Merited Wealth, LLC

CIK 2123943 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$141.4M
#7.582 dari 9.443 berdasarkan nilai 13F · top 80.3%
Posisi
73
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +17.3% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
56,76%
Bobot 25 kepemilikan teratas
81,32%
Posisi di atas 1%
24
Jumlah posisi efektif
17,9

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 25,63% Perkiraan pembelian $44.595.297 · penjualan $33.578.495

Posisi baru
0
Meningkat
21
Menurun
46
Tertutup
6
Di halaman ini

Rincian sektor

Technology
3,3%
Consumer products
2,2%
Healthcare
1,0%
Communication Services
1,0%
Retail
0,6%
Real Estate
0,4%
Lainnya/Tidak terpetakan
91,5%

Portofolio lengkap 73 posisi

Tipe Rentetan Tren 8 kuartal
IVV $24.730.940 17,49% 33.023 $14.232.082 Naik ×2
AGG $10.715.431 7,58% 108.259 $4.784.855 Naik ×2
JCPB $9.040.343 6,39% 192.594 $4.002.429 Naik ×2
AVDE $8.068.275 5,71% 90.452 $3.932.123 Naik ×2
JIRE $6.503.182 4,60% 78.836 $3.722.842 Naik ×2
JGRO $6.366.942 4,50% 64.580 $3.865.573 Naik ×2
JAVA $4.713.134 3,33% 59.352 $2.472.151 Naik ×2
BKAG $3.447.073 2,44% 82.171 $2.694.563 Naik ×1
IUSB iShares Core Universal USD Bond ETF $3.352.936 2,37% 72.653 $3.081.246 Naik ×2
DFAC $3.333.113 2,36% 75.138 $355.388 Turun ×1
DFAX $3.313.026 2,34% 89.930 $196.822 Turun ×1
CGDV $3.252.960 2,30% 66.010 $615.357 Naik ×2
MGK $3.159.072 2,23% 35.935 $341.910 Naik ×2
LEN Lennar Corporation Class A Common Stock $3.140.908 2,22% 34.710 $110.192 Turun ×1
BBUS $3.089.938 2,18% 22.936 $372.182 Turun ×1
DFUS $2.873.888 2,03% 35.073 $344.316 Turun ×1
MGV $2.095.842 1,48% 12.823 $122.783 Turun ×1
BINC $2.007.667 1,42% 38.358 $1.029.549 Naik ×2
CGBL $2.000.588 1,41% 52.703 $-3.344.232 Turun ×1
VT $1.920.559 1,36% 12.237 $-3.013.558 Turun ×1
AAPL Apple Inc. - Common Stock $1.867.529 1,32% 6.454 $227.538 Turun ×1
CGGE $1.628.743 1,15% 46.219 $-2.449.400 Turun ×1
MU Micron Technology, Inc. - Common Stock $1.525.971 1,08% 1.322 $1.082.725 Naik ×2
BBIN $1.470.324 1,04% 18.831 $111.169 Naik ×2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF $1.381.469 0,98% 21.626 $585.982 Naik ×2
VV $1.357.413 0,96% 3.947 $286.335 Naik ×1
CGDG $1.344.599 0,95% 35.846 $-1.818.493 Turun ×1
LLY Eli Lilly and Company Common Stock $1.085.484 0,77% 905 $253.092
CGGR $1.041.906 0,74% 22.074 $-2.121.420 Turun ×1
CGCB $1.027.190 0,73% 39.236 $-1.573.330 Turun ×2
