Merited Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 26, 2026), Merited Wealth, LLC reported 297 stock positions worth $107.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.0% of the portfolio, followed by Cap Group Core Balanced (CGBL, 4.9%) and Vanguard Tot World STK ETF (VT, 4.7%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH BAY VILLAGE, FL
- CIK
- 0002123943
- Portfolio Value
- $107.9M (Q4 2025)
- SEC Filing
- 0001214659-26-003829 ↗ filed Mar 26, 2026
Holdings Value
Holdings 297 stocks · $107.9M
| IVV iShares Core S&P 500 ETF | 6.01% | 9,463 | $6.5M | — |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 4.94% | 150,754 | $5.3M | — |
| VT Vanguard Tot World STK ETF | 4.66% | 35,642 | $5.0M | — |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 3.82% | 130,225 | $4.1M | — |
| CGGR Cap Group Growth Equity | 3.39% | 82,189 | $3.7M | — |
| LEN Lennar Corp. Class A | 3.33% | 34,900 | $3.6M | — |
| DFAX Dimensional World Ex US Core | 2.88% | 95,008 | $3.1M | — |
| AGG iShares Core U.S. Aggregate | 2.74% | 29,635 | $3.0M | — |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 2.73% | 82,754 | $2.9M | — |
| BBUS JPMorgan Betabuilders US Equ | 2.65% | 23,193 | $2.9M | — |
| DFAC Dimensional US Core Equity 2 | 2.54% | 69,325 | $2.7M | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 2.51% | 67,391 | $2.7M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.51% | 6,565 | $2.7M | — |
| CGCB Cap Group Core Bond | 2.48% | 100,711 | $2.7M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.41% | 75,103 | $2.6M | — |
| DFUS Dimensional US Eq MKT ETF | 2.16% | 31,422 | $2.3M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.92% | 47,434 | $2.1M | — |
| CGMS Cap Group US Multi-Sect Bond | 1.77% | 68,973 | $1.9M | — |
| SGOV iShares 0-3 Month Treasury B | 1.73% | 18,567 | $1.9M | — |
| AVDE Avantis International Equity | 1.68% | 21,959 | $1.8M | — |
| JCPB JPMorgan Core Plus Bond ETF | 1.65% | 37,510 | $1.8M | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.64% | 12,531 | $1.8M | — |
| AAPL Apple Inc. | 1.57% | 6,244 | $1.7M | — |
| CGCP Cap Group Core Plus Income | 1.38% | 65,600 | $1.5M | — |
| CGMM Cap Group Small and Mid Cap | 1.37% | 51,281 | $1.5M | — |
| JGRO JPMorgan Active Growth ETF | 1.28% | 14,831 | $1.4M | — |
| MINT PIMCO Enhanced Short Maturit | 1.20% | 12,934 | $1.3M | — |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 1.16% | 17,352 | $1.3M | — |
| MSFT Microsoft Corp. | 1.06% | 2,357 | $1.1M | — |
| JIRE JPMorgan Int Res Enh Eqty | 1.03% | 14,781 | $1.1M | — |
| BNDX Vanguard Total Intl Bond ETF | 1.00% | 22,346 | $1.1M | — |
| JAVA JPMorgan Active Value ETF | 0.97% | 14,526 | $1.0M | — |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.94% | 31,776 | $1.0M | — |
| LLY Eli Lilly & Co. | 0.90% | 905 | $973K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.85% | 1,886 | $920K | — |
| VOO Vanguard S&P 500 ETF | 0.81% | 1,386 | $869K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.77% | 10,009 | $829K | — |
