Merited Wealth, LLC
Follow13F filer, CIK 2123943, NORTH BAY VILLAGE, FL
Merited Wealth, LLC reported $120,604,398 across 79 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-24. Its ten largest share positions make up 40.96% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-005067
- Period
- 2026-03-31
- Reported value
- $121M
- Holdings
- 79
- Top 10 weight
- 40.96%
- New
- 4
- Sold out
- 222
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IVVadded | +6,610 | $4.32M |
| JCPBadded | +69,498 | $3.27M |
| AGGadded | +30,107 | $2.99M |
| AVDEadded | +26,793 | $2.27M |
| JIREadded | +21,928 | $1.66M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CGSDexited | -29,443 | -$766K |
| VGSHexited | -11,377 | -$668K |
| JPMexited | -590 | -$190K |
| BROexited | -2,377 | -$189K |
| CGCVexited | -5,866 | -$179K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 79 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| CGSDCAPITAL GRP FIXED INCM ETF T | 29,443 | $766K | shares |
| VGSHVANGUARD SCOTTSDALE FDS | 11,377 | $668K | shares |
| JPMJPMORGAN CHASE & CO | 590 | $190K | shares |
| BROBROWN & BROWN INC | 2,377 | $189K | shares |
| CGCVCAPITAL GROUP CONSERVATIVE E | 5,866 | $179K | shares |
| IGVISHARES TR | 1,595 | $169K | shares |
| CWBSPDR SERIES TRUST | 1,826 | $163K | shares |
| HEI-AHEICO CORP NEW | 625 | $158K | shares |
| IEIISHARES TR | 1,289 | $154K | shares |
| VVISA INC | 437 | $153K | shares |
| BXBLACKSTONE INC | 934 | $144K | shares |
| IMKTAINGLES MKTS INC | 2,000 | $137K | shares |
| ORCLORACLE CORP | 596 | $116K | shares |
| HDHOME DEPOT INC | 320 | $110K | shares |
| SPIBSPDR SERIES TRUST | 3,165 | $107K | shares |
| JNJJOHNSON & JOHNSON | 504 | $104K | shares |
| JNKSPDR SERIES TRUST | 1,051 | $102K | shares |
| TLHISHARES TR | 943 | $95.9K | shares |
| ROPROPER TECHNOLOGIES INC | 210 | $93.5K | shares |
| USMVISHARES TR | 949 | $89.4K | shares |
| ADSKAUTODESK INC | 300 | $88.8K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 283 | $86K | shares |
| SOSOUTHERN CO | 969 | $84.5K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 117 | $79.8K | shares |
| GSGOLDMAN SACHS GROUP INC | 88 | $77.4K | shares |
| GEGE AEROSPACE | 239 | $73.6K | shares |
| SPGIS&P GLOBAL INC | 134 | $70K | shares |
| KOCOCA COLA CO | 973 | $68K | shares |
| IGSBISHARES TR | 1,260 | $66.6K | shares |
| ETNEATON CORP PLC | 199 | $63.4K | shares |
| MBBISHARES TR | 663 | $63.1K | shares |
| WCNWASTE CONNECTIONS INC | 360 | $63.1K | shares |
| AXPAMERICAN EXPRESS CO | 170 | $62.9K | shares |
| CMECME GROUP INC | 223 | $60.9K | shares |
| SHELSHELL PLC | 810 | $59.5K | shares |
| ETENERGY TRANSFER L P | 3,550 | $58.5K | shares |
| IJKISHARES TR | 596 | $57.7K | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 110 | $55.3K | shares |
| LQDISHARES TR | 498 | $54.9K | shares |
| VCITVANGUARD SCOTTSDALE FDS | 650 | $54.4K | shares |
| IJJISHARES TR | 412 | $54.2K | shares |
| SPTLSPDR SERIES TRUST | 2,047 | $54.2K | shares |
