0001214659-26-005067.txt : 20260424 0001214659-26-005067.hdr.sgml : 20260424 20260424144513 ACCESSION NUMBER: 0001214659-26-005067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260424 DATE AS OF CHANGE: 20260424 EFFECTIVENESS DATE: 20260424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Merited Wealth, LLC CENTRAL INDEX KEY: 0002123943 ORGANIZATION NAME: EIN: 200891690 STATE OF INCORPORATION: FL FISCAL YEAR END: 1225 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-26782 FILM NUMBER: 26893018 BUSINESS ADDRESS: STREET 1: 1666 79TH STREET CAUSEWAY, SUITE 501 CITY: NORTH BAY VILLAGE STATE: FL ZIP: 33141 BUSINESS PHONE: 305-722-0091 MAIL ADDRESS: STREET 1: 1666 79TH STREET CAUSEWAY, SUITE 501 CITY: NORTH BAY VILLAGE STATE: FL ZIP: 33141 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002123943 XXXXXXXX 03-31-2026 03-31-2026 false Merited Wealth, LLC

1666 79TH STREET CAUSEWAY, SUITE 501 NORTH BAY VILLAGE FL 33141

13F HOLDINGS REPORT 028-26782 000299549 801-129613 N Stephen A. Taylor 305-722-0091 Stephen Taylor North Byavillage, FL 04-23-2026 0 79 120604398 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 329544 1146 SH SOLE 0 0 1146 ALPHABET INC CAP STK CL C 02079K107 553353 1929 SH SOLE 0 0 1929 AMAZON COM INC COM 023135106 265961 1277 SH SOLE 0 0 1277 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 4136152 48752 SH SOLE 0 0 48752 AMERIPRISE FINL INC COM 03076C106 1146552 2580 SH SOLE 0 0 2580 APPLE INC COM 037833100 1639991 6462 SH SOLE 0 0 6462 BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103 211252 3631 SH SOLE 0 0 3631 BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 978118 18835 SH SOLE 0 0 18835 BNY MELLON ETF TRUST CORE BOND ETF 09661T602 752510 17832 SH SOLE 0 0 17832 CAPITAL GROUP CORE BALANCED SHS 14021D107 5344820 155328 SH SOLE 0 0 155328 CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108 2482848 64624 SH SOLE 0 0 64624 CAPITAL GROUP DIVIDEND GROWE SHS ETF 14021L109 3163092 88108 SH SOLE 0 0 88108 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 2637603 62003 SH SOLE 0 0 62003 CAPITAL GROUP EQUITY ETF TR US SMALL AND MID 14022A102 1478852 50370 SH SOLE 0 0 50370 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 2370100 71025 SH SOLE 0 0 71025 CAPITAL GROUP GLOBAL EQUITY SHS 14020R107 4078143 133710 SH SOLE 0 0 133710 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 3163326 78709 SH SOLE 0 0 78709 CAPITAL GROUP NEW GEOGRAPHY SHS 14021N105 1018446 32260 SH SOLE 0 0 32260 CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300 2014202 73970 SH SOLE 0 0 73970 CAPITAL GRP FIXED INCM ETF T CORE BOND ETF 14020Y508 2600520 99030 SH SOLE 0 0 99030 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 1494033 66877 SH SOLE 0 0 66877 COSTCO WHOLESALE CORPORATION COM 22160K105 202275 203 SH SOLE 0 0 203 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 599892 12516 SH SOLE 0 0 12516 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 2529572 35673 SH SOLE 0 0 35673 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2977725 76627 SH SOLE 0 0 76627 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 455573 7295 SH SOLE 0 0 7295 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 3116204 91734 SH SOLE 0 0 91734 ELI LILLY & CO COM 532457108 832392 905 SH SOLE 0 0 905 ISHARES INC CORE MSCI EMKT 46434G103 232198 3329 SH SOLE 0 0 3329 ISHARES TR US TREAS BD ETF 46429B267 442759 19326 SH SOLE 0 0 19326 ISHARES TR TRUST ISHARE 0-1 464288679 258202 2339 SH SOLE 0 0 2339 ISHARES TR USD INV GRDE ETF 464288620 329665 6435 SH