13F-HR filed by Merited Wealth, LLC
Merited Wealth, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-24, with 79 holding rows worth $120,604,398.
- Accession
- 0001214659-26-005067
- Filer
- CIK 2123943
- Filed
- 2026-04-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 79 entries on the cover page, a total value of $120,604,398 stated on the cover page (in dollars after the unit check, H1), rows summing to $120,604,398 with VALUE read as dollars as filed, 13F file number 028-26782. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 16,073 | $10,498,858 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 59,742 | $5,930,576 | dollars as filed | |
| CAPITAL GROUP CORE BALANCED | 14021D107 | SHS | 155,328 | $5,344,820 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q670 | CORE PLUS BD ETF | 107,008 | $5,037,914 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 35,672 | $4,934,117 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 48,752 | $4,136,152 | dollars as filed | |
| CAPITAL GROUP GLOBAL EQUITY | 14020R107 | SHS | 133,710 | $4,078,143 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 78,709 | $3,163,326 | dollars as filed | |
| CAPITAL GROUP DIVIDEND GROWE | 14021L109 | SHS ETF | 88,108 | $3,163,092 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 91,734 | $3,116,204 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 34,900 | $3,030,716 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 76,627 | $2,977,725 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 7,667 | $2,817,162 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q134 | INTRNL RES EQT | 36,709 | $2,780,340 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q399 | BETABUILDRS US | 23,193 | $2,717,756 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 62,003 | $2,637,603 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y508 | CORE BOND ETF | 99,030 | $2,600,520 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 35,673 | $2,529,572 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q609 | ACTIVE GROWTH | 29,595 | $2,501,369 | dollars as filed | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 64,624 | $2,482,848 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 71,025 | $2,370,100 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q167 | ACTIVE VALUE ETF | 31,233 | $2,240,983 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 73,970 | $2,014,202 | dollars as filed | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 13,612 | $1,973,059 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 18,872 | $1,899,656 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,462 | $1,639,991 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y102 | CORE PLUS INCM | 66,877 | $1,494,033 | dollars as filed | |
| CAPITAL GRP EQUITY ETF TR I US SMALL & MID CAP SH CL | 14022A102 | ETF | 50,370 | $1,478,852 | dollars as filed | |
| JPMORGAN BETABUILD INTERL EQY ETF | 46641Q373 | COM | 18,588 | $1,359,155 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 12,958 | $1,303,186 | dollars as filed | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 2,580 | $1,146,552 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 3,584 | $1,071,078 | dollars as filed | |
| CAPITAL GROUP NEW GEOGRAPHY | 14021N105 | SHS | 32,260 | $1,018,446 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 20,632 | $991,357 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 18,835 | $978,118 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,389 | $884,336 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 10,086 | $832,801 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 905 | $832,392 | dollars as filed | |
| JPMORGAN ACTIVEBLD EMRG MRKT EQY ETF | 46641Q266 | COM | 15,289 | $795,487 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,322 | $789,961 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 11,219 | $787,331 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T602 | CORE BOND ETF | 17,832 | $752,510 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,699 | $742,106 | dollars as filed | |
| SCHD | 808524797 | COM | 23,241 | $713,032 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 3,189 | $692,810 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 4,580 | $678,353 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 11,854 | $630,870 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 3,349 | $617,154 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 12,516 | $599,892 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,725 | $587,223 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,929 | $553,353 | dollars as filed | |
| MILLROSE PPTYS INC COM CL A | 601137102 | REIT | 19,722 | $552,216 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 2,064 | $531,170 | dollars as filed | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 5,129 | $489,717 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 5,777 | $482,784 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 7,295 | $455,573 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,312 | $443,246 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 19,326 | $442,759 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 1,721 | $413,023 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 9,433 | $399,110 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,183 | $380,715 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q340 | BETABUILDERS US | 3,319 | $359,813 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 1,651 | $339,776 | dollars as filed | |
| ISHARES TR | 464288620 | SHS | 6,435 | $329,665 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,146 | $329,544 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 1,071 | $323,710 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 6,581 | $308,978 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 4,869 | $298,567 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 2,990 | $290,419 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q753 | US VALUE FACTR | 5,653 | $276,206 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 5,882 | $271,690 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 987 | $267,072 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,277 | $265,961 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 2,339 | $258,202 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 450 | $257,459 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 4,887 | $244,106 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 3,329 | $232,198 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 3,631 | $211,252 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 203 | $202,275 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-005067 | this filing | 2026-04-24 | acceptance time not in the bulk data set |