Merited Wealth, LLC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 141.42 M reflecting a +17.26% change from the prior quarter, spanning 73 assets. The top 10 holdings comprised 56.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 6 complete exits.
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Merited Wealth submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Merited Wealth reported a managed portfolio value of 141.42 M, consisting of 73 individual positions.
This page displays the raw filing documents. To see which stocks Merited Wealth bought or sold during Q2 2026, please visit Merited Wealth's Portfolio Analysis page.