Merit Financial Group, LLC Portfolio Holdings
Merit Financial Group, LLC
- $10.9 Billion
- Q4 2025
Merit Financial Group, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $10.9 Billion distributed in 27856 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $395M, Ishares Core S&P U.S Growth Et with a value of $268M, Ishares Core S&P U.S. Value Et with a value of $263M, Vanguard Mega Cap Growth ETF with a value of $259M, and Apple Inc. with a value of $242M.
Examining the 13F form we can see an increase of $1.3B in the current position value, from $9.62B to 10.9B.
Below you can find more details about Merit Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$10.9 Billion
ETFs: $6.97 Billion
Technology: $1.18 Billion
Financial Services: $585 Million
Industrials: $435 Million
Consumer Cyclical: $383 Million
Healthcare: $370 Million
Communication Services: $298 Million
Consumer Defensive: $242 Million
Other: $331 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 27,856
- Current Value $10.9 Billion
- Prior Value $9.62 Billion
- Filing
- Period Q4 2025
- Filing Date January 26, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 247 stocks
- Additional Purchases 1,125 stocks
- Sold out of 0 stocks
- Reduced holdings in 545 stocks