MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,699 positions
VANGUARD INDEX FDS | 817,453 | $358.4M | 4.0% | $48.07 | +51.18% | 26 qtrssince 2019-Q1 | Increased 86 |
GMO ETF TRUST | 6.8M | $233.8M | 2.6% | $32.27 | +4.75% | 3 qtrssince 2024-Q4 | Increased 71 |
ISHARES TR | 1.5M | $231.6M | 2.6% | $131.15 | +13.91% | 9 qtrssince 2023-Q2 | Increased 69 |
ISHARES TR | 2.3M | $216.6M | 2.4% | $87.00 | +6.36% | 7 qtrssince 2023-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 299,850 | $170.3M | 1.9% | $348.84 | +60.52% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI ACWI EX U.S. ETF | 2.6M | $159.1M | 1.8% | $55.27 | +7.33% | 13 qtrssince 2022-Q2 | Increased 67 |
ISHARES TR | 253,955 | $157.7M | 1.8% | $466.35 | +31.19% | 24 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 875,974 | $154.8M | 1.7% | $165.44 | +4.16% | 26 qtrssince 2019-Q1 | Increased 77 |
SPDR SERIES TRUST | 5.2M | $151.3M | 1.7% | $27.42 | +2.13% | 12 qtrssince 2022-Q3 | Increased 70 |
APPLE INC | 735,881 | $151M | 1.7% | $169.72 | +20.31% | 26 qtrssince 2019-Q1 | Increased 53 |
MICROSOFT CORP | 303,473 | $151M | 1.7% | $364.33 | +35.19% | 26 qtrssince 2019-Q1 | Increased 57 |
SPDR SERIES TRUST | 5.1M | $146.4M | 1.6% | $26.00 | +5.87% | 12 qtrssince 2022-Q3 | Increased 54 |
VANGUARD WORLD FD | 357,827 | $131M | 1.5% | $55.20 | +32.19% | 19 qtrssince 2020-Q4 | Decreased 0 |
ISHARES TR | 654,157 | $119.6M | 1.3% | $163.40 | +10.59% | 24 qtrssince 2019-Q3 | Increased 59 |
VANGUARD INDEX FDS | 370,968 | $112.7M | 1.3% | $236.26 | +26.84% | 24 qtrssince 2019-Q3 | Increased 52 |
AMERICAN CENTY ETF TR | 1.7M | $111.8M | 1.2% | $63.36 | 0.00% | 1 qtr | New 69 |
NVIDIA CORPORATION | 702,752 | $111M | 1.2% | $96.46 | +63.38% | 26 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 1.7M | $108.6M | 1.2% | $54.91 | +10.12% | 14 qtrssince 2022-Q1 | Increased 68 |
ISHARES TR | 1.1M | $107M | 1.2% | $84.84 | +5.31% | 14 qtrssince 2022-Q1 | Increased 50 |
BLACKROCK ETF TRUST | 1.8M | $96.8M | 1.1% | $47.99 | +12.25% | 6 qtrssince 2024-Q1 | Decreased 0 |
Merit Financial Group, LLC manages $9B across 1699 positions as of Q2 2025. Top holdings: VUG (4.0%), QLTY (2.6%), IUSG (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 358 new positions, 60 exits, 942 increased. Top move: VUG (INCREASED, conviction 86). Portfolio: $9.0B across 1699 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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