MERITED WEALTH, LLC

Filed: 3/26/2026ACC: 0001214659-26-003829

📋 What this filing means

MERITED WEALTH, LLC filed this quarterly 13F‑HR report disclosing 297 equity positions with a total reported market value of $107.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

297

Positions

$107.85M

Total AUM (reported)

1.82M

Total Shares

Allocation by class

ETF - EQUITY$70.20M65.1%

ETF - FIXED INCOME$21.64M20.1%

COMMON STOCKS$15.38M14.3%

FOREIGN COMMON STOCKS$584.7K0.5%

REAL ESTATE INVESTMENT$45.0K0.0%

Portfolio Concentration

Top 3$16.84M15.6%

4–10$23.24M21.5%

11–25$31.62M29.3%

Rest$36.15M33.5%

Top 3 weight

15.6%

Top 10 weight

37.2%

Voting Authority Distribution

Total shares with voting rights: 1.82M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.82M

% of voting shares100.0%

Investment Discretion (by position count)

Sole297

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings297

Rows:

ISHARES CORE S&P 500 ETF

SOLE

ETF - EQUITY

Shares9.46K

TypeSH

Market value$6.48M

6.01%

Sole

0.00

Shared

0.00

None

9.46K

CAPITAL GROUP CORE BALANCED ETF

SOLE

ETF - EQUITY

Shares150.75K

TypeSH

Market value$5.33M

4.94%

Sole

0.00

Shared

0.00

None

150.75K

VANGUARD TOTAL WORLD STOCK ETF

SOLE

ETF - EQUITY

Shares35.64K

TypeSH

Market value$5.03M

4.66%

Sole

0.00

Shared

0.00

None

35.64K

CAPITAL GROUP GLOBAL EQUITY ETF

SOLE

ETF - EQUITY

Shares130.22K

TypeSH

Market value$4.12M

3.82%

Sole

0.00

Shared

0.00

None

130.22K

CAPITAL GROUP GROWTH ETF

SOLE

ETF - EQUITY

Shares82.19K

TypeSH

Market value$3.65M

3.39%

Sole

0.00

Shared

0.00

None

82.19K

LENNAR CORP

SOLE

COMMON STOCKS

Shares34.90K

TypeSH

Market value$3.59M

3.33%

Sole

0.00

Shared

0.00

None

34.90K

DIMENSN WRLD C/EQ 2 ETF

SOLE

ETF - EQUITY

Shares95.01K

TypeSH

Market value$3.11M

2.88%

Sole

0.00

Shared

0.00

None

95.01K

ISHS CORE US AGGR BD ETF

SOLE

ETF - FIXED INCOME

Shares29.64K

TypeSH

Market value$2.96M

2.74%

Sole

0.00

Shared

0.00

None

29.64K

CAPITAL GROUP DIVIDEND GROWER ETF

SOLE

ETF - EQUITY

Shares82.75K

TypeSH

Market value$2.95M

2.73%

Sole

0.00

Shared

0.00

None

82.75K

JPMORGAN BETABUILDERS US EQY ETF

SOLE

ETF - EQUITY

Shares23.19K

TypeSH

Market value$2.86M

2.65%

Sole

0.00

Shared

0.00

None

23.19K

DIMENSN US COR EQ 2 ETF

SOLE

ETF - EQUITY

Shares69.33K

TypeSH

Market value$2.74M

2.54%

Sole

0.00

Shared

0.00

None

69.33K

CAPITAL GROUP CORE EQUITY ETF

SOLE

ETF - EQUITY

Shares67.39K

TypeSH

Market value$2.71M

2.51%

Sole

0.00

Shared

0.00

None

67.39K

VNGRD MEGA CAP GRWTH ETF

SOLE

ETF - EQUITY

Shares6.57K

TypeSH

Market value$2.71M

2.51%

Sole

0.00

Shared

0.00

None

6.57K

CAPITAL GROUP CORE BOND ETF

SOLE

ETF - FIXED INCOME

Shares100.71K

TypeSH

Market value$2.67M

2.48%

Sole

0.00

Shared

0.00

None

100.71K

CAPITAL GROUP GLOBAL GRWT EQY ETF

SOLE

ETF - EQUITY

Shares75.10K

TypeSH

Market value$2.60M

2.41%

Sole

0.00

Shared

0.00

None

75.10K

DIMENSN US EQ MKT ETF

SOLE

ETF - EQUITY

Shares31.42K

TypeSH

Market value$2.33M

2.16%

Sole

0.00

Shared

0.00

None

31.42K

CAPITAL GROUP DIVIDEND VALUE ETF

SOLE

ETF - EQUITY

Shares47.43K

