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CIK: 0002123943
Total reported value
$141.4M
$141.4M
297 檔
17.4%
In Q4 2025, Merited Wealth, LLC's U.S. equity holdings reached a combined market value of $141.4M, distributed across 297 disclosed stock positions.
During Q4 2025, Merited Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, CGBL, VT) accounted for 17.4% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 297 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.01% | +8.78% | — | |
| 2 | CGBL | Cap Group Core Balanced | ETF-Other | 4.94% | -3.02% | — | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.66% | -2.73% | — | |
| 4 | CGGE | Cap Group Global Eq | ETF-Other | 3.82% | -2.23% | — | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 3.39% | -1.88% | — | |
| 6 | LEN | Lennar Corp-a | Stock-Consumer Disc | 3.33% | -0.29% | — | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.88% | -0.24% | — | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.74% | +2.66% | — | |
| 9 | CGDG | Cap Group Dividend Growers | ETF-Other | 2.73% | -1.67% | — | |
| 10 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 2.65% | -0.07% | — | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.54% | -0.11% | — | |
| 12 | CGUS | Cap Group Core Equity | ETF-Other | 2.51% | -1.50% | — | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.51% | -0.11% | — | |
| 14 | CGCB | Cap Group Core Bond | ETF-Other | 2.48% | -1.43% | — | |
| 15 | CGGO | Cap Group Global Growth | ETF-Other | 2.41% | -1.37% | — | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.16% | -0.07% | — | |
| 17 | CGDV | Cap Group Dividend Value | ETF-Other | 1.92% | +0.11% | — | |
| 18 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.77% | -1.10% | — | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.73% | -1.58% | EXIT | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 1.68% | +2.28% | — | |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.65% | +2.21% | — | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.64% | -0.16% | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.57% | -0.04% | — | |
| 24 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.38% | -0.78% | — | |
| 25 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 1.37% | -0.88% | — | |
| 26 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.28% | +2.43% | — | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.20% | -0.64% | — | |
| 28 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 1.16% | -0.09% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.11% | — | |
| 30 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.03% | +2.29% | — | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.00% | -0.51% | — | |
| 32 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.97% | +1.47% | — | |
| 33 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.94% | -0.54% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.08% | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.85% | -0.47% | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | -0.06% | — | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.77% | -0.34% | — | |
| 38 | CGSD | Cap Group Short Duration | ETF-Other | 0.71% | — | — | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.68% | -0.05% | — | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.64% | -0.39% | — | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.62% | — | — | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.58% | -0.07% | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | -0.33% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.02% | — | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.56% | -0.36% | — | |
| 46 | MRP | Millrose Properties | Stock-Real Estate | 0.55% | -0.05% | — | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.54% | -0.03% | — | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.54% | -0.17% | — | |
| 49 | JEMA | Jpmorgan Activebuilders Emer | ETF-Other | 0.54% | +0.32% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.11% | — |
According to official SEC Form 13F filings, Merited Wealth, LLC reported a total U.S. public equity portfolio value of $141.4M across 297 disclosed positions in Q4 2025.
During Q4 2025, Merited Wealth, LLC's top holdings by market value included IVV (6.0%)、CGBL (4.9%)、VT (4.7%). The largest single position, IVV, represented 6.0% of total portfolio value.
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In Q4 2025, Merited Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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