Merited Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 26, 2026), Merited Wealth, LLC reported 297 stock positions worth $107.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.0% of the portfolio, followed by Cap Group Core Balanced (CGBL, 4.9%) and Vanguard Tot World STK ETF (VT, 4.7%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH BAY VILLAGE, FL
- CIK
- 0002123943
- Portfolio Value
- $107.9M (Q4 2025)
- SEC Filing
- 0001214659-26-003829 ↗ filed Mar 26, 2026
Holdings Value
Holdings 297 stocks · $107.9M
| IVV iShares Core S&P 500 ETF | 6.01% | 9,463 | $6.5M | — |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 4.94% | 150,754 | $5.3M | — |
| VT Vanguard Tot World STK ETF | 4.66% | 35,642 | $5.0M | — |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 3.82% | 130,225 | $4.1M | — |
| CGGR Cap Group Growth Equity | 3.39% | 82,189 | $3.7M | — |
| LEN Lennar Corp. Class A | 3.33% | 34,900 | $3.6M | — |
| DFAX Dimensional World Ex US Core | 2.88% | 95,008 | $3.1M | — |
| AGG iShares Core U.S. Aggregate | 2.74% | 29,635 | $3.0M | — |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 2.73% | 82,754 | $2.9M | — |
| BBUS JPMorgan Betabuilders US Equ | 2.65% | 23,193 | $2.9M | — |
| DFAC Dimensional US Core Equity 2 | 2.54% | 69,325 | $2.7M | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 2.51% | 67,391 | $2.7M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.51% | 6,565 | $2.7M | — |
| CGCB Cap Group Core Bond | 2.48% | 100,711 | $2.7M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.41% | 75,103 | $2.6M | — |
| DFUS Dimensional US Eq MKT ETF | 2.16% | 31,422 | $2.3M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.92% | 47,434 | $2.1M | — |
| CGMS Cap Group US Multi-Sect Bond | 1.77% | 68,973 | $1.9M | — |
| SGOV iShares 0-3 Month Treasury B | 1.73% | 18,567 | $1.9M | — |
| AVDE Avantis International Equity | 1.68% | 21,959 | $1.8M | — |
| JCPB JPMorgan Core Plus Bond ETF | 1.65% | 37,510 | $1.8M | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.64% | 12,531 | $1.8M | — |
| AAPL Apple Inc. | 1.57% | 6,244 | $1.7M | — |
| CGCP Cap Group Core Plus Income | 1.38% | 65,600 | $1.5M | — |
| CGMM Cap Group Small and Mid Cap | 1.37% | 51,281 | $1.5M | — |
| JGRO JPMorgan Active Growth ETF | 1.28% | 14,831 | $1.4M | — |
| MINT PIMCO Enhanced Short Maturit | 1.20% | 12,934 | $1.3M | — |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 1.16% | 17,352 | $1.3M | — |
| MSFT Microsoft Corp. | 1.06% | 2,357 | $1.1M | — |
| JIRE JPMorgan Int Res Enh Eqty | 1.03% | 14,781 | $1.1M | — |
| BNDX Vanguard Total Intl Bond ETF | 1.00% | 22,346 | $1.1M | — |
| JAVA JPMorgan Active Value ETF | 0.97% | 14,526 | $1.0M | — |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.94% | 31,776 | $1.0M | — |
| LLY Eli Lilly & Co. | 0.90% | 905 | $973K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.85% | 1,886 | $920K | — |
| VOO Vanguard S&P 500 ETF | 0.81% | 1,386 | $869K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.77% | 10,009 | $829K | — |
| CGSD Cap Group Short Duration | 0.71% | 29,443 | $766K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.68% | 3,461 | $733K | — |
| DGRO iShares Core Dividend Growth | 0.64% | 10,004 | $694K | — |
| VGSH Vanguard Short-Term Treasury | 0.62% | 11,377 | $668K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.58% | 3,523 | $625K | — |
| VYM Vanguard High DVD Yield ETF | 0.57% | 4,311 | $619K | — |
| GOOG Alphabet Inc. Class C | 0.56% | 1,930 | $606K | — |
