Merited Wealth, LLC — 13F holdings

Merited Wealth, LLC reported 71 holdings worth $144M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. IVV ISHARES TR — $28.3M (19.7%)
  2. AGG ISHARES TR — $11.7M (8.1%)
  3. JCPB J P MORGAN EXCHANGE TRADED F — $11.4M (7.9%)
  4. AVDE AMERICAN CENTY ETF TR — $9.02M (6.3%)
  5. JIRE J P MORGAN EXCHANGE TRADED F — $7.20M (5.0%)
  6. JGRO J P MORGAN EXCHANGE TRADED F — $7.04M (4.9%)
  7. JAVA J P MORGAN EXCHANGE TRADED F — $5.32M (3.7%)
  8. BKAG BNY MELLON ETF TRUST — $4.10M (2.8%)
  9. MGK VANGUARD WORLD FD — $3.30M (2.3%)
  10. CGDV CAPITAL GROUP DIVIDEND VALUE — $3.28M (2.3%)