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Merriman Wealth Management

Latest statistics and disclosures from Merriman Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUV, DUHP, DFAT, DISV, DFSV, and represent 49.27% of Merriman Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGSH (+$52M), SPHQ (+$12M), EFA (+$10M), DUHP (+$7.7M), BND (+$6.9M), SPIP (+$6.8M), IEI (+$6.7M), VMBS (+$6.6M), DISV (+$5.6M), RWX.
Started 22 new stock positions in HYEM, XLU, SPIP, VYM, DXJ, SPHQ, RWX, SO, AMLP, T. EFG, VXF, AXP, DFAE, IEI, PCAR, FLCH, ABCM, BND, VGSH, NFLX, META.
Reduced shares in these 10 stocks: SUB (-$23M), VBR (-$16M), AVUV (-$16M), SGOV (-$12M), PRF (-$11M), , DFAS (-$8.4M), MGV (-$6.8M), VTEB (-$6.8M), TLT (-$6.7M).
Sold out of its positions in AVSC, SYLD, COP, EXPD, F, GER, HCAT, Impact Shs Fds I Tr sus dv gge etf, PRF, EWA.
Merriman Wealth Management was a net seller of stock by $-75M.
Merriman Wealth Management has $1.9B in assets under management (AUM), dropping by -0.46%.
Central Index Key (CIK): 0001568389

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Portfolio Holdings for Merriman Wealth Management

