StockDriftsStockDriftsTop 50 Merriman Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 14.15% | 3.52M | $339.8M | -2.13%(-76.54K) | — | 2024-12-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 11.46% | 8.15M | $275.4M | -2.30%(-191.90K) | — | 2024-12-31 | |
| QUAL | ISHARES TR | 10.11% | 1.36M | $242.9M | -1.81%(-25.20K) | — | 2024-12-31 | |
| DISV | DIMENSIONAL ETF TRUST | 9.81% | 8.87M | $235.6M | +3.19%(+274.04K) | — | 2024-12-31 | |
| OEF | ISHARES TR | 9.01% | 749.3K | $216.4M | -1.61%(-12.29K) | — | 2024-12-31 | |
| AVLV | AMERICAN CENTY ETF TR | 5.47% | 1.97M | $131.5M | -2.09%(-42.11K) | — | 2024-12-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.33% | 3.17M | $79.9M | +1.60%(+49.74K) | — | 2024-12-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.94% | 2.04M | $70.7M | -3.52%(-74.54K) | — | 2024-12-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.05% | 846.0K | $49.2M | +21432.60%(+842.09K) | — | 2024-12-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.04% | 880.3K | $49.0M | -4.30%(-39.60K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Merriman Wealth Management, Llc reports $2.40B in US-listed equity holdings across 211 positions in its most recent 13F filing. Its largest disclosed positions are AVUV (14.2%), DUHP (11.5%) and QUAL (10.1%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Merriman Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1568389). View Merriman Wealth Management, Llc’s 13F filings on SEC