Loading…
CIK 0002123943 • 3 13F filings • Mar 26, 2026 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("merited-wealth-llc-0002123943-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $410K | 0.3%Prev: 0.3% | 1,146 SH | Increased |
| ALPHABET INC | CAP STK CL C | $683K | 0.5%Prev: 0.5% | 1,933 SH | Increased+4 SH |
| AMAZON COM INC | COM | $258K | 0.2%Prev: 0.2% | 1,084 SH | Decreased-193 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $8.1M | 5.7%Prev: 3.4% | 90,452 SH | Increased+41,700 SH |
| APPLE INC | COM | $1.9M | 1.3%Prev: 1.4% | 6,454 SH | Increased-8 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $234K | 0.2%Prev: 0.2% | 3,437 SH | Increased-194 SH |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $2.0M | 1.4% | 38,358 SH | New |
| BNY MELLON ETF TRUST | CORE BOND ETF | $3.4M | 2.4%Prev: 0.6% | 82,171 SH | Increased+64,339 SH |
| CAPITAL GROUP CORE BALANCED | SHS | $2.0M | 1.4%Prev: 4.4% | 52,703 SH | Decreased-102,625 SH |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | $787K | 0.6% | 17,689 SH | New |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $1.3M | 1.0%Prev: 2.6% | 35,846 SH | Decreased-52,262 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | $3.3M | 2.3% | 66,010 SH | New |
| CAPITAL GROUP EQUITY ETF TR | US SM MI CA ETF | $500K | 0.4% | 15,153 SH | New |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREAT UNIT | $855K | 0.6% | 20,209 SH | New |
| CAPITAL GROUP GLOBAL EQUITY | SHS | $1.6M | 1.2%Prev: 3.4% | 46,219 SH | Decreased-87,491 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | $1.0M | 0.7% | 22,074 SH | New |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | $431K | 0.3%Prev: 0.8% | 11,506 SH | Decreased-20,754 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $1.0M | 0.7%Prev: 2.2% | 39,236 SH | Decreased-59,794 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $651K | 0.5%Prev: 1.2% | 29,227 SH | Decreased-37,650 SH |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $800K | 0.6%Prev: 1.7% | 29,288 SH | Decreased-44,682 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $367K | 0.3%Prev: 0.5% | 7,594 SH | Decreased-4,922 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $3.3M | 2.4% | 75,138 SH | New |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $2.9M | 2.0% | 35,073 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $489K | 0.3%Prev: 0.4% | 7,000 SH | Increased-295 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $3.3M | 2.3%Prev: 2.6% | 89,930 SH | Increased-1,804 SH |
| ELI LILLY & CO | COM | $1.1M | 0.8%Prev: 0.7% | 905 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $267K | 0.2%Prev: 0.2% | 3,223 SH | Increased-106 SH |
| ISHARES TR | 1 3 YR TREAS BD | $497K | 0.4%Prev: 0.7% | 6,048 SH | Decreased-4,038 SH |
| ISHARES TR | CORE DIV GRWTH | $371K | 0.3%Prev: 0.7% | 4,897 SH | Decreased-6,322 SH |
| ISHARES TR | CORE MSCI INTL | $501K | 0.4%Prev: 0.4% | 5,624 SH | Increased-153 SH |
| ISHARES TR | CORE S&P500 ETF | $24.7M | 17.5%Prev: 8.7% | 33,023 SH | Increased+16,950 SH |
| ISHARES TR | CORE UNIVRSL USD | $3.4M | 2.4%Prev: 0.2% | 72,653 SH | Increased+66,771 SH |
| ISHARES TR | CORE US AGGBD ET | $10.7M | 7.6%Prev: 4.9% | 108,259 SH | Increased+48,517 SH |
| ISHARES TR | ISHS 5-10YR INVT | $498K | 0.4%Prev: 0.5% | 9,365 SH | Decreased-2,489 SH |
| ISHARES TR | MORNINGSTAR GRWT | $675K | 0.5%Prev: 0.4% | 5,764 SH | Increased+635 SH |
| ISHARES TR | MSCI EAFE ETF | $301K | 0.2%Prev: 0.2% | 2,896 SH | Increased-94 SH |
| ISHARES TR | MSCI USA MMENTM | $569K | 0.4%Prev: 0.3% | 1,661 SH | Increased-60 SH |
