Merited Wealth, LLC: 13F holdings
CIK 21239432026Q2
| Positions | 73 |
|---|
| Reported value | $141.4m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 73 (-6 vs prior quarter) |
|---|
| Reported value | $141.4m (+17.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 33,023 | $24.7m | 17.5% |
| AGG ISHARES TR | 108,259 | $10.7m | 7.6% |
| JCPB J P MORGAN EXCHANGE TRADED F | 192,594 | $9.0m | 6.4% |
| AVDE AMERICAN CENTY ETF TR | 90,452 | $8.1m | 5.7% |
| JIRE J P MORGAN EXCHANGE TRADED F | 78,836 | $6.5m | 4.6% |
| JGRO J P MORGAN EXCHANGE TRADED F | 64,580 | $6.4m | 4.5% |
| JAVA J P MORGAN EXCHANGE TRADED F | 59,352 | $4.7m | 3.3% |
| BKAG BNY MELLON ETF TRUST | 82,171 | $3.4m | 2.4% |
| IUSB ISHARES TR | 72,653 | $3.4m | 2.4% |
| DIMENSIONAL ETF TRUST | 75,138 | $3.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2123943")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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