MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings275 positions
VANGUARD | 1.1M | $350.5M | 34.4% | $27.89 | +86.88% | 12 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 584,565 | $141.1M | 13.8% | $205.86 | +9.80% | 10 qtrssince 2019-Q3 | Increased 66 |
ARK ETF TR | 885,624 | $83.8M | 8.2% | $74.74 | +25.52% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 114,571 | $20.3M | 2.0% | $76.48 | +126.78% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 226,182 | $18.3M | 1.8% | $53.60 | +39.63% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 31,889 | $15.2M | 1.5% | $333.41 | +33.88% | 10 qtrssince 2019-Q3 | Decreased 0 |
DIMENSIONAL ETF TRUST | 486,921 | $14.1M | 1.4% | $25.33 | +8.12% | 3 qtrssince 2021-Q2 | Increased 44 |
VANGUARD WORLD FD | 65,787 | $13.2M | 1.3% | $135.49 | +32.50% | 12 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 154,266 | $11.2M | 1.1% | $47.88 | +45.70% | 9 qtrssince 2019-Q4 | Increased 44 |
ISHARES TR | 140,824 | $10.8M | 1.1% | $58.24 | +14.70% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 237,607 | $9.1M | 0.9% | $24.09 | +11.71% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 2,701 | $9M | 0.9% | $126.29 | +32.01% | 12 qtrssince 2019-Q1 | Increased 41 |
STATE STR SPDR S&P 500 ETF T | 17,345 | $8.2M | 0.8% | $318.01 | +40.18% | 10 qtrssince 2019-Q3 | Increased 43 |
WISDOMTREE TR | 118,340 | $7.8M | 0.8% | $53.53 | +13.80% | 10 qtrssince 2019-Q3 | Increased 59 |
VANGUARD INDEX FDS | 39,535 | $7.2M | 0.7% | $151.65 | +14.19% | 12 qtrssince 2019-Q1 | Increased 62 |
VANGUARD | 49,082 | $7.2M | 0.7% | $121.02 | +8.67% | 12 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 21,249 | $7.1M | 0.7% | $158.24 | +104.36% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 55,758 | $6.4M | 0.6% | $78.65 | +35.46% | 12 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 15,634 | $6.2M | 0.6% | $248.90 | +56.84% | 12 qtrssince 2019-Q1 | Increased 38 |
SPDR SERIES TRUST | 104,753 | $6.1M | 0.6% | $49.41 | +10.68% | 2 qtrssince 2021-Q3 | Increased 38 |
Merit Financial Group, LLC manages $1B across 275 positions as of Q4 2021. Top holdings: VUG (34.4%), VTI (13.8%), ARKK (8.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 29 new positions, 18 exits, 105 increased. Top move: VTI (INCREASED, conviction 66). Portfolio: $1.0B across 275 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