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
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