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CIK: 0001621225
Total reported value
$16.4B
$16.4B
1694 檔
7.4%
At the close of Q2 2025, Merit Financial Group, LLC disclosed equity holdings valued at approximately $16.4B, spread across 1694 reported holdings.
In Q2 2025, Merit Financial Group, LLC displayed an active expansion posture, initiating 5 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1694 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.00% | -0.07% | +73.91% | |
| 2 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.61% | +0.01% | +43.51% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.58% | +0.15% | +37.35% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.41% | -0.12% | -5.02% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | -0.08% | -16.76% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.77% | -0.02% | +52.48% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | +0.06% | -4.14% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.73% | -0.09% | +361.46% | |
| 9 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.69% | -0.02% | +64.94% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.34% | +9.85% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.68% | — | +21.02% | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.63% | -0.20% | +13.11% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.46% | +0.47% | -0.56% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.33% | -0.49% | +27.69% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.26% | — | +8.83% | |
| 16 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 1.25% | -0.07% | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.12% | +8.14% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.21% | -0.60% | +60.79% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.19% | -0.13% | +6.11% | |
| 20 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.08% | +0.43% | -0.22% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | +0.11% | +3.96% | |
| 22 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.97% | -0.02% | +4.43% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.94% | +0.21% | +8.57% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.11% | +22.82% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | -0.14% | +94.93% | |
| 26 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.92% | +0.07% | — | |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.79% | -0.07% | +15.24% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.75% | -0.01% | +1.50% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.69% | +0.21% | +23.39% | |
| 30 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.69% | -0.09% | +4.41% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | -0.09% | -23.82% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.08% | +28.59% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.19% | +60.10% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.62% | -0.01% | +132.08% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | +0.05% | +27.99% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.01% | +23.24% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +1.38% | +4.84% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | -0.03% | +78.06% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | +0.01% | +19.92% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | — | +5.50% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.02% | +27.01% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.10% | +35.95% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.48% | -0.10% | +19.58% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.46% | +0.02% | +16.36% | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.45% | — | +50.33% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.43% | -0.01% | -4.08% | |
| 47 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.42% | -0.15% | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.39% | -0.04% | +17.29% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.37% | -0.04% | +419.52% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.02% | -1.71% |
According to official SEC Form 13F filings, Merit Financial Group, LLC reported a total U.S. public equity portfolio value of $16.4B across 1694 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, QLTY, IUSG) accounted for 7.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVNM
市值: $111.8M
Top Position Liquidated / Trimmed
VOO
前期市值: $185.1M
During Q2 2025, Merit Financial Group, LLC's top holdings by market value included VUG (4.0%)、QLTY (2.6%)、IUSG (2.6%). The largest single position, VUG, represented 4.0% of total portfolio value.
In Q2 2025, Merit Financial Group, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 35 positions, trimming 10 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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