| SCHD Schwab US DVD Equity ETF | 0.56% | 21,888 | $600K | — |
| MRP Millrose Properties | 0.55% | 19,722 | $589K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.54% | 2,093 | $584K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.54% | 10,831 | $584K | — |
| JEMA JPMorgan Activebuilders Emer | 0.54% | 11,795 | $578K | — |
| WMT Walmart Inc. | 0.49% | 4,725 | $526K | — |
| DFNM Dimensional National Muni BD | 0.47% | 10,478 | $505K | — |
| DFAT Dimensional US Target Value | 0.45% | 8,123 | $484K | — |
| UNH Unitedhealth Group Inc. | 0.40% | 1,304 | $430K | — |
| IDEV iShares Core MSCI Dev MKTS | 0.39% | 5,099 | $421K | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.35% | 8,848 | $379K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.34% | 1,479 | $370K | — |
| MU Micron Technology Inc. | 0.34% | 1,286 | $367K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.34% | 6,887 | $363K | — |
| GOOGL Alphabet Inc. Class A | 0.33% | 1,146 | $359K | — |
| VXF Vanguard Extended Market ETF | 0.33% | 1,696 | $355K | — |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 3,319 | $354K | — |
| GOVT iShares US Treasury Bond ETF | 0.31% | 14,656 | $337K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.30% | 1,084 | $327K | — |
| VTIP Vanguard Short-Term Tips | 0.29% | 6,411 | $317K | — |
| NVDA Nvidia Corp. | 0.29% | 1,651 | $308K | — |
| JQUA JPMorgan US Quality Factor | 0.29% | 4,869 | $308K | — |
| AMZN Amazon.com Inc. | 0.27% | 1,282 | $296K | — |
| EFA iShares MSCI Eafe ETF | 0.26% | 2,965 | $285K | — |
| JVAL JPMorgan US Value Factor ETF | 0.26% | 5,653 | $277K | — |
| USIG iShares Broad Usd Investment | 0.24% | 5,000 | $259K | — |
| META Meta Platforms Inc. Class A | 0.23% | 371 | $245K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.22% | 5,060 | $238K | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.22% | 3,888 | $236K | — |
| SHV iShares 0-1 Year Treasury Bo | 0.21% | 2,068 | $228K | — |
| JPM JPMorgan Chase & Co. | 0.18% | 590 | $190K | — |
| BRO Brown & Brown Inc. | 0.18% | 2,377 | $189K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.17% | 3,927 | $183K | — |
| IEMG iShares Core MSCI Emerging | 0.17% | 2,661 | $179K | — |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.17% | 5,866 | $179K | — |
| COST Costco Wholesale Corp. | 0.16% | 203 | $175K | — |
| IGV iShares Expanded Tech-Softwa | 0.16% | 1,595 | $169K | — |
| CWB SS SPDR BB Conv Sec ETF | 0.15% | 1,826 | $163K | — |
| HEI.A Heico Corp. Class A | 0.15% | 625 | $158K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.14% | 1,289 | $154K | — |
| V Visa Inc. Class A | 0.14% | 437 | $153K | — |
| BX Blackstone Inc. | 0.13% | 934 | $144K | — |
| IMKTA Ingles Markets Inc. Class A | 0.13% | 2,000 | $137K | — |
| ORCL Oracle Corp. | 0.11% | 596 | $116K | — |
| HD Home Depot Inc. | 0.10% | 320 | $110K | — |
| SPIB SS SPDR P Int C Corp. ETF | 0.10% | 3,165 | $107K | — |
| JNJ Johnson & Johnson | 0.10% | 504 | $104K | — |
| JNK SS SPDR BB High Yield Bond | 0.09% | 1,051 | $102K | — |
| TLH iShares 10-20 Year Treasury | 0.09% | 943 | $96K | — |
| ROP Roper Technologies Inc. | 0.09% | 210 | $93K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 949 | $89K | — |
| ADSK Autodesk Inc. | 0.08% | 300 | $89K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 283 | $86K | — |
| SO The Southern Co. | 0.08% | 969 | $84K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 117 | $80K | — |
| GS Goldman Sachs Group Inc. | 0.07% | 88 | $77K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.