Merited Wealth, LLC

CIK

2123943

Location

NORTH BAY VILLAGE, FL

Portfolio Value

Small $141,418,258

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,581 / 8,793 ▲ 316 · as of Jun 2026

Top Industry

Residential Construction 26.1%

Period ended 3 months ago

Filed Aug 14, 2026 · 49d

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.4%

+10.8 pts

Top 5

71.0%

+23.5 pts

Top 10

83.0%

+15.6 pts

HHI

1,637

Moderately concentrated+903

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.5%	$129,381,123	26
Technology	3.3%	$4,709,819	4
Consumer Cyclical	2.4%	$3,399,267	2
Healthcare	1.0%	$1,457,057	2
Communication Services	1.0%	$1,352,208	2
Real Estate	0.4%	$583,631	1
Consumer Defensive	0.4%	$535,153	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+197,140	472,596	$33,670,788
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+79,934	270,141	$43,000,320
BKAG	BNY Mellon Core Bond ETF	+64,339	82,171	$3,447,073
ACSG	American Century Small Cap Growth Insights ETF	+41,700	90,452	$8,068,318
EDV	Vanguard World Funds Extended Duration ETF	+27,479	48,758	$5,254,964
BCLO	iShares BBB-B CLO Active ETF	+19,523	38,358	$2,007,657
CGDV	Capital Group Dividend Value ETF	+4,007	66,010	$3,252,972
VB	Vanguard Morningstar Small-Cap ETF	+510	16,788	$4,736,153
NVDA	Nvidia Corp	+37	2,220	$444,199
META	Meta Platforms, Inc.	+11	461	$259,676
MU	Micron Technology Inc	+10	1,322	$1,525,971
GOOGL	Alphabet Inc.	+4	3,079	$1,092,532
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
CGCB	Capital Group Core Bond ETF	−142,126	97,751	$2,479,108
CGBL	Capital Group Core Balanced ETF	−102,625	52,703	$2,000,605
CGGE	Capital Group Global Equity ETF	−87,491	46,219	$1,628,757
CGGR	Capital Group Growth ETF	−56,635	22,074	$1,041,892
CGDG	Capital Group Dividend Growers ETF	−52,262	35,846	$1,344,583
CGGO	Capital Group Global Growth Equity ETF	−50,816	20,209	$855,446
CGUS	Capital Group Core Equity ETF	−46,935	17,689	$786,806
CGGG	Capital Group U.S. Large Growth ETF	−35,217	15,153	$499,594
VEU	Vanguard FTSE All-World Ex-US ETF	−23,435	12,237	$1,920,597
CGNG	Capital Group New Geography Equity ETF	−20,754	11,506	$431,014
FNDA	Schwab Fundamental U.S. Small Company ETF	−13,111	10,130	$321,222
BNDX	Vanguard Total International Bond ETF	−11,563	9,069	$439,211
DCOR	Dimensional US Core Equity 1 ETF	−9,110	214,735	$10,376,378
BILZ	PIMCO Ultra Short Government Active ETF	−6,789	6,169	$621,896
VIGI	Vanguard International Dividend Appreciation ETF	−2,566	2,014	$318,272
BNDW	Vanguard Total World Bond ETF	−1,502	5,079	$237,747
MRP	Millrose Properties, Inc.	−300	19,422	$583,631
BAI	iShares A.I. Innovation and Tech Active ETF	−194	3,437	$233,750
AMZN	Amazon Com Inc	−193	1,084	$258,360
LEN	Lennar Corp /New/	−190	34,710	$3,140,907
UNH	Unitedhealth Group Inc	−93	894	$371,573
MSFT	Microsoft Corp	−51	2,338	$872,120
AAPL	Apple Inc.	−8	6,454	$1,867,529
—		−2	1,649	$406,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AMP	Ameriprise Financial Inc	2,580	$1,146,552
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	4,887	$244,105
COST	Costco Wholesale Corp /New	203	$202,275
