DOSSIER · 13F-HR · Q3 2026

Merited Wealth, LLC

$144M in tracked AUM across 71 positions as of Q3 2026.

MW
CIK 0002123943 · last filed Sep 30, 2026
Total AUM
$144M
as of Q3 2026
Holdings
71
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Merited Wealth, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$28M37K19.7%
02
AGG
ISHARES TR
$12M124K8.1%
03
JCPB
J P MORGAN EXCHANGE TRADED F
$11M254K7.9%
04
AVDE
AMERICAN CENTY ETF TR
$9M100K6.3%
05
JIRE
J P MORGAN EXCHANGE TRADED F
$7M88K5.0%
06
JGRO
J P MORGAN EXCHANGE TRADED F
$7M73K4.9%
07
JAVA
J P MORGAN EXCHANGE TRADED F
$5M67K3.7%
08
BKAG
BNY MELLON ETF TRUST
$4M102K2.8%
09
MGK
VANGUARD WORLD FD
$3M36K2.3%
10
CGDV
CAPITAL GROUP DIVIDEND VALUE
$3M67K2.3%

Filing history

2026Q3Sep 30
$144M▲ 1.9%
71 positionsView →
2026Q2Jun 30
$141M▲ 17.3%
73 positionsView →
2026Q1Mar 31
$121M▲ 11.8%
79 positionsView →
2025Q4Dec 31
$108M—
375 positionsView →