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
$0
$1.86 Million 0.02% of portfolio
13,306
Q3 2025 Reduced 6.43%
$0
$2.27 Million 0.02% of portfolio
27,348
Q3 2025 Added 0.34%
$0
$2.26 Million 0.02% of portfolio
23,395
Q3 2025 Reduced 19.78%
$0
$1.86 Million 0.02% of portfolio
13,073
Q3 2025 Reduced 2.56%
$0
$1.85 Million 0.02% of portfolio
36,605
Q3 2025 Added 1.62%
$0
$2.19 Million 0.02% of portfolio
42,900
Q3 2025 New
$0
$1.89 Million 0.02% of portfolio
32,039
Q3 2025 Reduced 3.27%
$0
$1.99 Million 0.02% of portfolio
31,444
Q3 2025 Reduced 8.25%
$0
$2.28 Million 0.02% of portfolio
47,965
Q3 2025 Reduced 4.2%
$29.9B
$1.55 Million 0.02% of portfolio
4,652
Q3 2025 Added 25.02%
$11.1B
$2.26 Million 0.02% of portfolio
11,011
Q3 2025 Added 13.28%
$91.6B
$2.13 Million 0.02% of portfolio
11,062
Q3 2025 Reduced 0.06%
$8.93B
$1.62 Million 0.02% of portfolio
45,896
Q3 2025 New
$18.5B
$2.15 Million 0.02% of portfolio
4,180
Q3 2025 Added 108.69%
$116B
$2.25 Million 0.02% of portfolio
961
Q3 2025 Reduced 0.83%
$32.9B
$1.83 Million 0.02% of portfolio
28,525
Q3 2025 Reduced 3.22%
$35.2B
$1.84 Million 0.02% of portfolio
27,328
Q3 2025 Reduced 26.06%
$9.17B
$1.93 Million 0.02% of portfolio
55,536
Q3 2025 Added 90.3%
$19B
$2.27 Million 0.02% of portfolio
14,110
Q3 2025 Added 6.97%
$13.7B
$2.05 Million 0.02% of portfolio
14,626
Q3 2025 Added 101.35%
$77.1B
$1.81 Million 0.02% of portfolio
25,995
Q3 2025 Added 13.16%
$39.5B
$1.79 Million 0.02% of portfolio
11,072
Q3 2025 Added 5.55%
$0
$1.63 Million 0.02% of portfolio
37,302
Q3 2025 Reduced 10.48%
$16.1B
$1.54 Million 0.02% of portfolio
20,743
Q3 2025 Added 3.3%
$12.4B
$1.55 Million 0.02% of portfolio
36,381
Q3 2025 Added 15.98%
$10.1B
$1.91 Million 0.02% of portfolio
45,327
Q3 2025 Added 2.4%
$10.9B
$1.76 Million 0.02% of portfolio
8,465
Q3 2025 Reduced 0.73%
$0
$1.53 Million 0.02% of portfolio
77,307
Q3 2025 Reduced 0.08%
$0
$2.18 Million 0.02% of portfolio
58,582
Q3 2025 Reduced 1.5%
$0
$1.99 Million 0.02% of portfolio
20,811
Q3 2025 Added 0.17%
$10.2B
$1.62 Million 0.02% of portfolio
5,225
Q3 2025 Reduced 0.48%
$8.16B
$1.47 Million 0.02% of portfolio
11,606
Q3 2025 Added 34.56%
$4.52B
$2.37 Million 0.02% of portfolio
7,817
Q3 2025 Added 68.98%
$26.7B
$2.25 Million 0.02% of portfolio
60,548
Q3 2025 Added 3.66%
$39.1B
$1.56 Million 0.02% of portfolio
15,004
Q3 2025 Added 7.99%
$28.4B
$2.17 Million 0.02% of portfolio
25,943
Q3 2025 Added 145.65%
$13.3B
$1.83 Million 0.02% of portfolio
5,836
Q3 2025 Added 7.04%
$34.7B
$2.26 Million 0.02% of portfolio
37,105
Q3 2025 Added 1.65%
$2.79B
$1.97 Million 0.02% of portfolio
58,066
Q3 2025 Reduced 13.84%
$12.8B
$2.06 Million 0.02% of portfolio
20,534
Q3 2025 Added 39.6%
$56.3B
$2.04 Million 0.02% of portfolio
13,386
Q3 2025 Reduced 10.35%
$65.6B
$1.84 Million 0.02% of portfolio
5,692
Q3 2025 Added 29.98%
$11.1B
$1.5 Million 0.02% of portfolio
7,479
Q3 2025 Reduced 34.09%
$304B
$1.89 Million 0.02% of portfolio
7,085
Q3 2025 Added 0.7%
$0
$1.61 Million 0.02% of portfolio
44,395
Q3 2025 Reduced 6.14%
$0
$2.37 Million 0.02% of portfolio
88,047
Q3 2025 Added 1.13%
$87.9B
$1.88 Million 0.02% of portfolio
10,500
Q3 2025 Added 12.28%
$0
$2.03 Million 0.02% of portfolio
52,526
Q3 2025 Added 33.55%
$0
$1.81 Million 0.02% of portfolio
20,755
Q3 2025 Added 3.17%

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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