MSFT Microsoft Corporation - Common Stock $872.121 0,62% 2.338 $-12.215 Turun ×1
CGGO $855.441 0,60% 20.209 $-1.514.659 Turun ×1
VOO $850.958 0,60% 1.239 $60.997 Turun ×1
CGMS $800.441 0,57% 29.288 $-1.213.761 Turun ×1
CGUS $786.800 0,56% 17.689 $-1.696.048 Turun ×1
VBR $734.715 0,52% 3.024 $41.905 Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock $682.987 0,48% 1.933 $129.634 Naik ×1
ILCG $674.503 0,48% 5.764 $184.786 Naik ×1
CGCP $651.470 0,46% 29.227 $-842.563 Turun ×1
MINT $621.890 0,44% 6.169 $-681.296 Turun ×1
VOE $618.222 0,44% 3.129 $1.068 Turun ×1
VOT $585.194 0,41% 1.911 $54.024 Turun ×1
MRP Millrose Properties, Inc. Class A Common Stock $583.631 0,41% 19.422 $31.415 Turun ×1
MTUM $569.274 0,40% 1.661 $156.251 Turun ×1
WMT Walmart Inc. - Common Stock $535.154 0,38% 4.725 $-52.069
IDEV $500.592 0,35% 5.624 $17.808 Turun ×1
CGMM $499.582 0,35% 15.153 $-979.270 Turun ×1
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $497.942 0,35% 9.365 $-132.928 Turun ×1
SHY iShares 1-3 Year Treasury Bond ETF $496.592 0,35% 6.048 $-336.209 Turun ×1
DFAT $489.313 0,35% 7.000 $33.740 Turun ×1
NVDA NVIDIA Corporation - Common Stock $444.200 0,31% 2.220 $63.485 Naik ×2
BNDX Vanguard Total International Bond ETF $439.201 0,31% 9.069 $-552.156 Turun ×1
CGNG $431.013 0,30% 11.506 $-587.433 Turun ×1
BBMC $422.011 0,30% 3.319 $62.198
GOOGL Alphabet Inc. - Class A Common Stock $409.546 0,29% 1.146 $80.002
VXF $406.000 0,29% 1.649 $66.224 Turun ×1
VBK $372.103 0,26% 1.018 $48.393 Turun ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $371.573 0,26% 894 $104.501 Turun ×1
DGRO $371.124 0,26% 4.897 $-416.207 Turun ×1
DFNM $367.076 0,26% 7.594 $-232.816 Turun ×1
JQUA $351.931 0,25% 4.869 $53.364
JVAL $331.492 0,23% 5.653 $55.286
SCHD $321.220 0,23% 10.130 $-391.812 Turun ×1
VYM $318.331 0,23% 2.014 $-360.022 Turun ×1
EFA $300.836 0,21% 2.896 $10.417 Turun ×1
GOVT $267.440 0,19% 11.740 $-175.319 Turun ×1
IEMG $266.993 0,19% 3.223 $34.795 Turun ×1
META Meta Platforms, Inc. - Class A Common Stock $259.677 0,18% 461 $2.218 Naik ×2
AMZN Amazon.com, Inc. - Common Stock $258.361 0,18% 1.084 $-7.600 Turun ×1
USIG iShares Broad USD Investment Grade Corporate Bond ETF $255.817 0,18% 4.988 $-73.848 Turun ×1
VMBS Vanguard Mortgage-Backed Securities ETF $237.730 0,17% 5.079 $-71.248 Turun ×1
DYNF $233.750 0,17% 3.437 $22.498 Turun ×1
VUG $217.073 0,15% 2.520 $-525.033 Naik ×2

