Analyzing Merriman Wealth Management's Q3 2022 vs Q4 2022 13F Holdings

Merriman Wealth Management is an independent, fee-only financial firm that has been providing financial advice to its clients since 1983. The company is dedicated to providing personalized financial guidance to individuals and institutions throughout the United States. One of the ways they achieve this is through their 13F filings, which publicly disclose their holdings each quarter.

In their latest filings for Q3 2022 and Q4 2022, we can see some significant changes in their holdings. In this blog post, we will analyze the changes to their holdings to provide insight into their investment strategy and potential market trends.

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First on the list is the American Century ETF Trust (AVUV), which saw a 26.2% increase in shares from Q3 to Q4, with the value rising from $212,877,000 to $268,695,000, indicating a bullish sentiment towards the fund. Similar positive movements can be seen in other Dimensional ETF Trusts such as - DFAT, DUHP, DISV, DFSV.

On the other hand, Vanguard Municipal Bond Funds (VTEB) saw a whopping 155.5% increase in shares from Q3 to Q4 with the value rising from $39,818,000 to $101,725,000, an impressive feat. Other funds that saw a high percentage increase include SUB from iShares Trust, with a 576.5% increase in shares, and AVDV from American Century ETF with a 2426.9% increase.

However, not all the changes were positive. Some funds saw a decrease in shares and value, namely - QUAL from iShares Trust, and Microsoft Corp (MSFT), declining by 10.1% and 30%, respectively.

In terms of new holdings, there are only four additions to the portfolio, including SPDR Index Shares Funds (SPDW), PIMCO Equity, JP Morgan Exchange Traded Funds, and Banner Corp, with the highest valued securities being the JP Morgan Exchange Traded Funds, with a total value of $1937 million.

With the perusal of this 13F Holdings statement, we can derive that Merriman Wealth Management has been making some interesting decisions in expanding their portfolio, taking into account market trends and future outlooks to curate a portfolio that will withstand the test of time. Nonetheless, these holding data represents only 13F filings, which can change rapidly based on various factors like performance and volatility; hence, investors need to remain cautious with their investment.

In conclusion, the Merriman Wealth Management, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison statement provides valuable insight into the company's investment strategies and overall market trends. The significant boost in various ETF funds, mainly the Dimensional ETF Trust, indicates a bullish stance, whereas the sell-off of Microsoft Corp (MSFT) could indicate short-term bearishness. Regardless, investors should always approach these filings with caution and conduct their own research before making investment decisions.