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 October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $9.62 Billion distributed in 1800 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 increase of $1.25B in the current position value, from $8.37B 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: $335 Million
Healthcare: $295 Million
Communication Services: $264 Million
Consumer Defensive: $230 Million
Other: $290 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.3B
$2.5 Million 0.03% of portfolio
17,072
Q3 2025 Reduced 12.97%
$21B
$2.55 Million 0.03% of portfolio
30,915
Q3 2025 Added 51.35%
$47B
$2.79 Million 0.03% of portfolio
9,298
Q3 2025 Added 50.57%
$2.04B
$1.53 Million 0.02% of portfolio
9,264
Q3 2025 Reduced 1.68%
$6.94B
$1.89 Million 0.02% of portfolio
216,461
Q3 2025 Added 125.58%
$43.2B
$1.8 Million 0.02% of portfolio
14,045
Q3 2025 Reduced 6.4%
$53.4B
$1.59 Million 0.02% of portfolio
5,827
Q3 2025 Added 23.11%
$48.8B
$2.33 Million 0.02% of portfolio
19,176
Q3 2025 Added 55.22%
$8.81B
$1.58 Million 0.02% of portfolio
18,991
Q3 2025 Added 0.36%
$435B
$2.14 Million 0.02% of portfolio
11,964
Q3 2025 Added 10.1%
$52.8B
$1.88 Million 0.02% of portfolio
8,750
Q3 2025 Added 7.84%
$52.1B
$1.93 Million 0.02% of portfolio
4,231
Q3 2025 Added 123.86%
$0
$1.51 Million 0.02% of portfolio
15,196
Q3 2025 Reduced 28.53%
$0
$2.28 Million 0.02% of portfolio
47,797
Q3 2025 Reduced 32.75%
$61.4B
$2.35 Million 0.02% of portfolio
29,942
Q3 2025 Reduced 27.57%
$1.63B
$1.87 Million 0.02% of portfolio
31,855
Q3 2025 Reduced 36.16%
$7.16B
$1.81 Million 0.02% of portfolio
14,973
Q3 2025 Added 21.99%
$53.1B
$2.27 Million 0.02% of portfolio
9,249
Q3 2025 Reduced 5.42%
$9.63B
$1.58 Million 0.02% of portfolio
7,231
Q3 2025 Added 15.33%
$8.13B
$1.57 Million 0.02% of portfolio
16,391
Q3 2025 Added 1.69%
$51.1B
$2.05 Million 0.02% of portfolio
10,958
Q3 2025 Added 28.57%
$17.9B
$2.28 Million 0.02% of portfolio
30,213
Q3 2025 Added 126.15%
$9.76B
$1.56 Million 0.02% of portfolio
28,770
Q3 2025 Added 21.72%
$0
$2.16 Million 0.02% of portfolio
177,802
Q3 2025 Reduced 11.28%
$10.3B
$1.95 Million 0.02% of portfolio
44,395
Q3 2025 Added 73.11%
$108B
$1.76 Million 0.02% of portfolio
51,124
Q3 2025 Added 0.81%
$96.9B
$2.38 Million 0.02% of portfolio
52,673
Q3 2025 Added 27.12%
$91.4B
$1.93 Million 0.02% of portfolio
5,498
Q3 2025 Added 7.64%
$51.2B
$1.59 Million 0.02% of portfolio
10,123
Q3 2025 Reduced 5.92%
$29.1B
$1.93 Million 0.02% of portfolio
66,615
Q3 2025 Added 79.97%
$48.6B
$1.61 Million 0.02% of portfolio
10,243
Q3 2025 Reduced 0.99%
$38.4B
$2.35 Million 0.02% of portfolio
12,715
Q3 2025 Reduced 3.24%
$20.4B
$2.32 Million 0.02% of portfolio
64,903
Q3 2025 Added 91.58%
$24.4B
$1.82 Million 0.02% of portfolio
46,805
Q3 2025 Added 29.46%
$880M
$2.17 Million 0.02% of portfolio
55,414
Q3 2025 Reduced 20.53%
$25.2B
$1.73 Million 0.02% of portfolio
32,460
Q3 2025 Added 12.52%
$34.7B
$1.47 Million 0.02% of portfolio
14,606
Q3 2025 Added 29.04%
$11.7B
$1.61 Million 0.02% of portfolio
16,674
Q3 2025 Added 21.07%
$75.4B
$2.32 Million 0.02% of portfolio
65,273
Q3 2025 Added 1.61%
$45.8B
$1.79 Million 0.02% of portfolio
12,570
Q3 2025 Reduced 1.05%
$0
$2.39 Million 0.02% of portfolio
64,488
Q3 2025 Reduced 1.2%
$40.1B
$2.26 Million 0.02% of portfolio
15,925
Q3 2025 Added 17.53%
$0
$1.83 Million 0.02% of portfolio
58,367
Q3 2025 Added 10.76%
$0
$2.34 Million 0.02% of portfolio
40,251
Q3 2025 Added 61.95%
$0
$2.21 Million 0.02% of portfolio
30,522
Q3 2025 Added 6.93%
$49.4B
$1.78 Million 0.02% of portfolio
29,018
Q3 2025 Added 45.32%
$25B
$1.7 Million 0.02% of portfolio
10,204
Q3 2025 Added 30.02%
$12.8B
$2.18 Million 0.02% of portfolio
58,214
Q3 2025 Added 14.73%
$0
$2.08 Million 0.02% of portfolio
130,634
Q3 2025 Reduced 0.2%

Summary

  • Portfolio
  • No. of Stocks 1,800
  • Current Value $9.62 Billion
  • Prior Value $8.37 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 174 stocks
  • Additional Purchases 943 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 635 stocks
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