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 November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $9.62 Billion distributed in 6380 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 decrease of $1.12M in the current position value, from $9.62B 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: $334 Million
Healthcare: $295 Million
Communication Services: $264 Million
Consumer Defensive: $230 Million
Other: $290 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.37 Million 0.03% of portfolio
39,026
Q3 2025 Added 10.99%
$0
$2.46 Million 0.03% of portfolio
33,875
Q3 2025 Added 7.98%
$0
$3.34 Million 0.03% of portfolio
71,937
Q3 2025 Reduced 0.24%
$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%
$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%
$0
$2.96 Million 0.03% of portfolio
22,708
Q3 2025 Reduced 0.63%
$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%
$0
$2.45 Million 0.03% of portfolio
12,908
Q3 2025 Reduced 28.63%
$0
$2.53 Million 0.03% of portfolio
20,190
Q3 2025 Reduced 0.13%
$0
$3.11 Million 0.03% of portfolio
20,020
Q3 2025 Added 18.21%
$0
$2.94 Million 0.03% of portfolio
31,580
Q3 2025 Reduced 1.48%
$0
$3.25 Million 0.03% of portfolio
32,468
Q3 2025 Reduced 0.21%
$0
$3.31 Million 0.03% of portfolio
12,211
Q3 2025 Added 1.23%
$0
$2.91 Million 0.03% of portfolio
32,414
Q3 2025 Added 0.03%
$0
$2.74 Million 0.03% of portfolio
54,214
Q3 2025 Added 21.13%
$0
$2.91 Million 0.03% of portfolio
106,616
Q3 2025 Added 188.51%
$0
$3.01 Million 0.03% of portfolio
39,531
Q3 2025 Added 71.92%
$0
$2.63 Million 0.03% of portfolio
39,020
Q3 2025 Reduced 20.79%
$0
$2.47 Million 0.03% of portfolio
30,600
Q3 2025 Added 15.8%
$0
$2.61 Million 0.03% of portfolio
100,918
Q3 2025 Reduced 16.3%
$0
$2.51 Million 0.03% of portfolio
35,192
Q3 2025 Added 0.35%
$0
$3.06 Million 0.03% of portfolio
60,394
Q3 2025 Reduced 4.16%
$0
$3.13 Million 0.03% of portfolio
47,209
Q3 2025 Added 0.62%
$0
$3.14 Million 0.03% of portfolio
37,393
Q3 2025 Reduced 0.68%
$2.1B
$1.53 Million 0.02% of portfolio
9,264
Q3 2025 Reduced 1.68%
$0
$2.28 Million 0.02% of portfolio
47,798
Q3 2025 Added 0.0%
$0
$1.51 Million 0.02% of portfolio
15,197
Q3 2025 Added 0.01%
$0
$2.39 Million 0.02% of portfolio
64,488
Q3 2025 Reduced 1.2%
$0
$2.21 Million 0.02% of portfolio
30,522
Q3 2025 Added 6.93%
$0
$2.34 Million 0.02% of portfolio
40,251
Q3 2025 Added 61.95%
$0
$1.83 Million 0.02% of portfolio
58,367
Q3 2025 Added 10.76%
$0
$2.2 Million 0.02% of portfolio
39,576
Q3 2025 Added 134.89%
$0
$1.58 Million 0.02% of portfolio
31,987
Q3 2025 New
$0
$1.94 Million 0.02% of portfolio
38,355
Q3 2025 Reduced 52.51%
$0
$1.55 Million 0.02% of portfolio
40,777
Q3 2025 Reduced 45.9%
$0
$2 Million 0.02% of portfolio
27,215
Q3 2025 Reduced 2.87%
$0
$2 Million 0.02% of portfolio
39,414
Q3 2025 Added 10.16%
$0
$1.91 Million 0.02% of portfolio
16,236
Q3 2025 Reduced 0.01%
$0
$1.72 Million 0.02% of portfolio
41,404
Q3 2025 Added 24.31%
$24.1B
$1.57 Million 0.02% of portfolio
37,010
Q3 2025 Added 31.26%
$0
$1.58 Million 0.02% of portfolio
32,401
Q3 2025 Reduced 3.4%
$0
$2.22 Million 0.02% of portfolio
27,593
Q3 2025 Added 0.52%
$0
$2.27 Million 0.02% of portfolio
27,348
Q3 2025 Added 0.34%
$0
$2 Million 0.02% of portfolio
50,504
Q3 2025 Reduced 48.85%
$0
$1.81 Million 0.02% of portfolio
33,874
Q3 2025 Reduced 6.52%

Summary

  • Portfolio
  • No. of Stocks 6,380
  • Current Value $9.62 Billion
  • Prior Value $9.62 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR/A
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 161 stocks
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