Merited Wealth, LLC
CIK 2123943 · Holdings on Dec 31, 2025 · First reported Mar 26, 2026
Top ten holdings
Q4 2025- IVV6.01%
- CGBL4.94%
- VT4.66%
- CGGE3.82%
- CGGR3.39%
- LEN3.33%
- DFAX2.88%
- AGG2.74%
- CGDG2.73%
- BBUS2.65%
Share classes counted separately37.15%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFETF - EQUITY View history and evidence | $6.48M | 6.01% | 9.46K shares | Prior unavailable — | — | ↗▾ |
| 02 | CGBLCAP GROUP CORE BALANCEDETF - EQUITY View history and evidence | $5.33M | 4.94% | 150.75K shares | Prior unavailable — | — | ↗▾ |
| 03 | VTVANGUARD TOT WORLD STK ETFETF - EQUITY View history and evidence | $5.03M | 4.66% | 35.64K shares | Prior unavailable — | — | ↗▾ |
| 04 | CGGECAP GROUP GLOBAL EQETF - EQUITY View history and evidence | $4.12M | 3.82% | 130.22K shares | Prior unavailable — | — | ↗▾ |
| 05 | CGGRCAP GROUP GROWTH EQUITYETF - EQUITY View history and evidence | $3.65M | 3.39% | 82.19K shares | Prior unavailable — | — | ↗▾ |
| 06 | LENLENNAR CORP-ACOMMON STOCKS View history and evidence | $3.59M | 3.33% | 34.90K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFAXDIMENSIONAL WORLD EX US COREETF - EQUITY View history and evidence | $3.11M | 2.88% | 95.01K shares | Prior unavailable — | — | ↗▾ |
| 08 | AGGISHARES CORE U.S. AGGREGATEETF - FIXED INCOME View history and evidence | $2.96M | 2.74% | 29.64K shares | Prior unavailable — | — | ↗▾ |
| 09 | CGDGCAP GROUP DIVIDEND GROWERSETF - EQUITY View history and evidence | $2.95M | 2.73% | 82.75K shares | Prior unavailable — | — | ↗▾ |
| 10 | BBUSJPMORGAN BETABUILDERS US EQUETF - EQUITY View history and evidence | $2.86M | 2.65% | 23.19K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2123943 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-03-26
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 107850694
}Research all 297 reported holdings.
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