Investor
Merited Wealth, LLC
CIK 0002123943 · filed 2026-04-24 · SEC filing
13F book
$120.6M
Positions
79
4 new · 222 sold
Largest name
8.7%
Ishares Tr
Est. mark
−$3.01M
Price effect on 75 names still held. Flow $15.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 16.1K | $10.5M | 8.7% | −$300.5K | Added$4.02M |
| Ishares Tr | — | 59.7K | $5.93M | 4.9% | −$18.1K | Added$2.97M |
| Capital Group Core Balanced | — | 155.3K | $5.34M | 4.4% | −$138.7K | Added$18.7K |
| J P Morgan Exchange Traded F | — | 107K | $5.04M | 4.2% | −$10.1K | Added$3.26M |
| Vanguard Intl Equity Index F | — | 35.7K | $4.93M | 4.1% | −$97.7K | Added−$93.5K |
| American Centy Etf Tr | — | 48.8K | $4.14M | 3.4% | $55.4K | Added$2.33M |
| Capital Group Global Equity | — | 133.7K | $4.08M | 3.4% | −$147.2K | Added−$40.9K |
| Capital Group Growth Etf | — | 78.7K | $3.16M | 2.6% | −$336.9K | Cut−$491.6K |
| Capital Group Dividend Growe | — | 88.1K | $3.16M | 2.6% | $21.5K | Added$213.7K |
| Dimensional Etf Trust | — | 91.7K | $3.12M | 2.6% | $113.7K | Cut$6.59K |
| Lennar Corp | — | 34.9K | $3.03M | 2.5% | −$557K | Held |
| Dimensional Etf Trust | — | 76.6K | $2.98M | 2.5% | −$50.6K | Added$233.1K |
| Vanguard World Fd | — | 7.67K | $2.82M | 2.3% | −$297.6K | Added$107.3K |
| J P Morgan Exchange Traded F | — | 36.7K | $2.78M | 2.3% | $12.7K | Added$1.67M |
| J P Morgan Exchange Traded F | — | 23.2K | $2.72M | 2.3% | −$142.2K | Held |
| Capital Group Dividend Value | — | 62K | $2.64M | 2.2% | −$52.2K | Added$567.6K |
| Capital Grp Fixed Incm Etf T | — | 99K | $2.6M | 2.2% | −$25.8K | Cut−$70.3K |
| Dimensional Etf Trust | — | 35.7K | $2.53M | 2.1% | −$102.4K | Added$199K |
| J P Morgan Exchange Traded F | — | 29.6K | $2.5M | 2.1% | −$122.8K | Added$1.13M |
| Capital Group Core Equity Et | — | 64.6K | $2.48M | 2.1% | −$117K | Cut−$228.3K |
| Capital Group Gbl Growth Eqt | — | 71K | $2.37M | 2.0% | −$90.9K | Cut−$232.2K |
| J P Morgan Exchange Traded F | — | 31.2K | $2.24M | 1.9% | $443 | Added$1.2M |
| Capital Grp Fixed Incm Etf T | — | 74K | $2.01M | 1.7% | −$26.9K | Added$109.2K |
| Vanguard World Fd | — | 13.6K | $1.97M | 1.6% | $47.5K | Added$204.2K |
| Ishares 0-3 Month | — | 18.9K | $1.9M | 1.6% | $5.2K | Added$35.9K |
| Apple Inc. | AAPL | 6.46K | $1.64M | 1.4% | −$112.8K | Added−$57.5K |
| Capital Grp Fixed Incm Etf T | — | 66.9K | $1.49M | 1.2% | −$19.7K | Added$8.85K |
| Capital Group Equity Etf Tr | — | 50.4K | $1.48M | 1.2% | $26.2K | Cut−$77 |
| J P Morgan Exchange Traded F | — | 18.6K | $1.36M | 1.1% | $13.9K | Added$104.3K |
| Pimco Etf Tr | — | 13K | $1.3M | 1.1% | $2.97K | Added$5.39K |
| Ameriprise Finl Inc | — | 2.58K | $1.15M | 1.0% | — | New |
| Vanguard Index Fds | — | 3.58K | $1.07M | 0.9% | — | New |
| Capital Group New Geography | — | 32.3K | $1.02M | 0.8% | −$11.4K | Added$3.84K |
| Vanguard Charlotte Fds | — | 20.6K | $991.4K | 0.8% | −$5.6K | Cut−$88.4K |
| Blackrock Etf Trust Ii | — | 18.8K | $978.1K | 0.8% | −$5.78K | Added$614.7K |
| Microsoft Corp | MSFT | 2.39K | $884.3K | 0.7% | −$267.4K | Added−$255.6K |
