Institutional Fund
Merited Wealth, LLC
North Bay Village, FLCIK 21239432 filings on record
Portfolio Value
$120.60M
Q1 2026
Holdings
79
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+11.8%
from $107.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.7%
- Ishares Tr4.9%
- Capital Group Core Balanced4.4%
- J P Morgan Exchange Traded F4.2%
- Vanguard Intl Equity Index F4.1%
- American Centy ETF Tr3.4%
- Other70.2%
Portfolio Holdings
79 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 16.1K | $10.50M | 8.7% | +6.6K | Added |
| 2 | Ishares Tr | 59.7K | $5.93M | 4.9% | +30.1K | Added |
| 3 | Capital Group Core Balanced | 155.3K | $5.34M | 4.4% | +4.6K | Added |
| 4 | J P Morgan Exchange Traded F | 107.0K | $5.04M | 4.2% | +69.5K | Added |
| 5 | Vanguard Intl Equity Index F | 35.7K | $4.93M | 4.1% | +30 | Added |
| 6 | American Centy ETF Tr | 48.8K | $4.14M | 3.4% | +26.8K | Added |
| 7 | Capital Group Global Equity | 133.7K | $4.08M | 3.4% | +3.5K | Added |
| 8 | Capital Group Growth ETF | 78.7K | $3.16M | 2.6% | −3.5K | Reduced |
| 9 | Capital Group Dividend Growe | 88.1K | $3.16M | 2.6% | +5.4K | Added |
| 10 | Dimensional ETF Trust | 91.7K | $3.12M | 2.6% | −3.3K | Reduced |
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