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
IVV Beli lebih banyak +17K +$14.2M
AGG Beli lebih banyak +49K +$4.8M
JCPB Beli lebih banyak +86K +$4.0M
AVDE Beli lebih banyak +42K +$3.9M
JGRO Beli lebih banyak +35K +$3.9M
JIRE Beli lebih banyak +42K +$3.7M
CGBL Dipangkas -103K -$3.3M
VT Dipangkas -23K -$3.0M
BKAG Beli lebih banyak +64K +$2.7M
JAVA Beli lebih banyak +28K +$2.5M

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
SGOV 30 Juni 2026 18.872 $1.899.656 -0,1%
AMP 30 Juni 2026 2.580 $1.146.552 21,4%
CGSD 31 Maret 2026 29.443 $765.811 Tidak lagi dilacak
VGSH 31 Maret 2026 11.377 $668.172
SHYG 30 Juni 2026 9.433 $399.110 Tidak lagi dilacak
SHV 30 Juni 2026 2.339 $258.202
VTIP 30 Juni 2026 4.887 $244.106
COST 30 Juni 2026 203 $202.275 0,2%
JPM 31 Maret 2026 590 $190.109 20,7%
BRO 31 Maret 2026 2.377 $189.447 10,4%
CGCV 31 Maret 2026 5.866 $178.854 Tidak lagi dilacak
IGV 31 Maret 2026 1.595 $168.576 Tidak lagi dilacak
CWB 31 Maret 2026 1.826 $162.879 Tidak lagi dilacak
HEIA 31 Maret 2026 625 $157.769 Tidak lagi dilacak
IEI 31 Maret 2026 1.289 $153.842
V 31 Maret 2026 437 $153.260 21,6%
BX 31 Maret 2026 934 $143.966 24,5%
IMKTA 31 Maret 2026 2.000 $137.100 -7,1%
ORCL 31 Maret 2026 596 $116.166 -3,1%
HD 31 Maret 2026 320 $110.113 2,7%
SPIB 31 Maret 2026 3.100 $104.810 Tidak lagi dilacak
JNJ 31 Maret 2026 504 $104.303 11,2%
JNK 31 Maret 2026 1.051 $102.168 Tidak lagi dilacak
TLH 31 Maret 2026 943 $95.875 Tidak lagi dilacak
ROP 31 Maret 2026 210 $93.477 15,6%
ADSK 31 Maret 2026 300 $88.803 5,9%
TSM 31 Maret 2026 283 $86.000 22,2%
SO 31 Maret 2026 969 $84.497 -4,2%
SPY 31 Maret 2026 117 $79.785 Tidak lagi dilacak
GS 31 Maret 2026 88 $77.352 20,2%
GE 31 Maret 2026 239 $73.619 24,4%
SPGI 31 Maret 2026 134 $70.026 1,0%
KO 31 Maret 2026 973 $68.023 19,8%
IGSB 31 Maret 2026 1.260 $66.629
ETN 31 Maret 2026 199 $63.383 16,5%
MBB 31 Maret 2026 663 $63.130
WCN 31 Maret 2026 360 $63.130 4,2%
AXP 31 Maret 2026 170 $62.892 10,6%
CME 31 Maret 2026 223 $60.898 -8,9%
ET 31 Maret 2026 3.550 $58.540 10,0%
IJK 31 Maret 2026 596 $57.740 Tidak lagi dilacak
BRKB 31 Maret 2026 110 $55.292 Tidak lagi dilacak
LQD 31 Maret 2026 498 $54.874 Tidak lagi dilacak
IJJ 31 Maret 2026 412 $54.215 Tidak lagi dilacak
MRK 31 Maret 2026 489 $51.472 25,0%
XOM 31 Maret 2026 425 $51.144 -1,3%
NBIS 31 Maret 2026 532 $50.376 108,2%
BLK 31 Maret 2026 47 $50.305 19,8%
BSX 31 Maret 2026 523 $49.868 -18,0%
CARR 31 Maret 2026 915 $48.349 7,7%
EPD 31 Maret 2026 1.508 $48.346 1,4%
PFE 31 Maret 2026 1.925 $47.933 -0,9%
VIS 31 Maret 2026 149 $44.459 Tidak lagi dilacak
CSCO 31 Maret 2026 570 $43.907 42,0%
AMT 31 Maret 2026 250 $43.893 2,7%
TRV 31 Maret 2026 149 $43.219 24,7%
MA 31 Maret 2026 75 $42.816 15,5%
AVGO 31 Maret 2026 123 $42.571 17,7%
PCAR 31 Maret 2026 380 $41.613 10,3%
EUFN 31 Maret 2026 1.075 $39.872
GD 31 Maret 2026 117 $39.389 14,1%
MDLZ 31 Maret 2026 722 $38.865 12,0%
DHR 31 Maret 2026 163 $37.314 13,2%
VIRT 31 Maret 2026 1.100 $36.652 32,7%
