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The Analysis of Merited Wealth, LLC's Holdings & P&L

Currently, Merited Wealth, LLC holds 79 types of securities in its portfolio with a total value $120.6M. In the most recent quarter, they have increased their positions in IVV (+6.6K shares, valued at $4.3M), JCPB (+69.5K shares, valued at $3.3M), AGG (+30.1K shares, valued at $3.0M); decreased their positions in CGGR (-3.5K shares, valued at $139.9K), CGGO (-4.1K shares, valued at $136.1K), DFAX (-3.3K shares, valued at $111.2K); initiated new positions in AMP (+2.6K shares, valued at $1.1M), VV (+3.6K shares, valued at $1.1M), BKAG (+17.8K shares, valued at $752.5K).

1M P&L

+1.3M+0.98%

3M P&L

-7.3M-5.27%

HY P&L

-10.8M-7.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A108.4M

91.2%

2Residential Construction3.0M

2.5%

3Consumer Electronics1.6M

1.4%

Top Industries by Stock Count

1N/A63 stocks

82.9%

2Discount Stores2 stocks

2.6%

3Semiconductors2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR16.1K shares69.85%2026-03-312026-04-24

AGG ISHARES TR59.7K shares101.59%2026-03-312026-04-24

CGBL CAPITAL GROUP CORE BALANCED155.3K shares3.03%2026-03-312026-04-24

JCPB J P MORGAN EXCHANGE TRADED F107.0K shares185.28%2026-03-312026-04-24

VT VANGUARD INTL EQUITY INDEX F35.7K shares0.08%2026-03-312026-04-24

AVDE AMERICAN CENTY ETF TR48.8K shares122.01%2026-03-312026-04-24

CGGE CAPITAL GROUP GLOBAL EQUITY133.7K shares2.68%2026-03-312026-04-24

CGGR CAPITAL GROUP GROWTH ETF78.7K shares-4.23%2026-03-312026-04-24

Sponsored

CGDG CAPITAL GROUP DIVIDEND GROWE88.1K shares6.47%2026-03-312026-04-24

DFAX DIMENSIONAL ETF TRUST91.7K shares-3.45%2026-03-312026-04-24

LEN LENNAR CORP34.9K shares0.00%2026-03-312026-04-24

DFAC DIMENSIONAL ETF TRUST76.6K shares10.53%2026-03-312026-04-24

MGK VANGUARD WORLD FD7.7K shares16.79%2026-03-312026-04-24

JIRE J P MORGAN EXCHANGE TRADED F36.7K shares148.35%2026-03-312026-04-24

BBUS J P MORGAN EXCHANGE TRADED F23.2K shares0.00%2026-03-312026-04-24

CGDV CAPITAL GROUP DIVIDEND VALUE62.0K shares30.71%2026-03-312026-04-24

Sponsored

CGCB CAPITAL GRP FIXED INCM ETF T99.0K shares-1.67%2026-03-312026-04-24

DFUS DIMENSIONAL ETF TRUST35.7K shares13.53%2026-03-312026-04-24

JGRO J P MORGAN EXCHANGE TRADED F29.6K shares99.55%2026-03-312026-04-24

CGUS CAPITAL GROUP CORE EQUITY ET64.6K shares-4.11%2026-03-312026-04-24

CGGO CAPITAL GROUP GBL GROWTH EQT71.0K shares-5.43%2026-03-312026-04-24

JAVA J P MORGAN EXCHANGE TRADED F31.2K shares115.01%2026-03-312026-04-24

CGMS CAPITAL GRP FIXED INCM ETF T74.0K shares7.24%2026-03-312026-04-24

MGV VANGUARD WORLD FD13.6K shares8.63%2026-03-312026-04-24

Sponsored

SGOV ISHARES TR18.9K shares1.64%2026-03-312026-04-24

AAPL APPLE INC6.5K shares3.49%2026-03-312026-04-24

CGCP CAPITAL GRP FIXED INCM ETF T66.9K shares1.95%2026-03-312026-04-24

