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
$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%
$41B
$3.01 Million 0.03% of portfolio
15,859
Q3 2025 Added 4.09%
$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
$2.98 Million 0.03% of portfolio
126,825
Q3 2025 Added 23.83%
$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%
$35.1B
$2.49 Million 0.03% of portfolio
20,019
Q3 2025 Reduced -0.0%
$61.6B
$3.1 Million 0.03% of portfolio
109,638
Q3 2025 Added 24.9%
$47.8B
$2.78 Million 0.03% of portfolio
41,193
Q3 2025 Added 0.0%
$55.4B
$3.05 Million 0.03% of portfolio
9,989
Q3 2025 Reduced 0.01%
$0
$2.91 Million 0.03% of portfolio
106,616
Q3 2025 Added 188.51%
$7.96B
$2.59 Million 0.03% of portfolio
117,630
Q3 2025 Reduced 5.08%
$62.7B
$2.69 Million 0.03% of portfolio
32,688
Q3 2025 Added 0.0%
$63.4B
$2.9 Million 0.03% of portfolio
6,348
Q3 2025 Added 6.51%
$23.8B
$3.11 Million 0.03% of portfolio
26,286
Q3 2025 Added 0.0%
$69.1B
$3.37 Million 0.03% of portfolio
39,916
Q3 2025 Added 32.82%
$20.3B
$2.55 Million 0.03% of portfolio
51,748
Q3 2025 Added 75.2%
$37B
$2.61 Million 0.03% of portfolio
28,501
Q3 2025 Added 22.56%
$107B
$2.84 Million 0.03% of portfolio
3,743
Q3 2025 Reduced 8.6%
$32.8B
$2.94 Million 0.03% of portfolio
194,764
Q3 2025 Reduced -0.0%
$68.5B
$3.24 Million 0.03% of portfolio
23,820
Q3 2025 Added 44.49%
$132B
$2.75 Million 0.03% of portfolio
11,127
Q3 2025 Reduced 2.01%
$114B
$2.47 Million 0.03% of portfolio
21,595
Q3 2025 Added 10.49%
$48.1B
$2.97 Million 0.03% of portfolio
10,299
Q3 2025 Reduced 0.01%
$27B
$2.83 Million 0.03% of portfolio
21,446
Q3 2025 Added 0.0%
$0
$3.01 Million 0.03% of portfolio
39,531
Q3 2025 Added 71.92%
$12.6B
$3.09 Million 0.03% of portfolio
37,138
Q3 2025 Reduced 2.45%
$174B
$2.71 Million 0.03% of portfolio
18,262
Q3 2025 Reduced 0.01%
$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%
$24.5B
$3.2 Million 0.03% of portfolio
28,247
Q3 2025 Added 9.28%
$14.8B
$2.83 Million 0.03% of portfolio
20,496
Q3 2025 Added 4.13%
$96.9B
$3.09 Million 0.03% of portfolio
7,312
Q3 2025 Reduced 0.01%
$150B
$2.43 Million 0.03% of portfolio
40,982
Q3 2025 Added 0.52%
$21.2B
$3.11 Million 0.03% of portfolio
7,416
Q3 2025 Added 56.32%
$67.6B
$2.57 Million 0.03% of portfolio
53,173
Q3 2025 Reduced 4.52%
$70.1B
$2.79 Million 0.03% of portfolio
16,361
Q3 2025 Added 5.61%
$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%
$33.9B
$2.42 Million 0.03% of portfolio
9,624
Q3 2025 Added 18.1%
$29.2B
$2.49 Million 0.03% of portfolio
76,469
Q3 2025 Added 0.0%
$85.9B
$2.81 Million 0.03% of portfolio
12,740
Q3 2025 Reduced 0.01%
$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%

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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