| PFEPFIZER INC | 2,125 | $52.9K | shares |
| MRKMERCK & CO INC | 489 | $51.5K | shares |
| XOMEXXON MOBIL CORP | 425 | $51.1K | shares |
| ISRGINTUITIVE SURGICAL INC | 90 | $51K | shares |
| NBISNEBIUS GROUP N.V. | 532 | $50.4K | shares |
| BLKBLACKROCK INC | 47 | $50.3K | shares |
| BSXBOSTON SCIENTIFIC CORP | 523 | $49.9K | shares |
| CARRCARRIER GLOBAL CORPORATION | 915 | $48.3K | shares |
| EPDENTERPRISE PRODS PARTNERS L | 1,508 | $48.3K | shares |
| UPSUNITED PARCEL SVCS INC | 473 | $46.9K | shares |
| VISVANGUARD WORLD FD | 149 | $44.5K | shares |
| CSCOCISCO SYS INC | 570 | $43.9K | shares |
| AMTAMERICAN TOWER CORP | 250 | $43.9K | shares |
| TRVTRAVELERS COMPANIES INC | 149 | $43.2K | shares |
| MAMASTERCARD INCORPORATED | 75 | $42.8K | shares |
| AVGOBROADCOM INC | 123 | $42.6K | shares |
| PCARPACCAR INC | 380 | $41.6K | shares |
| NEENEXTERA ENERGY INC | 500 | $40.1K | shares |
| EUFNISHARES TR | 1,075 | $39.9K | shares |
| GDGENERAL DYNAMICS CORP | 117 | $39.4K | shares |
| MDLZMONDELEZ INTL INC | 722 | $38.9K | shares |
| DHRDANAHER CORP DEL | 163 | $37.3K | shares |
| VIRTVIRTU FINL INC | 1,100 | $36.7K | shares |
| EMREMERSON ELEC CO | 270 | $35.8K | shares |
| ACNACCENTURE PLC IRELAND | 127 | $34.1K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 130 | $33.4K | shares |
| APHAMPHENOL CORP | 243 | $32.8K | shares |
| VGTVANGUARD WORLD FD | 43 | $32.4K | shares |
| BKNGBOOKING HOLDINGS INC | 6 | $32.1K | shares |
| COFCAPITAL ONE FINL CORP | 131 | $31.7K | shares |
| CVXCHEVRON CORPORATION | 205 | $31.2K | shares |
| PGPROCTER & GAMBLE CO | 206 | $29.5K | shares |
| MDTMEDTRONIC PLC | 305 | $29.3K | shares |
| MPLXMPLX LP | 545 | $29.1K | shares |
| ULUNILEVER PLC | 444 | $29K | shares |
| PMPHILIP MORRIS INTL INC | 180 | $28.9K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 175 | $28.3K | shares |
| AMEAMETEK INC | 137 | $28.1K | shares |
| HEIHEICO CORP NEW | 83 | $26.9K | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 122 | $26.8K | shares |
| NVONOVO-NORDISK A S | 501 | $25.5K | shares |
| DISDISNEY WALT CO | 223 | $25.4K | shares |
| NFLXNETFLIX INC. | 270 | $25.3K | shares |
| FERFERROVIAL NV | 386 | $24.9K | shares |
| AMDADVANCED MICRO DEVICES INC | 111 | $23.8K | shares |
| SDYSPDR SERIES TRUST | 162 | $22.5K | shares |
| ASTSAST SPACEMOBILE INC | 296 | $21.5K | shares |
| CRMSALESFORCE INC | 80 | $21.2K | shares |
| MCDMCDONALDS CORP | 68 | $20.8K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 35 | $20.3K | shares |
| GEVGE VERNOVA INC | 31 | $20.3K | shares |
| WMBWILLIAMS COS INC | 330 | $19.8K | shares |
| TSLATESLA INC | 44 | $19.8K | shares |
| MPCMARATHON PETE CORP | 120 | $19.5K | shares |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 224 | $18.6K | shares |
| Raytheon Technologies CorpRaytheon Technologies Corp | 100 | $18.3K | shares |
| SCZISHARES TR | 233 | $18.1K | shares |
| TMUST-MOBILE US INC | 86 | $17.5K | shares |
| QCOMQUALCOMM INC | 99 | $16.9K | shares |
| INTCINTEL CORP | 454 | $16.8K | shares |
