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
$2.26 Million 0.02% of portfolio
23,396
Q3 2025 Added 0.0%
$0
$1.86 Million 0.02% of portfolio
13,073
Q3 2025 Reduced 2.56%
$0
$1.86 Million 0.02% of portfolio
13,306
Q3 2025 Reduced 6.43%
$0
$1.77 Million 0.02% of portfolio
54,934
Q3 2025 New
$0
$2.27 Million 0.02% of portfolio
31,323
Q2 2025 Added 0.42%
$0
$1.89 Million 0.02% of portfolio
5,916
Q3 2025 Added 0.05%
$0
$2.25 Million 0.02% of portfolio
59,577
Q3 2025 Added 17.69%
$0
$1.9 Million 0.02% of portfolio
80,763
Q3 2025 Added 34.99%
$0
$1.69 Million 0.02% of portfolio
9,576
Q3 2025 Reduced 2.07%
$0
$1.53 Million 0.02% of portfolio
31,944
Q3 2025 Added 18.15%
$0
$2.1 Million 0.02% of portfolio
16,654
Q3 2025 Added 7.13%
$0
$2.18 Million 0.02% of portfolio
19,555
Q3 2025 Added 0.03%
$0
$2.25 Million 0.02% of portfolio
39,445
Q3 2025 Added 0.01%
$0
$1.85 Million 0.02% of portfolio
36,605
Q3 2025 Added 1.62%
$0
$2.19 Million 0.02% of portfolio
42,900
Q3 2025 New
$0
$1.99 Million 0.02% of portfolio
31,444
Q3 2025 Reduced 8.25%
$0
$1.89 Million 0.02% of portfolio
32,039
Q3 2025 Reduced 3.27%
$0
$1.63 Million 0.02% of portfolio
37,302
Q3 2025 Reduced 10.48%
$0
$2.18 Million 0.02% of portfolio
58,582
Q3 2025 Reduced 1.5%
$0
$1.99 Million 0.02% of portfolio
20,811
Q3 2025 Added 0.17%
$0
$1.61 Million 0.02% of portfolio
44,395
Q3 2025 Reduced 6.14%
$0
$2.37 Million 0.02% of portfolio
88,047
Q3 2025 Added 1.13%
$0
$2.03 Million 0.02% of portfolio
52,526
Q3 2025 Added 33.55%
$0
$1.81 Million 0.02% of portfolio
20,755
Q3 2025 Added 3.17%
$0
$1.89 Million 0.02% of portfolio
21,120
Q3 2025 Reduced 5.55%
$0
$1.46 Million 0.02% of portfolio
15,498
Q3 2025 Reduced 12.09%
$0
$1.96 Million 0.02% of portfolio
34,357
Q3 2025 Reduced 8.28%
$0
$1.63 Million 0.02% of portfolio
5,094
Q3 2025 Reduced 11.36%
$0
$1.75 Million 0.02% of portfolio
82,087
Q3 2025 Reduced 0.54%
$0
$1.76 Million 0.02% of portfolio
8,617
Q3 2025 Added 0.21%
$0
$2.37 Million 0.02% of portfolio
15,479
Q3 2025 Reduced 5.82%
$0
$1.82 Million 0.02% of portfolio
10,613
Q3 2025 Added 1.62%
$0
$1.87 Million 0.02% of portfolio
22,394
Q3 2025 Reduced 5.57%
$0
$1.73 Million 0.02% of portfolio
35,915
Q3 2025 Reduced 0.95%
$0
$1.61 Million 0.02% of portfolio
27,026
Q3 2025 Added 1.53%
$0
$1.94 Million 0.02% of portfolio
9,487
Q3 2025 Reduced 0.5%
$0
$2.28 Million 0.02% of portfolio
19,283
Q3 2025 Reduced 15.51%
$0
$1.66 Million 0.02% of portfolio
31,646
Q3 2025 Reduced 19.16%
$0
$1.48 Million 0.02% of portfolio
32,219
Q3 2025 Reduced 48.23%
$0
$1.17 Million 0.01% of portfolio
54,101
Q3 2025 Reduced 0.31%
$0
$1.14 Million 0.01% of portfolio
16,716
Q3 2025 Added 15.61%
$0
$960,000 0.01% of portfolio
12,173
Q3 2025 Added 87.22%
$0
$496,000 0.01% of portfolio
16,753
Q3 2025 Reduced 27.35%
$0
$925,000 0.01% of portfolio
14,312
Q3 2025 Added 0.01%
$0
$1.12 Million 0.01% of portfolio
30,812
Q3 2025 Reduced 16.03%
$0
$1.34 Million 0.01% of portfolio
29,226
Q3 2025 Added 88.6%
$0
$1.09 Million 0.01% of portfolio
45,790
Q3 2025 Reduced 8.2%
$0
$740,000 0.01% of portfolio
23,271
Q3 2025 Reduced 25.5%
$0
$642,000 0.01% of portfolio
19,583
Q3 2025 Added 0.16%

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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