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CIK: 0002123943
Total reported value
$141.4M
$141.4M
79 檔
22.4%
The Q1 2026 SEC filing reveals that Merited Wealth, LLC held a total portfolio value of $141.4M, covering 79 public equity positions.
In Q1 2026, Merited Wealth, LLC adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 131 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, CGBL) accounted for 22.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.71% | +8.78% | +69.85% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.92% | +2.66% | +101.59% | |
| 3 | CGBL | Cap Group Core Balanced | ETF-Other | 4.43% | -3.02% | +3.03% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 4.18% | +2.21% | +185.28% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.09% | -2.73% | +0.08% | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 3.43% | +2.28% | +122.01% | |
| 7 | CGGE | Cap Group Global Eq | ETF-Other | 3.38% | -2.23% | +2.68% | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 2.62% | -1.88% | -4.23% | |
| 9 | CGDG | Cap Group Dividend Growers | ETF-Other | 2.62% | -1.67% | +6.47% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.58% | -0.24% | -3.45% | |
| 11 | LEN | Lennar Corp-a | Stock-Consumer Disc | 2.51% | -0.29% | — | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.47% | -0.11% | +10.53% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.34% | -0.11% | +16.79% | |
| 14 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.31% | +2.29% | +148.35% | |
| 15 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 2.25% | -0.07% | — | |
| 16 | CGDV | Cap Group Dividend Value | ETF-Other | 2.19% | +0.11% | +30.71% | |
| 17 | CGCB | Cap Group Core Bond | ETF-Other | 2.16% | -1.43% | -1.67% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.10% | -0.07% | +13.53% | |
| 19 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.07% | +2.43% | +99.55% | |
| 20 | CGUS | Cap Group Core Equity | ETF-Other | 2.06% | -1.50% | -4.11% | |
| 21 | CGGO | Cap Group Global Growth | ETF-Other | 1.97% | -1.37% | -5.43% | |
| 22 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.86% | +1.47% | +115.01% | |
| 23 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.67% | -1.10% | +7.24% | |
| 24 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.64% | -0.16% | +8.63% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.58% | -1.58% | EXIT | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.36% | -0.04% | +3.49% | |
| 27 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.24% | -0.78% | +1.95% | |
| 28 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 1.23% | -0.88% | -1.78% | |
| 29 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 1.13% | -0.09% | +7.12% | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.08% | -0.64% | +0.19% | |
| 31 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.95% | -0.95% | EXIT | |
| 32 | VV | Vanguard Large-cap ETF | ETF-Other | 0.89% | +0.07% | — | |
| 33 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.84% | -0.54% | +1.52% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.82% | -0.51% | -7.67% | |
| 35 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.81% | +0.61% | +173.49% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.11% | +1.36% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.69% | -0.34% | +0.77% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.08% | — | |
| 39 | JEMA | Jpmorgan Activebuilders Emer | ETF-Other | 0.66% | +0.32% | +29.62% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.06% | -4.62% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.65% | -0.39% | +12.15% | |
| 42 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.62% | +1.82% | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | -0.47% | -9.92% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.59% | -0.36% | +6.18% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.57% | -0.05% | -7.86% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | -0.33% | +6.24% | |
| 47 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.52% | -0.17% | +9.45% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.51% | -0.07% | -4.94% | |
| 49 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.50% | -0.24% | +19.45% | |
| 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 79 disclosed positions in Q1 2026.
During Q1 2026, Merited Wealth, LLC's top holdings by market value included IVV (8.7%)、AGG (4.9%)、CGBL (4.4%). The largest single position, IVV, represented 8.7% of total portfolio value.
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Top New Position Initiated
AMP
市值: $1.1M
Top Position Liquidated / Trimmed
CGSD
前期市值: $765.8K
In Q1 2026, Merited Wealth, LLC made 192 total portfolio adjustments, initiating 4 new buys, adding to 41 positions, trimming 16 holdings, and fully liquidating 131 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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