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
$37B
$4.35 Million 0.05% of portfolio
52,822
Q3 2025 Added 3.13%
$65B
$4.64 Million 0.05% of portfolio
16,612
Q3 2025 Added 5.89%
$0
$4.38 Million 0.05% of portfolio
16,861
Q3 2025 Reduced 8.94%
$0
$4.63 Million 0.05% of portfolio
21,663
Q3 2025 Added 19.23%
$25.5B
$4.48 Million 0.05% of portfolio
16,007
Q3 2025 Added 9.76%
$85.4B
$5.28 Million 0.05% of portfolio
29,648
Q3 2025 Added 6.41%
$88.8B
$3.44 Million 0.04% of portfolio
22,152
Q3 2025 Added 4.69%
$0
$3.45 Million 0.04% of portfolio
51,414
Q3 2025 Reduced 7.88%
$118B
$3.8 Million 0.04% of portfolio
15,459
Q3 2025 Added 4.67%
$69.8B
$4.05 Million 0.04% of portfolio
944
Q3 2025 Added 13.46%
$439B
$3.77 Million 0.04% of portfolio
5
Q1 2025 Added 66.67%
$0
$3.44 Million 0.04% of portfolio
100,571
Q3 2025 Reduced 18.92%
$24B
$3.77 Million 0.04% of portfolio
18,200
Q3 2025 Added 5.29%
$96.3B
$3.55 Million 0.04% of portfolio
13,139
Q3 2025 Reduced 16.93%
$121B
$3.66 Million 0.04% of portfolio
116,593
Q3 2025 Reduced 2.63%
$34.2B
$3.94 Million 0.04% of portfolio
4,774
Q3 2025 Added 9.92%
$156B
$4.1 Million 0.04% of portfolio
20,663
Q3 2025 Added 20.84%
$21.3B
$3.89 Million 0.04% of portfolio
110,937
Q3 2025 Added 92.87%
$85.9B
$3.65 Million 0.04% of portfolio
13,402
Q3 2025 Added 2.18%
$8.02B
$3.59 Million 0.04% of portfolio
11,155
Q3 2025 Added 4.92%
$81.4B
$3.67 Million 0.04% of portfolio
27,979
Q3 2025 Added 4.92%
$0
$3.84 Million 0.04% of portfolio
66,233
Q3 2025 Reduced 5.73%
$32.3B
$3.44 Million 0.04% of portfolio
16,078
Q3 2025 Added 18.67%
$65.5B
$3.65 Million 0.04% of portfolio
15,464
Q3 2025 Added 45.24%
$0
$3.44 Million 0.04% of portfolio
51,124
Q3 2025 Added 8.38%
$0
$3.67 Million 0.04% of portfolio
96,612
Q3 2025 Added 0.18%
$0
$3.5 Million 0.04% of portfolio
99,598
Q3 2025 Reduced 1.68%
$85.2B
$3.53 Million 0.04% of portfolio
17,972
Q3 2025 Added 3.62%
$0
$3.72 Million 0.04% of portfolio
76,025
Q3 2025 Added 6.54%
$0
$3.66 Million 0.04% of portfolio
111,482
Q3 2025 Reduced 7.3%
$190B
$3.81 Million 0.04% of portfolio
8,522
Q3 2025 Reduced 4.1%
$0
$3.95 Million 0.04% of portfolio
53,733
Q3 2025 Reduced 22.57%
$0
$3.5 Million 0.04% of portfolio
175,494
Q3 2025 Added 33.07%
$0
$3.98 Million 0.04% of portfolio
29,430
Q3 2025 Reduced 7.86%
$0
$3.68 Million 0.04% of portfolio
49,175
Q3 2025 Reduced 39.8%
$0
$3.63 Million 0.04% of portfolio
30,255
Q3 2025 Reduced 0.01%
$0
$4.06 Million 0.04% of portfolio
39,455
Q3 2025 Added 11.52%
$0
$4.1 Million 0.04% of portfolio
49,535
Q3 2025 Added 2.67%
$0
$3.64 Million 0.04% of portfolio
36,138
Q3 2025 Added 7.69%
$0
$3.45 Million 0.04% of portfolio
16,948
Q3 2025 Reduced 2.27%
$0
$3.97 Million 0.04% of portfolio
41,724
Q3 2025 Reduced 4.45%
$0
$4.02 Million 0.04% of portfolio
97,727
Q3 2025 Reduced 28.85%
$102B
$4.25 Million 0.04% of portfolio
32,696
Q3 2025 Added 1.47%
$46B
$3.84 Million 0.04% of portfolio
6,761
Q3 2025 Reduced 9.32%
$65.7B
$3.39 Million 0.04% of portfolio
11,278
Q3 2025 Added 2.4%
$269B
$3.99 Million 0.04% of portfolio
31,144
Q3 2025 Added 2.04%
$5.89B
$3.61 Million 0.04% of portfolio
33,499
Q3 2025 Added 28.78%
$0
$3.55 Million 0.04% of portfolio
83,173
Q3 2025 Added 62.31%
$114B
$4.26 Million 0.04% of portfolio
29,769
Q3 2025 Reduced 3.69%

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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