| CGSD Cap Group Short Duration | 0.71% | 29,443 | $766K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.68% | 3,461 | $733K | — |
| DGRO iShares Core Dividend Growth | 0.64% | 10,004 | $694K | — |
| VGSH Vanguard Short-Term Treasury | 0.62% | 11,377 | $668K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.58% | 3,523 | $625K | — |
| VYM Vanguard High DVD Yield ETF | 0.57% | 4,311 | $619K | — |
| GOOG Alphabet Inc. Class C | 0.56% | 1,930 | $606K | — |
| SCHD Schwab US DVD Equity ETF | 0.56% | 21,888 | $600K | — |
| MRP Millrose Properties | 0.55% | 19,722 | $589K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.54% | 2,093 | $584K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.54% | 10,831 | $584K | — |
| JEMA JPMorgan Activebuilders Emer | 0.54% | 11,795 | $578K | — |
| WMT Walmart Inc. | 0.49% | 4,725 | $526K | — |
| DFNM Dimensional National Muni BD | 0.47% | 10,478 | $505K | — |
| DFAT Dimensional US Target Value | 0.45% | 8,123 | $484K | — |
| UNH Unitedhealth Group Inc. | 0.40% | 1,304 | $430K | — |
| IDEV iShares Core MSCI Dev MKTS | 0.39% | 5,099 | $421K | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.35% | 8,848 | $379K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.34% | 1,479 | $370K | — |
| MU Micron Technology Inc. | 0.34% | 1,286 | $367K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.34% | 6,887 | $363K | — |
| GOOGL Alphabet Inc. Class A | 0.33% | 1,146 | $359K | — |
| VXF Vanguard Extended Market ETF | 0.33% | 1,696 | $355K | — |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 3,319 | $354K | — |
| GOVT iShares US Treasury Bond ETF | 0.31% | 14,656 | $337K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.30% | 1,084 | $327K | — |
| VTIP Vanguard Short-Term Tips | 0.29% | 6,411 | $317K | — |
| NVDA Nvidia Corp. | 0.29% | 1,651 | $308K | — |
| JQUA JPMorgan US Quality Factor | 0.29% | 4,869 | $308K | — |
| AMZN Amazon.com Inc. | 0.27% | 1,282 | $296K | — |
| EFA iShares MSCI Eafe ETF | 0.26% | 2,965 | $285K | — |
| JVAL JPMorgan US Value Factor ETF | 0.26% | 5,653 | $277K | — |
| USIG iShares Broad Usd Investment | 0.24% | 5,000 | $259K | — |
| META Meta Platforms Inc. Class A | 0.23% | 371 | $245K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.22% | 5,060 | $238K | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.22% | 3,888 | $236K | — |
| SHV iShares 0-1 Year Treasury Bo | 0.21% | 2,068 | $228K | — |
| JPM JPMorgan Chase & Co. | 0.18% | 590 | $190K | — |
| BRO Brown & Brown Inc. | 0.18% | 2,377 | $189K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.17% | 3,927 | $183K | — |
| IEMG iShares Core MSCI Emerging | 0.17% | 2,661 | $179K | — |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.17% | 5,866 | $179K | — |
| COST Costco Wholesale Corp. | 0.16% | 203 | $175K | — |
| IGV iShares Expanded Tech-Softwa | 0.16% | 1,595 | $169K | — |
| CWB SS SPDR BB Conv Sec ETF | 0.15% | 1,826 | $163K | — |
