No buy transactions available for this period
No sell transactions available for this period
Merited Wealth, LLC filed its 13F report for Q4 2025 on March 26, 2026. The portfolio totaled 107.85 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 37.2% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
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Merited Wealth submitted their Form 13F-HR for the Q4 2025 period on 03/26/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Merited Wealth reported a managed portfolio value of 107.85 M, consisting of 375 individual positions.
This page displays the raw filing documents. To see which stocks Merited Wealth bought or sold during Q4 2025, please visit Merited Wealth's Portfolio Analysis page.