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Merited Wealth, LLC

13F filer · CIK 0002123943
Reported Aug 14, 2026
Net seller this quarter
13F portfolio value$141MU.S. long equity reported on 13F
Positions190 new · 2 closed
Net flow last quarter-$618KBuys minus sells
Top 10 positions weight13.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 202619 positions
JAVASun Microsystems, Inc.$4.71M3.33%Not reported+90.0%Q4 2025
DFAXGulf Resources, Inc.$3.31M2.34%Not reported-2.0%Q4 2025
LENLennar Corp$3.14M2.22%Not reported-0.5%Q4 2025
AAPLApple Inc.$1.87M1.32%0.00%-0.1%Q4 2025
MUMicron Technology Inc$1.53M1.08%0.00%+0.8%Q4 2025
LLYELI LILLY & Co$1.09M0.77%0.00%Not reportedQ4 2025
MSFTMicrosoft Corp$872K0.62%0.00%-2.1%Q4 2025
GOOGAlphabet Inc.$683K0.48%Not reported+0.2%Q4 2025
CGCPCardiogenesis Corp$651K0.46%Not reported-56.3%Q4 2025
VOTVan Kampen Municipal Opportunity Trust II$585K0.41%Not reported-7.4%Q4 2025
MRPMillrose Properties, Inc.$584K0.41%Not reported-1.5%Q4 2025
WMTWalmart Inc.$535K0.38%0.00%Not reportedQ4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$501K0.35%Not reported-2.7%Q4 2025
NVDANvidia Corp$444K0.31%0.00%+1.7%Q4 2025
GOOGLAlphabet Inc.$410K0.29%0.00%Not reportedQ4 2025
UNHUnitedhealth Group Inc$372K0.26%0.00%-9.4%Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$318K0.23%Not reported-56.0%Q4 2025
METAMeta Platforms, Inc.$260K0.18%Not reported+2.4%Q4 2025
AMZNAmazon Com Inc$258K0.18%0.00%-15.1%Q4 2025
Q1 2026Reported Apr 24, 202621 positions
DFAXGulf Resources, Inc.$3.12M2.58%Not reported-3.5%Q4 2025
LENLennar Corp$3.03M2.51%Not reportedNot reportedQ4 2025
JAVASun Microsystems, Inc.$2.24M1.86%Not reported+115.0%Q4 2025
AAPLApple Inc.$1.64M1.36%0.00%+3.5%Q4 2025
CGCPCardiogenesis Corp$1.49M1.24%Not reported+2.0%Q4 2025
AMPAmeriprise Financial Inc$1.15M0.95%0.00%NewQ1 2026
MSFTMicrosoft Corp$884K0.73%0.00%+1.4%Q4 2025
LLYELI LILLY & Co$832K0.69%0.00%Not reportedQ4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$678K0.56%Not reported+6.2%Q4 2025
WMTWalmart Inc.$587K0.49%0.00%Not reportedQ4 2025
GOOGAlphabet Inc.$553K0.46%Not reported-0.1%Q4 2025
MRPMillrose Properties, Inc.$552K0.46%Not reportedNot reportedQ4 2025
VOTVan Kampen Municipal Opportunity Trust II$531K0.44%Not reported-1.4%Q4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$483K0.40%Not reported+13.3%Q4 2025
MUMicron Technology Inc$443K0.37%0.00%+2.0%Q4 2025
NVDANvidia Corp$381K0.32%0.00%+32.2%Q4 2025
GOOGLAlphabet Inc.$330K0.27%0.00%Not reportedQ4 2025
UNHUnitedhealth Group Inc$267K0.22%0.00%-24.3%Q4 2025
AMZNAmazon Com Inc$266K0.22%0.00%-0.4%Q4 2025
METAMeta Platforms, Inc.$257K0.21%Not reported+21.3%Q4 2025
