Notify me when Merit Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,941 | $12,460,620,036 | +$1,802,975,624 | -$370,952,460 | +$1,432,023,164 | VUG, QLTY, IUSG, IUSV, MGK | 13F-HR | 26 Jan 2026, 16:18 |
| Q3 2025 | 1,782 | $10,878,123,910 | +$2,021,125,834 | -$646,859,024 | +$1,374,266,810 | VUG, QLTY, IUSV, IUSG, MGK | Restatement | 07 Nov 2025, 11:32 |
| Q2 2025 | 1,694 | $8,963,910,168 | +$2,239,347,086 | -$488,713,409 | +$1,750,633,677 | VUG, QLTY, IUSG, IUSV, VOO | 13F-HR | 22 Jul 2025, 16:43 |
| Q1 2025 | 1,396 | $6,671,705,734 | +$1,711,986,866 | -$479,119,572 | +$1,232,867,294 | IUSV, VOO, VUG, IVV, AAPL | 13F-HR | 09 Apr 2025, 15:33 |
| Q4 2024 | 1,147 | $5,561,933,926 | +$1,396,102,710 | -$267,691,139 | +$1,128,411,571 | VUG, VOO, IUSV, AAPL, IEFA | 13F-HR | 15 Jan 2025, 10:13 |
| Q3 2024 | 826 | $4,469,838,134 | +$248,351,161 | -$548,758,599 | -$300,407,438 | VOO, IUSV, VUG, IEFA, UPS | 13F-HR | 17 Oct 2024, 12:32 |
| Q2 2024 | 913 | $4,532,576,583 | +$377,459,761 | -$158,019,961 | +$219,439,800 | VOO, VUG, IUSV, IEFA, SPTI | 13F-HR | 13 Aug 2024, 10:02 |
| Q1 2024 | 862 | $4,179,906,542 | +$1,180,771,304 | -$405,176,222 | +$775,595,082 | VOO, VUG, IUSV, SPTI, IEFA | 13F-HR | 06 May 2024, 10:43 |
| Q4 2023 | 773 | $3,287,421,597 | +$461,419,772 | -$501,570,543 | -$40,150,771 | VOO, SCHD, VUG, UPS, SPTI | 13F-HR | 06 Feb 2024, 15:36 |
| Q3 2023 | 737 | $3,049,535,863 | +$219,432,433 | -$116,854,226 | +$102,578,207 | VOO, SCHD, VUG, UPS, VGSH | 13F-HR | 07 Nov 2023, 15:40 |
| Q2 2023 | 739 | $3,083,132,627 | +$438,003,271 | -$217,288,631 | +$220,714,640 | VOO, SCHD, VUG, UPS, VGSH | 13F-HR | 01 Aug 2023, 12:07 |
| Q1 2023 | 628 | $2,729,944,746 | +$388,852,835 | -$586,131,685 | -$197,278,850 | SCHD, VOO, VUG, UPS, VGSH | 13F-HR | 24 Apr 2023, 15:32 |
| Q4 2022 | 694 | $2,759,478,907 | +$468,758,405 | -$137,092,930 | +$331,665,475 | SCHD, VUG, VTI, UPS, BSV | 13F-HR | 13 Jan 2023, 15:22 |
| Q3 2022 | 575 | $2,298,208,000 | +$267,426,038 | -$890,096,143 | -$622,670,105 | SCHD, VUG, VTI, UPS, BSV | 13F-HR | 31 Oct 2022, 12:33 |
| Q2 2022 | 575 | $3,151,017,000 | +$1,824,762,764 | -$42,125,561 | +$1,782,637,203 | UPS, VUG, BRKA, VTI, SCHD | 13F-HR | 08 Aug 2022, 10:43 |
| Q1 2022 | 380 | $1,647,766,000 | +$838,982,525 | -$117,534,918 | +$721,447,607 | VUG, VTI, UPS, SPHQ, IVV | 13F-HR | 13 May 2022, 10:51 |