| HEI.A Heico Corp. Class A | 0.15% | 625 | $158K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.14% | 1,289 | $154K | — |
| V Visa Inc. Class A | 0.14% | 437 | $153K | — |
| BX Blackstone Inc. | 0.13% | 934 | $144K | — |
| IMKTA Ingles Markets Inc. Class A | 0.13% | 2,000 | $137K | — |
| ORCL Oracle Corp. | 0.11% | 596 | $116K | — |
| HD Home Depot Inc. | 0.10% | 320 | $110K | — |
| SPIB SS SPDR P Int C Corp. ETF | 0.10% | 3,165 | $107K | — |
| JNJ Johnson & Johnson | 0.10% | 504 | $104K | — |
| JNK SS SPDR BB High Yield Bond | 0.09% | 1,051 | $102K | — |
| TLH iShares 10-20 Year Treasury | 0.09% | 943 | $96K | — |
| ROP Roper Technologies Inc. | 0.09% | 210 | $93K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 949 | $89K | — |
| ADSK Autodesk Inc. | 0.08% | 300 | $89K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 283 | $86K | — |
| SO The Southern Co. | 0.08% | 969 | $84K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 117 | $80K | — |
| GS Goldman Sachs Group Inc. | 0.07% | 88 | $77K | — |
| GE General Electric filed as GE AEROSPACE | 0.07% | 239 | $74K | — |
| SPGI S&P Global Inc. | 0.06% | 134 | $70K | — |
| KO The Coca-Cola Co. | 0.06% | 973 | $68K | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.06% | 1,260 | $67K | — |
| ETN Eaton Corp. PLC | 0.06% | 199 | $63K | — |
| MBB iShares MBS ETF | 0.06% | 663 | $63K | — |
| WCN Waste Connections Inc. | 0.06% | 360 | $63K | — |
| AXP American Express Co. | 0.06% | 170 | $63K | — |
| CME Cme Group Inc. | 0.06% | 223 | $61K | — |
| SHEL Shell PLC-ADR | 0.06% | 810 | $60K | — |
| ET Energy Transfer LP | 0.05% | 3,550 | $59K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 596 | $58K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 110 | $55K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.05% | 498 | $55K | — |
| VCIT Vanguard Int-Term Corporate | 0.05% | 650 | $54K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.05% | 412 | $54K | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.05% | 2,047 | $54K | — |
| PFE Pfizer Inc. | 0.05% | 2,125 | $53K | — |
| MRK Merck & Co. Inc. | 0.05% | 489 | $51K | — |
| XOM Exxon Mobil Corp. | 0.05% | 425 | $51K | — |
| ISRG Intuitive Surgical Inc. | 0.05% | 90 | $51K | — |
| NBIS Nebius Group NV | 0.05% | 532 | $50K | — |
| BLK BlackRock Inc. | 0.05% | 47 | $50K | — |
| BSX Boston Scientific Corp. | 0.05% | 523 | $50K | — |
| CARR Carrier Global Corp. | 0.04% | 915 | $48K | — |
| EPD Enterprise Products Partners | 0.04% | 1,508 | $48K | — |
| UPS United Parcel Service Class B | 0.04% | 473 | $47K | — |
| VIS Vanguard Industrials ETF | 0.04% | 149 | $44K | — |
| CSCO Cisco Systems Inc. | 0.04% | 570 | $44K | — |
| AMT American Tower Corp. | 0.04% | 250 | $44K | — |
| TRV The Travelers Cos Inc. | 0.04% | 149 | $43K | — |
| MA Mastercard Inc. Class A | 0.04% | 75 | $43K | — |
| AVGO Broadcom Inc. | 0.04% | 123 | $43K | — |
| PCAR Paccar Inc. | 0.04% | 380 | $42K | — |
