MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings632 positions
SCHWAB STRATEGIC TR | 3.3M | $242.9M | 8.8% | $20.03 | +7.17% | 9 qtrssince 2021-Q1 | Increased 61 |
VANGUARD INDEX FDS | 612,052 | $230.2M | 8.4% | $341.14 | +5.31% | 17 qtrssince 2019-Q1 | Increased 91 |
VANGUARD | 799,327 | $199.4M | 7.3% | $28.67 | +42.49% | 17 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SVCS INC | 809,446 | $157M | 5.7% | $155.67 | +3.03% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 1.5M | $87.3M | 3.2% | $51.25 | +0.02% | 3 qtrssince 2022-Q3 | Increased 88 |
APPLE INC | 438,430 | $72.3M | 2.6% | $128.03 | +26.74% | 17 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 1.7M | $66.1M | 2.4% | $33.80 | +5.11% | 11 qtrssince 2020-Q3 | Increased 59 |
VANGUARD BD INDEX FDS | 773,099 | $59.3M | 2.2% | $66.73 | +0.98% | 4 qtrssince 2022-Q2 | Increased 54 |
ISHARES TR | 138,593 | $57M | 2.1% | $380.84 | +3.06% | 15 qtrssince 2019-Q3 | Increased 54 |
VANGUARD INDEX FDS | 246,078 | $50.2M | 1.8% | $206.50 | -5.58% | 15 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 146,373 | $42.2M | 1.5% | $234.22 | +19.76% | 17 qtrssince 2019-Q1 | Increased 47 |
STATE STR SPDR S&P 500 ETF T | 92,278 | $37.8M | 1.4% | $358.54 | +9.33% | 15 qtrssince 2019-Q3 | Decreased 0 |
SPDR SERIES TRUST | 596,662 | $28.7M | 1.0% | $43.52 | +5.73% | 4 qtrssince 2022-Q2 | Increased 57 |
SPDR SERIES TRUST | 418,358 | $23.2M | 0.8% | $49.47 | +9.12% | 14 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 177,676 | $22M | 0.8% | $114.84 | +4.13% | 15 qtrssince 2019-Q3 | Increased 65 |
SPDR SERIES TRUST | 539,617 | $22M | 0.8% | $36.27 | +4.81% | 6 qtrssince 2021-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 66,590 | $20.6M | 0.7% | $292.14 | +5.69% | 17 qtrssince 2019-Q1 | Increased 42 |
| 262,318 | $20.1M | 0.7% | — | — | 9 qtrssince 2021-Q1 | Decreased 0 | |
VANGUARD | 194,007 | $19.6M | 0.7% | $93.11 | +0.65% | 5 qtrssince 2022-Q1 | Increased 40 |
ISHARES INC | 396,893 | $19.4M | 0.7% | $46.20 | -3.30% | 17 qtrssince 2019-Q1 | Increased 65 |
Merit Financial Group, LLC manages $2.8B across 632 positions as of Q1 2023. Top holdings: SCHD (8.8%), VOO (8.4%), VUG (7.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 50 new positions, 116 exits, 263 increased. Top move: VOO (INCREASED, conviction 91). Portfolio: $2.8B across 632 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR