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Merited Wealth, LLC 13F holdings

Filed 2026-08-14 · Merited Wealth, LLC · 73 positions · $141.4M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR33.0K$24.7M17.5%
AGGISHARES TR108.3K$10.7M7.6%
JCPBJ P MORGAN EXCHANGE TRADED F192.6K$9.0M6.4%
AVDEAMERICAN CENTY ETF TR90.5K$8.1M5.7%
JIREJ P MORGAN EXCHANGE TRADED F78.8K$6.5M4.6%
JGROJ P MORGAN EXCHANGE TRADED F64.6K$6.4M4.5%
JAVAJ P MORGAN EXCHANGE TRADED F59.4K$4.7M3.3%
BKAGBNY MELLON ETF TRUST82.2K$3.4M2.4%
IUSBISHARES TR72.7K$3.4M2.4%
DFACDIMENSIONAL ETF TRUST75.1K$3.3M2.4%
DFAXDIMENSIONAL ETF TRUST89.9K$3.3M2.3%
CGDVCAPITAL GROUP DIVIDEND VALUE66.0K$3.3M2.3%
MGKVANGUARD WORLD FD35.9K$3.2M2.2%
LENLENNAR CORP34.7K$3.1M2.2%
BBUSJ P MORGAN EXCHANGE TRADED F22.9K$3.1M2.2%
DFUSDIMENSIONAL ETF TRUST35.1K$2.9M2.0%
MGVVANGUARD WORLD FD12.8K$2.1M1.5%
BINCBLACKROCK ETF TRUST II38.4K$2.0M1.4%
CGBLCAPITAL GROUP CORE BALANCED52.7K$2.0M1.4%
VTVANGUARD INTL EQUITY INDEX F12.2K$1.9M1.4%
AAPLAPPLE INC6.5K$1.9M1.3%
CGGECAPITAL GROUP GLOBAL EQUITY46.2K$1.6M1.2%
MUMICRON TECHNOLOGY INC1.3K$1.5M1.1%
BBINJ P MORGAN EXCHANGE TRADED F18.8K$1.5M1.0%
JEMAJ P MORGAN EXCHANGE TRADED F21.6K$1.4M1.0%
VVVANGUARD INDEX FDS3.9K$1.4M1.0%
CGDGCAPITAL GROUP DIVIDEND GROWE35.8K$1.3M1.0%
LLYELI LILLY & CO905$1.1M0.8%
CGGRCAPITAL GROUP GROWTH ETF22.1K$1.0M0.7%
CGCBCAPITAL GRP FIXED INCM ETF T39.2K$1.0M0.7%
MSFTMICROSOFT CORP2.3K$872,1210.6%
CGGOCAPITAL GROUP GBL GROWTH EQT20.2K$855,4410.6%
VOOVANGUARD INDEX FDS1.2K$850,9580.6%
CGMSCAPITAL GRP FIXED INCM ETF T29.3K$800,4410.6%
CGUSCAPITAL GROUP CORE EQUITY ET17.7K$786,8000.6%
VBRVANGUARD INDEX FDS3.0K$734,7150.5%
GOOGALPHABET INC1.9K$682,9870.5%
ILCGISHARES TR5.8K$674,5030.5%
CGCPCAPITAL GRP FIXED INCM ETF T29.2K$651,4700.5%
MINTPIMCO ETF TR6.2K$621,8900.4%
VOEVANGUARD INDEX FDS3.1K$618,2220.4%
VOTVANGUARD INDEX FDS1.9K$585,1940.4%
MRPMILLROSE PPTYS INC19.4K$583,6310.4%
MTUMISHARES TR1.7K$569,2740.4%
WMTWALMART INC4.7K$535,1540.4%
IDEVISHARES TR5.6K$500,5920.4%
CGMMCAPITAL GROUP EQUITY ETF TR15.2K$499,5820.4%
IGIBISHARES TR9.4K$497,9420.4%
SHYISHARES TR6.0K$496,5920.4%
DFATDIMENSIONAL ETF TRUST7.0K$489,3130.3%
NVDANVIDIA CORPORATION2.2K$444,2000.3%
BNDXVANGUARD CHARLOTTE FDS9.1K$439,2010.3%
CGNGCAPITAL GROUP NEW GEOGRAPHY11.5K$431,0130.3%
BBMCJ P MORGAN EXCHANGE TRADED F3.3K$422,0110.3%
GOOGLALPHABET INC1.1K$409,5460.3%
VXFVANGUARD INDEX FDS1.6K$406,0000.3%
VBKVANGUARD INDEX FDS1.0K$372,1030.3%
UNHUNITEDHEALTH GROUP INC894$371,5730.3%
DGROISHARES TR4.9K$371,1240.3%
DFNMDIMENSIONAL ETF TRUST7.6K$367,0760.3%
Top Fund Holdings
13F
Top Fund Holdings

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