Notify me when Merit Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,782 | $10.9B | +$2.02B | -$647M | +$1.37B | VUG, QLTY, IUSV, IUSG, MGK | Restatement | 11/7/2025, 11:32 AM |
| Q2 2025 | 1,694 | $8.96B | +$2.24B | -$489M | +$1.75B | VUG, QLTY, IUSG, IUSV, VOO | 13F-HR | 7/22/2025, 04:43 PM |
| Q1 2025 | 1,396 | $6.67B | +$1.71B | -$479M | +$1.23B | IUSV, VOO, VUG, IVV, AAPL | 13F-HR | 4/9/2025, 03:33 PM |
| Q4 2024 | 1,147 | $5.56B | +$1.4B | -$268M | +$1.13B | VUG, VOO, IUSV, AAPL, IEFA | 13F-HR | 1/15/2025, 10:13 AM |
| Q3 2024 | 826 | $4.47B | +$248M | -$549M | -$300M | VOO, IUSV, VUG, IEFA, UPS | 13F-HR | 10/17/2024, 12:32 PM |
| Q2 2024 | 913 | $4.53B | +$377M | -$158M | +$219M | VOO, VUG, IUSV, IEFA, SPTI | 13F-HR | 8/13/2024, 10:02 AM |
| Q1 2024 | 862 | $4.18B | +$1.18B | -$405M | +$776M | VOO, VUG, IUSV, SPTI, IEFA | 13F-HR | 5/6/2024, 10:43 AM |
| Q4 2023 | 773 | $3.29B | +$461M | -$502M | -$40.2M | VOO, SCHD, VUG, UPS, SPTI | 13F-HR | 2/6/2024, 03:36 PM |
| Q3 2023 | 737 | $3.05B | +$219M | -$117M | +$103M | VOO, SCHD, VUG, UPS, VGSH | 13F-HR | 11/7/2023, 03:40 PM |
| Q2 2023 | 739 | $3.08B | +$438M | -$217M | +$221M | VOO, SCHD, VUG, UPS, VGSH | 13F-HR | 8/1/2023, 12:07 PM |
| Q1 2023 | 628 | $2.73B | +$389M | -$586M | -$197M | SCHD, VOO, VUG, UPS, VGSH | 13F-HR | 4/24/2023, 03:32 PM |
| Q4 2022 | 694 | $2.76B | +$469M | -$137M | +$332M | SCHD, VUG, VTI, UPS, BSV | 13F-HR | 1/13/2023, 03:22 PM |
| Q3 2022 | 575 | $2.3B | +$267M | -$890M | -$623M | SCHD, VUG, VTI, UPS, BSV | 13F-HR | 10/31/2022, 12:33 PM |
| Q2 2022 | 575 | $3.15B | +$1.82B | -$42.1M | +$1.78B | UPS, VUG, BRKA, VTI, SCHD | 13F-HR | 8/8/2022, 10:43 AM |
| Q1 2022 | 380 | $1.65B | +$839M | -$118M | +$721M | VUG, VTI, UPS, SPHQ, IVV | 13F-HR | 5/13/2022, 10:51 AM |
| Q4 2021 | 275 | $1.02B | +$49.7M | -$43.6M | +$6.16M | VUG, VTI, ARKK, AAPL, USMV | 13F-HR | 2/14/2022, 01:38 PM |
| Q3 2021 | 264 | $955M | +$141M | -$226M | -$84.4M | VUG, VTI, ARKK, USMV, AAPL | 13F-HR | 10/27/2021, 11:27 AM |
| Q2 2021 | 263 | $1.06B | +$68.3M | -$23.2M | +$45.1M | VUG, VDC, ARKK, DVYE, USMV | 13F-HR | 8/16/2021, 12:19 PM |
| Q1 2021 | 234 | $956M | +$162M | -$259M | -$96.3M | VUG, VDC, ARKK, DVYE, USMV | 13F-HR | 5/18/2021, 03:59 PM |
| Q4 2020 | 212 | $1.03B | +$53.9M | -$224M | -$170M | VUG, USMV, VDC, ARKK, EFAV | 13F-HR | 2/12/2021, 12:20 PM |
| Q3 2020 | 222 | $1.09B | +$99.2M | -$93.1M | +$6.12M | VUG, USMV, USFR, VDC, ARKK | 13F-HR | 11/10/2020, 10:09 AM |
| Q2 2020 | 216 | $1B | +$290M | -$313M | -$23.5M | VUG, USMV, USFR, ARKK, VDC | 13F-HR | 8/13/2020, 11:59 AM |
| Q1 2020 | 220 | $895M | +$105M | -$161M | -$55.5M | VUG, USFR, CSM, SMMV, USMV | 13F-HR | 5/5/2020, 04:43 PM |
| Q4 2019 | 231 | $1.13B | +$197M | -$29.1M | +$168M | VUG, CSM, USFR, SMMV, FLRN | 13F-HR | 1/16/2020, 12:27 PM |
| Q3 2019 | 138 | $915M | +$205M | -$141M | +$63.2M | VUG, CSM, USFR, SMMV, FLRN | 13F-HR | 11/25/2019, 03:44 PM |
| Q2 2019 | 113 | $845M | +$196M | -$91.8M | +$104M | VUG, CSM, USFR, IJR, FLRN | 13F-HR | 8/13/2019, 02:12 PM |
| Q1 2019 | 117 | $725M | +$109M | -$22M | +$87.4M | VUG, CSM, USFR, EFAV, JNK | 13F-HR | 5/16/2019, 04:26 PM |
| Q4 2018 | 111 | $578M | +$146M | -$8.97M | +$137M | VUG, CSM, JNK, USFR, EFAV | 13F-HR | 2/15/2019, 05:07 PM |
| Q3 2018 | 115 | $517M | +$37.9M | -$5.77M | +$32.1M | VUG, CSM, EFAV, WBIA, IJR | 13F-HR | 10/25/2018, 02:30 PM |
| Q2 2018 | 114 | $456M | +$38.2M | -$10.4M | +$27.8M | VUG, CSM, EFAV, WBIA, IJR | 13F-HR | 8/7/2018, 02:31 PM |
| Q1 2018 | 109 | $416M | +$42.4M | -$8.13M | +$34.3M | CSM, VUG, EFAV, WBIA, IJR | 13F-HR | 5/14/2018, 03:00 PM |
| Q4 2017 | 107 | $385M | $0 | $0 | CSM, VUG, EFAV, WBIA, DBEF | 13F-HR | 2/13/2018, 04:45 PM |