Merriman Wealth Management, LLC - Portfolio overview

Merriman Wealth Management, LLC has 209 reported holdings in this dataset, with the latest filing dated 2025-02-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AVUV - AMERICAN CENTY ETF TR, 14.15%
2. DUHP - DIMENSIONAL ETF TRUST, 11.47%
3. QUAL - ISHARES TR, 10.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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