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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.6B
$2.5 Million 0.03% of portfolio
17,071
Q3 2025 Reduced 0.01%
$21.1B
$2.55 Million 0.03% of portfolio
30,915
Q3 2025 Added 51.35%
$42.8B
$2.79 Million 0.03% of portfolio
9,298
Q3 2025 Added 50.57%
$2.1B
$1.53 Million 0.02% of portfolio
9,264
Q3 2025 Reduced 1.68%
$7.1B
$1.89 Million 0.02% of portfolio
216,461
Q3 2025 Added 125.58%
$43.5B
$1.8 Million 0.02% of portfolio
14,045
Q3 2025 Reduced 6.4%
$57.5B
$1.59 Million 0.02% of portfolio
5,827
Q3 2025 Added 23.11%
$46.9B
$2.33 Million 0.02% of portfolio
19,176
Q3 2025 Added 55.22%
$8.3B
$1.58 Million 0.02% of portfolio
18,991
Q3 2025 Added 0.36%
$418B
$2.14 Million 0.02% of portfolio
11,965
Q3 2025 Added 0.01%
$57.9B
$1.88 Million 0.02% of portfolio
8,750
Q3 2025 Added 7.84%
$55.3B
$1.93 Million 0.02% of portfolio
4,232
Q3 2025 Added 0.02%
$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%
$59.1B
$2.35 Million 0.02% of portfolio
29,942
Q3 2025 Reduced 27.57%
$974M
$1.87 Million 0.02% of portfolio
31,855
Q3 2025 Reduced 36.16%
$6.94B
$1.81 Million 0.02% of portfolio
14,973
Q3 2025 Added 21.99%
$53.1B
$2.27 Million 0.02% of portfolio
9,249
Q3 2025 Reduced 5.42%
$9.75B
$1.58 Million 0.02% of portfolio
7,231
Q3 2025 Added 15.33%
$8.65B
$1.57 Million 0.02% of portfolio
16,391
Q3 2025 Added 1.69%
$54.5B
$2.05 Million 0.02% of portfolio
10,958
Q3 2025 Added 28.57%
$17B
$2.28 Million 0.02% of portfolio
30,212
Q3 2025 Reduced -0.0%
$10.2B
$1.56 Million 0.02% of portfolio
28,770
Q3 2025 Added 21.72%
$0
$2.15 Million 0.02% of portfolio
176,892
Q3 2025 Reduced 0.51%
$10.5B
$1.95 Million 0.02% of portfolio
44,394
Q3 2025 Reduced -0.0%
$112B
$1.76 Million 0.02% of portfolio
51,124
Q3 2025 Added 0.81%
$99.5B
$2.38 Million 0.02% of portfolio
52,673
Q3 2025 Added 27.12%
$86.4B
$1.93 Million 0.02% of portfolio
5,497
Q3 2025 Reduced 0.02%
$53.8B
$1.59 Million 0.02% of portfolio
10,122
Q3 2025 Reduced 0.01%
$29B
$1.93 Million 0.02% of portfolio
66,615
Q3 2025 Added 79.97%
$49.4B
$1.61 Million 0.02% of portfolio
10,243
Q3 2025 Reduced 0.99%
$38.4B
$2.35 Million 0.02% of portfolio
12,715
Q3 2025 Reduced 3.24%
$20.6B
$2.32 Million 0.02% of portfolio
64,903
Q3 2025 Added 91.58%
$25B
$1.82 Million 0.02% of portfolio
46,805
Q3 2025 Added 29.46%
$875M
$2.17 Million 0.02% of portfolio
55,414
Q3 2025 Reduced 20.53%
$25.6B
$1.73 Million 0.02% of portfolio
32,459
Q3 2025 Reduced -0.0%
$36B
$1.47 Million 0.02% of portfolio
14,607
Q3 2025 Added 0.01%
$11.4B
$1.61 Million 0.02% of portfolio
16,674
Q3 2025 Added 21.07%
$73.4B
$2.32 Million 0.02% of portfolio
65,273
Q3 2025 Added 1.61%
$53.8B
$1.79 Million 0.02% of portfolio
12,570
Q3 2025 Reduced 1.05%
$0
$2.39 Million 0.02% of portfolio
64,488
Q3 2025 Reduced 1.2%
$34.7B
$2.26 Million 0.02% of portfolio
15,924
Q3 2025 Reduced 0.01%
$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%
$50.4B
$1.78 Million 0.02% of portfolio
29,018
Q3 2025 Added 45.32%
$25.7B
$1.7 Million 0.02% of portfolio
10,204
Q3 2025 Added 30.02%
$13.3B
$2.18 Million 0.02% of portfolio
58,214
Q3 2025 Added 14.73%
$0
$2.08 Million 0.02% of portfolio
130,634
Q3 2025 Reduced 0.2%

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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