Merited Wealth, LLC reported 71 holdings worth US$144M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Merited Wealth, LLC reported 71 holdings worth US$144M as of Sep 30, 2026. Largest: Lennar Corporation, Apple Inc and Micron Technology, Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 71
- Value as reported
- US$144M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Lennar Corporation | 34,710 | US$2.83M | 2.0% |
| Apple Inc | 6,437 | US$2.14M | 1.5% |
| Micron Technology, Inc. | 1,312 | US$1.4M | 0.97% |
| Microsoft Corp. | 2,334 | US$1.2M | 0.83% |
| Eli Lilly And Company | 902 | US$1.04M | 0.72% |
| Alphabet Inc (google) Class C | 2,967 | US$1.01M | 0.70% |
| Millrose Properties, Inc. | 19,422 | US$504K | 0.35% |
| Walmart Inc. | 4,725 | US$491K | 0.34% |
| Nvidia Corporation | 2,038 | US$465K | 0.32% |
| Unitedhealth Group Incorporated | 894 | US$328K | 0.23% |
| Meta Platforms, Inc. | 388 | US$281K | 0.20% |
| Amazon.com, Inc. | 1,068 | US$266K | 0.18% |
| Apartment Investment And Management Company | 111K | US$220K | 0.15% |
| Entravision Communications Corporation | 10,253 | US$75,360 | 0.05% |
| Cronos Group Inc | 15,327 | US$50,579 | 0.04% |
| Playboy, Inc. | 21,334 | US$21,867 | 0.02% |