DOSSIER · 13F-HR · Q2 2026

Merited Wealth, LLC

$141M in tracked AUM across 73 positions as of Q2 2026.

MW
CIK 0002123943 · last filed Jun 30, 2026
Total AUM
$141M
as of Q2 2026
Holdings
73
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Merited Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$25M33K17.5%
02
AGG
ISHARES TR
$11M108K7.6%
03
JCPB
J P MORGAN EXCHANGE TRADED F
$9M193K6.4%
04
AVDE
AMERICAN CENTY ETF TR
$8M90K5.7%
05
JIRE
J P MORGAN EXCHANGE TRADED F
$7M79K4.6%
06
JGRO
J P MORGAN EXCHANGE TRADED F
$6M65K4.5%
07
JAVA
J P MORGAN EXCHANGE TRADED F
$5M59K3.3%
08
BKAG
BNY MELLON ETF TRUST
$3M82K2.4%
09
IUSB
ISHARES TR
$3M73K2.4%
10
DFAC
DIMENSIONAL ETF TRUST
$3M75K2.4%

Filing history

2026Q2Jun 30
$141M 17.3%
73 positionsView →
2026Q1Mar 31
$121M 11.8%
79 positionsView →
2025Q4Dec 31
$108M
375 positionsView →