MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,953 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 817,895 | $399M | 3.2% | $48.41 | +67.60% | 28 qtrssince 2019-Q1 | Increased 57 |
GMO U.S. QUALITY ETF | 7.5M | $288.2M | 2.3% | $32.77 | +18.27% | 5 qtrssince 2024-Q4 | Increased 57 |
ISHARES RUSSELL 3000 GROWTH | 1.6M | $273.1M | 2.2% | $136.36 | +24.09% | 11 qtrssince 2023-Q2 | Increased 61 |
ISHARES CORE S&P U.S. VALUE | 2.6M | $266.1M | 2.1% | $89.60 | +15.32% | 9 qtrssince 2023-Q4 | Increased 59 |
VANGUARD MEGA CAP GROWTH ETF | 632,742 | $261.2M | 2.1% | $66.40 | +24.09% | 21 qtrssince 2020-Q4 | Increased 62 |
APPLE INC | 902,994 | $245.5M | 2.0% | $189.92 | +42.75% | 28 qtrssince 2019-Q1 | Increased 56 |
ISHARES CORE S&P 500 ETF | 288,582 | $197.7M | 1.6% | $496.30 | +39.01% | 26 qtrssince 2019-Q3 | Increased 53 |
VANGUARD VALUE ETF | 969,104 | $185.1M | 1.5% | $169.35 | +13.59% | 28 qtrssince 2019-Q1 | Increased 52 |
NVIDIA CORP | 969,912 | $180.9M | 1.5% | $140.60 | +33.38% | 28 qtrssince 2019-Q1 | Increased 60 |
VANGUARD WORLD FD | 1.3M | $178.1M | 1.4% | $124.05 | +14.56% | 16 qtrssince 2022-Q1 | Increased 67 |
MICROSOFT CORP | 367,461 | $177.7M | 1.4% | $390.70 | +24.77% | 28 qtrssince 2019-Q1 | Increased 53 |
BLACKROCK ETF TRUST | 2.9M | $177.7M | 1.4% | $52.71 | +16.20% | 8 qtrssince 2024-Q1 | Increased 56 |
VANGUARD S&P 500 ETF | 282,059 | $176.9M | 1.4% | $350.97 | +79.99% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 2.6M | $173.8M | 1.4% | $59.43 | +13.40% | 28 qtrssince 2019-Q1 | Increased 62 |
SPDR SERIES TRUST | 5.8M | $166.1M | 1.3% | $26.24 | +7.49% | 14 qtrssince 2022-Q3 | Increased 51 |
ISHARES MSCI EAFE VALUE ETF | 2.3M | $162.3M | 1.3% | $58.97 | +21.54% | 16 qtrssince 2022-Q1 | Decreased 0 |
AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF | 1.9M | $143M | 1.1% | $65.17 | +13.05% | 3 qtrssince 2025-Q2 | Increased 52 |
VICTORY PORTFOLIOS II | 2.6M | $132.1M | 1.1% | $48.92 | +1.19% | 5 qtrssince 2024-Q4 | Increased 51 |
VICTORY PORTFOLIOS II | 5.8M | $128M | 1.0% | $21.11 | +1.24% | 2 qtrssince 2025-Q3 | Increased 51 |
ISHARES MBS ETF | 1.3M | $121M | 1.0% | $85.62 | +8.50% | 16 qtrssince 2022-Q1 | Increased 46 |
Merit Financial Group, LLC manages $12.5B across 1953 positions as of Q4 2025. Top holdings: VUG (3.2%), QLTY (2.3%), IUSG (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 247 new positions, 88 exits, 1125 increased. Top move: MGV (INCREASED, conviction 67). Portfolio: $12.5B across 1953 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