Merited Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The report lists 71 individual securities held by the firm.
The filing indicates that the firm holds a significant number of shares in the iShares Core S&P 500 ETF, with 37,006 shares listed. This is followed by the Vanguard Index Funds S&P 500 ETF Shares, which holds 1,144 shares. Other major holdings include the Vanguard Index Funds Large Cap ETF with 4,287 shares and the Vanguard Index Funds Small Cap Growth ETF with 955 shares.
The portfolio includes a mix of individual company stocks and exchange-traded funds (ETFs). Among the individual equities, Merited Wealth lists positions in Lennar Corp. Class A with 34,710 shares, Walmart Inc. with 4,725 shares, and Microsoft Corp. with 2,334 shares. The filing also includes positions in various other companies, including Alphabet Inc., Amazon.com Inc., Apple Inc., and NVIDIA Corporation.
The majority of the disclosed positions are held in ETFs managed by major asset managers. These include BlackRock ETF Trust, Capital Group, Dimensional ETF Trust, iShares Inc., J.P. Morgan Exchange Traded Fund, PIMCO ETF Trust, Schwab Strategic Trust, Vanguard Index Funds, and Vanguard Whitehall Funds.