| Ishares Tr | — | 10.1K | $832.8K | 0.7% | −$2.5K | Added$3.85K |
| Eli Lilly & Co | LLY | 905 | $832.4K | 0.7% | −$140.2K | Held |
| J P Morgan Exchange Traded F | — | 15.3K | $795.5K | 0.7% | $35.7K | Added$217.5K |
| Vanguard Index Fds | — | 1.32K | $790K | 0.7% | −$39.1K | Cut−$79.2K |
| Ishares Tr | — | 11.2K | $787.3K | 0.7% | $7.61K | Added$92.9K |
| Bny Mellon Etf Trust | — | 17.8K | $752.5K | 0.6% | — | New |
| Vanguard Growth Etf | — | 1.7K | $742.1K | 0.6% | −$86.8K | Cut−$178K |
| Schwab Strategic Tr | — | 23.2K | $713K | 0.6% | $71.1K | Added$112.6K |
| Vanguard Index Fds | — | 3.19K | $692.8K | 0.6% | $17.4K | Cut−$40.2K |
| Vanguard Whitehall Fds | — | 4.58K | $678.4K | 0.6% | $19.7K | Added$59.6K |
| Ishares Tr | — | 11.9K | $630.9K | 0.5% | −$7.15K | Added$47.3K |
| Vanguard Index Fds | — | 3.35K | $617.2K | 0.5% | $23.1K | Cut−$7.72K |
| Dimensional Etf Trust | — | 12.5K | $599.9K | 0.5% | −$2.52K | Added$95.2K |
| Walmart Inc. | WMT | 4.72K | $587.2K | 0.5% | $60.8K | Held |
| Alphabet Inc | — | 1.93K | $553.4K | 0.5% | −$52K | Cut−$52.3K |
| Millrose Pptys Inc | — | 19.7K | $552.2K | 0.5% | −$36.9K | Held |
| Vanguard Index Fds | — | 2.06K | $531.2K | 0.4% | −$45K | Cut−$53.1K |
| Ishares Tr | — | 5.13K | $489.7K | 0.4% | — | New |
| Ishares Tr | — | 5.78K | $482.8K | 0.4% | $5.56K | Added$62.2K |
| Dimensional Etf Trust | — | 7.29K | $455.6K | 0.4% | $21.2K | Cut−$28.1K |
| Micron Technology Inc | MU | 1.31K | $443.2K | 0.4% | $67.4K | Added$76.2K |
| Ishares Tr | — | 19.3K | $442.8K | 0.4% | −$1.68K | Added$105.3K |
| Ishares Tr | — | 1.72K | $413K | 0.3% | −$15.3K | Added$42.8K |
| Ishares Tr | — | 9.43K | $399.1K | 0.3% | −$4.95K | Added$19.8K |
| Nvidia Corp | NVDA | 2.18K | $380.7K | 0.3% | −$20K | Added$72.8K |
| J P Morgan Exchange Traded F | — | 3.32K | $359.8K | 0.3% | $5.94K | Held |
| Vanguard Index Fds | — | 1.65K | $339.8K | 0.3% | −$5.48K | Cut−$14.9K |
| Ishares Tr | — | 6.43K | $329.7K | 0.3% | −$2.7K | Added$70.8K |
| Alphabet Inc | — | 1.15K | $329.5K | 0.3% | −$29.2K | Held |
| Vanguard Index Fds | — | 1.07K | $323.7K | 0.3% | $146 | Cut−$3.78K |
| Vanguard Scottsdale Fds | — | 6.58K | $309K | 0.3% | −$659 | Added$70.8K |
| J P Morgan Exchange Traded F | — | 4.87K | $298.6K | 0.2% | −$9.06K | Held |
| Ishares Tr | — | 2.99K | $290.4K | 0.2% | $3.26K | Added$5.69K |
| J P Morgan Exchange Traded F | — | 5.65K | $276.2K | 0.2% | −$1.24K | Held |
| Ishares Tr | — | 5.88K | $271.7K | 0.2% | −$1.38K | Added$88.9K |
| Unitedhealth Group Inc | UNH | 987 | $267.1K | 0.2% | −$58.7K | Cut−$163.4K |
| Amazon Com Inc | AMZN | 1.28K | $266K | 0.2% | −$28.8K | Cut−$30K |
| Ishares Tr | — | 2.34K | $258.2K | 0.2% | $495 | Added$30.4K |
| Meta Platforms, Inc. | META | 450 | $257.5K | 0.2% | −$32.6K | Added$12.6K |
| Vanguard Malvern Fds | — | 4.89K | $244.1K | 0.2% | $2.4K | Cut−$73K |
| Ishares Inc | — | 3.33K | $232.2K | 0.2% | $6.73K | Added$53.3K |
| Blackrock Etf Trust | — | 3.63K | $211.3K | 0.2% | −$9.55K | Cut−$25.2K |
| Costco Whsl Corp New | — | 203 | $202.3K | 0.2% | $27.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.