Merited Wealth, LLC
Long book
$120.6M
Q1 2026
Positions
79
Top-10 weight
41%
concentration
Last quarter
+11.0%
SPY +14.8%
Turnover
75%
of book per quarter
Strategy in plain words
auto-generated from filingsMerited Wealth, LLC is a wealth-management firm allocating client money, running a $120.6M US long book across 79 positions.
The portfolio is moderately concentrated (top 10 ≈ 41% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHARES CORE U.S. AGGREGATE, CAP GROUP CORE BALANCED, JPMORGAN CORE PLUS BOND ETF, VANGUARD TOT WORLD STK ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-2.7%
Q1 2026
+11.0%
Sector allocation
Technology 41%
Industrials 28%
Financials 13%
Consumer discretionary 10%
Healthcare 8%
Long book by quarter
What does Merited Wealth, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| LEN LENNAR CORP-A | Industrials | 34.9K | $3.0M | 2.5% | Held |
| AAPL APPLE INC | Technology | 6.5K | $1.6M | 1.4% | +3.5% |
| AMP AMERIPRISE FINANCIAL INC | Financials | 2.6K | $1.1M | 1.0% | New |
| MSFT MICROSOFT CORP | Technology | 2.4K | $884K | 0.7% | +1.4% |
| LLY ELI LILLY & CO | Healthcare | 905 | $832K | 0.7% | Held |
| WMT WALMART INC | Consumer discretionary | 4.7K | $587K | 0.5% | Held |
| GOOG ALPHABET INC-CL C | Technology | 1.9K | $553K | 0.5% | -0.1% |
| MU MICRON TECHNOLOGY INC | Technology | 1.3K | $443K | 0.4% | +2.0% |
| NVDA NVIDIA CORP | Technology | 2.2K | $381K | 0.3% | +32.2% |
| GOOGL ALPHABET INC-CL A | Technology | 1.1K | $330K | 0.3% | Held |
| UNH UNITEDHEALTH GROUP INC | Financials | 987 | $267K | 0.2% | -24.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.3K | $266K | 0.2% | -0.4% |
| META META PLATFORMS INC-CLASS A | Technology | 450 | $257K | 0.2% | +21.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 203 | $202K | 0.2% | Held |