EMR 31 Maret 2026 270 $35.834 18,6%
ACN 31 Maret 2026 127 $34.074 -6,7%
ADP 31 Maret 2026 130 $33.440 37,5%
APH 31 Maret 2026 243 $32.839 21,6%
VGT 31 Maret 2026 43 $32.413 Tidak lagi dilacak
BKNG 31 Maret 2026 6 $32.131 26,3%
NEE 31 Maret 2026 400 $32.112 -7,7%
COF 31 Maret 2026 131 $31.749 17,1%
CVX 31 Maret 2026 205 $31.244 0,5%
PG 31 Maret 2026 206 $29.522 -0,1%
MDT 31 Maret 2026 305 $29.298 8,6%
MPLX 31 Maret 2026 545 $29.087 3,0%
UL 31 Maret 2026 444 $29.038 11,7%
PM 31 Maret 2026 180 $28.872 15,5%
ICE 31 Maret 2026 175 $28.346 0,2%
AME 31 Maret 2026 137 $28.128 12,0%
HEI 31 Maret 2026 83 $26.859 31,7%
VIG 31 Maret 2026 122 $26.813 Tidak lagi dilacak
DIS 31 Maret 2026 223 $25.371 12,1%
NFLX 31 Maret 2026 270 $25.315 -16,1%
UPS 31 Maret 2026 253 $25.095 3,9%
FER 31 Maret 2026 386 $24.939 -2,0%
AMD 31 Maret 2026 111 $23.772 129,1%
VCIT 31 Maret 2026 274 $22.949
SDY 31 Maret 2026 162 $22.544 Tidak lagi dilacak
SHEL 31 Maret 2026 304 $22.338 1,7%
NVO 31 Maret 2026 426 $21.674 26,6%
ASTS 31 Maret 2026 296 $21.500 -21,0%
CRM 31 Maret 2026 80 $21.193 10,2%
TMO 31 Maret 2026 35 $20.281 26,1%
GEV 31 Maret 2026 31 $20.261 11,3%
WMB 31 Maret 2026 330 $19.836 0,8%
MPC 31 Maret 2026 120 $19.516 49,3%
CTSH 31 Maret 2026 224 $18.592 -0,1%
SCZ 31 Maret 2026 233 $18.064
TMUS 31 Maret 2026 86 $17.462 -13,1%
QCOM 31 Maret 2026 99 $16.934 25,8%
INTC 31 Maret 2026 454 $16.753 106,0%
SBUX 31 Maret 2026 194 $16.337 17,6%
EMHY 31 Maret 2026 404 $16.309 Tidak lagi dilacak
ABT 31 Maret 2026 119 $14.909 11,9%
IR 31 Maret 2026 181 $14.339 0,6%
CRDO 31 Maret 2026 98 $14.101 145,8%
TSLA 31 Maret 2026 30 $13.492 -7,1%
KLAC 31 Maret 2026 11 $13.366 -87,4%
DG 31 Maret 2026 100 $13.277 2,7%
PPIH 31 Maret 2026 430 $13.055 -11,1%
NUTX 31 Maret 2026 79 $13.005 100,2%
IDR 31 Maret 2026 320 $12.896 Tidak lagi dilacak
TT 31 Maret 2026 33 $12.843 9,0%
TGT 31 Maret 2026 125 $12.219 32,2%
BIL 31 Maret 2026 131 $11.971 Tidak lagi dilacak
SMID 31 Maret 2026 313 $11.373 -16,7%
C 31 Maret 2026 97 $11.319 16,4%
GRRR 31 Maret 2026 1.027 $11.215 39,5%
GM 31 Maret 2026 135 $10.978 13,0%
MRVL 31 Maret 2026 129 $10.962 145,6%
NKE 31 Maret 2026 170 $10.831 -23,2%
SYK 31 Maret 2026 30 $10.544 3,4%
CCLD 31 Maret 2026 3.543 $10.347 -27,1%
MCD 31 Maret 2026 32 $9.780 -12,8%
CAT 31 Maret 2026 16 $9.166 14,1%
MS 31 Maret 2026 50 $8.876 29,9%
CMCSA 31 Maret 2026 290 $8.668 -7,2%
GILD 31 Maret 2026 70 $8.592 4,4%
VZ 31 Maret 2026 205 $8.350 -1,6%
TPC 31 Maret 2026 120 $8.042 14,5%
SAN 31 Maret 2026 679 $7.965 26,1%
ING 31 Maret 2026 281 $7.868 33,8%
BA 31 Maret 2026 36 $7.816 10,2%
ASML 31 Maret 2026 7 $7.489 32,7%
COIN 31 Maret 2026 33 $7.462 -2,4%
DAKT 31 Maret 2026 361 $7.137 -0,7%
OKE 31 Maret 2026 97 $7.130 7,3%
IMPP 31 Maret 2026 1.954 $7.074 17,8%
AMRX 31 Maret 2026 510 $6.426 44,9%
AMAT 31 Maret 2026 25 $6.425 44,5%
NAGE 31 Maret 2026 1.000 $6.360 -28,3%
FCX 31 Maret 2026 121 $6.146 16,4%
HCA 31 Maret 2026 12 $5.602 -13,3%
