Merited Wealth, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
North Bay Village, FL
CIK
0002123943
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
79
120,604
IVV, AGG, CGBL, JCPB
13F-HR
4/24/2026
000121465926005067
Q4 2025
297
107,850
IVV, CGBL, VT, CGGE
13F-HR
3/26/2026
000121465926003829