Merited Wealth, LLC holds a focused book of 73 reported positions worth $141.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Dimensional US Core Equity 2. Their largest long position is Ishares Core S&P 500 ETF at 17% of the reported non-option book.
Merited Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Merited Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 73 | $2.9B |
| Hoffman, Alan N Investment Management | 7 / 73 | $158.5M |
| Swiss Re Ltd | 12 / 73 | $1.0B |
| Forge Financial Services LLC | 8 / 73 | $953.4M |
| Draper Asset Management, LLC | 7 / 73 | $160.8M |
| Alternative Investment Advisors, LLC. | 16 / 73 | $197.4M |
| Hoey Investments, Inc | 19 / 73 | $575.0M |
| Boyer Financial Services, Inc. | 20 / 73 | $86.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Merited Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $24.7M | 33.0K | 17.5% | ▲+105% Added · +17K sh | |
| 2 | Ishares TR CORE US AGGBD ET | $10.7M | 108.3K | 7.6% | ▲+81% Added · +49K sh | |
| 3 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $9.0M | 192.6K | 6.4% | ▲+80% Added · +86K sh | |
| 4 | American Centy ETF TR INTL EQT ETF | $8.1M | 90.5K | 5.7% | ▲+86% Added · +42K sh | |
| 5 | J P Morgan Exchange Traded F INTRNL RES EQT | $6.5M | 78.8K | 4.6% | ▲+115% Added · +42K sh | |
| 6 | J P Morgan Exchange Traded F ACTIVE GROWTH | $6.4M | 64.6K | 4.5% | ▲+118% Added · +35K sh | |
| 7 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $4.7M | 59.4K | 3.3% | ▲+90% Added · +28K sh | |
| 8 | Bny Mellon ETF Trust CORE BOND ETF | $3.4M | 82.2K | 2.4% | ▲+361% Added · +64K sh | |
| 9 | Ishares TR CORE UNIVRSL USD | $3.4M | 72.7K | 2.4% | ▲12× Added · +67K sh | |
| 10 | Dimensional ETF Trust US COR EQU 2 ETF | $3.3M | 75.1K | 2.4% | ▼−1.9% Reduced · −1K sh | |
| 11 | Dimensional ETF Trust WORLD EX US CORE | $3.3M | 89.9K | 2.3% | ▼−2.0% Reduced · −2K sh | |
| 12 | Capital Group Dividend Value SHS CREAT UNIT | $3.3M | 66.0K | 2.3% | ▲+6.5% Added · +4K sh | |
| 13 | Vanguard World FD MEGA GRWTH IND | $3.2M | 35.9K | 2.2% | ▲+369% Added · +28K sh | |
| 14 | Lennar Corp CL A | $3.1M | 34.7K | 2.2% | ▼−0.5% Reduced · −190 sh | |
| 15 | J P Morgan Exchange Traded F BETABUILDRS US | $3.1M | 22.9K | 2.2% | ▼−1.1% Reduced · −257 sh | |
| 16 | Dimensional ETF Trust US EQUI MARK ETF | $2.9M | 35.1K | 2.0% | ▼−1.7% Reduced · −600 sh | |
| 17 | Vanguard World FD MEGA CAP VAL ETF | $2.1M | 12.8K | 1.5% | ▼−5.8% Reduced · −789 sh | |
| 18 | BlackRock ETF Trust II ISHA FLEX IN ETF | $2.0M | 38.4K | 1.4% | ▲+104% Added · +20K sh | |
| 19 | Capital Group Core Balanced SHS | $2.0M | 52.7K | 1.4% | ▼−66% Reduced · −103K sh | |
| 20 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.9M | 12.2K | 1.4% | ▼−66% Reduced · −23K sh | |
