Merit Financial Group, LLC

CIK 0001621225 · ALPHARETTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

Merit Financial Group, LLC reported 2,360 positions worth $16.38B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: VUG (2.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$16.38B
2026 Q2
Positions
2,360
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
20.0%
Est. Net Flow (Q)
2026 Q2
10 / 2360 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$426.4M2.60%4,950,558
2IUSGISHARES TRSH$393.6M2.40%2,092,449
3AAPLAPPLE INCSH$352.9M2.15%1,219,742
4QLTYGMO ETF TRUSTSH$351.7M2.15%8,449,244
5IUSVISHARES TRSH$327.9M2.00%2,976,786
6MGKVANGUARD WORLD FDSH$320.2M1.95%3,641,887
7DYNFBLACKROCK ETF TRUSTSH$307.5M1.88%4,521,035
8MGVVANGUARD WORLD FDSH$270.1M1.65%1,652,554
9IVVISHARES TRSH$264.7M1.62%353,499
10NVDANVIDIA CORPORATIONSH$260.5M1.59%1,301,989

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Merit Financial Group, LLC hold as of Q2 2026?

Merit Financial Group, LLC reported 2360 positions worth $16.38B in its Q2 2026 13F filing. Largest positions: VUG (2.6%), IUSG (2.4%), AAPL (2.2%), QLTY (2.1%) and IUSV (2.0%).

What did Merit Financial Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Merit Financial Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.