• 13F History

Merriman Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$2.4B
Signature - Title
Kristi de Grys - Chief Compliance Officer
Location
Seattle, WA
Summary
This page shows a list of all the recent 13F filings made by Merriman Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Merriman Wealth Management, LLC reported 209 stock holdings with total value $2.4B as of Q4 2024. Top holdings included AVUV, DUHP, QUAL, DISV, and OEF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 209 $2.4B +$117M -$137M -$20M AVUV, DUHP, QUAL, DISV, OEF 13F-HR 2/13/2025, 12:01 PM
Q3 2024 215 $2.46B +$90.7M -$55.6M +$35.1M AVUV, DUHP, DISV, QUAL, OEF 13F-HR 11/12/2024, 10:02 AM
Q2 2024 206 $2.29B +$87.6M -$41.9M +$45.7M AVUV, DUHP, QUAL, DISV, OEF 13F-HR 8/13/2024, 04:37 PM
Q1 2024 200 $2.24B +$70.3M -$27M +$43.3M AVUV, DUHP, QUAL, DISV, OEF 13F-HR 5/14/2024, 11:06 AM
Q4 2023 188 $2.06B +$151M -$231M -$79.8M AVUV, DUHP, DISV, QUAL, OEF 13F-HR 2/13/2024, 03:06 PM
Q3 2023 219 $1.93B +$414M -$469M -$55.3M AVUV, DUHP, DISV, QUAL, OEF 13F-HR 11/13/2023, 12:32 PM
Q2 2023 216 $2.03B +$395M -$374M +$20.5M AVUV, DUHP, DISV, IQLT, DIHP 13F-HR 8/14/2023, 02:09 PM
Q1 2023 195 $1.94B +$145M -$137M +$8.35M AVUV, DUHP, DFAT, DISV, DFSV 13F-HR 5/4/2023, 04:02 PM
Q4 2022 204 $1.91B +$428M -$186M +$242M AVUV, DFAT, DUHP, DISV, DFSV 13F-HR 2/13/2023, 11:04 AM
Q3 2022 174 $1.53B +$260M -$52.5M +$207M AVUV, DUHP, DFAT, SGOV, DFSV 13F-HR 10/26/2022, 11:20 AM
Q2 2022 163 $1.3B +$596M -$258M +$338M AVUV, DFAT, DUHP, DFSV, AVLV 13F-HR 7/29/2022, 03:30 PM
Q1 2022 192 $1.22B +$422M -$184M +$238M DFAT, IJS, AVUV, VBR, QUAL Restatement 4/29/2022, 10:28 AM
Q4 2021 205 $1.27B +$372M -$304M +$67.7M QUAL, OEF, AVUV, VBR, DFAC Restatement 2/1/2022, 03:33 PM
Q3 2021 198 $1.2B +$229M -$175M +$53.9M DFAT, IJS, AVUV, VBR, QUAL Restatement 11/12/2021, 09:18 AM
Q2 2021 215 $1.17B +$331M -$98M +$233M VBR, QUAL, DFAC, AVUV, DFAT Restatement 8/11/2021, 04:35 PM
Q1 2021 180 $874M +$70.9M -$202M -$131M VBR, QUAL, AVUV, MSFT, FNDC 13F-HR 5/10/2021, 04:36 PM
Q4 2020 197 $930M +$251M -$58M +$193M MSFT, VBR, QUAL, AVUV, FNDC 13F-HR 2/10/2021, 01:26 PM
Q3 2020 160 $669M +$34.7M -$19.1M +$15.6M VBR, QUAL, AVUV, MSFT, FNDC 13F-HR 10/23/2020, 06:01 PM
Q2 2020 159 $629M +$356M -$107M +$248M VBR, QUAL, AVUV, MSFT, FNDC 13F-HR 7/31/2020, 05:03 PM
