MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,791 positions
VANGUARD | 810,877 | $388.9M | 3.6% | $48.07 | +65.57% | 27 qtrssince 2019-Q1 | Decreased 0 |
GMO ETF TRUST | 7M | $254.2M | 2.3% | $32.37 | +10.99% | 4 qtrssince 2024-Q4 | Increased 54 |
ISHARES TR | 2.3M | $234.2M | 2.2% | $87.27 | +12.54% | 8 qtrssince 2023-Q4 | Increased 54 |
ISHARES TR | 1.4M | $232.4M | 2.1% | $131.15 | +24.81% | 10 qtrssince 2023-Q2 | Decreased 0 |
VANGUARD | 538,959 | $216.9M | 2.0% | $63.62 | +26.15% | 20 qtrssince 2020-Q4 | Increased 67 |
APPLE INC | 781,670 | $199M | 1.8% | $174.64 | +45.27% | 27 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 294,519 | $180.4M | 1.7% | $348.84 | +73.55% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 263,998 | $176.7M | 1.6% | $473.77 | +39.62% | 25 qtrssince 2019-Q3 | Increased 50 |
MICROSOFT CORP | 334,756 | $173.4M | 1.6% | $378.29 | +35.80% | 27 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 892,908 | $166.5M | 1.5% | $165.77 | +10.25% | 27 qtrssince 2019-Q1 | Increased 49 |
SPDR SERIES TRUST | 5.4M | $155.5M | 1.4% | $26.10 | +6.93% | 13 qtrssince 2022-Q3 | Increased 51 |
ISHARES TR | 2.3M | $155.1M | 1.4% | $57.35 | +12.66% | 15 qtrssince 2022-Q1 | Increased 61 |
BLACKROCK ETF TRUST | 2.5M | $147.5M | 1.4% | $51.05 | +14.94% | 7 qtrssince 2024-Q1 | Increased 63 |
NVIDIA CORPORATION | 764,127 | $142.6M | 1.3% | $103.66 | +79.55% | 27 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 697,503 | $135.7M | 1.2% | $165.23 | +16.65% | 25 qtrssince 2019-Q3 | Increased 51 |
VANGUARD INDEX FDS | 396,272 | $130M | 1.2% | $241.89 | +34.14% | 25 qtrssince 2019-Q3 | Increased 51 |
ISHARES INC | 1.9M | $127M | 1.2% | $56.71 | +13.88% | 27 qtrssince 2019-Q1 | Increased 63 |
AMERICAN CENTY ETF TR | 1.8M | $125.9M | 1.2% | $63.56 | +7.76% | 2 qtrssince 2025-Q2 | Increased 49 |
VICTORY PORTFOLIOS II | 2.4M | $123.9M | 1.1% | $48.88 | +0.08% | 4 qtrssince 2024-Q4 | Increased 77 |
VICTORY PORTFOLIOS II | 5.5M | $120.7M | 1.1% | $21.09 | 0.00% | 1 qtr | New 69 |
Merit Financial Group, LLC manages $10.9B across 1791 positions as of Q3 2025. Top holdings: VUG (3.6%), QLTY (2.3%), IUSV (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 173 new positions, 85 exits, 943 increased. Top move: USTB (INCREASED, conviction 77). Portfolio: $10.9B across 1791 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