TypeSH

Market value$2.07M

1.92%

Sole

0.00

Shared

0.00

None

47.43K

CAPITAL GROUP U S MULTI SEC ETF

SOLE

ETF - FIXED INCOME

Shares68.97K

TypeSH

Market value$1.91M

1.77%

Sole

0.00

Shared

0.00

None

68.97K

ISHARES 0 TO 3 MNTH TREASURY BND ETF

SOLE

ETF - FIXED INCOME

Shares18.57K

TypeSH

Market value$1.86M

1.73%

Sole

0.00

Shared

0.00

None

18.57K

AVANTIS INTERNATIONAL EQUITY ETF

SOLE

ETF - EQUITY

Shares21.96K

TypeSH

Market value$1.81M

1.68%

Sole

0.00

Shared

0.00

None

21.96K

JPMORGAN CORE PLUS BOND ETF

SOLE

ETF - FIXED INCOME

Shares37.51K

TypeSH

Market value$1.78M

1.65%

Sole

0.00

Shared

0.00

None

37.51K

VNGRD MEGA CAP VAL ETF

SOLE

ETF - EQUITY

Shares12.53K

TypeSH

Market value$1.77M

1.64%

Sole

0.00

Shared

0.00

None

12.53K

APPLE INC

SOLE

COMMON STOCKS

Shares6.24K

TypeSH

Market value$1.70M

1.57%

Sole

0.00

Shared

0.00

None

6.24K

CAPITAL GROUP CORE PLUS INCM ETF

SOLE

ETF - FIXED INCOME

Shares65.60K

TypeSH

Market value$1.49M

1.38%

Sole

0.00

Shared

0.00

None

65.60K

CAPITAL GROUP US SM AND MD CP ETF

SOLE

ETF - EQUITY

Shares51.28K

TypeSH

Market value$1.48M

1.37%

Sole

0.00

Shared

0.00

None

51.28K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES CORE S&P 500 ETFSOLE	ETF - EQUITY	9.46K	SH	$6.48M 6.01%	9.46K
CAPITAL GROUP CORE BALANCED ETFSOLE	ETF - EQUITY	150.75K	SH	$5.33M 4.94%	150.75K
VANGUARD TOTAL WORLD STOCK ETFSOLE	ETF - EQUITY	35.64K	SH	$5.03M 4.66%	35.64K
CAPITAL GROUP GLOBAL EQUITY ETFSOLE	ETF - EQUITY	130.22K	SH	$4.12M 3.82%	130.22K
CAPITAL GROUP GROWTH ETFSOLE	ETF - EQUITY	82.19K	SH	$3.65M 3.39%	82.19K
LENNAR CORPSOLE	COMMON STOCKS	34.90K	SH	$3.59M 3.33%	34.90K
DIMENSN WRLD C/EQ 2 ETFSOLE	ETF - EQUITY	95.01K	SH	$3.11M 2.88%	95.01K
ISHS CORE US AGGR BD ETFSOLE	ETF - FIXED INCOME	29.64K	SH	$2.96M 2.74%	29.64K
CAPITAL GROUP DIVIDEND GROWER ETFSOLE	ETF - EQUITY	82.75K	SH	$2.95M 2.73%	82.75K
JPMORGAN BETABUILDERS US EQY ETFSOLE	ETF - EQUITY	23.19K	SH	$2.86M 2.65%	23.19K
DIMENSN US COR EQ 2 ETFSOLE	ETF - EQUITY	69.33K	SH	$2.74M 2.54%	69.33K
CAPITAL GROUP CORE EQUITY ETFSOLE	ETF - EQUITY	67.39K	SH	$2.71M 2.51%	67.39K
VNGRD MEGA CAP GRWTH ETFSOLE	ETF - EQUITY	6.57K	SH	$2.71M 2.51%	6.57K
CAPITAL GROUP CORE BOND ETFSOLE	ETF - FIXED INCOME	100.71K	SH	$2.67M 2.48%	100.71K
CAPITAL GROUP GLOBAL GRWT EQY ETFSOLE	ETF - EQUITY	75.10K	SH	$2.60M 2.41%	75.10K
DIMENSN US EQ MKT ETFSOLE	ETF - EQUITY	31.42K	SH	$2.33M 2.16%	31.42K
CAPITAL GROUP DIVIDEND VALUE ETFSOLE	ETF - EQUITY	47.43K	SH	$2.07M 1.92%	47.43K
CAPITAL GROUP U S MULTI SEC ETFSOLE	ETF - FIXED INCOME	68.97K	SH	$1.91M 1.77%	68.97K
ISHARES 0 TO 3 MNTH TREASURY BND ETFSOLE	ETF - FIXED INCOME	18.57K	SH	$1.86M 1.73%	18.57K
AVANTIS INTERNATIONAL EQUITY ETFSOLE	ETF - EQUITY	21.96K	SH	$1.81M 1.68%	21.96K
JPMORGAN CORE PLUS BOND ETFSOLE	ETF - FIXED INCOME	37.51K	SH	$1.78M 1.65%	37.51K
VNGRD MEGA CAP VAL ETFSOLE	ETF - EQUITY	12.53K	SH	$1.77M 1.64%	12.53K
APPLE INCSOLE	COMMON STOCKS	6.24K	SH	$1.70M 1.57%	6.24K
CAPITAL GROUP CORE PLUS INCM ETFSOLE	ETF - FIXED INCOME	65.60K	SH	$1.49M 1.38%	65.60K
CAPITAL GROUP US SM AND MD CP ETFSOLE	ETF - EQUITY	51.28K	SH	$1.48M 1.37%	51.28K

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