Institutions / Merit Financial Group, LLC

Merit Financial Group, LLC

CIK 1621225 · Institution · as of Dec 31, 2025

Portfolio value

$12.46B

Positions

1,941

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,941 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$399.02M	817,895	3.2%
GMO ETF Trust	—	$288.24M	7,494,580	2.3%
iShares Tr	—	$273.15M	1,626,452	2.2%
iShares Tr	—	$266.08M	2,594,909	2.1%
Vanguard World Fd	—	$261.18M	632,742	2.1%
Apple Inc.	—	$245.49M	902,994	2.0%
iShares Tr	—	$197.66M	288,582	1.6%
Vanguard Index Fds	—	$185.09M	969,104	1.5%
NVIDIA Corp	—	$180.89M	969,912	1.5%
Vanguard World Fd	—	$178.11M	1,261,768	1.4%
Microsoft Corp	—	$177.71M	367,461	1.4%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$177.69M	2,922,087	1.4%
Vanguard Index Fds	—	$176.89M	282,059	1.4%
iShares Inc	—	$173.75M	2,584,820	1.4%
SPDR Series Trust	—	$166.06M	5,757,906	1.3%
iShares Tr	—	$162.29M	2,272,686	1.3%
American Centy ETF Tr	—	$142.99M	1,944,852	1.1%
Victory Portfolios II	—	$132.12M	2,598,695	1.1%
Victory Portfolios II	—	$128.03M	5,819,517	1.0%
iShares Tr	—	$121.03M	1,271,085	1.0%
BlackRock ETF Trust II	—	$117.09M	2,218,853	0.9%
SPDR Index Shs Fds	—	$114.44M	3,186,018	0.9%
Amazon.com Inc	—	$111.09M	481,288	0.9%
Invesco Qqq Tr	—	$108.99M	177,423	0.9%
Victory Portfolios II	—	$103.79M	2,635,628	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.