SEC Form 13F

Merited Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$141,417,765
Positions73

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$24,730,94033,023
ISHARES TRAGGCORE US AGGBD ET$10,715,431108,259
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$9,040,343192,594
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$8,068,27590,452
J P MORGAN EXCHANGE TRADED FJIREINTRNL RES EQT$6,503,18278,836
J P MORGAN EXCHANGE TRADED FJGROACTIVE GROWTH$6,366,94264,580
J P MORGAN EXCHANGE TRADED FJAVAACTIVE VALUE ETF$4,713,13459,352
BNY MELLON ETF TRUSTBKAGCORE BOND ETF$3,447,07382,171
ISHARES TRIUSBCORE UNIVRSL USD$3,352,93672,653
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$3,333,11375,138

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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