Institutions / Merited Wealth, LLC

Merited Wealth, LLC

CIK 2123943 · Institution · as of Dec 31, 2025

Portfolio value

$107.85M

Positions

297

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 297 →

Company	Class	Value	Shares	% of portfolio
iShares Core S&P 500 ETF	—	$6.48M	9,463	6.0%
Capital Group Core Balanced ETF	—	$5.33M	150,754	4.9%
Vanguard Total World Stock ETF	—	$5.03M	35,642	4.7%
Capital Group Global Equity ETF	—	$4.12M	130,225	3.8%
Capital Group Growth ETF	—	$3.65M	82,189	3.4%
Lennar Corp /New	—	$3.59M	34,900	3.3%
Dimensn Wrld C/EQ 2 ETF	—	$3.11M	95,008	2.9%
Ishs Core US Aggr Bd ETF	—	$2.96M	29,635	2.7%
Capital Group Dividend Grower ETF	—	$2.95M	82,754	2.7%
JPMorgan Betabuilders US Eqy ETF	—	$2.86M	23,193	2.7%
Dimensn US Cor Eq 2 ETF	—	$2.74M	69,325	2.5%
Capital Group Core Equity ETF	—	$2.71M	67,391	2.5%
Vngrd Mega Cap Grwth ETF	—	$2.71M	6,565	2.5%
Capital Group Core Bond ETF	—	$2.67M	100,711	2.5%
Capital Group Global Grwt Eqy ETF	—	$2.60M	75,103	2.4%
Dimensn US Eq Mkt ETF	—	$2.33M	31,422	2.2%
Capital Group Dividend Value ETF	—	$2.07M	47,434	1.9%
Capital Group U S Multi Sec ETF	—	$1.91M	68,973	1.8%
iShares 0 To 3 Mnth Treasury Bnd ETF	—	$1.86M	18,567	1.7%
Avantis International Equity ETF	—	$1.81M	21,959	1.7%
JPMorgan Core Plus Bond ETF	—	$1.78M	37,510	1.6%
Vngrd Mega Cap Val ETF	—	$1.77M	12,531	1.6%
Apple Inc.	—	$1.70M	6,244	1.6%
Capital Group Core Plus Incm ETF	—	$1.49M	65,600	1.4%
Capital Group US Sm and Md Cp ETF	—	$1.48M	51,281	1.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.