Merited Wealth, LLC ETF holdings
North Bay Village, FL
Reported $129.4M in 60 ETFs in its Form 13F for June 30, 2026.
ETF value
$129.4M
ETFs held
60
Change from prior quarter
+18.4%
With price moves
ETFs as a share of its 13F
91.5%
of $141.4M
Top 10 of 60 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $24.7M | 33,023 | +16,950 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $10.7M | 108,259 | +48,517 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $9.0M | 192,594 | +85,586 shares |
| AVDE | Avantis International Equity ETF | $8.1M | 90,452 | +41,700 shares |
| JIRE | JPMorgan International Research Enhanced Equity ETF | $6.5M | 78,836 | +42,127 shares |
| JGRO | JPMorgan Active Growth ETF | $6.4M | 64,580 | +34,985 shares |
| JAVA | JPMorgan Active Value ETF | $4.7M | 59,352 | +28,119 shares |
| BKAG | BNY Mellon Core Bond ETF | $3.4M | 82,171 | +64,339 shares |
| IUSB | iShares Core Universal USD Bond ETF | $3.4M | 72,653 | +66,771 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $3.3M | 75,138 | −1,489 shares |
50 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002123943. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Merited Wealth, LLC own?
Merited Wealth, LLC reported 60 ETF positions worth $129.4M in its Form 13F for June 30, 2026. The largest was IVV, at $24.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.