MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings2,360 positions
VANGUARD INDEX FDS | 5M | $426.4M | 2.6% | $79.89 | +9.75% | 30 qtrssince 2019-Q1 | Increased 86 |
ISHARES TR | 2.1M | $393.6M | 2.4% | $143.92 | +32.66% | 13 qtrssince 2023-Q2 | Increased 57 |
APPLE INC | 1.2M | $352.9M | 2.2% | $213.27 | +47.86% | 30 qtrssince 2019-Q1 | Increased 65 |
GMO ETF TRUST | 8.4M | $351.7M | 2.1% | $33.57 | +26.16% | 7 qtrssince 2024-Q4 | Increased 56 |
ISHARES TR | 3M | $327.9M | 2.0% | $92.00 | +23.86% | 11 qtrssince 2023-Q4 | Increased 57 |
VANGUARD WORLD FD | 3.6M | $320.2M | 2.0% | $84.71 | +5.73% | 23 qtrssince 2020-Q4 | Increased 79 |
BLACKROCK ETF TRUST | 4.5M | $307.5M | 1.9% | $57.41 | +21.55% | 10 qtrssince 2024-Q1 | Increased 63 |
VANGUARD WORLD FD | 1.7M | $270.1M | 1.6% | $132.80 | +25.19% | 18 qtrssince 2022-Q1 | Increased 59 |
ISHARES TR | 353,499 | $264.7M | 1.6% | $536.63 | +43.34% | 28 qtrssince 2019-Q3 | Increased 53 |
NVIDIA CORPORATION | 1.3M | $260.5M | 1.6% | $153.07 | +46.13% | 30 qtrssince 2019-Q1 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 311,400 | $232.5M | 1.4% | — | — | — | Increased — |
VANGUARD INDEX FDS | 1M | $222.1M | 1.4% | $171.36 | +30.67% | 30 qtrssince 2019-Q1 | Increased 49 |
BLACKROCK ETF TRUST | 5.7M | $210.2M | 1.3% | $33.43 | +11.04% | 2 qtrssince 2026-Q1 | Increased 55 |
MICROSOFT CORP | 520,766 | $194.3M | 1.2% | $382.50 | +28.53% | 30 qtrssince 2019-Q1 | Increased 57 |
VANGUARD INDEX FDS | 272,432 | $187.1M | 1.1% | $350.97 | +99.70% | 30 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 6.4M | $183.1M | 1.1% | $26.45 | +5.15% | 16 qtrssince 2022-Q3 | Increased 50 |
INVESCO QQQ TR | 245,984 | $181.1M | 1.1% | $487.06 | +47.07% | 30 qtrssince 2019-Q1 | Increased 50 |
AMERICAN CENTY ETF TR | 2.2M | $177.6M | 1.1% | $66.72 | +29.32% | 5 qtrssince 2025-Q2 | Increased 51 |
SPDR INDEX SHS FDS | 3.8M | $152.6M | 0.9% | $34.28 | +20.55% | 18 qtrssince 2022-Q1 | Increased 46 |
VICTORY PORTFOLIOS II | 2.9M | $148.8M | 0.9% | $49.03 | +2.51% | 7 qtrssince 2024-Q4 | Increased 45 |
Merit Financial Group, LLC manages $16.4B across 2360 positions as of Q2 2026. Top holdings: VUG (2.6%), IUSG (2.4%), AAPL (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 319 new positions, 109 exits, 1195 increased. Top move: VUG (INCREASED, conviction 86). Portfolio: $16.4B across 2360 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR