Filed: 4/24/2026ACC: 0001214659-26-005067
📋 What this filing means
MERITED WEALTH, LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $120.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$120.60M
Total AUM (reported)
1.98M
Total Shares
Allocation by class
SHS CREATION UNI$10.65M8.8%
CORE S&P500 ETF$10.50M8.7%
SHS$10.44M8.7%
COM$6.65M5.5%
CORE US AGGBD ET$5.93M4.9%
CORE PLUS BD ETF$5.04M4.2%
TT WRLD ST ETF$4.93M4.1%
Portfolio Concentration
Top 3$21.77M18.1%
4–10$27.63M22.9%
11–25$37.57M31.2%
Rest$33.63M27.9%
Top 3 weight
18.1%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 1.98M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings79
Rows:
ISHARES TR
SOLEShares16.07K
TypeSH
Market value$10.50M
8.71%
Sole
0.00
Shared
0.00
None
16.07K
ISHARES TR
SOLEShares59.74K
TypeSH
Market value$5.93M
4.92%
Sole
0.00
Shared
0.00
None
59.74K
CAPITAL GROUP CORE BALANCED
SOLEShares155.33K
TypeSH
Market value$5.34M
4.43%
Sole
0.00
Shared
0.00
None
155.33K
J P MORGAN EXCHANGE TRADED F
SOLEShares107.01K
TypeSH
Market value$5.04M
4.18%
Sole
0.00
Shared
0.00
None
107.01K
VANGUARD INTL EQUITY INDEX F
SOLEShares35.67K
TypeSH
Market value$4.93M
4.09%
Sole
0.00
Shared
0.00
None
35.67K
AMERICAN CENTY ETF TR
SOLEShares48.75K
TypeSH
Market value$4.14M
3.43%
Sole
0.00
Shared
0.00
None
48.75K
CAPITAL GROUP GLOBAL EQUITY
SOLEShares133.71K
TypeSH
Market value$4.08M
3.38%
Sole
0.00
Shared
0.00
None
133.71K
CAPITAL GROUP GROWTH ETF
SOLEShares78.71K
TypeSH
Market value$3.16M
2.62%
Sole
0.00
Shared
0.00
None
78.71K
CAPITAL GROUP DIVIDEND GROWE
SOLEShares88.11K
TypeSH
Market value$3.16M
2.62%
Sole
0.00
Shared
0.00
None
88.11K
DIMENSIONAL ETF TRUST
SOLEShares91.73K
TypeSH
Market value$3.12M
2.58%
Sole
0.00
Shared
0.00
None
91.73K
LENNAR CORP
SOLEShares34.90K
TypeSH
Market value$3.03M
2.51%
Sole
0.00
Shared
0.00
None
34.90K
DIMENSIONAL ETF TRUST
SOLEShares76.63K
TypeSH
Market value$2.98M
2.47%
Sole
0.00
Shared
0.00
None
76.63K
VANGUARD WORLD FD
SOLEShares7.67K
TypeSH
Market value$2.82M
2.34%
Sole
0.00
Shared
0.00
None
7.67K
J P MORGAN EXCHANGE TRADED F
SOLEShares36.71K
TypeSH
Market value$2.78M
2.31%
Sole
0.00
Shared
0.00
None
36.71K
J P MORGAN EXCHANGE TRADED F
SOLEShares23.19K
TypeSH
Market value$2.72M
2.25%
Sole
0.00
Shared
0.00
None
23.19K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares62K
TypeSH
Market value$2.64M
2.19%
Sole
0.00
Shared
0.00
None
62K
CAPITAL GRP FIXED INCM ETF T
SOLEShares99.03K
TypeSH
Market value$2.60M
2.16%
Sole
0.00
Shared
0.00
None
99.03K
DIMENSIONAL ETF TRUST
SOLEShares35.67K
TypeSH
Market value$2.53M
2.10%
Sole
0.00
Shared
0.00
None
35.67K
J P MORGAN EXCHANGE TRADED F
SOLEShares29.59K
TypeSH
Market value$2.50M
2.07%
Sole
0.00
Shared
0.00
None
29.59K
CAPITAL GROUP CORE EQUITY ET
SOLEShares64.62K
TypeSH
Market value$2.48M
2.06%
Sole
0.00
Shared
0.00
None
64.62K
CAPITAL GROUP GBL GROWTH EQT
SOLEShares71.03K
TypeSH
Market value$2.37M
1.97%
Sole
0.00
Shared
0.00
None
71.03K
J P MORGAN EXCHANGE TRADED F
