Merited Wealth, LLC reported 17 positions worth $12.33M for the quarter ended Sep 30, 2026, up 2.5% on the prior quarter. It opened 4 new positions, added to 0, trimmed 8 and exited 0. Its largest holding is Lennar Corp at 23% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | -73 | -15.8% | $52.94K | 2.28% |
| NVDA Nvidia Corp | -182 | -8.2% | $41.57K | 3.77% |
| GOOG Alphabet Inc. | -112 | -5.8% | $38.16K | 5.03% |
| MU Micron Technology Inc | -10 | -0.8% | $10.65K | 11.33% |
| AAPL Apple Inc. | -17 | -0.3% | $5.66K | 17.38% |
| AMZN Amazon Com Inc | -16 | -1.5% | $3.99K | 2.16% |
| LLY ELI LILLY & Co | -3 | -0.3% | $3.47K | 8.46% |
| MSFT Microsoft Corp | -4 | -0.2% | $2.05K | 9.71% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LEN Lennar Corp | Consumer Discretionary | 34.7K | $2.83M | 22.96% | 0 | 0.0% | Unchanged | 0.01% |
| 2 | AAPL Apple Inc. | Technology | 6,437 | $2.14M | 17.38% | -17 | -0.3% | Reduced | 0% |
| 3 | MU Micron Technology Inc | Technology | 1,312 | $1.40M | 11.33% | -10 | -0.8% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 2,334 | $1.20M | 9.71% | -4 | -0.2% | Reduced | 0% |
| 5 | LLY ELI LILLY & Co | Healthcare | 902 | $1.04M | 8.46% | -3 | -0.3% | Reduced | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 1,821 | $620.49K | 5.03% | -112 | -5.8% | Reduced | 0% |
| 7 | MRP Millrose Properties, Inc. | Real Estate | 19.4K | $504.39K | 4.09% | 0 | 0.0% | Unchanged | 0.01% |
| 8 | WMT Walmart Inc. | Consumer Staples | 4,725 | $491.02K | 3.98% | 0 | 0.0% | Unchanged | 0% |
| 9 | NVDA Nvidia Corp | Technology | 2,038 | $465.44K | 3.77% | -182 | -8.2% | Reduced | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 1,146 | $394.32K | 3.2% | 0 | 0.0% | Unchanged | 0% |
| 11 | UNH Unitedhealth Group Inc | Healthcare | 894 | $328.17K | 2.66% | 0 | 0.0% | Unchanged | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 388 | $281.37K | 2.28% | -73 | -15.8% | Reduced | 0% |
| 13 | AMZN Amazon Com Inc | Consumer Discretionary | 1,068 | $266.09K | 2.16% | -16 | -1.5% | Reduced | 0% |
| 14 | AIV Apartment Investment & Management Co | Real Estate | 111.3K | $220.34K | 1.79% | +111.3K | – | New | 0.08% |
| 15 | EVC Entravision Communications Corp | Technology | 10.3K | $75.36K | 0.611% | +10.3K | – | New | 0.01% |
Tip. Select a row to see that position’s full history at Merited Wealth.
As of its Q3 2026 13F filing, Merited Wealth, LLC’s five largest positions were Lennar Corp (LEN) at 23.0%, Apple Inc. (AAPL) at 17.4%, Micron Technology Inc (MU) at 11.3%, Microsoft Corp (MSFT) at 9.7%, ELI LILLY & Co (LLY) at 8.5% of the reported portfolio.
Merited Wealth, LLC reported a 13F portfolio worth $12.33M across 17 positions for Q3 2026. That is up 2.5% from the previous quarter.
Its largest purchases by value were Apartment Investment & Management Co ($220.34K), Entravision Communications Corp ($75.36K), Cronos Group Inc. ($50.58K). It opened 4 new positions.
Its largest sales by value were Meta Platforms, Inc. ($52.94K), Nvidia Corp ($41.57K), Alphabet Inc. ($38.16K). It exited 0 positions entirely.
From the Form 13F-HR reports Merited Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.