Merited Wealth, LLC
All 13F Filings
- Location
- North Bay Village, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 144,097
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 71 | 144,097 | 13F-HR | Merited Wealth, LLC |
| Q2 2026 | 8/14/2026 | 73 | 141,418 | 13F-HR | Merited Wealth, LLC |
| Q1 2026 | 4/24/2026 | 79 | 120,604 | 13F-HR | Merited Wealth, LLC |
| Q4 2025 | 3/26/2026 | 297 | 107,851 | 13F-HR | Merited Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.86 K | 13.1% | 0 | 2.132 K | -2.132 K |
| ETFs | 120.6 K | 83.7% | 4.61 K | 0 | 4.61 K |
| Debt | 4.673 K | 3.2% | 199 | 0 | 199 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
144,097
Holdings
71
QoQ value change ($000)
2,679
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.