| NEE Nextera Energy Inc. | 0.04% | 500 | $40K | — |
| EUFN iShares MSCI Europe Financia | 0.04% | 1,075 | $40K | — |
| GD General Dynamics Corp. | 0.04% | 117 | $39K | — |
| MDLZ Mondelez International Inc. Class A | 0.04% | 722 | $39K | — |
| DHR Danaher Corp. | 0.03% | 163 | $37K | — |
| VIRT Virtu Financial Inc. Class A | 0.03% | 1,100 | $37K | — |
| EMR Emerson Electric Co. | 0.03% | 270 | $36K | — |
| ACN Accenture PLC Class A | 0.03% | 127 | $34K | — |
| ADP Automatic Data Processing | 0.03% | 130 | $33K | — |
| APH Amphenol Corp. Class A | 0.03% | 243 | $33K | — |
| VGT Vanguard Info Tech ETF | 0.03% | 43 | $32K | — |
| BKNG Booking Holdings Inc. | 0.03% | 6 | $32K | — |
| COF Capital One Financial Corp. | 0.03% | 131 | $32K | — |
| CVX Chevron Corp. | 0.03% | 205 | $31K | — |
| PG The Procter & Gamble Co. | 0.03% | 206 | $30K | — |
| MDT Medtronic PLC | 0.03% | 305 | $29K | — |
| MPLX MPLX LP | 0.03% | 545 | $29K | — |
| UL Unilever PLC-Sponsored ADR | 0.03% | 444 | $29K | — |
| PM Philip Morris International | 0.03% | 180 | $29K | — |
| ICE Intercontinental Exchange Inc. | 0.03% | 175 | $28K | — |
| AME Ametek Inc. | 0.03% | 137 | $28K | — |
| HEI Heico Corp. | 0.02% | 83 | $27K | — |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 122 | $27K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 501 | $25K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 223 | $25K | — |
| NFLX Netflix Inc. | 0.02% | 270 | $25K | — |
| FER Ferrovial NV | 0.02% | 386 | $25K | — |
| AMD Advanced Micro Devices | 0.02% | 111 | $24K | — |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 162 | $23K | — |
| ASTS Ast Spacemobile Inc. | 0.02% | 296 | $22K | — |
| CRM Salesforce Inc. | 0.02% | 80 | $21K | — |
| MCD McDonald's Corp. | 0.02% | 68 | $21K | — |
| TMO Thermo Fisher Scientific Inc. | 0.02% | 35 | $20K | — |
| GEV GE Vernova Inc. | 0.02% | 31 | $20K | — |
| WMB Williams Cos Inc. | 0.02% | 330 | $20K | — |
| TSLA Tesla Inc. | 0.02% | 44 | $20K | — |
| MPC Marathon Petroleum Corp. | 0.02% | 120 | $20K | — |
| CTSH Cognizant Tech Solutions-A | 0.02% | 224 | $19K | — |
| Raytheon Technologies Corp | 0.02% | 100 | $18K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.02% | 233 | $18K | — |
| TMUS T-Mobile US Inc. | 0.02% | 86 | $17K | — |
| QCOM Qualcomm Inc. | 0.02% | 99 | $17K | — |
| INTC Intel Corp. | 0.02% | 454 | $17K | — |
| SBUX Starbucks Corp. | 0.02% | 194 | $16K | — |
| EMHY iShares J.P. Morgan Em High | 0.02% | 404 | $16K | — |
| ABT Abbott Laboratories | 0.01% | 119 | $15K | — |
| IR Ingersoll-Rand Inc. | 0.01% | 181 | $14K | — |
| CRDO Credo Technology Group Holdi | 0.01% | 98 | $14K | — |
| KLAC KLA Corp. | 0.01% | 11 | $13K | — |
| DG Dollar General Corp. | 0.01% | 100 | $13K | — |
| PPIH Perma-Pipe International Hol | 0.01% | 430 | $13K | — |
| NUTX Nutex Health Inc. | 0.01% | 79 | $13K | — |
| IDR Idaho Strategic Resources Inc. | 0.01% | 320 | $13K | — |
| TT Trane Technologies PLC | 0.01% | 33 | $13K | — |
