Merited Wealth
Merited Wealth reported 71 stocks worth $144M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IVV (19.7%), AGG (8.1%) and JCPB (7.9%). Compared with Q2 2026, the fund opened new positions in AIV, EVC and CRON, added to IVV, AGG and JCPB, trimmed MGK, DFAX and BBUS and sold out of IGIB, DFNM and GOVT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $28.3M | 19.7% | 37K | +3,983 (+12%) | 4 of 4 | |
| 2 |  AGG Ishares TR | $11.7M | 8.1% | 124K | +15K (+14%) | 4 of 4 | |
| 3 |  JCPB J P Morgan Exchange Traded F | $11.4M | 7.9% | 254K | +61K (+32%) | 4 of 4 | |
| 4 |  AVDE American Centy ETF TR | $9M | 6.3% | 100K | +9,596 (+11%) | 4 of 4 | |
| 5 |  JIRE J P Morgan Exchange Traded F | $7.2M | 5.0% | 88K | +8,762 (+11%) | 4 of 4 | |
| 6 |  JGRO J P Morgan Exchange Traded F | $7M | 4.9% | 73K | +8,312 (+13%) | 4 of 4 | |
| 7 |  JAVA J P Morgan Exchange Traded F | $5.3M | 3.7% | 67K | +7,439 (+13%) | 4 of 4 | |
| 8 |  BKAG BNY Mellon ETF Trust | $4.1M | 2.8% | 102K | +20K (+24%) | 3 of 4 | |
| 9 |  MGK Vanguard Mega Cap Growth | $3.3M | 2.3% | 36K | −284 (−1%) | 4 of 4 | |
| 10 |  CGDV Capital Group Dividend | $3.3M | 2.3% | 67K | +1,177 (+2%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IGIB Ishares TR | $498K | 9,365 |
 DFNM Dimensional Nationl | $367K | 7,594 |
 GOVT Ishares US Treasury Bond | $267K | 12K |
 USIG Ishares TR | $256K | 4,988 |
 VMBS Vanguard Scottsdale Fds | $238K | 5,079 |
🔒 Free account: see all 6.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Merited Wealth 13F FAQ
What does Merited Wealth own?
Merited Wealth reported 71 stocks worth $144M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IVV (19.7%), AGG (8.1%) and JCPB (7.9%). The table above lists every position in the filing (the top 10 without an account).
What did Merited Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 17 added to, 44 trimmed and 6 sold out. New positions include AIV, EVC and CRON. It sold all of IGIB, DFNM and GOVT.
When will Merited Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Merited Wealth's portfolio worth?
The Q3 2026 filing reports $144M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.