Merited Wealth, LLC

CIK

2123943

Location

NORTH BAY VILLAGE, FL

Portfolio Value

Micro $28,698,692

Diversification

Diversified

Filing Date

Global Rank

#7,525 / 8,517 ▲ 33

Top Industry

Residential Construction 26.1%

3Y Alpha vs SPY

-11.5%

Period ended 46 days ago

Filed Aug 14, 2026 · 1d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+8.7%

SPY

+13.9%

Annualised alpha

-11.5%

Max drawdown

−10.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

12.0%

−1.2 pts

Top 5

47.8%

+1.2 pts

Top 10

71.0%

−4.6 pts

HHI

666

Diversified−11

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	58.1%	$16,661,557	12
Technology	16.4%	$4,709,819	4
Consumer Cyclical	11.8%	$3,399,267	2
Healthcare	5.1%	$1,457,057	2
Communication Services	4.7%	$1,352,208	2
Real Estate	2.0%	$583,631	1
Consumer Defensive	1.9%	$535,153	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
BKAG	BNY Mellon Core Bond ETF	+64,339	82,171	$3,447,073
CGDV	Capital Group Dividend Value ETF	+4,007	66,010	$3,252,972
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

16 positions

Ticker	Company	Δ Shares	Shares	Value
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
CGCB	Capital Group Core Bond ETF	−59,794	39,236	$1,027,198
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
CGNG	Capital Group New Geography Equity ETF	−20,754	11,506	$431,014
BNDX	Vanguard Total International Bond ETF	−11,563	9,069	$439,211
MRP	Millrose Properties, Inc.	−300	19,422	$583,631
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
VXF	Vanguard Extended Market ETF	−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

2 positions

Ticker	Company	Shares	Value
AMP	Ameriprise Financial Inc	2,580	$1,146,552
COST	Costco Wholesale Corp /New	203	$202,275
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 tracked positions · $28,698,692 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
BKAG	BNY Mellon Core Bond ETF	Added	82,171	+64,339	$3,447,073	+358.1%	12.01%
CGDV	Capital Group Dividend Value ETF	Added	66,010	+4,007	$3,252,972	+23.3%	11.33%
LEN	Lennar Corp /New/ Consumer Cyclical	Reduced	34,710	-190	$3,140,907	+3.6%	10.94%
CGBL	Capital Group Core Balanced ETF	Reduced	52,703	-102,625	$2,000,605	−62.6%	6.97%
AAPL	Apple Inc. Technology	Reduced	6,454	-8	$1,867,529	+13.9%	6.51%
CGGE	Capital Group Global Equity ETF	Reduced	46,219	-87,491	$1,628,757	−60.1%	5.68%
MU	Micron Technology Inc Technology	Added	1,322	+10	$1,525,971	+244.3%	5.32%
CGDG	Capital Group Dividend Growers ETF	Reduced	35,846	-52,262	$1,344,583	−57.5%	4.69%
GOOGL	Alphabet Inc. Communication Services	Added	3,079	+4	$1,092,532	+23.7%	3.81%
LLY	ELI LILLY & Co Healthcare	Held	905	0	$1,085,484	+30.4%	3.78%
CGGR	Capital Group Growth ETF	Reduced	22,074	-56,635	$1,041,892	−67.1%	3.63%
CGCB	Capital Group Core Bond ETF	Reduced	39,236	-59,794	$1,027,198	−60.5%	3.58%
MSFT	Microsoft Corp Technology	Reduced	2,338	-51	$872,120	−1.4%	3.04%
CGGO	Capital Group Global Growth Equity ETF	Reduced	20,209	-50,816	$855,446	−63.9%	2.98%
CGUS	Capital Group Core Equity ETF	Reduced	17,689	-46,935	$786,806	−68.3%	2.74%
MRP	Millrose Properties, Inc. Real Estate	Reduced	19,422	-300	$583,631	+5.7%	2.03%
WMT	Walmart Inc. Consumer Defensive	Held	4,725	0	$535,153	−8.9%	1.86%
NVDA	Nvidia Corp Technology	Added	2,220	+37	$444,199	+16.7%	1.55%
BNDX	Vanguard Total International Bond ETF	Reduced	9,069	-11,563	$439,211	−55.7%	1.53%
CGNG	Capital Group New Geography Equity ETF	Reduced	11,506	-20,754	$431,014	−57.7%	1.50%
VXF	Vanguard Extended Market ETF	Reduced	1,649	-2	$406,000	+19.5%	1.41%
UNH	Unitedhealth Group Inc Healthcare	Reduced	894	-93	$371,573	+39.1%	1.29%
META	Meta Platforms, Inc. Communication Services	Added	461	+11	$259,676	+0.9%	0.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,084	-193	$258,360	−2.9%	0.90%

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.