| Q4 2021 | 275 | $1,019,484,000 | +$49,709,870 | -$43,552,061 | +$6,157,809 | VUG, VTI, ARKK, AAPL, USMV | 13F-HR | 14 Feb 2022, 13:38 |
| Q3 2021 | 264 | $955,438,000 | +$141,364,895 | -$225,764,919 | -$84,400,024 | VUG, VTI, ARKK, USMV, AAPL | 13F-HR | 27 Oct 2021, 11:27 |
| Q2 2021 | 263 | $1,063,853,000 | +$68,280,065 | -$23,166,987 | +$45,113,078 | VUG, VDC, ARKK, DVYE, USMV | 13F-HR | 16 Aug 2021, 12:19 |
| Q1 2021 | 234 | $955,854,000 | +$162,184,585 | -$258,530,891 | -$96,346,306 | VUG, VDC, ARKK, DVYE, USMV | 13F-HR | 18 May 2021, 15:59 |
| Q4 2020 | 212 | $1,034,698,000 | +$53,860,665 | -$223,574,555 | -$169,713,890 | VUG, USMV, VDC, ARKK, EFAV | 13F-HR | 12 Feb 2021, 12:20 |
| Q3 2020 | 222 | $1,094,696,000 | +$99,236,653 | -$93,119,989 | +$6,116,664 | VUG, USMV, USFR, VDC, ARKK | 13F-HR | 10 Nov 2020, 10:09 |
| Q2 2020 | 216 | $1,004,949,000 | +$290,013,902 | -$313,484,805 | -$23,470,903 | VUG, USMV, USFR, ARKK, VDC | 13F-HR | 13 Aug 2020, 11:59 |
| Q1 2020 | 220 | $894,911,000 | +$105,327,556 | -$160,866,670 | -$55,539,114 | VUG, USFR, CSM, SMMV, USMV | 13F-HR | 05 May 2020, 16:43 |
| Q4 2019 | 231 | $1,130,052,000 | +$196,790,286 | -$29,148,380 | +$167,641,906 | VUG, CSM, USFR, SMMV, FLRN | 13F-HR | 16 Jan 2020, 12:27 |
| Q3 2019 | 138 | $914,594,000 | +$204,586,555 | -$141,373,171 | +$63,213,384 | VUG, CSM, USFR, SMMV, FLRN | 13F-HR | 25 Nov 2019, 15:44 |
| Q2 2019 | 113 | $844,993,000 | +$195,825,274 | -$91,795,047 | +$104,030,227 | VUG, CSM, USFR, IJR, FLRN | 13F-HR | 13 Aug 2019, 14:12 |
| Q1 2019 | 117 | $724,647,000 | +$109,339,223 | -$21,957,850 | +$87,381,373 | VUG, CSM, USFR, EFAV, JNK | 13F-HR | 16 May 2019, 16:26 |
| Q4 2018 | 111 | $578,111,000 | +$145,550,546 | -$8,972,853 | +$136,577,693 | VUG, CSM, JNK, USFR, EFAV | 13F-HR | 15 Feb 2019, 17:07 |
| Q3 2018 | 115 | $517,038,000 | +$37,872,767 | -$5,767,700 | +$32,105,067 | VUG, CSM, EFAV, WBIA, IJR | 13F-HR | 25 Oct 2018, 14:30 |
| Q2 2018 | 114 | $456,331,000 | +$38,192,975 | -$10,366,601 | +$27,826,374 | VUG, CSM, EFAV, WBIA, IJR | 13F-HR | 07 Aug 2018, 14:31 |
| Q1 2018 | 109 | $416,327,000 | +$42,424,718 | -$8,127,993 | +$34,296,725 | CSM, VUG, EFAV, WBIA, IJR | 13F-HR | 14 May 2018, 15:00 |
| Q4 2017 | 107 | $385,066,000 | $0 | $0 | $0 | CSM, VUG, EFAV, WBIA, DBEF | 13F-HR | 13 Feb 2018, 16:45 |