MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings745 positions
VANGUARD INDEX FDS | 619,314 | $252.2M | 8.2% | $341.72 | +14.30% | 18 qtrssince 2019-Q1 | Increased 60 |
SCHWAB STRATEGIC TR | 3M | $219.5M | 7.1% | $20.03 | +7.36% | 10 qtrssince 2021-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 670,139 | $189.6M | 6.1% | $28.67 | +61.87% | 18 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE INC | 873,470 | $156.6M | 5.1% | $155.23 | -3.61% | 18 qtrssince 2019-Q1 | Increased 64 |
VANGUARD SCOTTSDALE FDS | 1.7M | $97.7M | 3.2% | $51.22 | -0.55% | 4 qtrssince 2022-Q3 | Increased 62 |
ISHARES TR | 1.3M | $86.5M | 2.8% | $60.82 | +0.89% | 16 qtrssince 2019-Q3 | Increased 82 |
APPLE INC | 433,374 | $84.1M | 2.7% | $128.03 | +49.28% | 18 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 1.8M | $70.6M | 2.3% | $33.91 | +8.28% | 12 qtrssince 2020-Q3 | Increased 53 |
VANGUARD BD INDEX FD INC | 865,770 | $65.1M | 2.1% | $66.71 | -0.25% | 5 qtrssince 2022-Q2 | Increased 57 |
ISHARES TR | 141,325 | $63M | 2.0% | $381.73 | +11.83% | 16 qtrssince 2019-Q3 | Increased 52 |
VANGUARD INDEX FDS | 255,829 | $56.4M | 1.8% | $206.68 | +2.21% | 16 qtrssince 2019-Q3 | Increased 48 |
MICROSOFT CORP | 151,826 | $51.7M | 1.7% | $237.73 | +39.67% | 18 qtrssince 2019-Q1 | Increased 48 |
SPDR S&P 500 ETF TR | 104,091 | $46.1M | 1.5% | $366.19 | +16.33% | 16 qtrssince 2019-Q3 | Increased 52 |
SPDR SER TR | 618,985 | $32.3M | 1.0% | $43.76 | +14.26% | 5 qtrssince 2022-Q2 | Increased 47 |
ISHARES TR | 184,443 | $24.9M | 0.8% | $115.41 | +12.97% | 16 qtrssince 2019-Q3 | Increased 42 |
AMAZON COM INC | 189,742 | $24.7M | 0.8% | $123.24 | +5.78% | 18 qtrssince 2019-Q1 | Increased 45 |
SPDR SER TR | 400,337 | $24.4M | 0.8% | $49.47 | +20.63% | 15 qtrssince 2019-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 66,489 | $22.7M | 0.7% | $292.14 | +16.72% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD WORLD FD | 216,038 | $22.4M | 0.7% | $93.49 | +3.62% | 6 qtrssince 2022-Q1 | Increased 45 |
INVESCO QQQ TR | 59,199 | $21.9M | 0.7% | $299.03 | +19.86% | 18 qtrssince 2019-Q1 | Increased 56 |
Merit Financial Group, LLC manages $3.1B across 745 positions as of Q2 2023. Top holdings: VOO (8.2%), SCHD (7.1%), VUG (6.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 143 new positions, 32 exits, 373 increased. Top move: IEFA (INCREASED, conviction 82). Portfolio: $3.1B across 745 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