CGMM CAPITAL GROUP EQUITY ETF TR50.4K shares-1.78%2026-03-312026-04-24

BBIN J P MORGAN EXCHANGE TRADED F18.6K shares7.12%2026-03-312026-04-24

MINT PIMCO ETF TR13.0K shares0.19%2026-03-312026-04-24

AMP AMERIPRISE FINL INC2.6K sharesnew addition2026-03-312026-04-24

VV VANGUARD INDEX FDS3.6K sharesnew addition2026-03-312026-04-24

Sponsored

CGNG CAPITAL GROUP NEW GEOGRAPHY32.3K shares1.52%2026-03-312026-04-24

BNDX VANGUARD CHARLOTTE FDS20.6K shares-7.67%2026-03-312026-04-24

BINC BLACKROCK ETF TRUST II18.8K shares173.49%2026-03-312026-04-24

MSFT MICROSOFT CORP2.4K shares1.36%2026-03-312026-04-24

SHY ISHARES TR10.1K shares0.77%2026-03-312026-04-24

LLY ELI LILLY & CO905 shares0.00%2026-03-312026-04-24

JEMA J P MORGAN EXCHANGE TRADED F15.3K shares29.62%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-4.62%2026-03-312026-04-24

Sponsored

DGRO ISHARES TR11.2K shares12.15%2026-03-312026-04-24

BKAG BNY MELLON ETF TRUST17.8K sharesnew addition2026-03-312026-04-24

VUG VANGUARD INDEX FDS1.7K shares-9.92%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR23.2K shares6.18%2026-03-312026-04-24

VBR VANGUARD INDEX FDS3.2K shares-7.86%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS4.6K shares6.24%2026-03-312026-04-24

IGIB ISHARES TR11.9K shares9.45%2026-03-312026-04-24

VOE VANGUARD INDEX FDS3.3K shares-4.94%2026-03-312026-04-24

Sponsored

DFNM DIMENSIONAL ETF TRUST12.5K shares19.45%2026-03-312026-04-24

WMT WALMART INC4.7K shares0.00%2026-03-312026-04-24

ALPHABET INC ALPHABET INC1.9K shares-0.05%2026-03-312026-04-24

MRP MILLROSE PPTYS INC19.7K shares0.00%2026-03-312026-04-24

VOT VANGUARD INDEX FDS2.1K shares-1.39%2026-03-312026-04-24

ILCG ISHARES TR5.1K sharesnew addition2026-03-312026-04-24

IDEV ISHARES TR5.8K shares13.30%2026-03-312026-04-24

DFAT DIMENSIONAL ETF TRUST7.3K shares-10.19%2026-03-312026-04-24

Sponsored

MU MICRON TECHNOLOGY INC1.3K shares2.02%2026-03-312026-04-24

GOVT ISHARES TR19.3K shares31.86%2026-03-312026-04-24

MTUM ISHARES TR1.7K shares16.36%2026-03-312026-04-24

SHYG ISHARES TR9.4K shares6.61%2026-03-312026-04-24

NVDA NVIDIA CORPORATION2.2K shares32.22%2026-03-312026-04-24

BBMC J P MORGAN EXCHANGE TRADED F3.3K shares0.00%2026-03-312026-04-24

VXF VANGUARD INDEX FDS1.7K shares-2.65%2026-03-312026-04-24

USIG ISHARES TR6.4K shares28.70%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC1.1K shares0.00%2026-03-312026-04-24

VBK VANGUARD INDEX FDS1.1K shares-1.20%2026-03-312026-04-24

VMBS VANGUARD SCOTTSDALE FDS6.6K shares30.06%2026-03-312026-04-24

JQUA J P MORGAN EXCHANGE TRADED F4.9K shares0.00%2026-03-312026-04-24

EFA ISHARES TR3.0K shares0.84%2026-03-312026-04-24

JVAL J P MORGAN EXCHANGE TRADED F5.7K shares0.00%2026-03-312026-04-24

IUSB ISHARES TR5.9K shares49.78%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC987 shares-24.31%2026-03-312026-04-24

