Merited Wealth, LLC - Portfolio overview

Merited Wealth, LLC has 79 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 8.71%
2. AGG - ISHARES TR, 4.92%
3. CGBL - CAPITAL GROUP CORE BALANCED, 4.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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