Merit Financial Group, LLC Portfolio Holdings

Merit Financial Group, LLC

  • $8.37 Billion
  • Q2 2025

Merit Financial Group, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.37 Billion distributed in 1708 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $358M, Ishares Core S&P U.S Growth Et with a value of $232M, Ishares Core S&P U.S. Value Et with a value of $217M, Vanguard Index Fds S&P 500 ETF with a value of $170M, and Ishares Msci Acwi Ex Us ETF with a value of $159M.

Examining the 13F form we can see an increase of $1.88B in the current position value, from $6.49B to 8.37B.

Below you can find more details about Merit Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.37 Billion
ETFs: $5.44 Billion
Technology: $801 Million
Financial Services: $487 Million
Industrials: $392 Million
Consumer Cyclical: $286 Million
Healthcare: $261 Million
Communication Services: $221 Million
Consumer Defensive: $210 Million
Other: $247 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$151 Million 1.8% of portfolio
735,881
Q2 2025 Added 9.85%
$3.8T
$151 Million 1.8% of portfolio
303,473
Q2 2025 Added 21.02%
$424B
$111 Million 1.33% of portfolio
702,752
Q2 2025 Added 8.14%
$61.4B
$86.9 Million 1.04% of portfolio
860,493
Q2 2025 Reduced 0.29%
$2.36T
$83.8 Million 1.0% of portfolio
381,763
Q2 2025 Added 22.81%
$1.75T
$57.9 Million 0.69% of portfolio
78,407
Q2 2025 Added 28.59%
$140B
$56.7 Million 0.68% of portfolio
205,829
Q2 2025 Added 60.1%
$644B
$54.4 Million 0.65% of portfolio
111,944
Q2 2025 Added 23.24%
$1.5T
$46.2 Million 0.55% of portfolio
262,287
Q2 2025 Added 27.01%
$914B
$43.9 Million 0.52% of portfolio
151,463
Q2 2025 Added 35.95%
$426B
$31.9 Million 0.38% of portfolio
32,208
Q2 2025 Added 49.17%
$480B
$29.4 Million 0.35% of portfolio
272,975
Q2 2025 Added 20.09%
$566B
$29.4 Million 0.35% of portfolio
82,839
Q2 2025 Added 40.33%
$427B
$27.3 Million 0.33% of portfolio
74,452
Q2 2025 Added 35.21%
$463B
$27.5 Million 0.33% of portfolio
179,717
Q2 2025 Added 30.78%
$1.52T
$26.8 Million 0.32% of portfolio
150,998
Q2 2025 Added 16.3%
$722B
$25.3 Million 0.3% of portfolio
32,430
Q2 2025 Added 28.17%
$283B
$24.7 Million 0.3% of portfolio
253,098
Q2 2025 Added 58.85%
$1.34T
$24.5 Million 0.29% of portfolio
77,109
Q2 2025 Added 30.83%
$547B
$21.7 Million 0.26% of portfolio
16,207
Q2 2025 Added 22.14%
$380B
$21.6 Million 0.26% of portfolio
135,677
Q2 2025 Added 22.47%
$1.13B
$20.9 Million 0.25% of portfolio
177,977
Q2 2025 Added 9.01%
$331B
$20.9 Million 0.25% of portfolio
153,422
Q2 2025 Added 11.92%
$313B
$18 Million 0.22% of portfolio
125,966
Q2 2025 Added 30.66%
$316B
$18.1 Million 0.22% of portfolio
70,494
Q2 2025 Added 54.56%
$571B
$17.5 Million 0.21% of portfolio
31,120
Q2 2025 Added 22.33%
$27B
$16.7 Million 0.2% of portfolio
397,493
Q2 2025 Added 167.44%
$63.3B
$16.7 Million 0.2% of portfolio
157,520
Q2 2025 Reduced 0.7%
$813B
$16.2 Million 0.19% of portfolio
73,873
Q2 2025 Added 34.97%
$390B
$14.8 Million 0.18% of portfolio
79,581
Q2 2025 Added 34.81%
$278B
$15.4 Million 0.18% of portfolio
221,467
Q2 2025 Added 28.33%
$195B
$15.1 Million 0.18% of portfolio
114,344
Q2 2025 Added 46.4%
$233B
$15.4 Million 0.18% of portfolio
105,547
Q2 2025 Added 44.75%
$141B
$14.5 Million 0.17% of portfolio
134,928
Q2 2025 Added 12.05%
$290B
$14.1 Million 0.17% of portfolio
199,259
Q2 2025 Added 70.73%
$211B
$13.3 Million 0.16% of portfolio
459,082
Q2 2025 Added 20.07%
$271B
$13.5 Million 0.16% of portfolio
19,057
Q2 2025 Added 70.67%
$142B
$13.2 Million 0.16% of portfolio
56,486
Q2 2025 Added 11.26%
$177B
$13.3 Million 0.16% of portfolio
25,196
Q2 2025 Added 8.04%
$38.6B
$13 Million 0.16% of portfolio
45,247
Q2 2025 Added 12.54%
$99.5B
$13 Million 0.15% of portfolio
17,678
Q2 2025 Added 61.66%
$251B
$11.9 Million 0.14% of portfolio
37,397
Q2 2025 Added 79.66%
$53.4B
$11.5 Million 0.14% of portfolio
13,841
Q2 2025 Reduced 4.77%
$238B
$11.9 Million 0.14% of portfolio
30,639
Q2 2025 Added 43.35%
$177B
$11.9 Million 0.14% of portfolio
61,140
Q2 2025 Added 9.15%
$313B
$12.1 Million 0.14% of portfolio
150,958
Q2 2025 Added 43.12%
$168B
$10.9 Million 0.13% of portfolio
28,182
Q2 2025 Added 72.87%
$145B
$11.2 Million 0.13% of portfolio
31,300
Q2 2025 Added 2.66%
$232B
$11.2 Million 0.13% of portfolio
37,842
Q2 2025 Added 34.31%

Summary

  • Portfolio
  • No. of Stocks 1,708
  • Current Value $8.37 Billion
  • Prior Value $6.49 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 359 stocks
  • Additional Purchases 941 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 379 stocks
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