COSTCostco Wholesale Corp$202K0.17%0.00%Not reportedQ4 2025
Q4 2025Reported Mar 26, 2026209 positions
LENLennar Corp$3.59M3.33%Not reportedNewQ4 2025
DFAXGulf Resources, Inc.$3.11M2.88%Not reportedNewQ4 2025
AAPLApple Inc.$1.7M1.57%0.00%NewQ4 2025
CGCPCardiogenesis Corp$1.49M1.38%Not reportedNewQ4 2025
MSFTMicrosoft Corp$1.14M1.06%0.00%NewQ4 2025
JAVASun Microsystems, Inc.$1.04M0.97%Not reportedNewQ4 2025
LLYELI LILLY & Co$973K0.90%0.00%NewQ4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$619K0.57%Not reportedNewQ4 2025
GOOGAlphabet Inc.$606K0.56%Not reportedNewQ4 2025
MRPMillrose Properties, Inc.$589K0.55%Not reportedNewQ4 2025
VOTVan Kampen Municipal Opportunity Trust II$584K0.54%Not reportedNewQ4 2025
WMTWalmart Inc.$526K0.49%0.00%NewQ4 2025
UNHUnitedhealth Group Inc$430K0.40%0.00%NewQ4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$421K0.39%Not reportedNewQ4 2025
MUMicron Technology Inc$367K0.34%0.00%NewQ4 2025
GOOGLAlphabet Inc.$359K0.33%0.00%NewQ4 2025
NVDANvidia Corp$308K0.29%0.00%NewQ4 2025
AMZNAmazon Com Inc$296K0.27%0.00%NewQ4 2025
METAMeta Platforms, Inc.$245K0.23%Not reportedNewQ4 2025
JPMJPMorgan Chase & Co$190K0.18%0.00%NewQ4 2025
BROBrown & Brown, Inc.$189K0.18%0.00%NewQ4 2025
COSTCostco Wholesale Corp$175K0.16%0.00%NewQ4 2025
HEI.AHeico Corp$158K0.15%Not reportedNewQ4 2025
VVisa Inc.$153K0.14%0.00%NewQ4 2025
BXBlackstone Inc.$144K0.13%0.00%NewQ4 2025
IMKTAIngles Markets Inc$137K0.13%Not reportedNewQ4 2025
ORCLOracle Corp$116K0.11%0.00%NewQ4 2025
HDHome Depot, Inc.$110K0.10%0.00%NewQ4 2025
JNJJohnson & Johnson$104K0.10%0.00%NewQ4 2025
ROPRoper Technologies Inc$93.5K0.09%0.00%NewQ4 2025
ADSKAutodesk, Inc.$88.8K0.08%0.00%NewQ4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$86K0.08%0.00%NewQ4 2025
SOSouthern Co$84.5K0.08%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$79.8K0.07%Not reportedNewQ4 2025
GSGoldman Sachs Group Inc$77.4K0.07%0.00%NewQ4 2025
GEGeneral Electric Co$73.6K0.07%0.00%NewQ4 2025
SPGIS&P Global Inc.$70K0.06%0.00%NewQ4 2025
KOCoca Cola Co$68K0.06%0.00%NewQ4 2025
ETNEaton Corp plc$63.4K0.06%0.00%NewQ4 2025
WCNWaste Connections, Inc.$63.1K0.06%0.00%NewQ4 2025
AXPAmerican Express Co$62.9K0.06%0.00%NewQ4 2025
CMECme Group Inc.$60.9K0.06%0.00%NewQ4 2025
SHELShell plc$59.5K0.06%0.00%NewQ4 2025
ETEnergy Transfer LP$58.5K0.05%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$55.3K0.05%Not reportedNewQ4 2025
PFEPfizer Inc$52.9K0.05%0.00%NewQ4 2025
MRKMerck & Co., Inc.$51.5K0.05%0.00%NewQ4 2025
XOMExxonMobil Holdings Corp$51.1K0.05%0.00%NewQ4 2025
ISRGIntuitive Surgical Inc$51K0.05%0.00%NewQ4 2025
NBISNebius Group N.V.$50.4K0.05%0.00%NewQ4 2025
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