Holders — by stockHoldings — by fund
Merited Wealth, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002123943
$141.4M
disclosed book value
73
positions
17.5%
largest position share
Positions, as of 2026-06-30
top 73 of 73 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 33,023 | $24.7M | 17.5% |
| 2 | AGGISHARES TR | 108,259 | $10.7M | 7.6% |
| 3 | JCPBJ P MORGAN EXCHANGE TRADED F | 192,594 | $9.0M | 6.4% |
| 4 | AVDEAMERICAN CENTY ETF TR | 90,452 | $8.1M | 5.7% |
| 5 | JIREJ P MORGAN EXCHANGE TRADED F | 78,836 | $6.5M | 4.6% |
| 6 | JGROJ P MORGAN EXCHANGE TRADED F | 64,580 | $6.4M | 4.5% |
| 7 | JAVAJ P MORGAN EXCHANGE TRADED F | 59,352 | $4.7M | 3.3% |
| 8 | BKAGBNY MELLON ETF TRUST | 82,171 | $3.4M | 2.4% |
| 9 | IUSBISHARES TR | 72,653 | $3.4M | 2.4% |
| 10 | DFACDIMENSIONAL ETF TRUST | 75,138 | $3.3M | 2.4% |
| 11 | DFAXDIMENSIONAL ETF TRUST | 89,930 | $3.3M | 2.3% |
| 12 | CGDVCAPITAL GROUP DIVIDEND VALUE | 66,010 | $3.3M | 2.3% |
| 13 | MGKVANGUARD WORLD FD | 35,935 | $3.2M | 2.2% |
| 14 | LENLENNAR CORP | 34,710 | $3.1M | 2.2% |
| 15 | BBUSJ P MORGAN EXCHANGE TRADED F | 22,936 | $3.1M | 2.2% |
| 16 | DFUSDIMENSIONAL ETF TRUST | 35,073 | $2.9M | 2% |
| 17 | MGVVANGUARD WORLD FD | 12,823 | $2.1M | 1.5% |
| 18 | BINCBLACKROCK ETF TRUST II | 38,358 | $2.0M | 1.4% |
| 19 | CGBLCAPITAL GROUP CORE BALANCED | 52,703 | $2.0M | 1.4% |
| 20 | VTVANGUARD INTL EQUITY INDEX F | 12,237 | $1.9M | 1.4% |
| 21 | AAPLAPPLE INC | 6,454 | $1.9M | 1.3% |
| 22 | CGGECAPITAL GROUP GLOBAL EQUITY | 46,219 | $1.6M | 1.2% |
| 23 | MUMICRON TECHNOLOGY INC | 1,322 | $1.5M | 1.1% |
| 24 | BBINJ P MORGAN EXCHANGE TRADED F | 18,831 | $1.5M | 1% |
| 25 | JEMAJ P MORGAN EXCHANGE TRADED F | 21,626 | $1.4M | 1% |
| 26 | VVVANGUARD INDEX FDS | 3,947 | $1.4M | 1% |
| 27 | CGDGCAPITAL GROUP DIVIDEND GROWE | 35,846 | $1.3M | 1% |
| 28 | LLYELI LILLY & CO | 905 | $1.1M | 0.8% |
| 29 | CGGRCAPITAL GROUP GROWTH ETF | 22,074 | $1.0M | 0.7% |
| 30 | CGCBCAPITAL GRP FIXED INCM ETF T | 39,236 | $1.0M | 0.7% |
| 31 | MSFTMICROSOFT CORP | 2,338 | $872,121 | 0.6% |
| 32 | CGGOCAPITAL GROUP GBL GROWTH EQT | 20,209 | $855,441 | 0.6% |
| 33 | VOOVANGUARD INDEX FDS | 1,239 | $850,958 | 0.6% |
| 34 | CGMSCAPITAL GRP FIXED INCM ETF T | 29,288 | $800,441 | 0.6% |