| SBUXSTARBUCKS CORP | 194 | $16.3K | shares |
| EMHYISHARES INC | 404 | $16.3K | shares |
| ABTABBOTT LABORATORIES | 119 | $14.9K | shares |
| IRINGERSOLL RAND INC | 181 | $14.3K | shares |
| CRDOCREDO TECHNOLOGY GROUP HOLDI | 98 | $14.1K | shares |
| KLACKLA CORP | 11 | $13.4K | shares |
| DGDOLLAR GEN CORP | 100 | $13.3K | shares |
| PPIHPERMA-PIPE INTL HLDGS INC | 430 | $13.1K | shares |
| NUTXNUTEX HEALTH INC | 79 | $13K | shares |
| IDRIDAHO STRATEGIC RESOURCES | 320 | $12.9K | shares |
| TTTRANE TECHNOLOGIES PLC | 33 | $12.8K | shares |
| TGTTARGET CORP | 125 | $12.2K | shares |
| BILSPDR SERIES TRUST | 131 | $12K | shares |
| SMIDSMITH MIDLAND CORP | 313 | $11.4K | shares |
| CCITIGROUP INC | 97 | $11.3K | shares |
| GRRRGORILLA TECHNOLOGY GROUP INC | 1,027 | $11.2K | shares |
| GMGENERAL MTRS CO | 135 | $11K | shares |
| MRVLMARVELL TECHNOLOGY INC | 129 | $11K | shares |
| NKENIKE INC | 170 | $10.8K | shares |
| SYKSTRYKER CORPORATION | 30 | $10.5K | shares |
| CCLDCARECLOUD INC | 3,543 | $10.3K | shares |
| COINCOINBASE GLOBAL INC | 45 | $10.2K | shares |
| CATCATERPILLAR INC | 16 | $9.17K | shares |
| MSMORGAN STANLEY | 50 | $8.88K | shares |
| CMCSACOMCAST CORP NEW | 290 | $8.67K | shares |
| GILDGILEAD SCIENCES INC | 70 | $8.59K | shares |
| VZVERIZON COMMUNICATIONS INC | 205 | $8.35K | shares |
| TPCTUTOR PERINI CORP | 120 | $8.04K | shares |
| SANBANCO SANTANDER SA | 679 | $7.96K | shares |
| INGING GROEP N.V. | 281 | $7.87K | shares |
| BABOEING CO | 36 | $7.82K | shares |
| ASMLASML HLDG NV | 7 | $7.49K | shares |
| DAKTDAKTRONICS INC | 361 | $7.14K | shares |
| OKEONEOK INC NEW | 97 | $7.13K | shares |
| IMPPIMPERIAL PETE INC | 1,954 | $7.07K | shares |
| AMRXAMNEAL PHARMACEUTICALS INC | 510 | $6.43K | shares |
| AMATAPPLIED MATLS INC | 25 | $6.42K | shares |
| NAGENIAGEN BIOSCIENCE INC | 1,000 | $6.36K | shares |
| FCXFREEPORT MCMORAN INC | 121 | $6.15K | shares |
| HCAHCA HEALTHCARE INC | 12 | $5.6K | shares |
| LINLINDE PLC | 13 | $5.54K | shares |
| LEN-BLENNAR CORP | 58 | $5.52K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 87 | $5.43K | shares |
| LMTLOCKHEED MARTIN CORP | 11 | $5.32K | shares |
| BACBANK OF AMER CORP | 94 | $5.17K | shares |
| SCHPSCHWAB STRATEGIC TR | 174 | $4.61K | shares |
| TJXTJX COS INC NEW | 30 | $4.61K | shares |
| SYFSYNCHRONY FINANCIAL | 54 | $4.5K | shares |
| NXPINXP SEMICONDUCTORS N V | 20 | $4.34K | shares |
| ARKKARK ETF TR | 54 | $4.15K | shares |
| COCOVITA COCO CO INC | 78 | $4.13K | shares |
| SPTMSPDR SERIES TRUST | 50 | $4.13K | shares |
| HMCHONDA MOTOR CO LTD | 139 | $4.1K | shares |
| BLNDBLEND LABS INC | 1,345 | $4.09K | shares |
| UBERUBER TECHNOLOGIES INC | 50 | $4.09K | shares |
| UNPUNION PAC CORP | 17 | $3.93K | shares |
| AONAON PLC | 11 | $3.88K | shares |
| CSXCSX CORP | 104 | $3.77K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 37 | $3.7K | shares |
| HWMHOWMET AEROSPACE INC | 17 | $3.48K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 41 | $3.36K | shares |
