How many stocks does Merit Financial Group, LLC own?

As of Q1 2026, Merit Financial Group, LLC holds 2,115 positions in their 13F portfolio.

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

VUG at 2.7% of portfolio, worth $360M.

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

$13.5B as of Q1 2026, tracked across 2,115 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 Q1 2026?

View Merit Financial Group, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

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

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

MFMerit Financial Group, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings2,115 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG ETF Vanguard Index Funds GROWTH ETF	824,223	$360M	2.7%	—	$291.34	-71.35%	29 qtrssince 2019-Q1	Increased 54
IUSG ETF ISHARES TR	2M	$303.1M	2.3%	—	$140.80	+29.05%	12 qtrssince 2023-Q2	Increased 63
QLTY ETF GMO ETF TRUST	8M	$288.6M	2.1%	—	$33.09	+23.65%	6 qtrssince 2024-Q4	Increased 56
IUSV ETF ISHARES TR	2.8M	$285.2M	2.1%	—	$90.77	+23.53%	10 qtrssince 2023-Q4	Increased 57
AAPL APPLE INC	985,181	$250M	1.9%	—	$196.72	+69.28%	29 qtrssince 2019-Q1	Increased 53
IVV ETF iShares Trust CORE S&P500 ETF	321,276	$209.9M	1.6%	—	$515.34	+44.05%	27 qtrssince 2019-Q3	Increased 54
NVDA NVIDIA CORPORATION	1.1M	$199.8M	1.5%	—	$146.66	+41.04%	29 qtrssince 2019-Q1	Increased 56
MGK ETF VANGUARD WORLD FD	542,393	$199.3M	1.5%	—	$332.74	-74.51%	22 qtrssince 2020-Q4	Decreased 0
VTV ETF VANGUARD INDEX FDS	997,691	$195.7M	1.5%	—	$170.35	+29.75%	29 qtrssince 2019-Q1	Increased 50
DYNF ETF BLACKROCK ETF TRUST	3.4M	$195.1M	1.4%	—	$53.72	+25.06%	9 qtrssince 2024-Q1	Increased 55
MGV ETF VANGUARD WORLD FD	1.3M	$193.8M	1.4%	—	$125.56	+30.78%	17 qtrssince 2022-Q1	Increased 51
SPTI ETF SPDR SERIES TRUST	6.2M	$177.9M	1.3%	—	$26.90	+4.31%	15 qtrssince 2022-Q3	Increased 52
EFV ETF ISHARES TR	2.4M	$176.2M	1.3%	—	$59.66	+32.49%	17 qtrssince 2022-Q1	Increased 50
VOO ETF VANGUARD INDEX FDS	274,941	$164.3M	1.2%	—	$350.97	+93.50%	29 qtrssince 2019-Q1	Decreased 0
CORO ETF BLACKROCK ETF TRUST	5M	$160.2M	1.2%	—	$32.99	+7.03%	1 qtr	New 69
MSFT MICROSOFT CORP	431,780	$159.8M	1.2%	—	$392.67	-2.79%	29 qtrssince 2019-Q1	Increased 56
AVNM ETF AMERICAN CENTY ETF TR	2M	$154.3M	1.1%	—	$65.72	+23.72%	4 qtrssince 2025-Q2	Increased 50
USTB ETF VICTORY PORTFOLIOS II	2.8M	$142.8M	1.1%	—	$50.10	+0.59%	6 qtrssince 2024-Q4	Increased 52
UBND ETF VICTORY PORTFOLIOS II	6.4M	$139.1M	1.0%	—	$21.68	-1.28%	3 qtrssince 2025-Q3	Increased 52
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	234,335	$135.3M	1.0%	—	$474.66	+44.15%	29 qtrssince 2019-Q1	Increased 61
Showing 20 of 2,115 results.2,095 more with Pro.