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CIK: 0001621225
Total reported value
$16.4B
$16.4B
1396 檔
5.4%
According to the latest 13F quarterly dataset, Merit Financial Group, LLC managed an equity portfolio of $16.4B at the end of Q1 2025, spanning 1396 distinct U.S. exchange-listed positions.
In Q1 2025, Merit Financial Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1396 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.33% | -0.12% | +33.63% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.77% | -0.08% | +4.43% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 2.61% | -0.07% | +1.99% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | +0.06% | +24.46% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.23% | +0.34% | +9.45% | |
| 6 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.23% | +0.01% | +28.44% | |
| 7 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.13% | +0.15% | +113.97% | |
| 8 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.93% | -0.20% | -0.40% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.66% | +0.47% | +47.08% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 1.51% | -0.13% | +17.92% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.42% | -0.02% | +15313.07% | |
| 12 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.42% | -0.02% | +1.75% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | — | +13.27% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.40% | — | +26.76% | |
| 15 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.37% | -0.02% | +16.35% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.31% | -0.49% | +161.39% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.30% | +0.43% | +240.79% | |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.14% | +0.21% | +1.08% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.12% | +0.11% | +18.79% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.12% | +33.60% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.04% | -0.09% | -53.46% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.01% | -0.01% | +9.20% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.99% | -0.01% | +172.78% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.94% | -0.60% | +169.51% | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.92% | -0.07% | +259.49% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.11% | +9.58% | |
| 27 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.88% | -0.09% | -12.24% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.78% | — | +21.24% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.01% | +10.07% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +1.38% | -5.12% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.67% | +0.21% | +72.79% | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.62% | — | -68.03% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.60% | -0.01% | -25.68% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | — | -17.46% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.05% | +166.72% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | +0.01% | +116.35% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | -0.14% | +32.28% | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.54% | -0.10% | +299.84% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.08% | +19.02% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | -0.09% | +35.38% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.02% | +16.67% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.47% | -0.01% | -20.94% | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.47% | — | +165.26% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | -27.26% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.45% | +0.15% | +13.31% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.43% | +0.02% | +147.49% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.43% | -0.04% | +64.91% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | +0.10% | +16.50% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.14% | +12.26% | |
| 50 | FPEI | First Trust Institutional Pr | ETF-Other | 0.40% | -0.05% | — |
According to official SEC Form 13F filings, Merit Financial Group, LLC reported a total U.S. public equity portfolio value of $16.4B across 1396 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IUSV, VOO, VUG) accounted for 5.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IUSV
市值: $222.4M
During Q1 2025, Merit Financial Group, LLC's top holdings by market value included IUSV (3.3%)、VOO (2.8%)、VUG (2.6%). The largest single position, IUSV, represented 3.3% of total portfolio value.
In Q1 2025, Merit Financial Group, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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