| ISHARES TR | US TREAS BD ETF | $267K | 0.2%Prev: 0.4% | 11,740 SH | Decreased-7,586 SH |
| ISHARES TR | USD INV GRDE ETF | $256K | 0.2%Prev: 0.3% | 4,988 SH | Decreased-1,447 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $6.4M | 4.5%Prev: 2.1% | 64,580 SH | Increased+34,985 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $4.7M | 3.3%Prev: 1.9% | 59,352 SH | Increased+28,119 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | $1.4M | 1.0%Prev: 0.7% | 21,626 SH | Increased+6,337 SH |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | $1.5M | 1.0%Prev: 1.1% | 18,831 SH | Increased+243 SH |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | $422K | 0.3%Prev: 0.3% | 3,319 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | $3.1M | 2.2%Prev: 2.3% | 22,936 SH | Increased-257 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $9.0M | 6.4%Prev: 4.2% | 192,594 SH | Increased+85,586 SH |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $6.5M | 4.6%Prev: 2.3% | 78,836 SH | Increased+42,127 SH |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $352K | 0.2%Prev: 0.2% | 4,869 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | $331K | 0.2%Prev: 0.2% | 5,653 SH | Increased |
| LENNAR CORP | CL A | $3.1M | 2.2%Prev: 2.5% | 34,710 SH | Increased-190 SH |
| META PLATFORMS INC | CL A | $260K | 0.2%Prev: 0.2% | 461 SH | Increased+11 SH |
| MICRON TECHNOLOGY INC | COM | $1.5M | 1.1%Prev: 0.4% | 1,322 SH | Increased+10 SH |
| MICROSOFT CORP | COM | $872K | 0.6%Prev: 0.7% | 2,338 SH | Decreased-51 SH |
| MILLROSE PPTYS INC | COM CL A | $584K | 0.4%Prev: 0.5% | 19,422 SH | Increased-300 SH |
| NVIDIA CORPORATION | COM | $444K | 0.3%Prev: 0.3% | 2,220 SH | Increased+37 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $622K | 0.4%Prev: 1.1% | 6,169 SH | Decreased-6,789 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $321K | 0.2%Prev: 0.6% | 10,130 SH | Decreased-13,111 SH |
| UNITEDHEALTH GROUP INC | COM | $372K | 0.3%Prev: 0.2% | 894 SH | Increased-93 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $439K | 0.3%Prev: 0.8% | 9,069 SH | Decreased-11,563 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $406K | 0.3%Prev: 0.3% | 1,649 SH | Increased-2 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $217K | 0.2%Prev: 0.6% | 2,520 SH | Decreased+821 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.4M | 1.0%Prev: 0.9% | 3,947 SH | Increased+363 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $585K | 0.4%Prev: 0.4% | 1,911 SH | Increased-153 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $618K | 0.4%Prev: 0.5% | 3,129 SH | Increased-220 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $851K | 0.6%Prev: 0.7% | 1,239 SH | Increased-83 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $735K | 0.5%Prev: 0.6% | 3,024 SH | Increased-165 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $372K | 0.3%Prev: 0.3% | 1,018 SH | Increased-53 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.9M | 1.4%Prev: 4.1% | 12,237 SH | Decreased-23,435 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $238K | 0.2%Prev: 0.3% | 5,079 SH | Decreased-1,502 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $318K | 0.2%Prev: 0.6% | 2,014 SH | Decreased-2,566 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $2.1M | 1.5%Prev: 1.6% | 12,823 SH | Increased-789 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $3.2M | 2.2%Prev: 2.3% | 35,935 SH | Increased+28,268 SH |
| WALMART INC | COM | $535K | 0.4%Prev: 0.5% | 4,725 SH | Decreased |
| 13F-HR |
| 0001214659-26-010438 |
| $141.4M |
| View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005067 | $120.6M | View |