| 35 | CGUSCAPITAL GROUP CORE EQUITY ET | 17,689 | $786,800 | 0.6% |
| 36 | VBRVANGUARD INDEX FDS | 3,024 | $734,715 | 0.5% |
| 37 | GOOGALPHABET INC | 1,933 | $682,987 | 0.5% |
| 38 | ILCGISHARES TR | 5,764 | $674,503 | 0.5% |
| 39 | CGCPCAPITAL GRP FIXED INCM ETF T | 29,227 | $651,470 | 0.5% |
| 40 | MINTPIMCO ETF TR | 6,169 | $621,890 | 0.4% |
| 41 | VOEVANGUARD INDEX FDS | 3,129 | $618,222 | 0.4% |
| 42 | VOTVANGUARD INDEX FDS | 1,911 | $585,194 | 0.4% |
| 43 | MRPMILLROSE PPTYS INC | 19,422 | $583,631 | 0.4% |
| 44 | MTUMISHARES TR | 1,661 | $569,274 | 0.4% |
| 45 | WMTWALMART INC | 4,725 | $535,154 | 0.4% |
| 46 | IDEVISHARES TR | 5,624 | $500,592 | 0.4% |
| 47 | CGMMCAPITAL GROUP EQUITY ETF TR | 15,153 | $499,582 | 0.4% |
| 48 | IGIBISHARES TR | 9,365 | $497,942 | 0.4% |
| 49 | SHYISHARES TR | 6,048 | $496,592 | 0.4% |
| 50 | DFATDIMENSIONAL ETF TRUST | 7,000 | $489,313 | 0.3% |
| 51 | NVDANVIDIA CORPORATION | 2,220 | $444,200 | 0.3% |
| 52 | BNDXVANGUARD CHARLOTTE FDS | 9,069 | $439,201 | 0.3% |
| 53 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 11,506 | $431,013 | 0.3% |
| 54 | BBMCJ P MORGAN EXCHANGE TRADED F | 3,319 | $422,011 | 0.3% |
| 55 | GOOGLALPHABET INC | 1,146 | $409,546 | 0.3% |
| 56 | VXFVANGUARD INDEX FDS | 1,649 | $406,000 | 0.3% |
| 57 | VBKVANGUARD INDEX FDS | 1,018 | $372,103 | 0.3% |
| 58 | UNHUNITEDHEALTH GROUP INC | 894 | $371,573 | 0.3% |
| 59 | DGROISHARES TR | 4,897 | $371,124 | 0.3% |
| 60 | DFNMDIMENSIONAL ETF TRUST | 7,594 | $367,076 | 0.3% |
| 61 | JQUAJ P MORGAN EXCHANGE TRADED F | 4,869 | $351,931 | 0.2% |
| 62 | JVALJ P MORGAN EXCHANGE TRADED F | 5,653 | $331,492 | 0.2% |
| 63 | SCHDSCHWAB STRATEGIC TR | 10,130 | $321,220 | 0.2% |
| 64 | VYMVANGUARD WHITEHALL FDS | 2,014 | $318,331 | 0.2% |
| 65 | EFAISHARES TR | 2,896 | $300,836 | 0.2% |
| 66 | GOVTISHARES TR | 11,740 | $267,440 | 0.2% |
| 67 | IEMGISHARES INC | 3,223 | $266,993 | 0.2% |
| 68 | METAMETA PLATFORMS INC | 461 | $259,677 | 0.2% |
| 69 | AMZNAMAZON COM INC | 1,084 | $258,361 | 0.2% |
| 70 | USIGISHARES TR | 4,988 | $255,817 | 0.2% |
| 71 | VMBSVANGUARD SCOTTSDALE FDS | 5,079 | $237,730 | 0.2% |
| 72 | DYNFBLACKROCK ETF TRUST | 3,437 | $233,750 | 0.2% |
| 73 | VUGVANGUARD INDEX FDS | 2,520 | $217,073 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.