Merited Wealth, LLC reported 73 holdings worth US$141M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Merited Wealth, LLC reported 73 holdings worth US$141M as of Jun 30, 2026. Largest: Lennar Corporation, Apple Inc and Micron Technology, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 73
- Value as reported
- US$141M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Lennar Corporation | 34,710 | US$3.14M | 2.2% |
| Apple Inc | 6,454 | US$1.87M | 1.3% |
| Micron Technology, Inc. | 1,322 | US$1.53M | 1.1% |
| Alphabet Inc (google) Class C | 3,057 | US$1.09M | 0.77% |
| Eli Lilly And Company | 905 | US$1.09M | 0.77% |
| Microsoft Corp. | 2,338 | US$872K | 0.62% |
| Millrose Properties, Inc. | 19,422 | US$584K | 0.41% |
| Walmart Inc. | 4,725 | US$535K | 0.38% |
| Nvidia Corporation | 2,220 | US$444K | 0.31% |
| Unitedhealth Group Incorporated | 894 | US$372K | 0.26% |
| Meta Platforms, Inc. | 461 | US$260K | 0.18% |
| Amazon.com, Inc. | 1,084 | US$258K | 0.18% |
| Ameriprise Financial, Inc. | 0 | US$0 | 0.00% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |