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
$44.9B
$1.84 Million 0.02% of portfolio
20,259
Q3 2025 Added 16.89%
$73.7B
$2.17 Million 0.02% of portfolio
7,913
Q3 2025 Added 1.98%
$21.2B
$2.4 Million 0.02% of portfolio
43,421
Q3 2025 Reduced 11.17%
$55.8B
$1.84 Million 0.02% of portfolio
9,112
Q3 2025 Added 9.39%
$76.3B
$2.25 Million 0.02% of portfolio
6,972
Q3 2025 Added 102.62%
$93.9B
$1.71 Million 0.02% of portfolio
33,872
Q3 2025 Added 4.78%
$65.7B
$1.75 Million 0.02% of portfolio
56,080
Q3 2025 Added 34.94%
$61.7B
$1.45 Million 0.02% of portfolio
12,960
Q3 2025 Reduced 1.26%
$75.6B
$1.48 Million 0.02% of portfolio
1,894
Q3 2025 Added 1.94%
$14.5B
$2.1 Million 0.02% of portfolio
5,678
Q3 2025 Added 128.58%
$25.6B
$1.63 Million 0.02% of portfolio
22,864
Q3 2025 Added 132.9%
$0
$2.2 Million 0.02% of portfolio
39,576
Q3 2025 Added 134.89%
$38.4B
$2.28 Million 0.02% of portfolio
34,602
Q3 2025 Reduced 7.75%
$0
$1.58 Million 0.02% of portfolio
31,987
Q3 2025 New
$0
$1.94 Million 0.02% of portfolio
38,355
Q3 2025 Reduced 52.51%
$26.4B
$1.89 Million 0.02% of portfolio
41,189
Q3 2025 Added 1.88%
$56.3B
$2.14 Million 0.02% of portfolio
54,668
Q3 2025 Reduced 0.76%
$18B
$1.49 Million 0.02% of portfolio
5,682
Q3 2025 Added 122.3%
$27.5B
$1.94 Million 0.02% of portfolio
38,419
Q3 2025 Added 12.26%
$17.3B
$1.45 Million 0.02% of portfolio
10,471
Q3 2025 Reduced 0.32%
$14.5B
$1.79 Million 0.02% of portfolio
37,763
Q3 2025 Reduced 11.66%
$22.2B
$1.58 Million 0.02% of portfolio
18,991
Q3 2025 Added 15.71%
$2.4B
$2.2 Million 0.02% of portfolio
160,434
Q2 2025 Reduced 45.75%
$135B
$2.08 Million 0.02% of portfolio
4,888
Q3 2025 Added 4.58%
$9.75B
$2.25 Million 0.02% of portfolio
33,843
Q3 2025 Added 6.19%
$60.1B
$1.97 Million 0.02% of portfolio
3,076
Q3 2025 Reduced 0.1%
$18.4B
$1.78 Million 0.02% of portfolio
18,721
Q3 2025 Added 12.67%
$0
$1.55 Million 0.02% of portfolio
40,777
Q3 2025 Reduced 45.9%
$11.3B
$2.29 Million 0.02% of portfolio
6,622
Q3 2025 Reduced 6.32%
$0
$1.91 Million 0.02% of portfolio
16,237
Q3 2025 Reduced 10.9%
$0
$2 Million 0.02% of portfolio
39,414
Q3 2025 Added 10.16%
$0
$2 Million 0.02% of portfolio
27,215
Q3 2025 Reduced 2.87%
$30B
$2.03 Million 0.02% of portfolio
19,930
Q3 2025 Added 0.55%
$0
$1.72 Million 0.02% of portfolio
41,404
Q3 2025 Added 24.31%
$22.4B
$1.57 Million 0.02% of portfolio
37,010
Q3 2025 Added 31.26%
$0
$2.25 Million 0.02% of portfolio
59,577
Q3 2025 Added 17.69%
$0
$2.18 Million 0.02% of portfolio
19,550
Q3 2025 Reduced 1.53%
$0
$1.77 Million 0.02% of portfolio
54,934
Q3 2025 New
$0
$2.25 Million 0.02% of portfolio
39,445
Q3 2025 Added 0.01%
$0
$2.22 Million 0.02% of portfolio
27,593
Q3 2025 Added 0.52%
$0
$1.81 Million 0.02% of portfolio
33,874
Q3 2025 Reduced 6.52%
$0
$1.58 Million 0.02% of portfolio
32,401
Q3 2025 Reduced 3.4%
$0
$1.9 Million 0.02% of portfolio
80,763
Q3 2025 Added 34.99%
$0
$1.89 Million 0.02% of portfolio
5,913
Q3 2025 Reduced 0.45%
$0
$2 Million 0.02% of portfolio
50,504
Q3 2025 Reduced 48.85%
$0
$2.27 Million 0.02% of portfolio
31,323
Q2 2025 Added 0.42%
$0
$2.1 Million 0.02% of portfolio
16,654
Q3 2025 Added 7.13%
$0
$1.69 Million 0.02% of portfolio
9,576
Q3 2025 Reduced 2.07%
$0
$1.53 Million 0.02% of portfolio
31,944
Q3 2025 Added 18.15%

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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