| TGT Target Corp. | 0.01% | 125 | $12K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.01% | 131 | $12K | — |
| SMID Smith-Midland Corp. | 0.01% | 313 | $11K | — |
| C Citigroup Inc. | 0.01% | 97 | $11K | — |
| GRRR Gorilla Technology Group Inc. | 0.01% | 1,027 | $11K | — |
| GM General Motors Co. | 0.01% | 135 | $11K | — |
| MRVL Marvell Technology Inc. | 0.01% | 129 | $11K | — |
| NKE Nike Inc. Class B | 0.01% | 170 | $11K | — |
| SYK Stryker Corp. | 0.01% | 30 | $11K | — |
| CCLD Carecloud Inc. | 0.01% | 3,543 | $10K | — |
| COIN Coinbase Global Inc. Class A | 0.01% | 45 | $10K | — |
| CAT Caterpillar Inc. | 0.01% | 16 | $9K | — |
| MS Morgan Stanley | 0.01% | 50 | $9K | — |
| CMCSA Comcast Corp. Class A | 0.01% | 290 | $9K | — |
| GILD Gilead Sciences Inc. | 0.01% | 70 | $9K | — |
| VZ Verizon Communications Inc. | 0.01% | 205 | $8K | — |
| TPC Tutor Perini Corp. | 0.01% | 120 | $8K | — |
| SAN Banco Santander SA-Spon ADR | 0.01% | 679 | $8K | — |
| ING ING Groep N.V.-Sponsored ADR | 0.01% | 281 | $8K | — |
| BA The Boeing Co. | 0.01% | 36 | $8K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 7 | $7K | — |
| DAKT Daktronics Inc. | 0.01% | 361 | $7K | — |
| OKE Oneok Inc. | 0.01% | 97 | $7K | — |
| IMPP Imperial Petroleum Inc. | 0.01% | 1,954 | $7K | — |
| AMRX Amneal Pharmaceuticals Inc. | 0.01% | 510 | $6K | — |
| AMAT Applied Materials Inc. | 0.01% | 25 | $6K | — |
| NAGE Niagen Bioscience Inc. | 0.01% | 1,000 | $6K | — |
| FCX Freeport-McMoran Inc. | 0.01% | 121 | $6K | — |
| HCA HCA Healthcare Inc. | 0.01% | 12 | $6K | — |
| LIN Linde PLC | 0.01% | 13 | $6K | — |
| LEN.B Lennar Corp. Class B | 0.01% | 58 | $6K | — |
| VEA Vanguard Ftse Developed ETF | 0.01% | 87 | $5K | — |
| LMT Lockheed Martin Corp. | 0.00% | 11 | $5K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.00% | 94 | $5K | — |
| SCHP Schwab U.S. Tips ETF | 0.00% | 174 | $5K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 30 | $5K | — |
| SYF Synchrony Financial | 0.00% | 54 | $5K | — |
| NXPI NXP Semiconductors NV | 0.00% | 20 | $4K | — |
| ARKK ARK Innovation ETF | 0.00% | 54 | $4K | — |
| COCO The Vita Coco Co. Inc. | 0.00% | 78 | $4K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 50 | $4K | — |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.00% | 139 | $4K | — |
| BLND Blend Labs Inc. Class A | 0.00% | 1,345 | $4K | — |
| UBER Uber Technologies Inc. | 0.00% | 50 | $4K | — |
| UNP Union Pacific Corp. | 0.00% | 17 | $4K | — |
| AON Aon PLC Class A | 0.00% | 11 | $4K | — |
| CSX CSX Corp. | 0.00% | 104 | $4K | — |
| SCHW Schwab (charles) Corp. | 0.00% | 37 | $4K | — |
| HWM Howmet Aerospace Inc. | 0.00% | 17 | $3K | — |
| GEHC GE Healthcare Technology | 0.00% | 41 | $3K | — |
| MCK McKesson Corp. | 0.00% | 4 | $3K | — |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 39 | $3K | — |
| CB Chubb Ltd. | 0.00% | 10 | $3K | — |
| AWI Armstrong World Industries | 0.00% | 16 | $3K | — |
| AER Aercap Holdings NV | 0.00% | 21 | $3K | — |