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 tracked positions · $141,418,258 total · filing declares 73 positions · $141,417,765 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Healthcare Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	270,141	+79,934	$43,000,320	—	30.41%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	472,596	+197,140	$33,670,788	+83.3%	23.81%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	214,735	-9,110	$10,376,378	+7.2%	7.34%
ACSG	American Century Small Cap Growth Insights ETF	Added	90,452	+41,700	$8,068,318	+95.1%	5.71%
EDV	Vanguard World Funds Extended Duration ETF	Added	48,758	+27,479	$5,254,964	+107.2%	3.72%
VB	Vanguard Morningstar Small-Cap ETF	Added	16,788	+510	$4,736,153	+14.1%	3.35%
BKAG	BNY Mellon Core Bond ETF	Added	82,171	+64,339	$3,447,073	+358.1%	2.44%
CGDV	Capital Group Dividend Value ETF	Added	66,010	+4,007	$3,252,972	+23.3%	2.30%
LEN	Lennar Corp /New/ Consumer Cyclical	Reduced	34,710	-190	$3,140,907	+3.6%	2.22%
CGCB	Capital Group Core Bond ETF	Reduced	97,751	-142,126	$2,479,108	−59.4%	1.75%
BCLO	iShares BBB-B CLO Active ETF	Added	38,358	+19,523	$2,007,657	+105.3%	1.42%
CGBL	Capital Group Core Balanced ETF	Reduced	52,703	-102,625	$2,000,605	−62.6%	1.41%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	12,237	-23,435	$1,920,597	−61.1%	1.36%
AAPL	Apple Inc. Technology	Reduced	6,454	-8	$1,867,529	+13.9%	1.32%
CGGE	Capital Group Global Equity ETF	Reduced	46,219	-87,491	$1,628,757	−60.1%	1.15%
MU	Micron Technology Inc Technology	Added	1,322	+10	$1,525,971	+244.3%	1.08%
CGDG	Capital Group Dividend Growers ETF	Reduced	35,846	-52,262	$1,344,583	−57.5%	0.95%
GOOGL	Alphabet Inc. Communication Services	Added	3,079	+4	$1,092,532	+23.7%	0.77%
LLY	ELI LILLY & Co Healthcare	Held	905	0	$1,085,484	+30.4%	0.77%
CGGR	Capital Group Growth ETF	Reduced	22,074	-56,635	$1,041,892	−67.1%	0.74%
MSFT	Microsoft Corp Technology	Reduced	2,338	-51	$872,120	−1.4%	0.62%
CGGO	Capital Group Global Growth Equity ETF	Reduced	20,209	-50,816	$855,446	−63.9%	0.60%
CGUS	Capital Group Core Equity ETF	Reduced	17,689	-46,935	$786,806	−68.3%	0.56%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	6,169	-6,789	$621,896	−52.3%	0.44%
MRP	Millrose Properties, Inc. Real Estate	Reduced	19,422	-300	$583,631	+5.7%	0.41%
WMT	Walmart Inc. Consumer Defensive	Held	4,725	0	$535,153	−8.9%	0.38%
CGGG	Capital Group U.S. Large Growth ETF	Reduced	15,153	-35,217	$499,594	−66.2%	0.35%
NVDA	Nvidia Corp Technology	Added	2,220	+37	$444,199	+16.7%	0.31%
BNDX	Vanguard Total International Bond ETF	Reduced	9,069	-11,563	$439,211	−55.7%	0.31%
CGNG	Capital Group New Geography Equity ETF	Reduced	11,506	-20,754	$431,014	−57.7%	0.30%
		Reduced	1,649	-2	$406,000	+19.5%	0.29%
UNH	Unitedhealth Group Inc Healthcare	Reduced	894	-93	$371,573	+39.1%	0.26%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	10,130	-13,111	$321,222	−54.9%	0.23%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	2,014	-2,566	$318,272	−53.1%	0.23%
META	Meta Platforms, Inc. Communication Services	Added	461	+11	$259,676	+0.9%	0.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,084	-193	$258,360	−2.9%	0.18%
BNDW	Vanguard Total World Bond ETF	Reduced	5,079	-1,502	$237,747	−23.1%	0.17%
BAI	iShares A.I. Innovation and Tech Active ETF	Reduced	3,437	-194	$233,750	+10.7%	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.