StockDriftsStockDriftsTop 50 Merited Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.49% | 33.0K | $24.7M | +105.46%(+16.95K) | $683.10(+14.19%) | 2026-06-30 | |
| AGG | ISHARES TR | 7.58% | 108.3K | $10.7M | +81.21%(+48.52K) | $99.46(-1.99%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 6.39% | 192.6K | $9.0M | +79.98%(+85.59K) | $47.14(-1.95%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.71% | 90.5K | $8.1M | +85.53%(+41.70K) | $83.84(+12.46%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 4.6% | 78.8K | $6.5M | +114.76%(+42.13K) | $76.51(+12.23%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 4.5% | 64.6K | $6.4M | +118.21%(+34.98K) | $90.48(+6.96%) | 2026-06-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 3.33% | 59.4K | $4.7M | +90.03%(+28.12K) | $72.87(+15.06%) | 2026-06-30 | |
| BKAG | BNY MELLON ETF TRUST | 2.44% | 82.2K | $3.4M | +360.81%(+64.34K) | $42.05(-1.67%) | 2026-06-30 | |
| IUSB | ISHARES TR | 2.37% | 72.7K | $3.4M | +1135.18%(+66.77K) | $46.28(-1.74%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.36% | 75.1K | $3.3M | -1.94%(-1.49K) | $39.09(+18.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.29% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.06% |
Merited Wealth LLC reports $141.42M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are IVV (17.5%), AGG (7.6%) and JCPB (6.4%). The top 20 holdings account for 75.74% of reported assets. Its disclosed equity book has returned +6.29% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Merited Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2123943). View Merited Wealth LLC’s 13F filings on SEC