How many stocks does Merit Financial Group, LLC own?

As of Q2 2026, Merit Financial Group, LLC holds 2,360 positions in their 13F portfolio.

What is Merit Financial Group, LLC's largest holding?

VUG at 2.6% of portfolio, worth $426.4M.

What is Merit Financial Group, LLC's total portfolio value?

$16.4B as of Q2 2026, tracked across 2,360 holdings.

Is Merit Financial Group, LLC a hedge fund?

Merit Financial Group, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Merit Financial Group, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Merit Financial Group, LLC's portfolio changed in Q2 2026?

View Merit Financial Group, LLC's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is Merit Financial Group, LLC's investment strategy?

Merit Financial Group, LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

MFMerit Financial Group, LLC

Institutional investor · Portfolio as of Q2 2026

Q2 2026(Latest)

SEC 13F snapshot

Top Holdings2,360 positions

Checking export access…

Activity:

				Price Trend
VUG ETF VANGUARD INDEX FDS	5M	$426.4M	2.6%	—	$48.58	+80.99%as of Oct 16	30 qtrssince 2019-Q1	Increased 86
IUSG ETF ISHARES TR	2.1M	$393.6M	2.4%	—	$142.29	+33.08%as of Oct 16	13 qtrssince 2023-Q2	Increased 57
AAPL APPLE INC	1.2M	$352.9M	2.2%	—	$211.55	+62.35%as of Oct 16	30 qtrssince 2019-Q1	Increased 65
QLTY ETF GMO ETF TRUST	8.4M	$351.7M	2.1%	—	$33.57	+30.71%as of Oct 16	7 qtrssince 2024-Q4	Increased 56
IUSV ETF ISHARES TR	3M	$327.9M	2.0%	—	$90.79	+25.34%as of Oct 16	11 qtrssince 2023-Q4	Increased 57
MGK ETF VANGUARD WORLD FD	3.6M	$320.2M	2.0%	—	$71.89	+25.18%as of Oct 16	23 qtrssince 2020-Q4	Increased 79
DYNF ETF BLACKROCK ETF TRUST	4.5M	$307.5M	1.9%	—	$56.95	+20.64%as of Oct 16	10 qtrssince 2024-Q1	Increased 63
MGV ETF VANGUARD WORLD FD	1.7M	$270.1M	1.6%	—	$131.31	+26.17%as of Oct 16	18 qtrssince 2022-Q1	Increased 59
IVV ETF ISHARES TR	353,499	$264.7M	1.6%	—	$529.21	+44.87%as of Oct 16	28 qtrssince 2019-Q3	Increased 53
NVDA NVIDIA CORPORATION	1.3M	$260.5M	1.6%	—	$137.73	+55.47%as of Oct 16	30 qtrssince 2019-Q1	Increased 55
SPY PUT STATE STR SPDR S&P 500 ETF T	311,400	$232.5M	1.4%	—	—	—	—	Increased —
VTV ETF VANGUARD INDEX FDS	1M	$222.1M	1.4%	—	$169.33	+31.94%as of Oct 16	30 qtrssince 2019-Q1	Increased 49
CORO ETF BLACKROCK ETF TRUST	5.7M	$210.2M	1.3%	—	$31.89	+11.39%as of Oct 16	2 qtrssince 2026-Q1	Increased 55
MSFT MICROSOFT CORP	520,766	$194.3M	1.2%	—	$382.50	+38.31%as of Oct 16	30 qtrssince 2019-Q1	Increased 57
VOO ETF VANGUARD INDEX FDS	272,432	$187.1M	1.1%	—	$348.84	+101.13%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
SPTI ETF SPDR SERIES TRUST	6.4M	$183.1M	1.1%	—	$26.45	+3.98%as of Oct 16	16 qtrssince 2022-Q3	Increased 50
QQQ Unit INVESCO QQQ TR	245,984	$181.1M	1.1%	—	$487.06	+45.73%as of Oct 16	30 qtrssince 2019-Q1	Increased 50
AVNM ETF AMERICAN CENTY ETF TR	2.2M	$177.6M	1.1%	—	$65.76	+24.49%as of Oct 16	5 qtrssince 2025-Q2	Increased 51
CWI ETF SPDR INDEX SHS FDS	3.8M	$152.6M	0.9%	—	$33.93	+16.81%as of Oct 16	18 qtrssince 2022-Q1	Increased 46
USTB ETF VICTORY PORTFOLIOS II	2.9M	$148.8M	0.9%	—	$49.03	+1.94%as of Oct 16	7 qtrssince 2024-Q4	Increased 45