Q1 2020 150 $460M +$221M -$55M +$166M SHY, MSFT, FNDC, VBR, IWM 13F-HR 4/22/2020, 03:18 PM
Q4 2019 182 $519M +$38.6M -$33.1M +$5.5M MSFT, IWM, UPS, SCZ, AKS 13F-HR 1/22/2020, 06:14 PM
Q3 2019 173 $494M MSFT, IWM, UPS, SCZ, IVV 13F-HR 10/17/2019, 06:49 PM
Q2 2019 1 $9.1K EYLD 13F-HR 7/31/2019, 10:16 AM
Q1 2019 204 $528M +$226M -$65.4M +$161M MSFT, IWM, UPS, IVV, DWX 13F-HR 4/22/2019, 06:02 PM
Q4 2018 169 $463M +$218M -$49.7M +$168M SHY, MSFT, AMGN, EFA, IWM 13F-HR 1/28/2019, 11:51 AM
Q3 2018 171 $469M +$59.5M -$38.7M +$20.8M MSFT, SHY, AMGN, AKS, UPS 13F-HR 11/6/2018, 10:18 AM
Q2 2018 165 $438M +$182M -$27.5M +$155M MSFT, SHY, AMGN, AKS, UPS 13F-HR 8/10/2018, 05:27 PM
Q1 2018 180 $379M +$97.2M -$53.6M +$43.5M MSFT, AMGN, AKS, UPS, VXF 13F-HR 4/9/2018, 06:22 PM
Q4 2017 164 $410M +$41.1M -$51.5M -$10.4M MSFT, AMGN, AKS, UPS, VOO 13F-HR 2/5/2018, 09:32 AM
Q3 2017 157 $421M +$83.7M -$26.7M +$57M MSFT, AMGN, VOO, AKS, UPS 13F-HR 10/18/2017, 06:25 PM
Q2 2017 115 $359M +$32.4M -$28M +$4.41M MSFT, AMGN, AKS, UPS, SPY 13F-HR 8/7/2017, 01:03 PM
Q1 2017 129 $404M +$83.8M -$25.2M +$58.7M MSFT, AMGN, AKS, UPS, SCHB 13F-HR 4/14/2017, 01:41 PM
Q4 2016 122 $365M +$109M -$59.8M +$49.1M MSFT, AKS, AMGN, UPS, XOPXXXX 13F-HR 2/8/2017, 10:02 AM
Q3 2016 133 $486M +$155M -$18.8M +$137M MSFT, AMGN, UPS, FDN, QQQXXXX 13F-HR 10/20/2016, 02:33 PM
Q2 2016 108 $354M +$273M -$12M +$261M MSFT, AMGN, UPS, FDN, QQQXXXX 13F-HR 7/7/2016, 05:53 PM
Q1 2016 50 $107M +$71M -$17.9M +$53.1M MDY, SCZ, RWX, DWX, VOO 13F-HR 4/11/2016, 06:04 PM
Q4 2015 36 $68.6M +$51.8M -$860K +$51M VBR, VB, EFAV, RWR, CEFXXXX 13F-HR 1/6/2016, 10:20 AM
Q3 2015 37 $178M +$163M -$952K +$162M SHY, IEI, MBB, BIV, PEYXXXX 13F-HR 10/13/2015, 10:57 AM
Q2 2015 26 $49.8M +$10.4M -$8.62M +$1.79M VB, SPY, EFAV, MGV, CEFXXXX 13F-HR 7/29/2015, 11:59 AM
Q1 2015 45 $96.6M +$34M -$2.41M +$31.6M SPY, VB, RWR, EFAV, IFGL 13F-HR 4/22/2015, 04:48 PM
Q4 2014 38 $57.6M +$8.72M -$381K +$8.34M VB, RWR, DLN, CEFXXXX, QQQXXXX 13F-HR 1/15/2015, 05:35 PM
Q3 2014 39 $77.1M +$46.9M -$6M +$40.9M SPY, VB, RWR, DLN, RWX 13F-HR 11/12/2014, 10:53 AM
Q2 2014 36 $95.6M +$16.4M -$5.14M +$11.2M VB, VXF, VWO, RWX, IWB 13F-HR 7/30/2014, 03:58 PM
Q1 2014 35 $86.5M +$61.4M -$6.34M +$55M VB, VXF, RWX, VWO, VGK 13F-HR 5/14/2014, 11:00 AM
Q4 2013 85 $235M EFV, SHY, VB, IWS, IWR 13F-HR 1/28/2014, 01:02 PM