Merited Wealth, LLC

Q1 2026 13F-HR Holdings

Location
North Bay Village, FL
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$120,604
Net value change ($000)
+12,753 (11.8%)
New positions
3
Sold out positions
223
Turnover %
11.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 4,017 62.0%
JCPB 3,262 183.7%
AGG 2,971 100.4%
AVDE 2,328 128.8%
JIRE 1,673 151.1%
JAVA 1,199 115.1%
AMP 1,147 NEW
JGRO 1,125 81.8%
VV 1,071 NEW
BINC 615 169.4%
Top Reduces (Value $000, Stocks/ETFs)
CGCB -2,671 -100.0%
CGSD -766 -100.0%
VGSH -668 -100.0%
LEN -557 -15.5%
CGGR -492 -13.5%
MSFT -256 -22.5%
CGGO -232 -8.9%
CGUS -228 -8.4%
JPM -190 -100.0%
BRO -189 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type