| MCKMCKESSON CORP | 4 | $3.28K | shares |
| CBCHUBB LIMITED | 10 | $3.12K | shares |
| RIORIO TINTO PLC | 39 | $3.12K | shares |
| AWIARMSTRONG WORLD INDS INC NEW | 16 | $3.06K | shares |
| AERAERCAP HOLDINGS NV | 21 | $3.02K | shares |
| TTETOTALENERGIES SE | 46 | $3.01K | shares |
| HOODROBINHOOD MKTS INC | 25 | $2.83K | shares |
| ADBEADOBE INC | 8 | $2.8K | shares |
| ANETARISTA NETWORKS INC | 20 | $2.62K | shares |
| CBRECBRE GROUP INC | 16 | $2.57K | shares |
| GSKGSK PLC | 52 | $2.55K | shares |
| KHCKRAFT HEINZ CO | 104 | $2.52K | shares |
| PGRPROGRESSIVE CORP | 11 | $2.5K | shares |
| DDOGDATADOG INC | 18 | $2.45K | shares |
| PYPLPAYPAL HLDGS INC | 40 | $2.33K | shares |
| BPBP PLC | 66 | $2.29K | shares |
| SONYSONY GROUP CORP | 84 | $2.15K | shares |
| EXEEXPAND ENERGY CORPORATION | 19 | $2.1K | shares |
| RELXRELX PLC | 51 | $2.06K | shares |
| CGXUCAPITAL GROUP INTL FOCUS EQT | 69 | $2.04K | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 100 | $1.97K | shares |
| ALSNALLISON TRANSMISSION HLDGS I | 20 | $1.96K | shares |
| RYAAYRYANAIR HOLDINGS PLC | 27 | $1.95K | shares |
| SUSUNCOR ENERGY INC NEW | 42 | $1.86K | shares |
| DEDEERE & CO | 4 | $1.86K | shares |
| MRSHMARSH & MCLENNAN COS INC | 10 | $1.85K | shares |
| USCBUSCB FINANCIAL HOLDINGS INC | 100 | $1.84K | shares |
| DUKDUKE ENERGY CORP NEW | 15 | $1.76K | shares |
| NDAQNASDAQ INC | 18 | $1.75K | shares |
| CPCANADIAN PACIFIC KANSAS CITY | 23 | $1.69K | shares |
| CITHE CIGNA GROUP | 6 | $1.65K | shares |
| ABBVABBVIE INC | 7 | $1.6K | shares |
| MICCMAGNUM ICE CREAM CO NV | 99 | $1.57K | shares |
| AJGGALLAGHER ARTHUR J & CO | 6 | $1.55K | shares |
| MARMARRIOTT INTL INC NEW | 5 | $1.55K | shares |
| NOWSERVICENOW INC | 10 | $1.53K | shares |
| CTASCINTAS CORP | 8 | $1.5K | shares |
| LULULULULEMON ATHLETICA INC | 7 | $1.46K | shares |
| BUDANHEUSER BUSCH INBEV SA NV | 22 | $1.41K | shares |
| COPCONOCOPHILLIPS | 15 | $1.4K | shares |
| KKRKKR & CO INC | 11 | $1.4K | shares |
| IBNICICI BK LTD | 46 | $1.37K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 15 | $1.37K | shares |
| INTUINTUIT | 2 | $1.32K | shares |
| VEUVANGUARD INTL EQUITY INDEX F | 18 | $1.32K | shares |
| SHWSHERWIN WILLIAMS CO | 4 | $1.3K | shares |
| ZTSZOETIS INC | 10 | $1.26K | shares |
| DKNGDRAFTKINGS INC NEW | 35 | $1.21K | shares |
| CCICROWN CASTLE INC | 13 | $1.16K | shares |
| CPRTCOPART INC | 29 | $1.14K | shares |
| PANWPALO ALTO NETWORKS INC | 6 | $1.1K | shares |
| WABWABTEC | 5 | $1.07K | shares |
| ITWILLINOIS TOOL WKS INC | 4 | $985 | shares |
| SAPSAP SE | 4 | $972 | shares |
| CCEPCOCA-COLA EUROPACIFIC PARTNE | 10 | $907 | shares |
| DXIVDIMENSIONAL ETF TRUST | 10 | $651 | shares |
| DXUVDIMENSIONAL ETF TRUST | 9 | $538 | shares |
| BRBRBELLRING BRANDS INC | 10 | $267 | shares |
| OGNORGANON & CO | 24 | $172 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001214659-26-005067 | base | 2026-04-24 | acceptance time not in the bulk data set |