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Merited Wealth, LLC Portfolio
$144.1M across 71 positions as of 2026-09-30, with 63% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $28.3M | 19.7% | 37,006 |
| AGGiShares Core U.S. Aggregate Bond ETF | $11.7M | 8.1% | 123,604 |
| JCPBJPMorgan Core Plus Bond ETF | $11.4M | 7.9% | 253,781 |
| AVDEAvantis International Equity ETF | $9M | 6.3% | 100,048 |
| JIREJ.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF | $7.2M | 5.0% | 87,598 |
| JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | $7M | 4.9% | 72,892 |
| JAVAJPMorgan Active Value ETF | $5.3M | 3.7% | 66,791 |
| BNY MELLON ETF TRUST | $4.1M | 2.8% | 102,296 |
| MGKVanguard Mega Cap Growth ETF | $3.3M | 2.3% | 35,651 |
| CGDVCapital Group Dividend Value ETF | $3.3M | 2.3% | 67,187 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $3.2M | 2.2% | 72,924 |
| IUSBiShares Core Total USD Bond Market ETF | $3.2M | 2.2% | 73,263 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $3.2M | 2.2% | 86,738 |
| BBUSJPMorgan BetaBuilders U.S. Equity ETF | $3M | 2.1% | 21,643 |
| DIMENSIONAL ETF TRUST | $2.9M | 2.0% | 34,620 |
| LENLennar Corp | $2.8M | 2.0% | 34,710 |
| BINCiShares Flexible Income Active ETF | $2.3M | 1.6% | 46,253 |
| AAPLApple Inc | $2.1M | 1.5% | 6,437 |
| MGVVanguard Mega Cap Value ETF | $2M | 1.4% | 12,647 |
| VVVanguard Large-Cap ETF | $1.5M | 1.0% | 4,287 |
| BBINJPMorgan BetaBuilders International Equity ETF | $1.5M | 1.0% | 19,318 |
| JEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF | $1.4M | 1.0% | 22,731 |
| MUMicron Technology Inc | $1.4M | 1.0% | 1,312 |
| MSFTMicrosoft Corp | $1.2M | 0.8% | 2,334 |
| CGBLCapital Group Core Balanced ETF | $1.2M | 0.8% | 31,528 |
| VTVanguard Total World Stock Index ETF | $1.2M | 0.8% | 7,299 |
| CGGECapital Group Global Equity ETF | $1.1M | 0.8% | 31,547 |
| LLYEli Lilly and Co | $1M | 0.7% | 902 |
| CAPITAL GROUP DIVIDEND GROWE | $903.5K | 0.6% | 24,399 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $852K | 0.6% | 7,284 |
| VOOVanguard S&P 500 ETF | $801.8K | 0.6% | 1,144 |
| IDEViShares Core MSCI International Developed Markets ETF | $661.2K | 0.5% | 7,389 |
| VBRVanguard Small-Cap Value ETF | $646.7K | 0.4% | 2,799 |
| GOOGAlphabet Inc | $620.5K | 0.4% | 1,821 |
| CAPITAL GRP FIXED INCM ETF T | $574.1K | 0.4% | 22,981 |
| CGMSCapital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF | $550K | 0.4% | 20,970 |
| VOEVanguard Mid-Cap Value ETF | $544K | 0.4% | 2,782 |
| MTUMiShares MSCI USA Momentum Factor ETF | $524.4K | 0.4% | 1,653 |
| MRPMillrose Properties Inc | $504.4K | 0.4% | 19,422 |
| VOTVanguard Mid-Cap Growth ETF | $491.9K | 0.3% | 1,684 |
| WMTWalmart Inc | $491K | 0.3% | 4,725 |
| CGGRCapital Group Growth ETF | $489.2K | 0.3% | 10,313 |
| NVDANVIDIA Corp | $465.4K | 0.3% | 2,038 |
| DFATDimensional U.S. Targeted Value ETF | $433.6K | 0.3% | 6,526 |
| CAPITAL GRP FIXED INCM ETF T | $403.8K | 0.3% | 19,073 |
| GOOGLAlphabet Inc | $394.3K | 0.3% | 1,146 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $390.2K | 0.3% | 3,881 |
| CGUSCapital Group Core Equity ETF | $382K | 0.3% | 8,584 |
| VXFVanguard Extended Market ETF | $370.6K | 0.3% | 1,600 |
| J P MORGAN EXCHANGE TRADED F | $359.3K | 0.2% | 4,869 |
| CGGOCapital Group Global Growth Equity ETF | $355.8K | 0.2% | 8,944 |
| BBMCJPMorgan BetaBuilders U.S. Mid Cap Equity ETF | $353.6K | 0.2% | 2,937 |
| SHYiShares 1-3 Year Treasury Bond ETF | $340.8K | 0.2% | 4,197 |
| JVALJPMorgan U.S. Value Factor ETF | $338.7K | 0.2% | 5,848 |
| UNHUnitedHealth Group Inc | $328.2K | 0.2% | 894 |
| VBKVanguard Small-Cap Growth ETF | $322.6K | 0.2% | 955 |
| BNDXVanguard Total International Bond ETF | $293.2K | 0.2% | 6,255 |
| DGROiShares Core Dividend Growth ETF | $283K | 0.2% | 3,754 |
| METAMeta Platforms Inc | $281.4K | 0.2% | 388 |
| AMZNAmazon.com Inc | $266.1K | 0.2% | 1,068 |
| CAPITAL GROUP NEW GEOGRAPHY | $253.8K | 0.2% | 6,963 |
| IEMGiShares Core MSCI Emerging Markets ETF | $252.2K | 0.2% | 3,108 |
| EFAiShares MSCI EAFE ETF | $250.4K | 0.2% | 2,410 |
| SCHDSchwab US Dividend Equity ETF | $243.6K | 0.2% | 7,490 |
| CAPITAL GROUP EQUITY ETF TR | $240.4K | 0.2% | 7,766 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $229.3K | 0.2% | 3,310 |
| VYMVanguard High Dividend Yield ETF | $224.5K | 0.2% | 1,446 |
| AIVApartment Investment and Management Co | $220.3K | 0.2% | 111,283 |
| ENTRAVISION COMMUNICATIONS C | $75.4K | 0.1% | 10,253 |
| CRONCronos Group Inc | $50.6K | 0.0% | 15,327 |
| PLAYBOY INC | $21.9K | 0.0% | 21,334 |
Quarter ending 2026-09-30.
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