Sponsored

AMZN AMAZON COM INC1.3K shares-0.39%2026-03-312026-04-24

SHV ISHARES TR2.3K shares13.10%2026-03-312026-04-24

META META PLATFORMS INC450 shares21.29%2026-03-312026-04-24

VTIP VANGUARD MALVERN FDS4.9K shares-23.77%2026-03-312026-04-24

IEMG ISHARES INC3.3K shares25.10%2026-03-312026-04-24

DYNF BLACKROCK ETF TRUST3.6K shares-6.61%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION203 shares0.00%2026-03-312026-04-24

IVV

ISHARES TR

69.85%

Shares16.1K

Event2026-03-31

Filed2026-04-24

AGG

ISHARES TR

101.59%

Shares59.7K

Event2026-03-31

Filed2026-04-24

CGBL

CAPITAL GROUP CORE BALANCED

3.03%

Shares155.3K

Event2026-03-31

Filed2026-04-24

JCPB

J P MORGAN EXCHANGE TRADED F

185.28%

Shares107.0K

Event2026-03-31

Filed2026-04-24

VANGUARD INTL EQUITY INDEX F

0.08%

Shares35.7K

Event2026-03-31

Filed2026-04-24

AVDE

AMERICAN CENTY ETF TR

122.01%

Shares48.8K

Event2026-03-31

Filed2026-04-24

CGGE

CAPITAL GROUP GLOBAL EQUITY

2.68%

Shares133.7K

Event2026-03-31

Filed2026-04-24

CGGR

CAPITAL GROUP GROWTH ETF

-4.23%

Shares78.7K

Event2026-03-31

Filed2026-04-24

CGDG

CAPITAL GROUP DIVIDEND GROWE

6.47%

Shares88.1K

Event2026-03-31

Filed2026-04-24

DFAX

DIMENSIONAL ETF TRUST

-3.45%

Shares91.7K

Event2026-03-31

Filed2026-04-24

LEN

LENNAR CORP

0.00%

Shares34.9K

Event2026-03-31

Filed2026-04-24

DFAC

DIMENSIONAL ETF TRUST

10.53%

Shares76.6K

Event2026-03-31

Filed2026-04-24

MGK

VANGUARD WORLD FD

16.79%

Shares7.7K

Event2026-03-31

Filed2026-04-24

JIRE

J P MORGAN EXCHANGE TRADED F

148.35%

Shares36.7K

Event2026-03-31

Filed2026-04-24

BBUS

J P MORGAN EXCHANGE TRADED F

0.00%

Shares23.2K

Event2026-03-31

Filed2026-04-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

30.71%

Shares62.0K

Event2026-03-31

Filed2026-04-24

CGCB

CAPITAL GRP FIXED INCM ETF T

-1.67%

Shares99.0K

Event2026-03-31

Filed2026-04-24

DFUS

DIMENSIONAL ETF TRUST

13.53%

Shares35.7K

Event2026-03-31

Filed2026-04-24

JGRO

J P MORGAN EXCHANGE TRADED F

99.55%

Shares29.6K

Event2026-03-31

Filed2026-04-24

CGUS

CAPITAL GROUP CORE EQUITY ET

-4.11%

Shares64.6K

Event2026-03-31

Filed2026-04-24

CGGO

CAPITAL GROUP GBL GROWTH EQT

-5.43%

Shares71.0K

Event2026-03-31

Filed2026-04-24

JAVA

J P MORGAN EXCHANGE TRADED F

115.01%

Shares31.2K

Event2026-03-31

Filed2026-04-24

CGMS

CAPITAL GRP FIXED INCM ETF T

7.24%

Shares74.0K

Event2026-03-31

Filed2026-04-24

MGV

VANGUARD WORLD FD

8.63%

Shares13.6K

Event2026-03-31

Filed2026-04-24

SGOV

ISHARES TR

1.64%

Shares18.9K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

3.49%

Shares6.5K

Event2026-03-31

Filed2026-04-24

CGCP

CAPITAL GRP FIXED INCM ETF T

1.95%

Shares66.9K

Event2026-03-31

Filed2026-04-24

CGMM

CAPITAL GROUP EQUITY ETF TR

-1.78%

Shares50.4K

Event2026-03-31

Filed2026-04-24

BBIN

J P MORGAN EXCHANGE TRADED F

7.12%

Shares18.6K

Event2026-03-31

Filed2026-04-24

MINT

PIMCO ETF TR

0.19%

Shares13.0K

Event2026-03-31

Filed2026-04-24

AMP

AMERIPRISE FINL INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

