Merited Wealth, LLC (CIK: 0002123943) is a financial institution headquartered at 1666 79Th Street Causeway, Suite 501, , North Bay Village, Florida 33141. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $141.42 M, comprising 73 distinct securities. Over its filing history, it has submitted 3 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 56.8%. Quarterly turnover: 25.6%. ▲ 0 new, +21 added, −46 reduced, ×6 exited.

Top Buys

Q2 2026

1. IVV Ishares Core S&P 500 Etf

+$12.69 M

2. AGG Ishares Core Us Aggregate Bond Etf

+$4.8 M

3. JCPB Jpmorgan Core Plus Bond Etf

+$4.02 M

4. AVDE Avantis International Equity Etf

+$3.72 M

5. JIRE Jpmorgan Int Res Enh Eqty

+$3.48 M

Top Sells

Q2 2026

1. CGBL Capital Group Core Balanced Etf

−$3.9 M

2. VT Vanguard Total World Stock Etf

−$3.68 M

3. CGGE Capital Group Global Equity Etf

−$3.08 M

4. CGGR Capital Group Growth Etf

−$2.67 M

5. CGGO Capital Group Global Growth Equity Etf

−$2.15 M

Stocks/ETFs

+17.26%

$141.42 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Ishares Core S&P 500 Etf ETF-IVV	33,023	$24.73 M	17.49%	▲ 16,950	Add 105.5%
Ishares Core Us Aggregate Bond Etf ETF-AGG	108,259	$10.72 M	7.58%	▲ 48,517	Add 81.2%
Jpmorgan Core Plus Bond Etf ETF-JCPB	192,594	$9.04 M	6.39%	▲ 85,586	Add 80.0%
Avantis International Equity Etf ETF-AVDE	90,452	$8.07 M	5.71%	▲ 41,700	Add 85.5%
Jpmorgan Int Res Enh Eqty ETF-JIRE	78,836	$6.5 M	4.60%	▲ 42,127	Add 114.8%
Jpmorgan Active Growth Etf ETF-JGRO	64,580	$6.37 M	4.50%	▲ 34,985	Add 118.2%
Jpmorgan Active Value Etf ETF-JAVA	59,352	$4.71 M	3.33%	▲ 28,119	Add 90.0%
Bny Mellon Core Bond Etf ETF-BKAG	82,171	$3.45 M	2.44%	▲ 64,339	Add 360.8%
Ishares Core Total Usd Bond Market Etf ETF-IUSB	72,653	$3.35 M	2.37%	▲ 66,771	Add 1135.2%
Dimensional Us Core Equity 2 Etf ETF-DFAC	75,138	$3.33 M	2.36%	▼ 1,489	Reduce -1.9%

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Merited Wealth, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Merited Wealth, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 3 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Merited Wealth, LLC Quarterly 13F Statistics

Discover detailed insights into Merited Wealth, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Merited Wealth, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Merited Wealth, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Merited Wealth, LLC 13F Filings, Portfolio & Analysis

Merited Wealth, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Merited Wealth, LLC's Portfolio

Merited Wealth, LLC Quarterly 13F Statistics

Merited Wealth, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)