account_balance
Investment manager · 13F filer · SEC CIK 2123943
Merited Wealth, LLC
Reported value$144Mas of Sep 30, 2026
Positions71 4 new, 6 sold out
Top 10 weight62.9%IVV alone is 20%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
19.7%Added +12%
AGGiShares Tr
8.1%Added +14%
JCPBJ P Morgan Exchange Traded F
7.9%Added +32%
AVDEAmerican Centy ETF Tr
6.3%Added +11%
JIREJ P Morgan Exchange Traded F
5.0%Added +11%
JGROJ P Morgan Exchange Traded F
4.9%Added +13%
JAVAJ P Morgan Exchange Traded F
3.7%Added +13%
BKAGBny Mellon ETF Trust
2.8%Added +24%
MGKVanguard World Fd
2.3%
CGDVCapital Group Dividend Value
2.3%
DFACDimensional ETF Trust
2.2%Trimmed −3%
IUSBiShares Tr
2.2%
IVViShares Tr
19.7%Added +12%
AGGiShares Tr
8.1%
JCPBJ P Morgan Exchange Traded F
7.9%+32%
AVDEAmerican Centy ETF Tr
6.3%+11%
JIREJ P Morgan Exchange Traded F
5.0%
JGROJ P Morgan Exchange Traded F
4.9%
JAVAJ P Morgan Exchange Traded F
3.7%
BKAG2.8%
MGK2.3%
CGDV
DFAC
IUSB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 19.7% Added +12%
AGG iShares Tr 8.1% Added +14%
JCPB J P Morgan Exchange Traded F 7.9% Added +32%
AVDE American Centy ETF Tr 6.3% Added +11%
JIRE J P Morgan Exchange Traded F 5.0% Added +11%
JGRO J P Morgan Exchange Traded F 4.9% Added +13%
JAVA J P Morgan Exchange Traded F 3.7% Added +13%
BKAG Bny Mellon ETF Trust 2.8% Added +24%
MGK Vanguard World Fd 2.3% Held
CGDV Capital Group Dividend Value 2.3% Held
DFAC Dimensional ETF Trust 2.2% Trimmed −3%
IUSB iShares Tr 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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