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 Market Cap. of $200 Billions or more
