Merited Wealth, LLC
CIK 2123943 · Holdings on Mar 31, 2026 · First reported Apr 24, 2026
Top ten holdings
Q1 2026- IVV8.71%
- AGG4.92%
- CGBL4.43%
- JCPB4.18%
- VT4.09%
- AVDE3.43%
- CGGE3.38%
- CGGR2.62%
- CGDG2.62%
- DFAX2.58%
Share classes counted separately40.96%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +2.70 pp6.01% → 8.71%Shares +6.61K (+69.85%)
- JCPBWeight increased · +2.53 pp1.65% → 4.18%Shares +69.50K (+185.28%)
- AGGWeight increased · +2.18 pp2.74% → 4.92%Shares +30.11K (+101.59%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 ETFCORE S&P500 ETF View history and evidence | $10.50M | 8.71% | 16.07K shares | 6.01% → 8.71%+2.70 pp +6.61K (+69.85%) | Added | ↗▾ |
| 02 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $5.93M | 4.92% | 59.74K shares | 2.74% → 4.92%+2.18 pp +30.11K (+101.59%) | Added | ↗▾ |
| 03 | CGBLCAP GROUP CORE BALANCEDSHS View history and evidence | $5.34M | 4.43% | 155.33K shares | 4.94% → 4.43%-0.51 pp +4.57K (+3.03%) | Added | ↗▾ |
| 04 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $5.04M | 4.18% | 107.01K shares | 1.65% → 4.18%+2.53 pp +69.50K (+185.28%) | Added | ↗▾ |
| 05 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $4.93M | 4.09% | 35.67K shares | 4.66% → 4.09%-0.57 pp +30 (+0.08%) | Added | ↗▾ |
| 06 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $4.14M | 3.43% | 48.75K shares | 1.68% → 3.43%+1.75 pp +26.79K (+122.01%) | Added | ↗▾ |
| 07 | CGGECAP GROUP GLOBAL EQSHS View history and evidence | $4.08M | 3.38% | 133.71K shares | 3.82% → 3.38%-0.44 pp +3.48K (+2.68%) | Added | ↗▾ |
| 08 | CGGRCAP GROUP GROWTH EQUITYSHS CREATION UNI View history and evidence | $3.16M | 2.62% | 78.71K shares | 3.39% → 2.62%-0.77 pp -3.48K (-4.23%) | Reduced | ↗▾ |
| 09 | CGDGCAP GROUP DIVIDEND GROWERSSHS ETF View history and evidence | $3.16M | 2.62% | 88.11K shares | 2.73% → 2.62%-0.11 pp +5.35K (+6.47%) | Added | ↗▾ |
| 10 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $3.12M | 2.58% | 91.73K shares | 2.88% → 2.58%-0.30 pp -3.27K (-3.45%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 222
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CGSD CAP GROUP SHORT DURATION | Non-derivative | -29,443 | -$765.81K | SEC filing ↗ | SEC filing ↗ |
| VGSH VANGUARD SHORT-TERM TREASURY | Non-derivative | -11,377 | -$668.17K | SEC filing ↗ | SEC filing ↗ |
| JPM JPMORGAN CHASE & CO | Non-derivative | -590 | -$190.11K | SEC filing ↗ | SEC filing ↗ |
3 / 222 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2123943 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 120604398
}Research all 79 reported holdings.
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