SOLE 0 0 6435 ISHARES TR ISHS 5-10YR INVT 464288638 630870 11854 SH SOLE 0 0 11854 ISHARES TR 1 3 YR TREAS BD 464287457 832801 10086 SH SOLE 0 0 10086 ISHARES TR MSCI EAFE ETF 464287465 290419 2990 SH SOLE 0 0 2990 ISHARES TR CORE US AGGBD ET 464287226 5930576 59742 SH SOLE 0 0 59742 ISHARES TR CORE S&P500 ETF 464287200 10498858 16073 SH SOLE 0 0 16073 ISHARES TR MORNINGSTAR GRWT 464287119 489717 5129 SH SOLE 0 0 5129 ISHARES TR 0-3 MNTH TREASRY 46436E718 1899656 18872 SH SOLE 0 0 18872 ISHARES TR MSCI USA MMENTM 46432F396 413023 1721 SH SOLE 0 0 1721 ISHARES TR 0-5YR HI YL CP 46434V407 399110 9433 SH SOLE 0 0 9433 ISHARES TR CORE DIV GRWTH 46434V621 787331 11219 SH SOLE 0 0 11219 ISHARES TR CORE UNIVRSL USD 46434V613 271690 5882 SH SOLE 0 0 5882 ISHARES TR CORE MSCI INTL 46435G326 482784 5777 SH SOLE 0 0 5777 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 298567 4869 SH SOLE 0 0 4869 J P MORGAN EXCHANGE TRADED F US VALUE FACTR 46641Q753 276206 5653 SH SOLE 0 0 5653 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 5037914 107008 SH SOLE 0 0 107008 J P MORGAN EXCHANGE TRADED F BETABUILDRS US 46641Q399 2717756 23193 SH SOLE 0 0 23193 J P MORGAN EXCHANGE TRADED F BETABUILDERS US 46641Q340 359813 3319 SH SOLE 0 0 3319 J P MORGAN EXCHANGE TRADED F BETABUILDERS I 46641Q373 1359155 18588 SH SOLE 0 0 18588 J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167 2240983 31233 SH SOLE 0 0 31233 J P MORGAN EXCHANGE TRADED F ACTIVEBLDRS EMER 46641Q266 795487 15289 SH SOLE 0 0 15289 J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 2780340 36709 SH SOLE 0 0 36709 J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609 2501369 29595 SH SOLE 0 0 29595 LENNAR CORP CL A 526057104 3030716 34900 SH SOLE 0 0 34900 META PLATFORMS INC CL A 30303M102 257459 450 SH SOLE 0 0 450 MICRON TECHNOLOGY INC COM 595112103 443246 1312 SH SOLE 0 0 1312 MICROSOFT CORP COM 594918104 884336 2389 SH SOLE 0 0 2389 MILLROSE PPTYS INC COM CL A 601137102 552216 19722 SH SOLE 0 0 19722 NVIDIA CORPORATION COM 67066G104 380715 2183 SH SOLE 0 0 2183 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1303186 12958 SH SOLE 0 0 12958 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 713032 23241 SH SOLE 0 0 23241 UNITEDHEALTH GROUP INC COM 91324P102 267072 987 SH SOLE 0 0 987 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 991357 20632 SH SOLE 0 0 20632 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 339776 1651 SH SOLE 0 0 1651 VANGUARD INDEX FDS SM CP VAL ETF 922908611 692810 3189 SH SOLE 0 0 3189 VANGUARD INDEX FDS GROWTH ETF 922908736 742106 1699 SH SOLE 0 0 1699 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 789961 1322 SH SOLE 0 0 1322 VANGUARD INDEX FDS SML CP GRW ETF 922908595 323710 1071 SH SOLE 0 0 1071 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1071078 3584 SH SOLE 0 0 3584 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 531170 2064 SH SOLE 0 0 2064 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 617154 3349 SH SOLE 0 0 3349 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 4934117 35672 SH SOLE 0 0 35672 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 244106 4887 SH SOLE 0 0 4887 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 308978 6581 SH SOLE 0 0 6581 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 678353 4580 SH SOLE 0 0 4580 VANGUARD WORLD FD MEGA GRWTH IND 921910816 2817162 7667 SH SOLE 0 0 7667 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 1973059 13612 SH SOLE 0 0 13612 WALMART INC COM 931142103 587223 4725 SH SOLE 0 0 4725