LIN 31 Maret 2026 13 $5.543 -1,7%
LENB 31 Maret 2026 58 $5.517 Tidak lagi dilacak
VEA 31 Maret 2026 87 $5.435 Tidak lagi dilacak
LMT 31 Maret 2026 11 $5.320 -3,5%
BAC 31 Maret 2026 94 $5.170 29,0%
SCHP 31 Maret 2026 174 $4.610 Tidak lagi dilacak
TJX 31 Maret 2026 30 $4.608 -11,2%
SYF 31 Maret 2026 54 $4.505 12,4%
NXPI 31 Maret 2026 20 $4.342 14,1%
ARKK 31 Maret 2026 54 $4.154 Tidak lagi dilacak
COCO 31 Maret 2026 78 $4.135 40,6%
SPTM 31 Maret 2026 50 $4.126 Tidak lagi dilacak
HMC 31 Maret 2026 139 $4.098 34,2%
BLND 31 Maret 2026 1.345 $4.089 -11,7%
UBER 31 Maret 2026 50 $4.086 10,8%
UNP 31 Maret 2026 17 $3.933 24,3%
AON 31 Maret 2026 11 $3.882 8,6%
CSX 31 Maret 2026 104 $3.770 23,8%
SCHW 31 Maret 2026 37 $3.697 18,2%
HWM 31 Maret 2026 17 $3.485 21,5%
ISRG 31 Maret 2026 6 $3.398 -14,3%
GEHC 31 Maret 2026 41 $3.363 5,1%
MCK 31 Maret 2026 4 $3.281 -1,7%
CB 31 Maret 2026 10 $3.121 4,9%
RIO 31 Maret 2026 39 $3.121 8,0%
AWI 31 Maret 2026 16 $3.058 6,9%
AER 31 Maret 2026 21 $3.019 7,9%
TTE 31 Maret 2026 46 $3.009 0,9%
HOOD 31 Maret 2026 25 $2.828 41,6%
ADBE 31 Maret 2026 8 $2.800 12,7%
ANET 31 Maret 2026 20 $2.621 49,7%
CBRE 31 Maret 2026 16 $2.573 13,6%
GSK 31 Maret 2026 52 $2.550 -5,0%
KHC 31 Maret 2026 104 $2.522 14,3%
PGR 31 Maret 2026 11 $2.505 10,9%
DDOG 31 Maret 2026 18 $2.448 97,1%
PYPL 31 Maret 2026 40 $2.335 36,4%
BP 31 Maret 2026 66 $2.292 -3,9%
SONY 31 Maret 2026 84 $2.151 14,0%
EXE 31 Maret 2026 19 $2.097 -11,6%
RELX 31 Maret 2026 51 $2.061 6,7%
CGXU 31 Maret 2026 69 $2.039 Tidak lagi dilacak
RIVN 31 Maret 2026 100 $1.971 4,4%
ALSN 31 Maret 2026 20 $1.958 8,0%
RYAAY 31 Maret 2026 27 $1.949 -5,9%
SU 31 Maret 2026 42 $1.863 3,3%
DE 31 Maret 2026 4 $1.862 6,9%
MRSH 31 Maret 2026 10 $1.855 8,5%
USCB 31 Maret 2026 100 $1.842 22,2%
DUK 31 Maret 2026 15 $1.758 -5,3%
NDAQ 31 Maret 2026 18 $1.748 14,2%
CP 31 Maret 2026 23 $1.693 20,4%
CI 31 Maret 2026 6 $1.651 4,3%
ABBV 31 Maret 2026 7 $1.599 22,0%
MICC 31 Maret 2026 99 $1.570 32,2%
AJG 31 Maret 2026 6 $1.553 20,3%
MAR 31 Maret 2026 5 $1.551 9,4%
NOW 31 Maret 2026 10 $1.532 24,0%
CTAS 31 Maret 2026 8 $1.505 20,0%
LULU 31 Maret 2026 7 $1.455 -23,2%
BUD 31 Maret 2026 22 $1.409 12,5%
COP 31 Maret 2026 15 $1.404 2,2%
KKR 31 Maret 2026 11 $1.402 18,3%
IBN 31 Maret 2026 46 $1.371 14,5%
ORLY 31 Maret 2026 15 $1.368 -3,3%
INTU 31 Maret 2026 2 $1.325 -16,3%
VEU 31 Maret 2026 18 $1.324 Tidak lagi dilacak
SHW 31 Maret 2026 4 $1.296 7,2%
ZTS 31 Maret 2026 10 $1.258 -35,9%
USMV 31 Maret 2026 13 $1.224 Tidak lagi dilacak
DKNG 31 Maret 2026 35 $1.206 20,7%
CCI 31 Maret 2026 13 $1.155 -6,6%
CPRT 31 Maret 2026 29 $1.135 2,5%
PANW 31 Maret 2026 6 $1.105 121,9%
WAB 31 Maret 2026 5 $1.067 17,0%
ITW 31 Maret 2026 4 $985 9,0%
SAP 31 Maret 2026 4 $972 26,3%
SPTL 31 Maret 2026 36 $953 Tidak lagi dilacak
CCEP 31 Maret 2026 10 $907 18,4%
DXIV 31 Maret 2026 10 $651 Tidak lagi dilacak
DXUV 31 Maret 2026 9 $538 Tidak lagi dilacak
BRBR 31 Maret 2026 10 $267 -32,0%
OGN 31 Maret 2026 24 $172 129,3%