Question 1

What is Merriman Wealth Management, LLC's portfolio value?

Accepted Answer

As of Q4 2024, Merriman Wealth Management, LLC manages $2.3M across 209 reported positions in their SEC 13F filing.

Question 2

What are Merriman Wealth Management, LLC's top holdings?

Accepted Answer

Merriman Wealth Management, LLC's largest 13F positions include AVUV, DUHP, QUAL, representing approximately 37.2% of the reported portfolio.

Question 3

How many stocks does Merriman Wealth Management, LLC hold?

Accepted Answer

Merriman Wealth Management, LLC holds 209 reported positions as of their Q4 2024 13F filing.

Question 4

When did Merriman Wealth Management, LLC last file a 13F?

Accepted Answer

The most recent 13F filing from Merriman Wealth Management, LLC reports positions as of Q4 2024. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	AVUV AMERICAN CENTY ETF TR	3,520,278	$339K	14.71%
2	DUHP DIMENSIONAL ETF TRUST	8,149,756	$275K	11.94%
3	QUAL ISHARES TR	1,363,748	$242K	10.50%
4	DISV DIMENSIONAL ETF TRUST	8,865,282	$235K	10.20%
5	OEF ISHARES TR	749,310	$216K	9.38%
6	AVLV AMERICAN CENTY ETF TR	1,969,084	$131K	5.69%
7	DIHP DIMENSIONAL ETF TRUST	3,165,787	$79K	3.43%
8	DFAC DIMENSIONAL ETF TRUST	2,044,028	$70K	3.04%
9	VGSH VANGUARD SCOTTSDALE FDS	846,016	$49K	2.13%
10	DFAT DIMENSIONAL ETF TRUST	880,267	$48K	2.08%

Sector	# Holdings	Value	%
Financial Services	137	$2.2M	95.3%
Technology	19	$72K	3.1%
Consumer Cyclical	6	$16K	0.7%
Consumer Defensive	6	$9K	0.4%
Communication Services	6	$5K	0.2%
Unknown	5	$5K	0.2%
Energy	2	$1K	0.0%
Industrials	11	$1K	0.0%
Healthcare	14	$0	0.0%
Utilities	2	$0	0.0%
Real Estate	1	$0	0.0%

Merriman Wealth Management, LLC

Top 10 Holdings

Quarterly Changes

Top Buys

Top Sells

New Positions (20)

Closed Positions (26)

Sector Breakdown