StockDriftsStockDriftsTop 50 Merited Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.67% | 37.0K | $28.3M | +12.06%(+3.98K) | $691.09(+11.42%) | 2026-09-30 | |
| AGG | ISHARES TR | 8.11% | 123.6K | $11.7M | +14.17%(+15.35K) | $99.12(-4.05%) | 2026-09-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.89% | 253.8K | $11.4M | +31.77%(+61.19K) | $46.83(-3.92%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 6.26% | 100.0K | $9.0M | +10.61%(+9.60K) | $84.40(+6.04%) | 2026-09-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 4.99% | 87.6K | $7.2M | +11.11%(+8.76K) | $77.09(+5.59%) | 2026-09-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 4.89% | 72.9K | $7.0M | +12.87%(+8.31K) | $91.29(+2.89%) | 2026-09-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 3.7% | 66.8K | $5.3M | +12.53%(+7.44K) | $73.62(+11.35%) | 2026-09-30 | |
| BKAG | BNY MELLON ETF TRUST | 2.84% | 102.3K | $4.1M | +24.49%(+20.12K) | $41.85(-3.91%) | 2026-09-30 | |
| MGK | VANGUARD WORLD FD | 2.29% | 35.7K | $3.3M | -0.79%(-284) | $81.02(+12.30%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.28% | 67.2K | $3.3M | +1.78%(+1.18K) | $43.15(+13.63%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.42% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.73% |
Merited Wealth LLC reports $144.10M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.7%), AGG (8.1%) and JCPB (7.9%). The top 20 holdings account for 81.25% of reported assets. Its disclosed equity book has returned +5.42% cumulatively over 3 quarters. Figures reflect the Q3 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