New

Shares3.6K

Event2026-03-31

Filed2026-04-24

CGNG

CAPITAL GROUP NEW GEOGRAPHY

1.52%

Shares32.3K

Event2026-03-31

Filed2026-04-24

BNDX

VANGUARD CHARLOTTE FDS

-7.67%

Shares20.6K

Event2026-03-31

Filed2026-04-24

BINC

BLACKROCK ETF TRUST II

173.49%

Shares18.8K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

1.36%

Shares2.4K

Event2026-03-31

Filed2026-04-24

SHY

ISHARES TR

0.77%

Shares10.1K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

0.00%

Shares905

Event2026-03-31

Filed2026-04-24

JEMA

J P MORGAN EXCHANGE TRADED F

29.62%

Shares15.3K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-4.62%

Shares1.3K

Event2026-03-31

Filed2026-04-24

DGRO

ISHARES TR

12.15%

Shares11.2K

Event2026-03-31

Filed2026-04-24

BKAG

BNY MELLON ETF TRUST

New

Shares17.8K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-9.92%

Shares1.7K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

6.18%

Shares23.2K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

-7.86%

Shares3.2K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

6.24%

Shares4.6K

Event2026-03-31

Filed2026-04-24

IGIB

ISHARES TR

9.45%

Shares11.9K

Event2026-03-31

Filed2026-04-24

VOE

VANGUARD INDEX FDS

-4.94%

Shares3.3K

Event2026-03-31

Filed2026-04-24

DFNM

DIMENSIONAL ETF TRUST

19.45%

Shares12.5K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-0.05%

Shares1.9K

Event2026-03-31

Filed2026-04-24

MRP

MILLROSE PPTYS INC

0.00%

Shares19.7K

Event2026-03-31

Filed2026-04-24

VOT

VANGUARD INDEX FDS

-1.39%

Shares2.1K

Event2026-03-31

Filed2026-04-24

ILCG

ISHARES TR

New

Shares5.1K

Event2026-03-31

Filed2026-04-24

IDEV

ISHARES TR

13.30%

Shares5.8K

Event2026-03-31

Filed2026-04-24

DFAT

DIMENSIONAL ETF TRUST

-10.19%

Shares7.3K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

2.02%

Shares1.3K

Event2026-03-31

Filed2026-04-24

GOVT

ISHARES TR

31.86%

Shares19.3K

Event2026-03-31

Filed2026-04-24

MTUM

ISHARES TR

16.36%

Shares1.7K

Event2026-03-31

Filed2026-04-24

SHYG

ISHARES TR

6.61%

Shares9.4K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

32.22%

Shares2.2K

Event2026-03-31

Filed2026-04-24

BBMC

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-24

VXF

VANGUARD INDEX FDS

-2.65%

Shares1.7K

Event2026-03-31

Filed2026-04-24

USIG

ISHARES TR

28.70%

Shares6.4K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

VBK

VANGUARD INDEX FDS

-1.20%

Shares1.1K

Event2026-03-31

Filed2026-04-24

VMBS

VANGUARD SCOTTSDALE FDS

30.06%

Shares6.6K

Event2026-03-31

Filed2026-04-24

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

0.84%

Shares3.0K

Event2026-03-31

Filed2026-04-24

JVAL

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-24

IUSB

ISHARES TR

49.78%

Shares5.9K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

-24.31%

Shares987

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-0.39%

Shares1.3K

Event2026-03-31

Filed2026-04-24

SHV

ISHARES TR

13.10%

Shares2.3K

Event2026-03-31

Filed2026-04-24