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Disclosed positions
Merited Wealth, LLC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $24,730,940
- Reported amount
- 33,023
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001214659-26-010438Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $24,730,940 | 33,023 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $10,715,431 | 108,259 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $9,040,343 | 192,594 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $8,068,275 | 90,452 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JIRE | INTRNL RES EQT | $6,503,182 | 78,836 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JGRO | ACTIVE GROWTH | $6,366,942 | 64,580 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JAVA | ACTIVE VALUE ETF | $4,713,134 | 59,352 | SH | None |
| BNY MELLON ETF TRUST | BKAG | CORE BOND ETF | $3,447,073 | 82,171 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $3,352,936 | 72,653 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $3,333,113 | 75,138 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $3,313,026 | 89,930 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $3,252,960 | 66,010 | SH | None |
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $3,159,072 | 35,935 | SH | None |
| LENNAR CORP | LEN | CL A | $3,140,908 | 34,710 | SH | None |
| J P MORGAN EXCHANGE TRADED F | BBUS | BETABUILDRS US | $3,089,938 | 22,936 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $2,873,888 | 35,073 | SH | None |
| VANGUARD WORLD FD | MGV | MEGA CAP VAL ETF | $2,095,842 | 12,823 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHA FLEX IN ETF | $2,007,667 | 38,358 | SH | None |
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $2,000,588 | 52,703 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $1,920,559 | 12,237 | SH | None |
| APPLE INC | AAPL | COM | $1,867,529 | 6,454 | SH | None |
| CAPITAL GROUP GLOBAL EQUITY | CGGE | SHS | $1,628,743 | 46,219 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,525,971 | 1,322 | SH | None |
| J P MORGAN EXCHANGE TRADED F | BBIN | BETABUILDERS I | $1,470,324 | 18,831 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEMA | ACTIVEBLDRS EMER | $1,381,469 | 21,626 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $1,357,413 | 3,947 | SH | None |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | SHS ETF | $1,344,599 | 35,846 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,085,484 | 905 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $1,041,906 | 22,074 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $1,027,190 | 39,236 | SH | None |
| MICROSOFT CORP | MSFT | COM | $872,121 | 2,338 | SH | None |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $855,441 | 20,209 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $850,958 | 1,239 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGMS | US MULTI-SECTOR | $800,441 | 29,288 | SH | None |
| CAPITAL GROUP CORE EQUITY ET | CGUS | SHS CREAT UNIT | $786,800 | 17,689 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $734,715 | 3,024 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $682,987 | 1,933 | SH | None |
| ISHARES TR | ILCG | MORNINGSTAR GRWT | $674,503 | 5,764 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCP | CORE PLUS INCM | $651,470 | 29,227 | SH | None |
| PIMCO ETF TR | MINT | ENHAN SHRT MA AC | $621,890 | 6,169 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $618,222 | 3,129 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $585,194 | 1,911 | SH | None |
| MILLROSE PPTYS INC | MRP | COM CL A | $583,631 | 19,422 | SH | None |
| ISHARES TR | MTUM | MSCI USA MMENTM | $569,274 | 1,661 | SH | None |
| WALMART INC | WMT | COM | $535,154 | 4,725 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $500,592 | 5,624 | SH | None |
| CAPITAL GROUP EQUITY ETF TR | CGMM | US SM MI CA ETF | $499,582 | 15,153 | SH | None |
| ISHARES TR | IGIB | ISHS 5-10YR INVT | $497,942 | 9,365 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $496,592 | 6,048 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $489,313 | 7,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.