§ 13F · FUND PROFILE
Merited Wealth, LLC.
AUM · $141M (13F)Positions · 73Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 33K | $25M | — | +105% |
| 2 | AGG | ISHARES TR | 108K | $11M | — | +81% |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | 193K | $9M | — | +80% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 90K | $8M | — | +86% |
| 5 | JIRE | J P MORGAN EXCHANGE TRADED F | 79K | $7M | — | +115% |
| 6 | JGRO | J P MORGAN EXCHANGE TRADED F | 65K | $6M | — | +118% |
| 7 | JAVA | J P MORGAN EXCHANGE TRADED F | 59K | $5M | — | +90% |
| 8 | BKAG | BNY MELLON ETF TRUST | 82K | $3M | — | +361% |
| 9 | IUSB | ISHARES TR | 73K | $3M | — | +1135% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 75K | $3M | — | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERITED SIGNAL
AC read
Merited Wealth, LLC is a institutional fund managing $141 million in assets. The fund runs a portfolio of 73 positions.
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