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
$4.16 Million 0.04% of portfolio
161,679
Q3 2025 Reduced 2.56%
$0
$4.2 Million 0.04% of portfolio
92,403
Q3 2025 Added 27.76%
$0
$4.11 Million 0.04% of portfolio
105,611
Q3 2025 Added 27.85%
$0
$3.83 Million 0.04% of portfolio
27,517
Q3 2025 Reduced 28.37%
$84.9B
$4.1 Million 0.04% of portfolio
18,177
Q3 2025 Reduced 5.8%
$0
$4.03 Million 0.04% of portfolio
168,496
Q3 2025 Added 5.42%
$122B
$3.39 Million 0.04% of portfolio
4,854
Q3 2025 Added 4.91%
$2.31B
$3.81 Million 0.04% of portfolio
11,837
Q3 2025 Added 9.08%
$0
$3.39 Million 0.04% of portfolio
77,306
Q3 2025 Reduced 4.7%
$58B
$3.5 Million 0.04% of portfolio
76,512
Q3 2025 Added 5.13%
$0
$3.5 Million 0.04% of portfolio
137,268
Q3 2025 Added 2.08%
$0
$4.09 Million 0.04% of portfolio
82,714
Q3 2025 Reduced 5.12%
$0
$3.57 Million 0.04% of portfolio
59,428
Q3 2025 Reduced 20.48%
$0
$3.68 Million 0.04% of portfolio
19,200
Q3 2025 Added 7.27%
$11.6B
$4.07 Million 0.04% of portfolio
53,195
Q3 2025 Added 14.25%
$84B
$2.78 Million 0.03% of portfolio
14,454
Q3 2025 Added 12.14%
$0
$3.37 Million 0.03% of portfolio
39,026
Q3 2025 Added 10.99%
$409B
$3.03 Million 0.03% of portfolio
3,130
Q3 2025 Added 3.68%
$254B
$2.8 Million 0.03% of portfolio
36,494
Q3 2025 Added 4.48%
$0
$2.46 Million 0.03% of portfolio
33,875
Q3 2025 Added 7.98%
$34.4B
$2.64 Million 0.03% of portfolio
11,102
Q3 2025 Reduced 2.9%
$48.1B
$2.45 Million 0.03% of portfolio
41,027
Q3 2025 Reduced 11.03%
$51.6B
$2.42 Million 0.03% of portfolio
10,297
Q3 2025 Added 4.72%
$18.7B
$2.43 Million 0.03% of portfolio
11,863
Q3 2025 Reduced 18.03%
$63.9B
$2.7 Million 0.03% of portfolio
33,790
Q3 2025 Reduced 1.48%
$119B
$3.29 Million 0.03% of portfolio
10,010
Q3 2025 Added 11.01%
$72.1B
$3.16 Million 0.03% of portfolio
38,507
Q3 2025 Added 8.64%
$4.85B
$2.49 Million 0.03% of portfolio
29,850
Q3 2025 Added 42.08%
$103B
$3.17 Million 0.03% of portfolio
42,009
Q3 2025 Added 6.31%
$50.6B
$2.47 Million 0.03% of portfolio
14,572
Q3 2025 Added 50.46%
$0
$3.34 Million 0.03% of portfolio
71,937
Q3 2025 Reduced 0.24%
$35.7B
$3.25 Million 0.03% of portfolio
57,250
Q3 2025 Added 13.11%
$386M
$2.68 Million 0.03% of portfolio
19,129
Q3 2025 Added 6.96%
$0
$3.22 Million 0.03% of portfolio
69,845
Q3 2025 Reduced 0.49%
$0
$3.08 Million 0.03% of portfolio
88,533
Q3 2025 Reduced 6.08%
$18.9B
$3.18 Million 0.03% of portfolio
40,822
Q3 2025 Added 9.14%
$31.2B
$2.77 Million 0.03% of portfolio
4,267
Q3 2025 Added 10.95%
$12.2B
$2.86 Million 0.03% of portfolio
69,341
Q3 2025 Added 70.12%
$0
$2.76 Million 0.03% of portfolio
56,002
Q3 2025 New
$0
$2.87 Million 0.03% of portfolio
85,806
Q3 2025 Added 35.64%
$0
$3.07 Million 0.03% of portfolio
54,454
Q3 2025 Reduced 3.74%
$52.9B
$2.49 Million 0.03% of portfolio
8,037
Q3 2025 Reduced 35.86%
$39.4B
$2.63 Million 0.03% of portfolio
10,697
Q3 2025 Added 12.17%
$0
$2.96 Million 0.03% of portfolio
22,708
Q3 2025 Reduced 0.63%
$70B
$2.46 Million 0.03% of portfolio
9,469
Q3 2025 Added 4.77%
$22.9B
$2.98 Million 0.03% of portfolio
35,147
Q3 2025 Added 4.25%
$82.1B
$2.87 Million 0.03% of portfolio
17,026
Q3 2025 Reduced 1.68%
$0
$3.3 Million 0.03% of portfolio
54,759
Q3 2025 Reduced 1.33%
$0
$3.32 Million 0.03% of portfolio
45,315
Q3 2025 Reduced 1.6%

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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