Merited Wealth, LLC
CIK
2123943
Location
NORTH BAY VILLAGE, FL
Portfolio Value
Micro
$10,819,693
Diversification
Diversified
Filing Date
Global Rank
#7,720
/ 8,232
▲ 33
Top Industry
Residential Construction
28.0%
3Y Alpha vs SPY
-27.2%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+1.0%
SPY
+9.1%
Annualised alpha
-27.2%
Max drawdown
−13.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.0%
+4.6 pts
Top 5
69.6%
+17.4 pts
Top 10
90.8%
+25.6 pts
HHI
1,368
Diversified+527
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.9% | $3,348,287 |
| Consumer Cyclical | 30.5% | $3,296,676 |
| Financial Services | 10.6% | $1,146,552 |
| Healthcare | 10.2% | $1,099,463 |
| Consumer Defensive | 7.3% | $789,498 |
| Communication Services | 5.4% | $587,001 |
| Real Estate | 5.1% | $552,216 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMP | Ameriprise Financial Inc | 2,580 | $1,146,552 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JPM | Jpmorgan Chase & Co | 590 | $190,109 | |
| BRO | Brown & Brown, Inc. | 2,377 | $189,446 | |
| V | Visa Inc. | 437 | $153,260 | |
| BX | Blackstone Inc. | 934 | $143,966 | |
| IMKTA | Ingles Markets Inc | 2,000 | $137,100 | |
| ORCL | Oracle Corp | 596 | $116,166 | |
| HD | Home Depot, Inc. | 320 | $110,112 | |
| JNJ | Johnson & Johnson | 504 | $104,302 | |
| ROP | Roper Technologies Inc | 210 | $93,477 | |
| ADSK | Autodesk, Inc. | 300 | $88,803 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 283 | $86,000 | |
| SO | Southern Co | 969 | $84,496 | |
| SPY | Spdr S&P 500 ETF Trust | 117 | $79,784 | |
| GS | Goldman Sachs Group Inc | 88 | $77,352 | |
| GE | General Electric Co | 239 | $73,619 | |
| SPGI | S&P Global Inc. | 134 | $70,027 | |
| KO | Coca Cola Co | 973 | $68,022 | |
| ETN | Eaton Corp plc | 199 | $63,383 | |
| WCN | Waste Connections, Inc. | 360 | $63,129 | |
| AXP | American Express Co | 170 | $62,891 | |
| CME | Cme Group Inc. | 223 | $60,896 | |
| SHEL | Shell plc | 810 | $59,517 | |
| ET | Energy Transfer LP | 3,550 | $58,539 | |
| BRK-B | Berkshire Hathaway Inc | 110 | $55,291 | |
| PFE | Pfizer Inc | 2,125 | $52,912 | |
| No positions match the current search. | ||||
14 positions ·
$10,819,693 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Held | 34,900 | $3,030,716 | 28.01% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,462 | $1,639,990 | 15.16% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
NEW | 2,580 | $1,146,552 | 10.60% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,389 | $884,336 | 8.17% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 905 | $832,391 | 7.69% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 4,725 | $587,223 | 5.43% | |
| MRP |
Millrose Properties, Inc.
Real Estate
|
Held | 19,722 | $552,216 | 5.10% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,312 | $443,246 | 4.10% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,183 | $380,715 | 3.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,146 | $329,543 | 3.05% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 987 | $267,072 | 2.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,277 | $265,960 | 2.46% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 450 | $257,458 | 2.38% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 203 | $202,275 | 1.87% |