| 21 | Apple Inc COM | $1.9M | 6.5K | 1.3% | ▼−0.1% Reduced · −8 sh | |
| 22 | Capital Group Global Equity SHS | $1.6M | 46.2K | 1.2% | ▼−65% Reduced · −87K sh | |
| 23 | Micron Technology Inc COM | $1.5M | 1.3K | 1.1% | ▲+0.8% Added · +10 sh | |
| 24 | J P Morgan Exchange Traded F BETABUILDERS I | $1.5M | 18.8K | 1.0% | ▲+1.3% Added · +243 sh | |
| 25 | J P Morgan Exchange Traded F ACTIVEBLDRS EMER | $1.4M | 21.6K | 1.0% | ▲+41% Added · +6K sh | |
| 26 | Vanguard Index FDS LARGE CAP ETF | $1.4M | 3.9K | 1.0% | ▲+10% Added · +363 sh | |
| 27 | Capital Group Dividend Growe SHS ETF | $1.3M | 35.8K | 1.0% | ▼−59% Reduced · −52K sh | |
| 28 | Eli Lilly & Co COM | $1.1M | 905 | 0.8% | —Held | |
| 29 | Capital Group Growth ETF SHS CREAT UNIT | $1.0M | 22.1K | 0.7% | ▼−72% Reduced · −57K sh | |
| 30 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $1.0M | 39.2K | 0.7% | ▼−60% Reduced · −60K sh | |
| 31 | Microsoft Corp COM | $872K | 2.3K | 0.6% | ▼−2.1% Reduced · −51 sh | |
| 32 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $855K | 20.2K | 0.6% | ▼−72% Reduced · −51K sh | |
| 33 | Vanguard Index FDS S&P 500 ETF SHS | $851K | 1.2K | 0.6% | ▼−6.3% Reduced · −83 sh | |
| 34 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $800K | 29.3K | 0.6% | ▼−60% Reduced · −45K sh | |
| 35 | Capital Group Core Equity Et SHS CREAT UNIT | $787K | 17.7K | 0.6% | ▼−73% Reduced · −47K sh | |
| 36 | Vanguard Index FDS SM CP VAL ETF | $735K | 3.0K | 0.5% | ▼−5.2% Reduced · −165 sh | |
| 37 | Alphabet Inc CAP STK CL C | $683K | 1.9K | 0.5% | ▲+0.2% Added · +4 sh | |
| 38 | Ishares TR MORNINGSTAR GRWT | $675K | 5.8K | 0.5% | ▲+12% Added · +635 sh | |
| 39 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $651K | 29.2K | 0.5% | ▼−56% Reduced · −38K sh | |
| 40 | Pimco ETF TR ENHAN SHRT MA AC | $622K | 6.2K | 0.4% | ▼−52% Reduced · −7K sh | |
| 41 | Vanguard Index FDS MCAP VL IDXVIP | $618K | 3.1K | 0.4% | ▼−6.6% Reduced · −220 sh | |
| 42 | Vanguard Index FDS MCAP GR IDXVIP | $585K | 1.9K | 0.4% | ▼−7.4% Reduced · −153 sh | |
| 43 | Millrose Pptys Inc COM CL A | $584K | 19.4K | 0.4% | ▼−1.5% Reduced · −300 sh | |
| 44 | Ishares TR MSCI USA MMENTM | $569K | 1.7K | 0.4% | ▼−3.5% Reduced · −60 sh | |
| 45 | Walmart Inc COM | $535K | 4.7K | 0.4% | —Held | |
| 46 | Ishares TR CORE MSCI INTL | $501K | 5.6K | 0.4% | ▼−2.6% Reduced · −153 sh | |
| 47 | Capital Group Equity ETF TR US SM MI CA ETF | $500K | 15.2K | 0.4% | ▼−70% Reduced · −35K sh | |
| 48 | Ishares TR ISHS 5-10YR INVT | $498K | 9.4K | 0.4% | ▼−21% Reduced · −2K sh | |
| 49 | Ishares TR 1 3 YR TREAS BD | $497K | 6.0K | 0.4% | ▼−40% Reduced · −4K sh | |
| 50 | Dimensional ETF Trust US TARGETED VLU | $489K | 7.0K | 0.3% | ▼−4.0% Reduced · −295 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.