MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,953 positions
VANGUARD INDEX FDS | 817,895 | $399M | 3.2% | $48.36 | +67.60% | 28 qtrssince 2019-Q1 | Increased 57 |
GMO ETF TRUST | 7.5M | $288.2M | 2.3% | $32.77 | +18.27% | 5 qtrssince 2024-Q4 | Increased 57 |
ISHARES TR | 1.6M | $273.1M | 2.2% | $135.91 | +23.11% | 11 qtrssince 2023-Q2 | Increased 61 |
ISHARES TR | 2.6M | $266.1M | 2.1% | $88.63 | +14.30% | 9 qtrssince 2023-Q4 | Increased 59 |
VANGUARD WORLD FD | 632,742 | $261.2M | 2.1% | $66.40 | +24.09% | 21 qtrssince 2020-Q4 | Increased 62 |
APPLE INC | 902,994 | $245.5M | 2.0% | $187.60 | +44.52% | 28 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 288,582 | $197.7M | 1.6% | $491.29 | +38.28% | 26 qtrssince 2019-Q3 | Increased 53 |
VANGUARD INDEX FDS | 969,104 | $185.1M | 1.5% | $167.53 | +12.30% | 28 qtrssince 2019-Q1 | Increased 52 |
NVIDIA CORPORATION | 969,912 | $180.9M | 1.5% | $121.15 | +53.59% | 28 qtrssince 2019-Q1 | Increased 60 |
VANGUARD WORLD FD | 1.3M | $178.1M | 1.4% | $122.50 | +14.09% | 16 qtrssince 2022-Q1 | Increased 67 |
MICROSOFT CORP | 367,461 | $177.7M | 1.4% | $387.39 | +24.05% | 28 qtrssince 2019-Q1 | Increased 53 |
BLACKROCK ETF TRUST | 2.9M | $177.7M | 1.4% | $52.43 | +15.22% | 8 qtrssince 2024-Q1 | Increased 56 |
VANGUARD INDEX FDS | 282,059 | $176.9M | 1.4% | $348.84 | +78.23% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 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 TR | 2.3M | $162.3M | 1.3% | $57.35 | +21.30% | 16 qtrssince 2022-Q1 | Decreased 0 |
AMERICAN CENTY ETF TR | 1.9M | $143M | 1.1% | $64.29 | +12.51% | 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 TR | 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 Score: 2/5.0.
Active quarter - 247 new positions, 88 exits, 1125 increased. Top move: MGV (INCREASED, conviction 67). Portfolio: $12.5B across 1953 positions.
Top holdings by portfolio weight
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
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