Merited Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
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
Q4 2025 297 107,850 IVV, CGBL, VT, CGGE 13F-HR 3/26/2026 000121465926003829