| TTE Totalenergies SE | 0.00% | 46 | $3K | — |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 25 | $3K | — |
| ADBE Adobe Inc. | 0.00% | 8 | $3K | — |
| ANET Arista Networks Inc. | 0.00% | 20 | $3K | — |
| CBRE CBRE Group Inc. Class A | 0.00% | 16 | $3K | — |
| GSK GSK PLC-Spon ADR | 0.00% | 52 | $3K | — |
| KHC The Kraft Heinz Co. | 0.00% | 104 | $3K | — |
| PGR Progressive Corp. | 0.00% | 11 | $3K | — |
| DDOG Datadog Inc. Class A | 0.00% | 18 | $2K | — |
| PYPL PayPal Holdings Inc. | 0.00% | 40 | $2K | — |
| BP BP PLC-Spons ADR | 0.00% | 66 | $2K | — |
| SONY Sony Group Corp. - SP ADR | 0.00% | 84 | $2K | — |
| EXE Expand Energy Corp. | 0.00% | 19 | $2K | — |
| RELX Relx PLC - Spon ADR | 0.00% | 51 | $2K | — |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.00% | 69 | $2K | — |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 100 | $2K | — |
| ALSN Allison Transmission Holding | 0.00% | 20 | $2K | — |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.00% | 27 | $2K | — |
| SU Suncor Energy Inc. | 0.00% | 42 | $2K | — |
| DE Deere & Co. | 0.00% | 4 | $2K | — |
| MRSH Marsh & McLennan Cos | 0.00% | 10 | $2K | — |
| USCB Uscb Financial Holdings Inc. | 0.00% | 100 | $2K | — |
| DUK Duke Energy Corp. | 0.00% | 15 | $2K | — |
| NDAQ Nasdaq Inc. | 0.00% | 18 | $2K | — |
| CP Canadian Pacific Kansas City | 0.00% | 23 | $2K | — |
| CI The Cigna Group | 0.00% | 6 | $2K | — |
| ABBV Abbvie Inc. | 0.00% | 7 | $2K | — |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 99 | $2K | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 6 | $2K | — |
| MAR Marriott International Class A | 0.00% | 5 | $2K | — |
| NOW ServiceNow Inc. | 0.00% | 10 | $2K | — |
| CTAS Cintas Corp. | 0.00% | 8 | $2K | — |
| LULU Lululemon Athletica Inc. | 0.00% | 7 | $1K | — |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.00% | 22 | $1K | — |
| COP Conocophillips | 0.00% | 15 | $1K | — |
| KKR KKR & Co. Inc. | 0.00% | 11 | $1K | — |
| IBN Icici Bank Ltd.-Spon ADR | 0.00% | 46 | $1K | — |
| ORLY O'reilly Automotive Inc. | 0.00% | 15 | $1K | — |
| INTU Intuit Inc. | 0.00% | 2 | $1K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.00% | 18 | $1K | — |
| SHW The Sherwin-Williams Co. | 0.00% | 4 | $1K | — |
| ZTS Zoetis Inc. | 0.00% | 10 | $1K | — |
| DKNG Draftkings Inc. Class A | 0.00% | 35 | $1K | — |
| CCI Crown Castle Inc. | 0.00% | 13 | $1K | — |
| CPRT Copart Inc. | 0.00% | 29 | $1K | — |
| PANW Palo Alto Networks Inc. | 0.00% | 6 | $1K | — |
| WAB Wabtec Corp. | 0.00% | 5 | $1K | — |
| ITW Illinois Tool Works | 0.00% | 4 | $985 | — |
| SAP Sap SE-Sponsored ADR | 0.00% | 4 | $972 | — |
| CCEP Coca-Cola Europacific Partne | 0.00% | 10 | $907 | — |
| DXIV Dimensional Intr Vtor E ETF | 0.00% | 10 | $651 | — |
| DXUV Dimensional US Vtor Eqty ETF | 0.00% | 9 | $538 | — |
| BRBR Bellring Brands Inc. | 0.00% | 10 | $267 | — |
| OGN Organon & Co. | 0.00% | 24 | $172 | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.