MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings696 positions
SCHWAB STRATEGIC TR | 3.2M | $244.6M | 8.8% | $19.99 | +9.94% | 8 qtrssince 2021-Q1 | Increased 63 |
VANGUARD | 894,909 | $190.7M | 6.9% | $28.67 | +21.51% | 16 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 785,693 | $150.2M | 5.4% | $206.50 | -11.91% | 14 qtrssince 2019-Q3 | Decreased 0 |
UNITED PARCEL SVCS INC | 837,502 | $145.6M | 5.3% | $155.67 | -8.47% | 16 qtrssince 2019-Q1 | Increased 59 |
| 1.7M | $127.7M | 4.6% | — | — | 8 qtrssince 2021-Q1 | Increased 61 | |
VANGUARD INDEX FDS | 342,442 | $120.3M | 4.4% | $326.88 | +2.25% | 16 qtrssince 2019-Q1 | Increased 56 |
INVESCO EXCHANGE TRADED FD T | 2.7M | $119.3M | 4.3% | $46.43 | -9.57% | 4 qtrssince 2022-Q1 | Increased 55 |
APPLE INC | 498,135 | $64.7M | 2.3% | $128.03 | -0.29% | 16 qtrssince 2019-Q1 | Increased 59 |
SPDR SERIES TRUST | 1.5M | $55.4M | 2.0% | $33.51 | +3.39% | 10 qtrssince 2020-Q3 | Increased 56 |
VANGUARD BD INDEX FDS | 722,878 | $53.7M | 1.9% | $66.68 | -2.58% | 3 qtrssince 2022-Q2 | Increased 52 |
ISHARES TR | 129,327 | $49.7M | 1.8% | $380.00 | -3.87% | 14 qtrssince 2019-Q3 | Increased 49 |
STATE STR SPDR S&P 500 ETF T | 94,499 | $36.1M | 1.3% | $358.54 | +1.74% | 14 qtrssince 2019-Q3 | Increased 73 |
MICROSOFT CORP | 141,913 | $34M | 1.2% | $232.76 | -0.01% | 16 qtrssince 2019-Q1 | Increased 63 |
WISDOMTREE TR | 533,182 | $26.8M | 1.0% | $42.19 | +1.45% | 4 qtrssince 2022-Q1 | Decreased 0 |
ISHARES TR | 301,309 | $25.5M | 0.9% | $85.71 | -5.57% | 10 qtrssince 2020-Q3 | Decreased 0 |
SPDR SERIES TRUST | 484,816 | $24.6M | 0.9% | $49.47 | -0.46% | 13 qtrssince 2019-Q4 | Increased 65 |
SPDR SERIES TRUST | 460,560 | $20.7M | 0.7% | $42.79 | +0.07% | 3 qtrssince 2022-Q2 | Increased 65 |
VANGUARD | 193,963 | $19.9M | 0.7% | $93.11 | +1.85% | 4 qtrssince 2022-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 63,627 | $19.7M | 0.7% | $291.37 | +6.02% | 16 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INDEX FDS | 126,291 | $17.7M | 0.6% | $124.57 | +3.37% | 16 qtrssince 2019-Q1 | Increased 59 |
Merit Financial Group, LLC manages $2.8B across 696 positions as of Q4 2022. Top holdings: SCHD (8.8%), VUG (6.9%), VTI (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 150 new positions, 31 exits, 337 increased. Top move: SPY (INCREASED, conviction 73). Portfolio: $2.8B across 696 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