Long-term investor
Merited Wealth, LLC @meritedwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002123943).
Record
- Tracked since 2025-12-31 (250 days), 94 trades recorded
- Returns: week n/a · month n/a · 90 days +10.2% · 6 months n/a · 1 year n/a · all +6.8%
- Max drawdown n/a · win rate 2% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 17.5% · long · since 2025-12-31
- AGG · 7.6% · long · since 2025-12-31
- JCPB · 6.4% · long · since 2025-12-31
- AVDE · 5.7% · long · since 2025-12-31
- JIRE · 4.6% · long · since 2025-12-31
- JGRO · 4.5% · long · since 2025-12-31
- JAVA · 3.3% · long · since 2025-12-31
- BKAG · 2.4% · long · since 2026-03-31
- IUSB · 2.4% · long · since 2025-12-31
- DFAC · 2.4% · long · since 2025-12-31
- DFAX · 2.3% · long · since 2025-12-31
- CGDV · 2.3% · long · since 2025-12-31