Merriman Wealth Management holds 194 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV)	12.9	$251M	-5%	3.4M	74.06	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	9.9	$192M	+4%	7.6M	25.14	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	9.3	$181M	-2%	4.1M	44.50	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	9.1	$177M	+3%	7.5M	23.80	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.0	$155M		6.2M	24.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	5.0	$97M	-6%	1.9M	50.66	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	4.8	$93M	-5%	1.8M	51.11	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.1	$60M	-2%	2.4M	25.48	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.0	$58M	+4%	2.4M	24.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.7	$52M	NEW	884k	58.54	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.3	$45M	-33%	430k	104.68	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.0	$39M	-5%	311k	124.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.0	$38M	-29%	239k	158.76	View chart
Microsoft Corporation (MSFT)	1.3	$25M	-8%	88k	288.30	View chart
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Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$25M		741k	33.48	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.3	$25M	+7%	927k	26.62	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	1.2	$24M	+9%	550k	42.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.1	$21M	-3%	653k	32.23	View chart
Apple (AAPL)	0.8	$16M		99k	164.84	View chart
Dimensional Etf Trust International (DFSI)	0.7	$14M	+9%	476k	30.05	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$14M	+321%	189k	71.52	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.7	$13M	-4%	585k	22.99	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.7	$13M	-3%	404k	33.13	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$12M	NEW	245k	47.32	View chart
Ishares Tr Msci Usa Value (VLUE)	0.6	$12M	-6%	125k	92.59	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.5	$9.8M	+14%	238k	41.46	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$9.7M		184k	52.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$8.5M	+6%	23k	376.06	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$8.0M		99k	81.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$7.6M	-8%	19k	411.09	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.4	$7.5M		80k	92.82	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$7.4M		98k	75.55	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$7.3M	-38%	296k	24.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$7.2M	-40%	160k	45.17	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$7.0M	+1720%	151k	46.55	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$7.0M	-5%	218k	32.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$6.9M	NEW	93k	73.83	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.3	$6.8M	NEW	254k	26.67	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$6.7M	-9%	66k	102.77	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$6.7M	NEW	57k	117.65	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.3	$5.9M	+18%	198k	29.89	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$5.6M	+2%	116k	48.53	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.3	$5.3M		169k	31.27	View chart
Amazon (AMZN)	0.3	$5.2M	+23%	50k	103.29	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.3	$5.1M	+2%	150k	33.71	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.3	$5.0M	+2%	114k	44.06	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$4.9M	-47%	84k	58.48	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.2	$4.8M	+2%	155k	31.01	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$4.6M	-3%	78k	59.51	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.2	$4.3M	NEW	162k	26.28	View chart
Nvidia Corporation Put (Principal) (NVDA)	0.2	$4.1M	+785%	15k	277.77	View chart
Costco Wholesale Corporation (COST)	0.2	$3.9M	+19%	7.8k	496.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.5M	-8%	17k	204.10	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$3.2M	-23%	62k	52.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$3.2M	-2%	65k	48.37	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.1M	-43%	91k	34.13	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$2.8M	+3%	76k	37.37	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.1	$2.8M		56k	50.56	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.8M		16k	178.40	View chart
Tesla Motors (TSLA)	0.1	$2.6M		12k	207.46	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$2.5M	-10%	70k	35.30	View chart
Pimco Equity Ser Rafi Dyn Emerg (MFEM)	0.1	$2.3M	+2%	129k	18.12	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.1	$2.2M		46k	48.30	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.2M	-84%	22k	100.58	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$2.1M		39k	53.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$2.0M	-3%	86k	23.06	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.8M	+19%	28k	65.58	View chart
Starbucks Corporation (SBUX)	0.1	$1.8M		17k	104.13	View chart
Banner Corp Com New (BANR)	0.1	$1.7M	-17%	30k	54.37	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.5M	+8%	14k	109.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.5M	-55%	36k	40.40	View chart
Ishares Tr Esg Scrnd S&p Sm (XJR)	0.1	$1.5M	+48%	43k	33.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.4M	-10%	3.5k	410.43	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$1.4M		27k	53.51	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.4M	-76%	9.8k	138.11	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.3M		24k	57.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.2M	+2%	3.8k	321.36	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$1.2M		27k	44.43	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$1.2M	+90%	15k	80.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.2M		13k	90.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.2M	+4%	4.7k	244.32	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$1.2M		20k	57.42	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.1M		6.0k	186.80	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.1M		10k	107.74	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$1.1M		24k	44.90	View chart
Ishares Msci Germany Etf (EWG)	0.1	$1.0M		37k	28.46	View chart
Johnson & Johnson (JNJ)	0.1	$1.0M	+13%	6.7k	155.01	View chart
Procter & Gamble Company (PG)	0.1	$1.0M		6.8k	148.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.0M	-26%	19k	53.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.0M	NEW	11k	93.68	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$1.0M		22k	45.08	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$978k		29k	34.28	View chart
Nike CL B (NKE)	0.0	$963k		7.8k	122.94	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.0	$954k	NEW	14k	70.72	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.0	$929k		29k	32.26	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.0	$924k	NEW	50k	18.42	View chart
Ishares Tr Msci Jp Value (EWJV)	0.0	$917k		36k	25.70	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$913k		16k	58.69	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$894k		13k	67.82	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$891k	-2%	12k	76.74	View chart
Franklin Templeton Etf Tr Ftse China (FLCH)	0.0	$884k	NEW	45k	19.65	View chart
Wal-Mart Stores (WMT)	0.0	$878k		5.9k	147.98	View chart
Danaher Corporation (DHR)	0.0	$873k		3.5k	252.32	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.0	$861k	-2%	33k	26.05	View chart
Chevron Corporation (CVX)	0.0	$822k	-4%	5.0k	163.16	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$805k	NEW	21k	38.65	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$802k		15k	52.36	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$771k	-26%	13k	59.96	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$771k	+21%	34k	22.93	View chart
W.W. Grainger (GWW)	0.0	$765k		1.1k	688.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$762k	-13%	11k	66.85	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$756k	-88%	16k	48.19	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$736k	+13%	15k	47.82	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$733k	-30%	6.7k	109.24	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$707k		9.2k	76.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$663k		14k	47.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$617k	-7%	5.9k	103.99	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$615k		4.3k	143.14	View chart
Pfizer (PFE)	0.0	$596k		15k	40.80	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$575k	-3%	17k	34.80	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$557k	+6%	14k	41.16	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$556k	-20%	12k	44.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$540k		2.2k	250.16	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$537k	-93%	10k	52.70	View chart
Abbvie (ABBV)	0.0	$519k		3.3k	159.38	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$513k		13k	39.86	View chart
Automatic Data Processing (ADP)	0.0	$511k		2.3k	223.84	View chart
Colgate-Palmolive Company (CL)	0.0	$504k		6.7k	75.15	View chart
Paccar (PCAR)	0.0	$501k	NEW	6.8k	73.20	View chart
Ares Capital Corporation (ARCC)	0.0	$500k		27k	18.27	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$489k		12k	41.44	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$488k	-12%	9.7k	50.38	View chart
JPMorgan Chase & Co. (JPM)	0.0	$487k		3.7k	130.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$485k	-16%	3.2k	154.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$484k	-37%	4.7k	103.73	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$474k	+88%	6.0k	79.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$469k	-34%	5.6k	83.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$449k		3.1k	144.62	View chart
Merck & Co (MRK)	0.0	$441k	+12%	4.1k	107.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$434k	+15%	2.3k	189.59	View chart
Rumble Com Cl A (RUM)	0.0	$427k	+11%	43k	10.00	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$418k	+9%	4.1k	101.66	View chart
Amgen (AMGN)	0.0	$401k		1.7k	241.75	View chart
United Parcel Service CL B (UPS)	0.0	$385k		2.0k	193.99	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$375k		8.3k	45.33	View chart
Home Depot (HD)	0.0	$361k	-3%	1.2k	295.05	View chart
American Express Company (AXP)	0.0	$360k	NEW	2.2k	164.95	View chart
Pepsi (PEP)	0.0	$356k	+2%	2.0k	182.31	View chart
McDonald's Corporation (MCD)	0.0	$353k		1.3k	279.61	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$349k		4.9k	70.87	View chart
Boeing Company (BA)	0.0	$341k	-9%	1.6k	212.49	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$333k		3.6k	92.09	View chart
Verizon Communications (VZ)	0.0	$328k		8.4k	38.89	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.0	$322k		1.5k	208.61	View chart
Oracle Corporation (ORCL)	0.0	$319k		3.4k	92.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$314k		4.3k	73.16	View chart
Intel Corporation (INTC)	0.0	$307k		9.4k	32.67	View chart
FedEx Corporation (FDX)	0.0	$305k		1.3k	229.46	View chart
International Business Machines (IBM)	0.0	$302k	+15%	2.3k	131.11	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$299k	-29%	651.00	459.60	View chart
3M Company (MMM)	0.0	$295k		2.8k	105.11	View chart
UnitedHealth (UNH)	0.0	$294k	-7%	623.00	472.59	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.0	$294k		9.5k	30.90	View chart
Visa Com Cl A (V)	0.0	$281k		1.2k	225.44	View chart
Southern Company (SO)	0.0	$277k	NEW	4.0k	69.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$271k	NEW	2.6k	105.50	View chart
Coca-Cola Company (KO)	0.0	$270k	+24%	4.3k	62.21	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$261k	NEW	1.9k	140.20	View chart
Walt Disney Company (DIS)	0.0	$257k		2.6k	100.13	View chart
Canadian Pacific Railway (CP)	0.0	$256k		3.3k	77.08	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$256k	NEW	3.8k	67.69	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$256k		4.1k	62.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$255k		2.6k	96.70	View chart
Bristol Myers Squibb (BMY)	0.0	$254k		3.7k	69.31	View chart
Meta Platforms Cl A (META)	0.0	$243k	NEW	1.1k	211.94	View chart
Fortive (FTV)	0.0	$242k	+12%	3.5k	68.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$237k	+7%	1.6k	152.25	View chart
Rockwell Automation (ROK)	0.0	$236k		804.00	293.45	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$234k		2.5k	93.57	View chart
Waste Management (WM)	0.0	$228k	-4%	1.4k	163.17	View chart
Allstate Corporation (ALL)	0.0	$227k		2.0k	110.83	View chart
Abcam Ads (ABCM)	0.0	$226k	NEW	17k	13.46	View chart
At&t (T)	0.0	$223k	NEW	12k	19.25	View chart
Netflix (NFLX)	0.0	$222k	NEW	642.00	345.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$216k		1.2k	183.22	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$208k	NEW	9.1k	23.02	View chart
Cisco Systems (CSCO)	0.0	$205k	-8%	3.9k	52.28	View chart
Honeywell International (HON)	0.0	$204k		1.1k	191.12	View chart
TCW Strategic Income Fund (TSI)	0.0	$117k	-7%	25k	4.73	View chart
Aberdeen Asia-Pacific Income Fund (FAX)	0.0	$100k	-23%	38k	2.66	View chart
Banco Santander Adr (SAN)	0.0	$78k		21k	3.69	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$71k		25k	2.82	View chart
MiMedx (MDXG)	0.0	$44k		13k	3.41	View chart
Chromadex Corp Com New (CDXC)	0.0	$18k		12k	1.53	View chart

