Merriman Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Seattle, WA
CIK
0001568389
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 206 2,287,884 AVUV, DUHP, QUAL, DISV 13F-HR 8/13/2024 000176538024000334
Q1 2024 201 2,243,655 AVUV, DUHP, QUAL, DISV 13F-HR 5/14/2024 000176538024000221
Q4 2023 188 2,056,764 AVUV, DUHP, DISV, QUAL 13F-HR 2/13/2024 000176538024000123
Q3 2023 189 1,933,693 AVUV, DUHP, DISV, QUAL 13F-HR 11/13/2023 000176538023000238
Q2 2023 206 2,029,911 AVUV, DUHP, DISV, IQLT 13F-HR 8/14/2023 000176538023000177
Q1 2023 195 1,941,813 AVUV, DUHP, DFAT, DISV 13F-HR 5/4/2023 000176538023000101
Q4 2022 207 1,950,695 AVUV, DFAT, DUHP, DISV 13F-HR 2/13/2023 000176538023000060
Q3 2022 174 1,526,224 AVUV, DUHP, DFAT, SGOV 13F-HR 10/26/2022 000176538022000135
Q2 2022 165 1,422,678 AVUV, DFAT, DUHP, DFSV 13F-HR 7/29/2022 000176538022000099
Q1 2022 194 1,217,625 DFAT, IJS, AVUV, VBR RESTATEMENT 4/29/2022 000176538022000048
Q4 2021 207 1,370,825 QUAL, OEF, AVUV, LGO.TO RESTATEMENT 2/1/2022 000156838922000003
Q3 2021 199 1,202,632 DFAT, IJS, AVUV, VBR RESTATEMENT 11/12/2021 000176538021000121
Q2 2021 216 1,165,221 VBR, QUAL, DFAC, AVUV RESTATEMENT 8/11/2021 000176538021000086
Q1 2021 180 874,171 VBR, QUAL, AVUV, MSFT 13F-HR 5/10/2021 000176538021000057
Q4 2020 198 931,820 MSFT, VBR, QUAL, AVUV 13F-HR 2/10/2021 000156838921000001
Q3 2020 160 668,616 VBR, QUAL, AVUV, MSFT 13F-HR 10/26/2020 000156838920000004
Q2 2020 159 629,198 VBR, QUAL, AVUV, MSFT 13F-HR 7/31/2020 000156838920000003
Q1 2020 150 459,846 SHY, MSFT, FNDC, VBR 13F-HR 4/22/2020 000156838920000002
Q4 2019 182 518,901 MSFT, IWM, UPS, SCZ 13F-HR 1/23/2020 000156838920000001
Q3 2019 173 494,400 MSFT, IWM, UPS, SCZ 13F-HR 10/18/2019 000156838919000004
Q2 2019 191 5,189,492 MSFT, IWM, SHY, VSS 13F-HR 7/31/2019 000156838919000003
Q1 2019 204 527,943 MSFT, IWM, UPS, IVV 13F-HR 4/23/2019 000156838919000002
Q4 2018 170 463,054 SHY, MSFT, AMGN, EFA 13F-HR 1/28/2019 000156838919000001
Q3 2018 172 468,860 MSFT, SHY, AMGN, AKS 13F-HR 11/6/2018 000156838918000004
Q2 2018 166 438,059 MSFT, SHY, AMGN, AKS 13F-HR 8/10/2018 000156838918000003
Q1 2018 180 379,317 MSFT, AMGN, AKS, UPS 13F-HR 4/10/2018 000156838918000002
Q4 2017 164 409,690 MSFT, AMGN, AKS, UPS 13F-HR 2/5/2018 000156838918000001
Q3 2017 157 420,665 MSFT, AMGN, VOO, AKS 13F-HR 10/19/2017 000156838917000004
Q2 2017 115 358,832 MSFT, AMGN, AKS, UPS 13F-HR 8/7/2017 000156838917000003
Q1 2017 131 410,994 MSFT, AMGN, AKS, UPS 13F-HR 4/14/2017 000156838917000002
Q4 2016 123 365,854 MSFT, AKS, AMGN, UPS 13F-HR 2/8/2017 000156838917000001
Q3 2016 133 485,503 MSFT, AMGN, UPS, FDN 13F-HR 10/20/2016 000156838916000013
Q2 2016 109 354,732 MSFT, AMGN, UPS, FDN 13F-HR 7/8/2016 000156838916000012
Q1 2016 50 107,417 MDY, SCZ, RWX, DWX 13F-HR 4/12/2016 000156838916000011
Q4 2015 36 68,583 VBR, VB, EFAV, RWR 13F-HR 1/6/2016 000156838916000009
Q3 2015 37 178,334 SHY, IEI, MBB, BIV 13F-HR 10/13/2015 000156838915000008
Q2 2015 27 50,189 VB, SPY, EFAV, MGV 13F-HR 7/29/2015 000156838915000006
Q1 2015 46 98,139 SPY, VB, RWR, EFAV 13F-HR 4/22/2015 000156838915000004
Q4 2014 42 69,880 SPY, VB, RWR, DLN 13F-HR 1/16/2015 000156838915000001
Q3 2014 39 77,149 SPY, VB, RWR, DLN 13F-HR 11/12/2014 000156838914000005
Q2 2014 38 99,127 VB, VXF, VWO, RWX 13F-HR 7/30/2014 000156838914000003
Q1 2014 40 96,615 VB, VXF, EFA, RWX 13F-HR 5/14/2014 000156838914000002
Q4 2013 86 235,486 EFV, SHY, VB, IWS 13F-HR 1/28/2014 000156838914000001
Additional filings from Merriman Wealth Management, LLC that have since been restated