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CIK: 0001621225
Total reported value
$16.4B
$16.4B
1784 檔
8.1%
As reported in its official Q3 2025 Form 13F filing, Merit Financial Group, LLC's tracked investment portfolio stood at $16.4B with 1784 total positions.
In Q3 2025, Merit Financial Group, LLC displayed an active expansion posture, initiating 8 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1784 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 3.57% | -0.07% | -0.80% | |
| 2 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.34% | +0.01% | +2.94% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.15% | -0.12% | +2.40% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.13% | +0.15% | -8.27% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.99% | +0.47% | +50.62% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.83% | +0.34% | +7.96% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | -0.08% | -1.78% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | +0.06% | +3.95% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | — | +10.31% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.53% | -0.09% | +1.93% | |
| 11 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.43% | -0.20% | +5.72% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.42% | -0.60% | +33.64% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.36% | +0.43% | +40.15% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.12% | +10.23% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.25% | -0.49% | +6.63% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | — | +6.82% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.17% | -0.14% | +40.11% | |
| 18 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 1.16% | -0.07% | +4.11% | |
| 19 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.14% | -0.15% | +5778.31% | |
| 20 | UBND | Victoryshares Core Plus Bond | ETF-Other | 1.11% | -0.15% | — | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.05% | +0.21% | +30.16% | |
| 22 | MBB | Ishares Mbs ETF | ETF-Other | 1.03% | -0.13% | +3.90% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | +0.11% | +11.37% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.98% | -0.07% | +48.85% | |
| 25 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.90% | -0.02% | +911.27% | |
| 26 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.83% | +0.07% | +3.68% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.11% | +7.28% | |
| 28 | CGUS | Cap Group Core Equity | ETF-Other | 0.77% | -0.04% | +1624.40% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.71% | -0.01% | +13.80% | |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.70% | -0.10% | +75.07% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | +0.05% | +28.97% | |
| 32 | CGDV | Cap Group Dividend Value | ETF-Other | 0.65% | -0.04% | +465.45% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.65% | -0.02% | -2.40% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.19% | +31.01% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.02% | +8.26% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-Other | 0.61% | -0.01% | +474.31% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.60% | +0.01% | +21.22% | |
| 38 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.59% | -0.09% | +2.73% | |
| 39 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.58% | — | +57.73% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.08% | +7.99% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.01% | +6.81% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | -0.01% | -4.31% | |
| 43 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.53% | -0.15% | +43.38% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | +1.38% | +7.24% | |
| 45 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.52% | +0.10% | +152.02% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | -0.09% | -8.27% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | -0.03% | +0.66% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | — | -5.92% | |
| 49 | CGCB | Cap Group Core Bond | ETF-Other | 0.47% | -0.07% | +1580.19% | |
| 50 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.47% | -0.07% | +1078.86% |
According to official SEC Form 13F filings, Merit Financial Group, LLC reported a total U.S. public equity portfolio value of $16.4B across 1784 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, QLTY, IUSV) accounted for 8.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVNM
市值: $125.9M
Top Position Liquidated / Trimmed
IVV
前期市值: $148.9M
During Q3 2025, Merit Financial Group, LLC's top holdings by market value included VUG (3.6%)、QLTY (2.3%)、IUSV (2.1%). The largest single position, VUG, represented 3.6% of total portfolio value.
In Q3 2025, Merit Financial Group, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 35 positions, trimming 7 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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