Past Filings by Merriman Wealth Management

SEC 13F filings are viewable for Merriman Wealth Management going back to 2013

Merriman Wealth Management 2023 Q1 filed May 4, 2023
Merriman Wealth Management 2022 Q4 filed Feb. 13, 2023
Merriman Wealth Management 2022 Q3 filed Oct. 26, 2022
Merriman Wealth Management 2022 Q2 filed July 29, 2022
Merriman Wealth Management 2022 Q1 restated filed April 29, 2022
Merriman Wealth Management 2022 Q1 filed April 28, 2022
Merriman Wealth Management 2021 Q4 filed Feb. 1, 2022
Merriman Wealth Management 2021 Q4 restated filed Feb. 1, 2022
Merriman Wealth Management 2021 Q3 restated filed Nov. 12, 2021
Merriman Wealth Management 2021 Q3 filed Nov. 9, 2021
Merriman Wealth Management 2021 Q2 restated filed Aug. 11, 2021
Merriman Wealth Management 2021 Q2 filed July 28, 2021
Merriman Wealth Management 2021 Q1 filed May 10, 2021
Merriman Wealth Management 2020 Q4 filed Feb. 10, 2021
Merriman Wealth Management 2020 Q3 filed Oct. 26, 2020
Merriman Wealth Management 2020 Q2 filed July 31, 2020

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Merriman Wealth Management

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Past Filings by Merriman Wealth Management