MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,399 positions
ISHARES TR | 2.4M | $222.4M | 3.3% | $87.00 | +3.25% | 6 qtrssince 2023-Q4 | Increased 72 |
VANGUARD INDEX FDS | 360,223 | $185.1M | 2.8% | $348.84 | +44.78% | 25 qtrssince 2019-Q1 | Increased 55 |
VANGUARD | 470,041 | $174.3M | 2.6% | $29.89 | +105.45% | 25 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 264,917 | $148.9M | 2.2% | $466.35 | +18.35% | 23 qtrssince 2019-Q3 | Increased 63 |
APPLE INC | 669,867 | $148.8M | 2.2% | $166.32 | +32.74% | 25 qtrssince 2019-Q1 | Increased 57 |
GMO ETF TRUST | 4.8M | $148.6M | 2.2% | $31.60 | -2.54% | 2 qtrssince 2024-Q4 | Increased 65 |
ISHARES TR | 1.1M | $142.4M | 2.1% | $124.33 | +1.37% | 8 qtrssince 2023-Q2 | Increased 84 |
SPDR SERIES TRUST | 4.5M | $128.6M | 1.9% | $25.80 | +4.96% | 11 qtrssince 2022-Q3 | Decreased 0 |
VANGUARD | 359,838 | $111.1M | 1.7% | $55.20 | +11.39% | 18 qtrssince 2020-Q4 | Increased 65 |
ISHARES TR | 1.1M | $100.7M | 1.5% | $84.56 | +4.42% | 13 qtrssince 2022-Q1 | Increased 55 |
ISHARES TR | 1.7M | $95M | 1.4% | $53.14 | +0.15% | 12 qtrssince 2022-Q2 | Increased 76 |
UNITED PARCEL SVCS INC | 863,030 | $94.9M | 1.4% | $151.43 | -34.19% | 25 qtrssince 2019-Q1 | Increased 48 |
MICROSOFT CORP | 250,768 | $94.1M | 1.4% | $337.38 | +9.98% | 25 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 340,859 | $93.7M | 1.4% | $230.65 | +17.13% | 23 qtrssince 2019-Q3 | Increased 58 |
SPDR SERIES TRUST | 3.1M | $91.6M | 1.4% | $27.04 | +2.33% | 11 qtrssince 2022-Q3 | Increased 54 |
ISHARES TR | 512,286 | $87.5M | 1.3% | $158.61 | +6.27% | 23 qtrssince 2019-Q3 | Increased 76 |
BLACKROCK ETF TRUST | 1.8M | $86.9M | 1.3% | $47.99 | +0.15% | 5 qtrssince 2024-Q1 | Increased 76 |
VANGUARD | 588,737 | $75.9M | 1.1% | $105.09 | +19.44% | 13 qtrssince 2022-Q1 | Increased 47 |
INVESCO QQQ TR | 159,736 | $74.9M | 1.1% | $410.11 | +13.94% | 25 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORPORATION | 649,837 | $70.4M | 1.1% | $91.48 | +18.17% | 25 qtrssince 2019-Q1 | Increased 60 |
Merit Financial Group, LLC manages $6.7B across 1399 positions as of Q1 2025. Top holdings: IUSV (3.3%), VOO (2.8%), VUG (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 303 new positions, 54 exits, 825 increased. Top move: IUSG (INCREASED, conviction 84). Portfolio: $6.7B across 1399 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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