Merit Financial Group, LLC Portfolio Holdings
Merit Financial Group, LLC
- $9.62 Billion
- Q3 2025
Merit Financial Group, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $9.62 Billion distributed in 6380 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $389M, Ishares Core S&P U.S. Value Et with a value of $234M, Ishares Core S&P U.S Growth Et with a value of $232M, Vanguard Mega Cap Growth ETF with a value of $217M, and Apple Inc. with a value of $199M.
Examining the 13F form we can see an decrease of $1.12M in the current position value, from $9.62B to 9.62B.
Below you can find more details about Merit Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$9.62 Billion
ETFs: $6.19 Billion
Technology: $991 Million
Financial Services: $529 Million
Industrials: $399 Million
Consumer Cyclical: $334 Million
Healthcare: $295 Million
Communication Services: $264 Million
Consumer Defensive: $230 Million
Other: $290 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 6,380
- Current Value $9.62 Billion
- Prior Value $9.62 Billion
- Filing
- Period Q3 2025
- Filing Date November 07, 2025
- Form Type 13F-HR/A
- Activity in Q3 2025
- New Purchases 0 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 161 stocks