAPLApple Inc. | Stock | 6,244 | $1.70M | 1.6% | – | – | History |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 65,600 | $1.49M | 1.4% | – | – | – |
| Capital Group Equity ETF Tr14022A102 | US SM MI CA ETF | 51,281 | $1.48M | 1.4% | – | – | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 14,831 | $1.38M | 1.3% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 12,934 | $1.30M | 1.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 17,352 | $1.25M | 1.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,357 | $1.14M | 1.1% | – | – | History |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 14,781 | $1.11M | 1.0% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 22,346 | $1.08M | 1.0% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 14,526 | $1.04M | 1.0% | – | – | – |
| Capital Group New Geography14021N105 | SHS | 31,776 | $1.01M | 0.9% | – | – | – |
| LLYEli Lilly & Co | Stock | 905 | $972.6K | 0.9% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,886 | $920.1K | 0.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,386 | $869.2K | 0.8% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 10,009 | $828.9K | 0.8% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 29,443 | $765.8K | 0.7% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,461 | $733.0K | 0.7% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,004 | $694.5K | 0.6% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 11,377 | $668.2K | 0.6% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3,523 | $624.9K | 0.6% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,311 | $618.8K | 0.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,930 | $605.6K | 0.6% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 21,888 | $600.4K | 0.6% | – | – | – |
| MRPMillrose Properties, Inc. | COM CL A | 19,722 | $589.1K | 0.5% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,093 | $584.2K | 0.5% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 10,831 | $583.6K | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q266 | ACTIVEBLDRS EMER | 11,795 | $578.0K | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 4,725 | $526.4K | 0.5% | – | – | History |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 10,478 | $504.7K | 0.5% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,123 | $483.6K | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,304 | $430.5K | 0.4% | – | – | History |
| iShares Tr46435G326 | CORE MSCI INTL | 5,099 | $420.6K | 0.4% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 8,848 | $379.3K | 0.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,479 | $370.2K | 0.3% | – | – | – |
| MUMicron Technology Inc | Stock | 1,286 | $367.0K | 0.3% | – | – | History |
| iShares Flexible Income Active ETF092528603 | ETF | 6,887 | $363.4K | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,146 | $358.7K | 0.3% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,696 | $354.7K | 0.3% | – | – | – |
| J P Morgan Exchange-Traded F46641Q340 | BETABUILDERS US | 3,319 | $353.9K | 0.3% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 14,656 | $337.5K | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,084 | $327.5K | 0.3% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 6,411 | $317.1K | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,651 | $307.9K | 0.3% | – | – | History |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 4,869 | $307.6K | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,282 | $295.9K | 0.3% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 2,965 | $284.7K | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 5,653 | $277.4K | 0.3% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 5,000 | $258.9K | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 371 | $244.9K | 0.2% | – | – | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 5,060 | $238.2K | 0.2% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 3,888 | $236.4K | 0.2% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,068 | $227.8K | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 590 | $190.1K | 0.2% | – | – | History |
| BROBrown & Brown, Inc. | Stock | 2,377 | $189.4K | 0.2% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 3,927 | $182.8K | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,661 | $178.9K | 0.2% | – | – | – |
| Capital Group Conservative E14020U100 | SHS | 5,866 | $178.9K | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 203 | $175.1K | 0.2% | – | – | History |
| iShares Tr464287515 | EXPANDED TECH | 1,595 | $168.6K | 0.2% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 1,826 | $162.9K | 0.2% | – | – | – |
| HEI.AHeico Corp | CL A | 625 | $157.8K | 0.1% | – | – | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,289 | $153.8K | 0.1% | – | – | – |
| VVisa Inc. | Stock | 437 | $153.3K | 0.1% | – | – | History |
| BXBlackstone Inc. | COM | 934 | $144.0K | 0.1% | – | – | History |
| IMKTAIngles Markets Inc | CL A | 2,000 | $137.1K | 0.1% | – | – | History |
| ORCLOracle Corp | Stock | 596 | $116.2K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 320 | $110.1K | 0.1% | – | – | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 3,165 | $107.0K | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 504 | $104.3K | 0.1% | – | – | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 1,051 | $102.2K | 0.1% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 943 | $95.9K | 0.1% | – | – | – |
| ROPRoper Technologies Inc | Stock | 210 | $93.5K | 0.1% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 949 | $89.4K | 0.1% | – | – | – |
| ADSKAutodesk, Inc. | COM | 300 | $88.8K | 0.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 283 | $86.0K | 0.1% | – | – | History |
| SOSouthern Co | Stock | 969 | $84.5K | 0.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 117 | $79.8K | 0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 88 | $77.4K | 0.1% | – | – | History |