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CIK: 0001621225
Total reported value
$16.4B
$16.4B
1943 檔
9.1%
The Q4 2025 SEC filing reveals that Merit Financial Group, LLC held a total portfolio value of $16.4B, covering 1943 public equity positions.
In Q4 2025, Merit Financial Group, LLC displayed an active expansion posture, initiating 3 new positions and adding to 43 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1943 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 3.20% | -0.07% | +0.87% | |
| 2 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.31% | +0.01% | +6.70% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.19% | +0.15% | +15.17% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.13% | -0.12% | +10.73% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.09% | +0.47% | +17.40% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.97% | +0.34% | +15.59% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.06% | +9.31% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.48% | -0.09% | +8.53% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.12% | +25.21% | |
| 10 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.43% | +0.21% | +51.67% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | — | +9.77% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.43% | +0.43% | +17.25% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | -0.08% | -4.23% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.39% | -0.14% | +34.15% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.33% | -0.20% | +7.01% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.30% | -0.60% | -0.59% | |
| 17 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 1.15% | -0.07% | +9.10% | |
| 18 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.06% | -0.15% | +6.91% | |
| 19 | UBND | Victoryshares Core Plus Bond | ETF-Other | 1.03% | -0.15% | +6.35% | |
| 20 | MBB | Ishares Mbs ETF | ETF-Other | 0.97% | -0.13% | +7.35% | |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.94% | -0.07% | +10.56% | |
| 22 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.92% | -0.02% | +13.97% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.11% | +17.52% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.87% | +0.11% | -4.06% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.02% | +17.16% | |
| 26 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.83% | +0.07% | +8.92% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | — | -23.03% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.74% | -0.49% | -33.20% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | +0.05% | +23.26% | |
| 30 | CGUS | Cap Group Core Equity | ETF-Other | 0.71% | -0.04% | +4.07% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.19% | +15.70% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.66% | -0.02% | -1.24% | |
| 33 | CGGR | Cap Group Growth Equity | ETF-Other | 0.64% | -0.01% | +19.35% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.64% | -0.10% | +5.79% | |
| 35 | CGDV | Cap Group Dividend Value | ETF-Other | 0.61% | -0.04% | +3.83% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.61% | -0.05% | +89.05% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | -0.01% | -2.00% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | +0.01% | +10.70% | |
| 39 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.58% | +0.10% | +30.58% | |
| 40 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.55% | -0.09% | +7.05% | |
| 41 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.55% | -0.15% | +17.31% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.08% | +19.70% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.01% | +5.32% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.15% | +24.99% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +1.38% | +2.74% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | -0.03% | +1.22% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.47% | — | -7.71% | |
| 48 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.47% | -0.01% | +35.64% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | — | +8.72% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | -0.01% | -5.58% |
According to official SEC Form 13F filings, Merit Financial Group, LLC reported a total U.S. public equity portfolio value of $16.4B across 1943 disclosed positions in Q4 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, IUSG) accounted for 9.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
JPIE
市值: $14.4M
Top Position Liquidated / Trimmed
KBDC
前期市值: $23.2M
During Q4 2025, Merit Financial Group, LLC's top holdings by market value included VUG (3.2%)、QLTY (2.3%)、IUSG (2.2%). The largest single position, VUG, represented 3.2% of total portfolio value.
In Q4 2025, Merit Financial Group, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 43 positions, trimming 3 holdings, and fully liquidating 1 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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