SOLEShares31.23K
TypeSH
Market value$2.24M
1.86%
Sole
0.00
Shared
0.00
None
31.23K
CAPITAL GRP FIXED INCM ETF T
SOLEShares73.97K
TypeSH
Market value$2.01M
1.67%
Sole
0.00
Shared
0.00
None
73.97K
VANGUARD WORLD FD
SOLEShares13.61K
TypeSH
Market value$1.97M
1.64%
Sole
0.00
Shared
0.00
None
13.61K
ISHARES TR
SOLEShares18.87K
TypeSH
Market value$1.90M
1.58%
Sole
0.00
Shared
0.00
None
18.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 16.07K | SH | $10.50M 8.71% | 0.00 | 0.00 | 16.07K |
ISHARES TRSOLE | CORE US AGGBD ET | 59.74K | SH | $5.93M 4.92% | 0.00 | 0.00 | 59.74K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 155.33K | SH | $5.34M 4.43% | 0.00 | 0.00 | 155.33K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 107.01K | SH | $5.04M 4.18% | 0.00 | 0.00 | 107.01K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 35.67K | SH | $4.93M 4.09% | 0.00 | 0.00 | 35.67K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 48.75K | SH | $4.14M 3.43% | 0.00 | 0.00 | 48.75K |
CAPITAL GROUP GLOBAL EQUITYSOLE | SHS | 133.71K | SH | $4.08M 3.38% | 0.00 | 0.00 | 133.71K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 78.71K | SH | $3.16M 2.62% | 0.00 | 0.00 | 78.71K |
CAPITAL GROUP DIVIDEND GROWESOLE | SHS ETF | 88.11K | SH | $3.16M 2.62% | 0.00 | 0.00 | 88.11K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 91.73K | SH | $3.12M 2.58% | 0.00 | 0.00 | 91.73K |
LENNAR CORPSOLE | CL A | 34.90K | SH | $3.03M 2.51% | 0.00 | 0.00 | 34.90K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 76.63K | SH | $2.98M 2.47% | 0.00 | 0.00 | 76.63K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 7.67K | SH | $2.82M 2.34% | 0.00 | 0.00 | 7.67K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 36.71K | SH | $2.78M 2.31% | 0.00 | 0.00 | 36.71K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 23.19K | SH | $2.72M 2.25% | 0.00 | 0.00 | 23.19K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 62K | SH | $2.64M 2.19% | 0.00 | 0.00 | 62K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 99.03K | SH | $2.60M 2.16% | 0.00 | 0.00 | 99.03K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 35.67K | SH | $2.53M 2.10% | 0.00 | 0.00 | 35.67K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 29.59K | SH | $2.50M 2.07% | 0.00 | 0.00 | 29.59K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 64.62K | SH | $2.48M 2.06% | 0.00 | 0.00 | 64.62K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 71.03K | SH | $2.37M 1.97% | 0.00 | 0.00 | 71.03K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE VALUE ETF | 31.23K | SH | $2.24M 1.86% | 0.00 | 0.00 | 31.23K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 73.97K | SH | $2.01M 1.67% | 0.00 | 0.00 | 73.97K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 13.61K | SH | $1.97M 1.64% | 0.00 | 0.00 | 13.61K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 18.87K | SH | $1.90M 1.58% | 0.00 | 0.00 | 18.87K |
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