MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings264 positions
VANGUARD INDEX FDS | 1.1M | $323.6M | 33.9% | $27.89 | +68.73% | 11 qtrssince 2019-Q1 | Increased 62 |
VANGUARD INDEX FDS | 522,083 | $115.9M | 12.1% | $203.45 | +1.82% | 9 qtrssince 2019-Q3 | Increased 94 |
ARK ETF TR | 917,177 | $101.4M | 10.6% | $74.74 | +45.47% | 11 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 253,964 | $18.7M | 2.0% | $53.60 | +26.45% | 11 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 117,822 | $16.7M | 1.7% | $76.48 | +80.45% | 11 qtrssince 2019-Q1 | Increased 45 |
ISHARES TR | 32,982 | $14.2M | 1.5% | $333.41 | +20.54% | 9 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD WORLD FD | 74,827 | $13.4M | 1.4% | $135.49 | +18.04% | 11 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 486,920 | $12.9M | 1.4% | $25.33 | -1.23% | 2 qtrssince 2021-Q2 | Decreased 0 |
ISHARES INC | 309,778 | $12.1M | 1.3% | $24.09 | +10.30% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 151,099 | $11.4M | 1.2% | $58.24 | +11.63% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES IBONDS DEC 2021 TERM | 395,670 | $9.8M | 1.0% | $24.94 | — | 8 qtrssince 2019-Q4 | Decreased 0 |
SPDR SERIES TRUST | 152,116 | $9.7M | 1.0% | $47.57 | +29.32% | 8 qtrssince 2019-Q4 | Increased 45 |
AMAZON COM INC | 2,562 | $8.4M | 0.9% | $124.10 | +32.36% | 11 qtrssince 2019-Q1 | Increased 39 |
STATE STR SPDR S&P 500 ETF T | 15,820 | $6.8M | 0.7% | $305.70 | +31.30% | 9 qtrssince 2019-Q3 | Increased 40 |
ISHARES TR | 57,595 | $6.3M | 0.7% | $78.65 | +28.33% | 11 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 22,285 | $6.3M | 0.7% | $158.24 | +70.99% | 11 qtrssince 2019-Q1 | Increased 40 |
SPDR SERIES TRUST | 48,048 | $6M | 0.6% | $109.13 | +14.50% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMPLIFY ETF TR | 52,384 | $5.7M | 0.6% | $63.86 | +71.12% | 11 qtrssince 2019-Q1 | Increased 38 |
INVESCO QQQ TR | 15,546 | $5.6M | 0.6% | $248.10 | +41.03% | 11 qtrssince 2019-Q1 | Increased 38 |
SPDR SERIES TRUST | 104,503 | $5.5M | 0.6% | $49.40 | 0.00% | 1 qtr | New 53 |
Merit Financial Group, LLC manages $955.4M across 264 positions as of Q3 2021. Top holdings: VUG (33.9%), VTI (12.1%), ARKK (10.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 13 new positions, 12 exits, 132 increased. Top move: VTI (INCREASED, conviction 94). Portfolio: $955M across 264 positions.
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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